EP. 57: Agentic Winners & Losers: A Tsunami Is Coming with Onnig Terzian, former Balyasny TMT PM
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"I see a tsunami heading to that space. And it feels like the investors are just very complacent and sitting on the beach."
"It really is going to be winner take all. You can justify spending almost anything to make sure you are the consumer agent on everyone's phone."
"You're going to get rid of large swaths of the internet space that were just effectively intermediaries”
After a decade plus on the buyside as a TMT PM, at firms like Balyasny, Onnig Terzian is…
The skinny
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