Erik Larsen

One of the reasons why Sweden is Europe's tech hub today, is that they subsidized 850 000 PCs to their population in the 90's. This year a private initiative was launched to make AI accessible for all 2.3 million civil servants, students, teachers, research institutions, and non-profits in Sweden. Will history repeat itself? https://lnkd.in/d79P9YiZ

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The global ESG landscape may be shifting, but at Swedbank, we are unwavering in our belief that sustainability is central to responsible banking 🏦 We believe that sustainability and long-term financial success are inseparably linked. In today’s complex and uncertain environment, the need to support our clients in their transition is greater than ever. Our role is to help them navigate change, manage risks, and seize new opportunities in a more sustainable economy. For many companies, especially small and medium-sized enterprises, ESG discussions often come with frustration — largely due to the growing volume and complexity of regulations. Swedbank Group Head of Sustainability, Johanna Fager Wettergren, acknowledges the increasing administrative burden but stresses the importance of regulation in driving change. "Yes, ESG rules have multiplied in recent years, and with them comes bureaucracy. While this creates challenges, regulation remains a key driver of transparency and progress — especially where voluntary measures alone may fall short," she explains. Finding the right balance is crucial: "Legislation is necessary, but rules must also be practical — impactful without overwhelming companies," Wettergren adds. The risks of ignoring ESG are clear: financial losses, reputational damage, sanctions, and missed opportunities. "It’s no longer just about doing the right thing — it’s about protecting long-term value and resilience," she concludes. Read more (the article is in Estonian) 👉 https://lnkd.in/d__R2mnh 📷: Kaupo Kalda

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Astralis acquired by local esports investor group with global ambitions The company behind Astralis’ world-famous Counter-Strike team has been acquired by Fusion Esports Group, a Danish investor group led by Jakob Lund and Jonas Gundersen. Jakob, co-founder of both Astralis and BLAST, brings over a decade of esports experience, while Jonas adds international expertise as a former professional player and most recently Group COO at Ninjas in Pyjamas, which listed on Nasdaq last year. The investor group also includes Sander Janca (Flatpay), Thorbjørn Rønje (Bifrost Studios), Sebastian Seilund (Userflow), among other notable entrepreneurs. Jakob Lund Kristensen says: “Astralis is one of the biggest brands in esports, with a huge impact on an entire generation of Danish gamers. The potential is still enormous, both commercially and competitively. We’re building a new Astralis with fresh energy and new methods, while keeping our focus on performance. Our first match is already Friday with a new player and patience is key, but our priority is always to give players the best conditions to succeed – long term.” Jonas Gundersen adds: “The impact Astralis has had in bringing esports into the global mainstream market cannot be overstated. It’s a fantastic legacy and history that fits perfectly with the vision we’ve set for Fusion, as our first acquisition. Gaming continues to grow, and we believe the next generation of growth will take the entire industry to new heights.” Astralis’ first match under the new ownership is Friday at 20:30 against Aurora, currently ranked #7 in the world. Astralis holds the #13 spot. 

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𝐔𝐧𝐝𝐞𝐫𝐬𝐭𝐚𝐧𝐝𝐢𝐧𝐠 𝐑𝐞𝐭𝐮𝐫𝐧 𝐄𝐱𝐩𝐞𝐜𝐭𝐚𝐭𝐢𝐨𝐧𝐬 (𝐒7𝐄21) (Links in first comment below) In this episode, I speak with Antti Ilmanen, Principal and Global Co-head of the Portfolio Solutions Group at AQR Capital Management.  Antti has long been one of the most thoughtful voices in the world of expected returns, having written not one, but two landmark books on the subject. But in his latest paper series, he returns to the topic with fresh urgency—probing the difference between objective and subjective expectations, and asking why even rational models can go so wrong in real time.  We explore everything from CAPE ratios and market timing accusations, to why equity investors tend to extrapolate while bond investors expect mean reversion. We dig into how behavioral biases, valuation anchors, and structural shifts collide when forming capital market assumptions — and how Antti and the AQR team try to navigate that mess themselves.  If you’re in the business of long-term forecasting or just curious why markets often act like they’ve never read the textbooks, this is a conversation you won’t want to miss.  Please enjoy my conversation with Antti Ilmanen. 🎯 Objective vs. subjective forecasts 📉 Analysts' overoptimism 📊 CAPE's role (and its limits) 🌍 Macro surprises & market rationality 📈 Growth extrapolation ≠ equity returns 🤖 AI’s impact on future yields 🇺🇸 US exceptionalism—real or not?

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