All posts tagged: AI

The utopia could give way to plain capitalism

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

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

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 […]

Relief — but the threat from China remains

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 […]

Caught off guard — now the US will hit back

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

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 […]

China’s budget AI is changing the market

SvD Näringsliv

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 […]

The latest stock market trend: copy the celebrities

SvD Näringsliv

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 […]

Nvidia’s success is a risk factor for all of us

SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on November 21st, 2024. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Nvidia doubled its profit and the market responded with an “okay.” The expectations placed on the world’s most valuable company have become a problem — for the entire stock market. There are two types of companies on the stock market. The first requires a trained […]

How our grip on truth could crumble

SvD Näringsliv

Behind AI-generated deepfakes lies an even bigger problem Published in Svenska Dagbladet, 2024-10-22. Translated from Swedish. New digital tools have opened the door to mass manipulation that could influence the American presidential election. But behind AI-generated deepfakes lies an even bigger problem. A girl in an orange life jacket sits in a boat. She looks as though she has been crying for a long time — tired, red-eyed. The water around her is brown and […]