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.