Is AI the Next Big Technology Cycle?

Episode 33 of the Silicon Valley Byte Size - The Allianz Technology Trust Podcast podcast, hosted by AllianzGI Investment Trusts, titled "Is AI the Next Big Technology Cycle?" was published on April 20, 2026 and runs 15 minutes.

April 20, 2026 ·15m · Silicon Valley Byte Size - The Allianz Technology Trust Podcast

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Summary

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. Hosted on Acast. See acast.com/privacy for more information.

Episode Description

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.

Hosted on Acast. See acast.com/privacy for more information.