All posts tagged: strategy

Crisis at OpenAI — now they’re changing strategy

SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on April 2nd, 2026. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. With ChatGPT, OpenAI launched the biggest tech trend in a decade. It looked unbeatable. But now CEO Sam Altman’s operation is shaking. What is happening inside the world’s leading AI company? It is an unusual gathering of powerful figures standing in a row in the […]

Tesla is now selling something other than cars

SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on January 29th, 2026. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Tesla is playing down electric cars in favour of a major push into robots. But primarily the company is selling something else entirely — and it does it better than any competitor. Imagine if Volvo Cars had announced the following to the stock market: “Our […]

Netflix’s masterstroke — a win even in defeat

SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on December 9th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. What would you pay to hobble your worst competitor? Netflix’s answer to that question is 54 billion kronor. And should Warner Bros pull out of the deal — Netflix gets a sizeable Christmas bonus either way. The losers, whichever way it goes, are viewers. The […]

Are they facing their ‘iPhone moment’?

SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on October 9th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. With competitors closing in fast, OpenAI is borrowing its new strategy from Steve Jobs. Now apps are coming to the chatbots. Could it be as big a success as the iPhone? The video clip has become legendary. Steve Ballmer, then CEO of Microsoft, is asked […]

Apple’s record buyback — a sign of an idea drought

SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on May 3rd, 2024. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Apple is offering shareholders the world’s largest share buyback. That is an easier message to deliver than acknowledging that product development has started to feel a little stiff. Tim Cook rarely says more than he has to. Preferably less. Apple’s CEO typically lets the numbers […]

H&M’s Market Position Is Under Threat

SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on January 27th, 2023. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Falling profits and major technical challenges. H&M’s position in the market is under threat. Few things are as popular in business as inventing terms that make your operations sound better and more modern. The emperor is almost always naked, of course — everyone in the […]

Microsoft’s Investment in OpenAI Is Starting to Look Like Genius

SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on January 17th, 2023. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Never underestimate Microsoft. That is the lesson many in Silicon Valley are learning right now. Satya Nadella’s masterstroke has put the M back on the map. “FAANG.” In the 2010s, it was the only acronym that mattered in tech. It stood for the first letters […]

Dream Games’ New Strategy for Mobile Gaming

SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on November 2nd, 2022. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. For years, Swedish gaming company King has dominated the charts with Candy Crush Saga. A young Turkish studio is now looking increasingly like a genuine challenger. The mobile gaming market is made up of countless micro-genres where developers compete to be the best. In what […]

Netflix Launches Ads in Bridgerton and Stranger Things

SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on October 19th, 2022. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. In an increasingly squeezed streaming market, Netflix is launching a cheaper, ad-supported tier. But the company may need more radical change to stay competitive. That was the mood back in April, when Netflix announced it had lost subscribers for the first time in ten years. […]

The Kids App Market, Part 1: A Strategic Overview

The Daily

How do you take on a market where the user isn’t your customer? A market that overlaps and competes with four major industries, but doesn’t belong to any of them? These are questions I have been working with for the past nine years. Since 2010, I’ve been in the kids app market. First it was as CEO and Co-Founder of Toca Boca, and more recently as an independent advisor. Still to this day, I get […]