Author: Björn Jeffery

The dynasty: how is Stenbeck’s Kinnevik doing?

February 13, 2023
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on February 13th, 2023. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. SvD’s podcast Dynastin reveals that Cristina Stenbeck has left the country and no one else in the family is stepping in. Björn Jeffery sees an investment company that looks to be having an identity crisis. Few expressions bear the unmistakable stamp of tech companies quite […]

Microsoft’s big advantage — they have nothing to lose

February 8, 2023
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on February 8th, 2023. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Side by side in Seattle. OpenAI founder Sam Altman stood alongside Microsoft’s CEO and unveiled what is genuinely a real innovation. SvD’s tech analyst Björn Jeffery answers three questions about what it means for you. At an event that brought Apple product launches to mind […]

Apple, Amazon and Alphabet all beat earnings — what comes next

February 3, 2023
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on February 3rd, 2023. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Apple, Amazon, and Alphabet all reported the quarters everyone had been dreading. Not even the very biggest can stand against the macro environment. Thursday started so well for stock traders. The Nasdaq Composite surged and recorded its best start to a year since 1975. The […]

The party is over — and the activist investors have arrived

January 29, 2023
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on January 29th, 2023. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. A philanthropist as owner. World-class artists like Alicia Keys, Foo Fighters, and U2 at the massive company party. Now everything may be about to change — activist funds have set their sights on tech company Salesforce. In a large grey-blue hulk in San Francisco’s Mission […]

H&M’s Market Position Is Under Threat

January 27, 2023
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on January 27th, 2023. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Falling profits and major technical challenges. H&M’s position in the market is under threat. Few things are as popular in business as inventing terms that make your operations sound better and more modern. The emperor is almost always naked, of course — everyone in the […]

The Genius Who Outsmarted Zuckerberg — Twice

January 22, 2023
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on January 22nd, 2023. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. He created the teen app that launched and sold within a hundred days. The former Meta employee has now done what CEO Mark Zuckerberg cannot — for the second time. There are around 1.8 million apps in Apple’s App Store. Of those, only 37 reached […]

Wall Street Cheers Netflix’s Numbers — But the Bland Era Is Coming

January 20, 2023
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on January 20th, 2023. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Strong subscriber numbers lifted Netflix after its earnings report. But the effects of its cheaper, more mainstream content have not yet arrived. And a bigger problem has emerged: Disney. It is easy to be confident when your company is growing fast. Netflix’s outgoing CEO Reed […]

Microsoft’s Investment in OpenAI Is Starting to Look Like Genius

January 17, 2023
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on January 17th, 2023. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Never underestimate Microsoft. That is the lesson many in Silicon Valley are learning right now. Satya Nadella’s masterstroke has put the M back on the map. “FAANG.” In the 2010s, it was the only acronym that mattered in tech. It stood for the first letters […]

The Winklevoss Twins’ New Crypto Battle

January 12, 2023
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on January 12th, 2023. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. They believed Mark Zuckerberg stole their social network idea. Now they claim a business partner has stolen their customers’ money. The Winklevoss twins saw crypto as a fresh start — but now they are stuck. Imagine Swedbank promised its customers around 7 percent interest on […]

Why 2023 Could Be a Terrible Year for Zuckerberg and Meta

December 28, 2022
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on December 28th, 2022. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. A hiring freeze, a collapsing share price and billion-dollar fines from regulators. Despite a brutal 2022, almost everything points to 2023 being Zuckerberg’s biggest challenge yet. He can be quite stiff, Mark Zuckerberg. But suddenly a different person appears. One who laughs. Even at jokes […]