Silicon Valley Byte Size - The Allianz Technology Trust Podcast

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Beyond the behemoths

In the 27th episode of the Silicon Valley Byte Size Podcast, Mike Seidenberg, Lead Portfolio Manager, joins host Cherry Reynard to discuss the current tech landscape, dominated by a handful of companies. Mike discusses the importance of looking beyond these giants to uncover new opportunities, sharing his insights on the key secular themes driving long-term growth in the industry. Tune in to find out where Mike and the team are finding opportunities currently. 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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  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