Elon Musk’s grand plan is revealed
SpaceX's IPO reveals a company that has quietly transformed from a rocket company into a conglomerate for Musk's broader ambitions – and the space business is now the smallest part of the story.
All posts filed under: SvD Näringsliv
Analysis pieces written for the Swedish Daily, SvD Näringsliv – https://www.svd.se
The rocket in Kista: up 2,400 percent
Swedish semiconductor company Sivers Semiconductors has surged over 2,400 percent after being discovered by WallStreetBets – making it Sweden's first international meme stock, and setting it up for a potentially brutal fall.
The best savings tip has become a risk
The tech concentration in index funds has grown dramatically, and the coming SpaceX and Anthropic IPOs could accelerate the trend – turning the classic savings advice into a source of hidden risk.
The sharp warning rings hollow
Anthropic calls for a pause in AI development follow a familiar pattern of alarming warnings paired with accelerating fundraising – raising the question of who these warnings are really for.
Any other answer would have been a shock
Sweden's investigators have delivered the expected answer on social media age limits – but the most important question about whether such limits actually work remains unanswered.
Writers vs AI — the battle is already over
Idealism meets pragmatism as the Swedish Writers’ Union gathers its members for a meeting about the AI future. The mood is set to be tense — but the central conflict has already been partly decided. It’s not surprising that the tech world is so disliked across large parts of society. Every new technology shift comes with promises of riches and a brighter future — last time it was social media, this time it’s AI. The […]
A brutal wake-up call for Kinnevik’s portfolio
When Helena Saxon steps in as CEO of Kinnevik, the company’s tech strategy is buried once and for all. A new reality awaits — and some are in for a brutal wake-up call. When Georgi Ganev, then-CEO of Kinnevik, summarized the year 2021, he wrote the following as the opening line of the quarterly report: “During 2021, we significantly reweighted our portfolio composition toward younger, private growth companies.” The mandate for incoming CEO Helena Saxon […]
Can Musk Create Another Stock Market Rocket?
After the Tesla success, Elon Musk is back. Now he’s taking his rocket company – which today contains more AI than rockets – to the stock market with an astronomical valuation. Can it become another market phenomenon? When entrepreneur Adam Neumann was preparing to take his co-working company WeWork public in 2019, he had a challenge. How do you make an office hotel sound more exciting than it is? Neumann decided that the company’s “mission […]
Insider trading exposes Nvidia
Every Nvidia insider has been selling shares for five years straight — and not one has bought. Ahead of the quarterly report, that pattern tells a story worth examining.
Was the battery purchase a cover?
New information suggests Lyten's purchase of Northvolt was motivated as much by access to green electricity as by battery manufacturing — and that electricity may ultimately power a Google data center.