All posts filed under: SvD Näringsliv

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

One big question about the collapse remains unanswered

March 12, 2025
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on March 12th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Why Northvolt could not be saved is no mystery. A larger — and more important — question is why the company chose to grow so aggressively rather than first building a sustainable production operation. That question remains unanswered. Northvolt AB’s board describes the past few […]

The EV giant held hostage by its own CEO

March 10, 2025
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on March 10th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Around 8,000 billion kronor in market value has been erased from Tesla in recent weeks. Meanwhile, the company’s CEO Elon Musk is busy with politics that is driving away customers. No other listed company would be allowed to be run like this. For seven consecutive […]

Out of the corner of shame — into the ‘strategic reserve’

March 3, 2025
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on March 3rd, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. While Musk searches through the machinery of state looking for waste, Trump has found a new way to spend Americans’ tax money — on cryptocurrencies. This creates a new problem for those who believe in bitcoin. “Many Americans don’t realise that the US government is […]

Relief — but the threat from China remains

February 27, 2025
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on February 27th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Nvidia’s strong results show that AI investment continues to grow. But the pressure mounts with each quarter, while concern over China’s DeepSeek lingers. And the key question remains. This was probably not how Jensen Huang, Nvidia’s CEO, had envisioned his career. In 1993 he founded […]

Swedish media’s worst-kept secret

February 25, 2025
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on February 25th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. After the catastrophic Viaplay deal, media group Schibsted is getting its revenge. It is buying TV4 from Telia for 6.55 billion kronor. Schibsted Media’s transformation can now begin in earnest. It has been Swedish media’s worst-kept secret. Just over a year ago, Schibsted Media’s CEO […]

This is the definitive end

February 18, 2025
by Björn Jeffery
SvD Näringsliv

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 […]

The high priest behind the DOGE philosophy

February 16, 2025
by Björn Jeffery
SvD Näringsliv

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 […]

Caught off guard — now the US will hit back

January 30, 2025
by Björn Jeffery
SvD Näringsliv

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 […]

Fear of DeepSeek shakes the stock market

January 27, 2025
by Björn Jeffery
SvD Näringsliv

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 […]

Decision-makers know something we don’t

January 20, 2025
by Björn Jeffery
SvD Näringsliv

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 […]