Beyond the behemoths

About this episode

Mike Seidenberg discusses the current tech landscape and the importance of looking beyond major companies for investment opportunities.

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.

People in this episode

Host: Cherry Reynard

Guest: Mike Seidenberg

Topics covered

• technology landscape
• investment opportunities
• secular themes
• long-term growth
• tech giants

Keywords

• tech landscape
• investment
• opportunities
• secular themes
• growth

Mentioned in this episode

Organizations: AllianzGI Investment Trusts

More episodes of Silicon Valley Byte Size - The Allianz Technology Trust Podcast

• Beyond the moonshot: why connectivity is the biggest space tech investment opportunity · May 26, 2026 · 12 min
• Is AI the Next Big Technology Cycle? · April 20, 2026 · 16 min
• Gigawatts & Megadeals: The Sheer Scale of AI Infrastructure · December 5, 2025 · 15 min
• The AI Ecosystem Play: It's Not Just About the Chips · October 6, 2025 · 17 min
• Searching for gems in the tech sector · June 10, 2025 · 12 min
• AI euphoria versus economic realities – tech in 2025 · April 15, 2025 · 18 min