Author: Björn Jeffery

Apple compromises on its winning strategy

SvD Näringsliv

Apple compromises on privacy in its AI debut Published in Svenska Dagbladet, 2024-06-11. Translated from Swedish. Apple’s AI debut revealed a crack in the facade of the tech giant. The desire to keep pace with the AI frenzy appears to be pushing the company to abandon the privacy-first strategy that made it so successful. It was the worst-kept secret in the tech world. On Monday evening Apple made its entrance into artificial intelligence — though […]

The ‘happy amateur’ could become legendary

SvD Näringsliv

GameStop surges again as Keith Gill makes his Reddit comeback Published in Svenska Dagbladet, 2024-06-03. Translated from Swedish. Keith Gill had been silent on social media for more than three years. Then, on Sunday morning, he posted a screenshot on Reddit showing a position of five million GameStop shares — worth around 1.2 billion kronor — plus options worth another 691 million kronor. The GameStop era is apparently not over. It is difficult to know […]

Nvidia’s big problem: things are going too well

SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on May 23rd, 2024. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. As the world invests in AI, the money flows heavily into Nvidia’s pockets. The world’s hottest company is now approaching a point where expectations become very hard to live up to — and the drop if they fall short is enormous. Jensen Huang has the […]

American vultures are after your TV sports

SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on May 20th, 2024. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. As the streaming market slows, unholy alliances are forming and everyone is returning to tried-and-tested plays. And the safest bet of all is sports. That is why the American entertainment giants are now fighting over the rights. Nothing has shaped Swedish pay television more over […]

Three challenges for an identity-crisis Roblox

SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on May 12th, 2024. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Despite Roblox’s enormous success with its players, its journey on the stock market has been tough. The share has fallen 55 percent since its IPO in March 2021. If it cannot get profitability under control, the risk of game over increases. Plain speaking is rarely […]

Apple’s record buyback — a sign of an idea drought

SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on May 3rd, 2024. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Apple is offering shareholders the world’s largest share buyback. That is an easier message to deliver than acknowledging that product development has started to feel a little stiff. Tim Cook rarely says more than he has to. Preferably less. Apple’s CEO typically lets the numbers […]

Musk is a master at selling the future

SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on April 24th, 2024. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. After weeks of nothing but setbacks, Tesla reported weak quarterly figures. The hope is that shareholders will look past the problems for now — and keep looking towards the future. Of all the world’s CEOs, not just anyone gets to meet with India’s Prime Minister […]

Reality finally catches up with Lars Wingefors

SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on April 22nd, 2024. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. As the Embracer group is dismantled on the stock market, it marks the definitive end of an era of low interest rates and high expectations. That the share surged on the news shows it should have happened sooner. Lars Wingefors had hoped to get some […]

Netflix forgives pirates — and raises prices

SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on April 19th, 2024. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Netflix beat all expectations when it presented its quarterly results. The company is a profit machine — but it increasingly resembles a perfectly ordinary media company. How do you justify the valuation then? It has been described as one of the largest Swedish drama investments […]

Sweden hopelessly behind in the global AI race

SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on April 15th, 2024. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Countries and regions are racing to stake their position in the explosive AI development. But when it comes to infrastructure, Sweden appears to have already given up. It looks like a circuit board in a desert — at least when you view the satellite images. […]