Silicon Valley Byte Size - The Allianz…

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Is AI the Next Big Technology Cycle?

Saison 1 · Épisode 33

lundi 20 avril 2026 • Durée 15:41

In this episode of Silicon Valley Bite Size, Allianz Technology Trust portfolio manager Mike Seidenberg explains why AI may represent the latest in a series of powerful technology cycles, following the internet and cloud computing.

Mike discusses the huge infrastructure investments now being made across the AI ecosystem, the productivity gains already emerging in the workplace, and the sharp sell-off in parts of the software sector as investors debate the technology’s long-term impact.

He also shares how the Allianz Technology Trust team approaches investing through periods of hype and volatility, focusing on long-term fundamentals and the broader ecosystem of companies powering the AI revolution.

Listen to discover how experienced technology investors separate short-term excitement from lasting innovation.

Hosted on Acast. See acast.com/privacy for more information.

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Gigawatts & Megadeals: The Sheer Scale of AI Infrastructure

Saison 1 · Épisode 32

vendredi 5 décembre 2025 • Durée 14:57

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 massive infrastructure build-out that's happening right now – a wave of investment so large it dwarfs major public works projects.

From multi-gigawatt data centres that consume the power of a small city to the critical "plumbing" companies providing everything from cooling systems to backup power software, Mike explains why the AI opportunity is about so much more than just chips. He shares his on-the-ground perspective on the bottlenecks, the long lead times, and how the Allianz Technology Trust team aims to identify the disciplined, best-in-class companies poised to win in this new technology cycle.

Listen to understand the sheer scale of the AI infrastructure boom and learn how a long-term, fundamentals-based approach can uncover the hidden gems set to power our future.

Hosted on Acast. See acast.com/privacy for more information.

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The post-pandemic technology landscape

Saison 1 · Épisode 23

mercredi 13 décembre 2023 • Durée 14:34

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 has changed over the past two years, and how that is reflected in the portfolio. Which pandemic trends have endured, how has the higher interest rate environment dented the valuation of higher growth shares and how has the portfolio been reshaped to reflect this changing environment.

Recorded and produced by Lansons.

Hosted on Acast. See acast.com/privacy for more information.

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AI – opportunity or threat?

Saison 1 · Épisode 22

jeudi 31 août 2023 • Durée 15:23

ChatGPT has brought artificial intelligence (AI) firmly into investors’ sights in 2023. But, where are we today in terms of AI and its applications, and where are we going in the future? Cherry and Mike look at the implications and whether the initial euphoria from an investment perspective is warranted. There is no doubt that increasing use of data is an advantage for businesses, and those that fall behind in their use of AI risk being at a competitive disadvantage. On balance, is AI an opportunity or a threat?

Hosted on Acast. See acast.com/privacy for more information.

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Cyber-crime-fighters – capes not required!

Saison 1 · Épisode 21

vendredi 16 juin 2023 • Durée 11:53

Picking up where the previous podcast episode left off, portfolio manager Mike Seidenberg and host Jon Cronin dive a little deeper on the topic of cybersecurity. Which companies are championing the fight-back, what should investors be thinking about in that sector, and how does cyber security stack up alongside other areas within tech?

Hosted on Acast. See acast.com/privacy for more information.

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The big business of cyber crime

Saison 1 · Épisode 20

vendredi 16 juin 2023 • Durée 13:48

In this latest podcast, portfolio manager Mike Seidenberg and stand-in host Jon Cronin focus in on the topic of cybersecurity. The team look at what the implications are to us all in our daily lives, but also how this impacts businesses, corporations, and governments. With huge criminal enterprises emerging and nation states weaponising cyber-attacks, just how big is the problem?

Hosted on Acast. See acast.com/privacy for more information.

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Geopolitics and Technology

Saison 1 · Épisode 19

jeudi 30 mars 2023 • Durée 26:30

In this latest podcast, portfolio manager Mike Seidenberg and host Cherry Reynard focus in on a single issue: geopolitics and how it’s affecting the technology sector. The geopolitical landscape has seen many issues over the past year, with war in Europe and a significant deterioration in US/China relations destabilising global trade. With technology being a largely globalised industry, how might these geopolitical tensions affect it? The pair delve into cyber security, semiconductors and super-computers amongst other factors.

Recorded and produced by Lansons.

Hosted on Acast. See acast.com/privacy for more information.

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Finding our Sea Legs

Saison 1 · Épisode 18

mardi 3 janvier 2023 • Durée 20:02

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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A Rollercoaster Ride

Saison 1 · Épisode 17

mercredi 2 novembre 2022 • Durée 16:08

2022 has undoubtedly been a difficult year so far for the technology sector and for technology investors in turn. Portfolio manager Mike Seidenberg joins host Cherry Reynard to discuss how the current negative market sentiment and economic backdrop is balanced against the ongoing demand drivers for tech firms as we look to the future. With the rollercoaster ride looking likely to continue in the near term at least, Mike sees active management as being key for investors.

Hosted on Acast. See acast.com/privacy for more information.

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Winners and losers

Saison 1 · Épisode 16

jeudi 11 août 2022 • Durée 25:36

Against the force of rising inflation and interest rates, there has been indiscriminate pressure on tech stock valuations. Those valuations now look much more reasonable, and all eyes are on corporate earnings with a dispersion of results emerging. As economic growth continues to slow and central banks flex more muscle, investors in the technology sector need to be more discerning around which areas might struggle, and which could benefit.

Produced remotely by the Lansons Content Studio

Hosted on Acast. See acast.com/privacy for more information.

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