Silicon Valley Byte Size - The Allianz Technology Trust Podcast

Space technology is often associated with moon landings, astronauts and science fiction ambitions. But beneath the headlines, a quieter commercial revolution is taking shape.In this episode of Silicon Valley Bite Size from Allianz Technology Trust, Mike Seidenberg, lead manager at the trust, talks about why the real investment opportunity in space may have less to do with tourism or exploration, and far more to do with connectivity. Mike explains how falling launch costs, reusable rockets and smaller, more powerful satellites are transforming the economics of space infrastructure. He discusses why satellite networks such as Starlink could create entirely new business models by bringing information access to millions of people previously beyond the reach of traditional communications networks. The conversation explores how connectivity changes behaviour, from improving productivity on aircraft to creating new forms of security and resilience for consumers. Mike also examines the investment implications of a potential SpaceX IPO, the growing backlog for launch providers, and why investors should remain disciplined even in the face of technological excitement. Listen to discover why the most important commercial frontier in space may not be about travelling beyond earth…but connecting more of it.

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.

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.

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 obvious AI plays to explore the entire ecosystem – from data centre infrastructure to innovative software integration. Mike explains his "first and second derivatives" approach to AI investing, and reveals why he's optimistic about the long-term technology spending outlook. Tune in for Mike’s perspective on finding value across the full AI investment landscape.

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 associated market reactions, the realities of a new policy dynamic in the US were already causing ripples in markets. Mike explains that while the team look to understand the macro environment, they are focused on finding the companies that could be the winners over the longer-term, whatever short term headwinds are created. 

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.

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.

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 mid- and large-cap sector for long term growth. Mike delves into the complexities and limitations of mega-cap companies, making a compelling case for shifting the focus to mid- and large-caps, where opportunities for faster growth and innovation are often more abundant.