Analysis pieces written for the Swedish Daily, SvD Näringsliv – https://www.svd.se
This analysis was first published in SvD Näringsliv, in Swedish, on February 18th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Following SvD’s report that Scania is buying a factory from Northvolt, the next question immediately arises: who — or what — might buy the rest? It was painted as a corporate empire in the green transition — before the first factory had even opened. Northvolt […]
This analysis was first published in SvD Näringsliv, in Swedish, on February 16th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Elon Musk is turning Washington DC upside down with DOGE. Behind the idea of running the US like a tech company lies a Silicon Valley philosophy — shaped by a handful of people. In the spring of 2012, a particular document was circulated among entrepreneurs […]
This analysis was first published in SvD Näringsliv, in Swedish, on January 30th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. The much-discussed AI model DeepSeek has crashed the stock market — and pushed tech development into a geopolitical phase. Now Trump and Zuckerberg are desperately searching for a countermove that can stop China from seizing the throne. “I think there are a number of original […]
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 […]
