Silicon Valley Byte Size - The Allianz Technology Trust Podcast
A look at developments from the technology sector and what they mean for investors. The Allianz Technology Trust investment team will offer their insight, as they discuss cutting edge companies and how they are changing our lives. Hosted on Acast.
- Indexed episodes, last 90 days
- 2
- Latest publication
- Aug 28, 2026
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- Earliest in this view
- Jul 22, 2026
Latest episodes
Have we reached peak Silicon Valley? (opens the original)
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Every few years, someone declares that Silicon Valley has had its day. But as technology innovation becomes increasingly global, have we really reached peak Silicon Valley? In this episode of Silicon Valley Bite Size, Cherry Reynard is joined by Mike Seidenberg, lead manager of Allianz Technology Trust, to explore what continues to set Silicon Valley apart. Mike discusses how its combination of talent, capital, experienced operators and world-class universities has created an ecosystem that rema
Cybersecurity Investing: Why Today's Winners Can Quickly Become Obsolete (opens the original)
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Cybersecurity has become one of the most critical areas of technology, but it is also one of the most challenging sectors for investors to navigate. In this episode of Silicon Valley Bite Size, Cherry Reynard sits down with Mike Seidenberg, lead manager of Allianz Technology Trust, to explore why success in cybersecurity can be surprisingly short-lived. Mike explains how constantly evolving cyber threats can quickly render once-dominant products obsolete, why identifying the right security archi
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