All posts filed under: SvD Näringsliv

Analysis pieces written for the Swedish Daily, SvD Näringsliv – https://www.svd.se

Behind Meta’s numbers lies a bomb

August 21, 2025
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on August 21st, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Meta is posting record profits and investing more than ever in AI. But look closely at the accounting, and there’s a potential cost bomb hiding in the numbers. Some phrases become immediately memorable. In 2020, investor Puru Saxena posted the following brief comment on Twitter: […]

Casino Capitalism

August 10, 2025
by Björn Jeffery
SvD Näringsliv

Economic phenomena like meme stocks, SPACs and cryptocurrencies are often presented as the new wave of financial markets. But beneath the surface, what is emerging looks less like a stock exchange and more like a casino. Theo4. That was one of the big winners of the U.S. presidential election. After Donald Trump clinched the victory, the pseudonymous Theo4 made a fortune on Polymarket, an American prediction market. For correctly forecasting the outcome, he pocketed more […]

Does Lyten see something everyone else has missed?

August 7, 2025
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on August 7th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. The Northvolt bankruptcy estate is being bought up by the American company Lyten. The sale is a comeback — but it came at a high price. Bankruptcy administrator Mikael Kubu has probably not had a particularly relaxing summer. After Northvolt went bankrupt in March this […]

Meta found the answer others are searching for

July 16, 2025
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on July 16th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. After investments of hundreds of billions, Meta has now found how to make money from AI. Don’t count on any superintelligence to get there — the answer lies considerably closer than that. 600 billion kronor. That is how much money Meta is expected to invest […]

Mix builds green companies — others pay

July 5, 2025
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on July 5th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. With projects like Northvolt and Stegra, Harald Mix and his company Vargas have come under fire. The reason is a new kind of venture capital model — where the public’s contribution is high, but Vargas’s own is low. With companies like EQT and Nordic Capital, […]

Swedish tech’s revenge — outperforming the US

June 28, 2025
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on June 28th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. While trade tariffs and uncertainty have shaken the world’s stock markets, one star is shining unexpectedly brightly. Swedish tech companies have outperformed the US in 2025 — with one particularly strong locomotive. How are Swedish tech companies actually faring? Despite endless PR campaigns about their […]

Creators are outraged — YouTube looks away

June 22, 2025
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on June 22nd, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Want to succeed on YouTube? It can pay to shock and be controversial. But a recent example shows how easily people can end up caught in the platform’s grey zones. Every minute of every day, around 500 hours of video are uploaded to YouTube. The […]

Trump’s golden phone will likely still be made in China

June 17, 2025
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on June 17th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. While Donald Trump tries to get Apple to move iPhone factories to the US, his sons have created an American competitor. But is it even possible to manufacture mobile phones in the US? A gold-coloured mobile phone, “made in America.” That is the Trump Organization […]

Apple’s silence spoke loudest of all

June 10, 2025
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on June 10th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Apple’s annual event showcased masses of news. But what made the biggest impression was what the company did not mention at all. If Apple’s annual presentations once resembled a stage performance, they have now become fully Hollywoodified. For many years they were live — now […]

The clue to what Musk will do next

June 6, 2025
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on June 6th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Is it over between Elon Musk and Donald Trump for good? And what does the fight mean for Tesla? Here we answer four questions about the poisoned situation in the US. Musk has just stepped down from the assignment of leading DOGE, an initiative aimed […]