Silicon Valley Byte Size - The Allianz Technology Trust Podcast
1) Gigawatts & Megadeals: The Sheer Scale of AI Infrastructure
Everyone is talking about AI, but what does it actually take to power this revolution? In our latest Silicon Valley Bitesize episode, portfolio manager Mike Seidenberg pulls back the curtain on the ma...Show More
2) The AI Ecosystem Play: It's Not Just About the Chips
Everyone knows about the chip makers, but what about the rest of the AI story? In this episode of Silicon Valley Bitesize, portfolio manager Mike Seidenberg takes host Cherry Reynard beyond the obviou...Show More
3) Searching for gems in the tech sector
In this episode of Silicon Valley Byte Size, Cherry Reynard sits down with Allianz Technology Trust fund manager Mike Seidenberg to explore the overlooked corners of the tech sector. While mega-cap st...Show More
4) AI euphoria versus economic realities – tech in 2025
After a strong 2024 and an initially promising start to 2025, Mike Seidenberg discusses the pullback in technology shares over 2025 so far. Recorded just before the recent tariff announcements and the...Show More
5) 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...Show More
6) 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 compani...Show More
7) Is bigger always better?
Despite the well-established dominance of mega-cap technology companies that play a key role in IT infrastructures, Portfolio Manager Mike Seidenberg talks to Cherry Reynard about the potential of the...Show More
8) Semiconductors – a core ingredient
Semiconductors are everywhere – not only in things where we would definitely expect them, but increasingly in everyday items as well as those products become more technologically advanced. That prolif...Show More
9) Making connections
The Internet-of-Things can often conjure up images of smart home devices and either utopian or dystopian views of a fully connected life. However, there are many other use cases, for example in indust...Show More
10) The post-pandemic technology landscape
The technology sector that has emerged from the pandemic is different to the one that went before. And we are still seeing some of the ramifications. In this latest podcast we discuss how the sector h...Show More