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.
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