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 architecture at the right time is crucial, and how innovative companies such as CrowdStrike have disrupted established players by rethinking how threats are detected and managed. The conversation also examines the growing complexity of protecting users across multiple devices and locations, the challenges of building cybersecurity platforms, and the role artificial intelligence will play in shaping the next generation of digital defence.
Listen in for insights into one of technology’s fastest-moving sectors and why active management can be particularly valuable in separating long-term winners from businesses at risk of being left behind.