All posts tagged: AI

Is the victory train about to go off the rails?

August 28, 2025
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on August 28th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Chip company Nvidia has stopped being seen as a company and has instead become a global phenomenon. It continues to press strongly ahead — but are investors beginning to sense the top is near? As the ninth company in world history, Nvidia crossed the trillion-dollar […]

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: […]

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 […]

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 […]

Kristersson praises a lot — delivers little

June 5, 2025
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on June 5th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Prime Minister Ulf Kristersson says that Sweden has momentum on AI. Good — but it is not thanks to what is happening within his government. Sweden is to produce a national AI strategy for the years 2025–2030. This could be read on the Ministry of […]

Apple can’t find its next iPhone

May 22, 2025
by Björn Jeffery
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

May 21, 2025
by Björn Jeffery
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 […]

The utopia could give way to plain capitalism

May 6, 2025
by Björn Jeffery
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 […]

Google’s dominance could soon be over

April 25, 2025
by Björn Jeffery
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 […]

The collaboration will be presented as a success

April 2, 2025
by Björn Jeffery
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 […]