Silicon Valley Byte Size - The Allianz Technology Trust Podcast

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Positioning for 2025 – the year ahead in tech

As technology becomes more and more ubiquitous in our daily lives, what are the major themes that are likely to drive the technology sector forward? And, how will a possible tariff regime from the new US administration impact technology, particularly in terms of supply chain? Of course, we can’t ignore valuations either. Portfolio Manager, Mike Seidenberg discusses all these topics and more, including regulation, the outlook for growth and how the team are positioning the trust for 2025. 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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  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