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In Good Company with Nicolai Tangen
≈ 2–3 a week
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NBIM CEO Nicolai Tangen interviews company leaders.

In the last 30 days, In Good Company with Nicolai Tangen produced 62 attributed ideas; most-discussed: MTCH, NVDA, ATC.

16
Ideas · 7d
62
Ideas · 30d
394
Ideas · all time
54
Episodes
Names this show discusses most
30D
MTCH · 14NVDA · 2ATC · 1APH · 1ASML · 1
90D
MTCH · 14NVDA · 2ATC · 1APH · 1ASML · 1

Theses first heard here · 3

AI agents give startups unprecedented leverageFIRST HEARD 21 OCT
Permanent capital as a potential trapFIRST HEARD 7 OCT
AI as an enabler, not a replacement, for investorsFIRST HEARD 14 APR
Latest attributed ideas · most recent first
23 OCT4D AGOFriday Wrap-Up: Lessons from Google’s Former CEO and Europe’s AI Regulation Problem
Europe's over-regulation risks AI competitiveness
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23 OCT4D AGOFriday Wrap-Up: Lessons from Google’s Former CEO and Europe’s AI Regulation Problem
AI model depreciation as a valuation challenge
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23 OCT4D AGOFriday Wrap-Up: Lessons from Google’s Former CEO and Europe’s AI Regulation Problem
Gender gap in AI usage as a productivity risk
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23 OCT4D AGOFriday Wrap-Up: Lessons from Google’s Former CEO and Europe’s AI Regulation Problem
Corporate culture change must accelerate for AI
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21 OCT6D AGOEric Schmidt: The Age of Agents, Superintelligence, and Why Europe Is Falling Behind
Europe's systemic failure in AI innovation
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21 OCT6D AGOEric Schmidt: The Age of Agents, Superintelligence, and Why Europe Is Falling Behind
AI's scale compute as the rising ocean
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21 OCT6D AGOEric Schmidt: The Age of Agents, Superintelligence, and Why Europe Is Falling Behind
AI will radically reduce corporate headcount
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21 OCT6D AGOEric Schmidt: The Age of Agents, Superintelligence, and Why Europe Is Falling Behind
Agents to flatten and intensify business
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21 OCT6D AGOEric Schmidt: The Age of Agents, Superintelligence, and Why Europe Is Falling Behind
AI assistants as CEO productivity amplifiers
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21 OCT6D AGOEric Schmidt: The Age of Agents, Superintelligence, and Why Europe Is Falling Behind
Chinese AI models as a free-market threat
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21 OCT6D AGOEric Schmidt: The Age of Agents, Superintelligence, and Why Europe Is Falling Behind
AI and social media as a threat to democracy
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21 OCT6D AGOEric Schmidt: The Age of Agents, Superintelligence, and Why Europe Is Falling Behind
Worst-case AI outcome: US-China ruinous competition
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21 OCT6D AGOEric Schmidt: The Age of Agents, Superintelligence, and Why Europe Is Falling Behind
Europe's AI moat is its own regulation
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21 OCT6D AGOEric Schmidt: The Age of Agents, Superintelligence, and Why Europe Is Falling Behind
Anthropic's revenue growth as real demand signal
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21 OCT6D AGOEric Schmidt: The Age of Agents, Superintelligence, and Why Europe Is Falling Behind
AGI still five to ten years away
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21 OCT6D AGOEric Schmidt: The Age of Agents, Superintelligence, and Why Europe Is Falling Behind
ASML as proof Europe can build champions
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16 OCT2W AGOFriday Wrap-Up: Online Dating and the Portfolio Manager Debrief
Portfolio manager debriefs for methodological consistency
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16 OCT2W AGOFriday Wrap-Up: Online Dating and the Portfolio Manager Debrief
Early user matches as a better business model
ORIGINAL IDEAFIRST ON MTCH IN 30 DAYSMTCHOpen in Zortix →
16 OCT2W AGOFriday Wrap-Up: Online Dating and the Portfolio Manager Debrief
Match Group's post-2025 focus on people and product
ORIGINAL IDEAFIRST ON MTCH IN 30 DAYSMTCHOpen in Zortix →
14 OCT2W AGOMatch Group CEO: Digital Dating, What Makes a Good Profile and the Loneliness Epidemic
Turnaround recipe: people, product, then monetization
ORIGINAL IDEAFIRST ON MTCH IN 30 DAYSMTCHOpen in Zortix →
14 OCT2W AGOMatch Group CEO: Digital Dating, What Makes a Good Profile and the Loneliness Epidemic
Gen Z's social, low-pressure dating shift
ORIGINAL IDEAFIRST ON MTCH IN 30 DAYSMTCHOpen in Zortix →
14 OCT2W AGOMatch Group CEO: Digital Dating, What Makes a Good Profile and the Loneliness Epidemic
Loneliness epidemic as a societal tailwind
ORIGINAL IDEAFIRST ON MTCH IN 30 DAYSMTCHOpen in Zortix →
14 OCT2W AGOMatch Group CEO: Digital Dating, What Makes a Good Profile and the Loneliness Epidemic
Algorithm unification boosts match quality
ORIGINAL IDEAFIRST ON MTCH IN 30 DAYSMTCHOpen in Zortix →
14 OCT2W AGOMatch Group CEO: Digital Dating, What Makes a Good Profile and the Loneliness Epidemic
Tinder's roadmap to regain Gen Z product-market fit
ORIGINAL IDEAFIRST ON MTCH IN 30 DAYSMTCHOpen in Zortix →
14 OCT2W AGOMatch Group CEO: Digital Dating, What Makes a Good Profile and the Loneliness Epidemic
AI as a friend pushing daters closer together
ORIGINAL IDEAFIRST ON MTCH IN 30 DAYSMTCHOpen in Zortix →
14 OCT2W AGOMatch Group CEO: Digital Dating, What Makes a Good Profile and the Loneliness Epidemic
Positive word-of-mouth over lost subscription revenue
ORIGINAL IDEAFIRST ON MTCH IN 30 DAYSMTCHOpen in Zortix →
14 OCT2W AGOMatch Group CEO: Digital Dating, What Makes a Good Profile and the Loneliness Epidemic
Real-time recommendations as a major catalyst
ORIGINAL IDEAFIRST ON MTCH IN 30 DAYSMTCHOpen in Zortix →
14 OCT2W AGOMatch Group CEO: Digital Dating, What Makes a Good Profile and the Loneliness Epidemic
Tinder Events as a growth vector
ORIGINAL IDEAFIRST ON MTCH IN 30 DAYSMTCHOpen in Zortix →
14 OCT2W AGOMatch Group CEO: Digital Dating, What Makes a Good Profile and the Loneliness Epidemic
AI as an internal productivity superpower
ORIGINAL IDEAFIRST ON MTCH IN 30 DAYSMTCHOpen in Zortix →
14 OCT2W AGOMatch Group CEO: Digital Dating, What Makes a Good Profile and the Loneliness Epidemic
Double Date's wild success in Norway
ORIGINAL IDEAFIRST ON MTCH IN 30 DAYSMTCHOpen in Zortix →
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IDEAS & DEPTH REFLECT PODCAST DISCUSSION · NOT A RATING, FORECAST, OR RECOMMENDATION