This analysis was first published in SvD Näringsliv, in Swedish, on January 27th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Hundreds of billions have been invested in AI chips, making Nvidia the world’s most highly valued company. Now a small Chinese player is challenging the need for those investments — and the markets are beginning to shake. On 27 March 2000, Cisco became the world’s […]
This analysis was first published in SvD Näringsliv, in Swedish, on January 20th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. TikTok is banned — and permitted again a few hours later. The law says one thing and the incoming president says another. But both American and Chinese decision-makers have one thing in common: they know something we don’t. “TikTok is definitely a threat to national […]
This analysis was first published in SvD Näringsliv, in Swedish, on January 19th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Countless billions have been spent by tech giants to develop the best AI models. Now the next era is beginning — with budget versions from China that are completely changing the rules of the game. “Have you got a Panadol?” Ever since paracetamol was launched […]
This analysis was first published in SvD Näringsliv, in Swedish, on January 17th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. The deadline expires this weekend. But will one of the world’s most popular apps really disappear? SvD’s tech analyst Björn Jeffery explains what happens when the espionage-accused TikTok is banned in the United States. Yes — at present it looks that way. The US law […]
This analysis was first published in SvD Näringsliv, in Swedish, on January 10th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Silicon Valley is entering Washington DC as Trump’s new government takes office. Never before has the political influence of tech companies been so great. But not all changes in the apparatus of state will be welcomed with open arms. When Donald Trump is sworn in […]
This analysis was first published in SvD Näringsliv, in Swedish, on January 7th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Why make your own investment decisions when you can copy someone else? A new phenomenon from the US is creating new and unusual ways to trade stocks — by riding on the coattails of celebrities. If you follow the markets, you have almost certainly seen […]
This analysis was first published in SvD Näringsliv, in Swedish, on December 25th, 2024. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. He has been right on companies like Alibaba, Uber — and Klarna. Masayoshi Son is the legendary investor who plays for extremely high stakes, and sometimes loses everything. But who always comes back to find the next success. It is an investor’s dream. Identify a […]
Friends, This may be the least predictable newsletter imaginable. But unlike the rest of the stuff clogging up your inbox – this is not selling or asking anything of you. It’s just some good stuff that I’ve come across lately. I’m still writing a lot for the Swedish newspaper Svenska Dagbladet. If that’s a language you’re comfortable reading, then here’s a listing of my latest work. If not – you’re out of luck, for the time […]
This analysis was first published in SvD Näringsliv, in Swedish, on December 6th, 2024. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. The tech elite’s bet on Trump has already started to pay off. With the appointment of David Sacks as “AI and crypto tsar,” the venture capitalists have billions of reasons to celebrate. The Silicon Valley elite gathered for a dinner at venture capitalist David Sacks’ […]
This analysis was first published in SvD Näringsliv, in Swedish, on November 22nd, 2024. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. The suit sold the dream. The excavator was supposed to do the work. But the visions and the reality never pulled in the same direction at Northvolt. What Peter Carlsson leaves behind is not what he had imagined. It is a bright spring day in […]
