It’s pretty funny watching the people who made a “world is changing” prediction about the next decade try to pivot and say it was actually only a 3 month trading call
Acting like we haven’t been writing about pivoting away from semis exposure for the past 5 months is disingenuous.
Not going to victory lap being down, but we pivoted away from semis back in June - bringing AI hardware exposure down from >50% in May to <10% in June.
11
21
347
16,895
High priority:
AI Firewall
AI Endpoint Protection
AI SIEM
AI Identity
Low priority:
Firewall
Endpoint Protection
SIEM
Identity
AI Firewall
AI Endpoint Protection
AI SIEM
AI Identity
Low priority:
Firewall
Endpoint Protection
SIEM
Identity
In a single year, AI has rewritten the security priority list for CISOs.
Attackers are moving faster. Bain estimates AI compresses a typical cyberattack from about four weeks to about 18 hours, and models keep getting better at finding and exploiting weaknesses.
There's also mployees shipping apps they couldn't have built a year ago and agents getting access to source code, documents, and production systems.
In a survey of 100 CISOs at companies with 1,000+ employees, all seven of the most-selected 2027 priorities involve AI.
The biggest jumps since 2026:
- Internal AI agent security (+28 pts)
- AI SOC (+26 pts)
- AI offensive security (+24 pts)
- AI code security (+23 pts)
- AI vulnerability remediation (+22 pts)
Last year's staples:
- Exposure & vulnerability management (-21 pts)
- SIEM / security data (-18 pts)
- Privileged access management (-18 pts)
From a16z's @OwenColby and @steph_zhang on The New Security Agenda: a16z.news/p/the-new-secu…
14
22
264
17,839
It’s Pied Piper isn’t it
we've found and have been working on disclosure for a remote code execution in a widely-deployed compression library.
it's both an impactful issue and an example that shows how complicated it can be to coordinate patching, since it's integrated into a lot of downstream software:
0
0
4
1,734
MrRatable retweeted
When I see semi bros complaining about their stocks fading after every "good" report. $SOXX
4
6
146
6,784
No, Dylan’s job is not to estimate what will happen. Dylan’s job is to hype up the AI trade as much as he possibly can.
@obsidiancap1 I don't care what consensus or expectations should be for IPO.
My job is to estimate what actually happens.
Also its 4.3x to 5x revenue growth, not 7x over the next 14 months.
10
7
217
16,798