Author: Björn Jeffery

Apple can’t find its next iPhone

SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on May 22nd, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Apple is last among all tech giants when it comes to AI. Internally, they are talking about a crisis. Has Apple lost its capacity for innovation? A sinking ship. That is how a person from Apple’s AI team describes the situation to Bloomberg. The major […]

The billion-dollar deal could mean two things

SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on May 21st, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. The world’s hottest AI company is recruiting the man who designed the iPhone. Price tag: 62 billion kronor. SvD’s tech analyst Björn Jeffery answers three questions about what the deal means. OpenAI has acquired a startup company founded by Apple’s former chief design officer, Jonathan […]

Time for Stenbeck to demand accountability

SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on May 14th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. With a Stenbeck at the helm, Kinnevik’s shareholders have reason to hope for significant change. But her to-do list for turning the company around is worryingly long. Ambitions, an anonymous portfolio, and a large pot of money. That is the starting point for a scaled-back […]

The utopia could give way to plain capitalism

SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on May 6th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. OpenAI is forced to abandon its plan to convert to a commercial company. But more interesting is one sentence where the company’s view on the future of AI appears to have taken an entirely new direction. Elon Musk, modest as ever, explains his relationship to […]

They’re the ones who pay when Amazon backs down

SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on May 2nd, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Amazon beat market expectations, but the only word anyone wanted to talk about was “tariffs.” E-commerce has become high politics — and millions of small businesses are now being squeezed between Jeff Bezos and Donald Trump. Amazon’s founder Jeff Bezos may have thought he would […]

Google’s dominance could soon be over

SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on April 25th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Google beat expectations for the start of the year, but the big risks lie further ahead. Having lost three court cases in succession, many are now wondering whether we are approaching the end of Google as we know it. As an investor, it is easy […]

Mark Zuckerberg’s future is on the line

SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on April 14th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Meta’s Mark Zuckerberg is being taken to court as his company’s future hangs in the balance. If he loses, the company could face a forced sale worth billions. On Monday, the trial begins that could change social media forever. The American competition authority FTC is […]

China has become Apple’s biggest challenge

SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on April 8th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Apple is caught in a squeeze as Trump’s trade tariffs hit the tech giant’s manufacturing hard. China has swiftly moved from being Apple’s most important partner — to becoming its Achilles heel. “Designed in California. Assembled in China.” If you use an Apple product, it […]

The weak point — where the EU can hit back

SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on April 4th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Stock markets are deep in the red as the world tries to understand how the new tariffs will hit. Caught in the middle are the American tech giants — whose global operations are now under threat. With a combined market capitalisation of well over 120,000 […]

The collaboration will be presented as a success

SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on April 2nd, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Elon Musk may be on his way out from Donald Trump’s side, but both will want to present the collaboration as a success. Going forward, Musk can be deployed — or sidelined — in whatever measure is deemed most useful to Trump. Most people have […]