Silicon Valley Byte Size - The Allianz Technology Trust Podcast
Jul 22, 2026 · 11 min · 10 segments
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…
Mike SeidenbergGuest
Cherry ReynardHost
So Mike, you've said that cybersecurity is one of the hardest sectors to invest in.
The thing that makes cybersecurity such a challenging sector to invest in is if you take a step back and look at other sectors, and let's just use the database sector, for example.
When you take a look at a company like Oracle, who has innovated around the database for the last, call it, 30-plus years, in cybersecurity, because the adversaries change vectors of attack, There isn't the opportunity to innovate around a certain technology or a certain direction due to the fact that your adversaries want to change how they attack you.
It's very simple, right? You have AV software, adversaries decide antiviral software, they decide they want to attack through a different vector, and then that software becomes almost obsolete.
So in cybersecurity, This notion of having the right architecture at a given time is so incredibly important.
So our job is to figure out the companies that are basically providing those layers of security that for the relevant vectors today is the way to think about it.
And we've seen companies that were relevant 15 years ago, 10 years ago, are totally irrelevant today.
I think of it, if you think about a grocery store and if you think about, you know, the various sectors of a grocery store, obviously the things in the freezer are going to last the longest.
So Mike, you've said that cybersecurity is one of the hardest sectors to invest in.
The thing that makes cybersecurity such a challenging sector to invest in is if you take a step back and look at other sectors, and let's just use the database sector, for example.
When you take a look at a company like Oracle, who has innovated around the database for the last, call it, 30-plus years, in cybersecurity, because the adversaries change vectors of attack, There isn't the opportunity to innovate around a certain technology or a certain direction due to the fact that your adversaries want to change how they attack you.
It's very simple, right? You have AV software, adversaries decide antiviral software, they decide they want to attack through a different vector, and then that software becomes almost obsolete.
So in cybersecurity, This notion of having the right architecture at a given time is so incredibly important.
So our job is to figure out the companies that are basically providing those layers of security that for the relevant vectors today is the way to think about it.
And we've seen companies that were relevant 15 years ago, 10 years ago, are totally irrelevant today.
I think of it, if you think about a grocery store and if you think about, you know, the various sectors of a grocery store, obviously the things in the freezer are going to last the longest.
The rest of this transcript — segmented and speaker-labeled, so you land on the exact moment something was said
Search every transcript — by keyword, by phrase, or by meaning, across every show Radar indexes
Trends — what is surging across podcasts, measured against its own baseline
Alerts — when a name you follow appears in a newly indexed episode
No account is needed to search Radar.
