Silicon Valley Byte Size - The Allianz Technology Trust Podcast

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Finding our Sea Legs

At the sunset of 2022, Mike Seidenberg joined Cherry Reynard for the final time of the year to discuss how unprecedented macroeconomic factors (at least in recent memory) and nervous markets are combining to make managing a technology portfolio something like trying to find one’s sea legs on a ship being tossed about in rough seas. It wasn’t an easy ride in 2022 and calm waters may be some way off yet, however Mike describes why he remains positive for the sector in the long term. Recorded and Produced by Lansons. Hosted on Acast. See acast.com/privacy for more information.

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  The cost of competitive advantage: What AI gives us and what it takes away

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  Have we reached peak Silicon Valley?

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  Cybersecurity Investing: Why Today's Winners Can Quickly Become Obsolete

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  Quantum Computing: does execution matter more than Innovation?

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  Beyond the moonshot: why connectivity is the biggest space tech investment…

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  Is AI the Next Big Technology Cycle?

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  Gigawatts & Megadeals: The Sheer Scale of AI Infrastructure

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  The AI Ecosystem Play: It's Not Just About the Chips

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  Searching for gems in the tech sector

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  AI euphoria versus economic realities – tech in 2025

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  Positioning for 2025 – the year ahead in tech

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  Beyond the behemoths

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  Is bigger always better?

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  Semiconductors – a core ingredient

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  Making connections

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  The post-pandemic technology landscape