Beyond the behemoths - Silicon Valley Byte Size

What this episode covers

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.

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Frequently Asked Questions

How long is this episode of Silicon Valley Byte Size - The Allianz Technology Trust Podcast?

This episode is 13 minutes long.

When was this Silicon Valley Byte Size - The Allianz Technology Trust Podcast episode published?

This episode was published on October 29, 2024.

What is this episode about?

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...

Can I download this Silicon Valley Byte Size - The Allianz Technology Trust Podcast episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.