This week’s Friday Wrap-Up looks back at Nicolai Tangen’s podcast conversation with

Eric Schmidt, former CEO of Google and one of the most influential voices on AI.

Marthe Skaar and Nicolai discuss how investors should think about a business model

where a new AI model takes about six months to build and may be out of date within

months.

They also cover why Nicolai believes over-regulating AI could hold Europe back, and

why companies need to change their culture much faster than before.

They also look at the gender gap in AI use at the fund, and Nicolai also shares how he

prepares for his podcast conversations. Finally, he gives a preview of his upcoming

guests in New York. Tune in and find out!

Listen to In Good Company with Eric Schmidt: https://www.nbim.no/no/nyheter-og-

innsikt/podkast-in-good-company/2026/eric-schmidt-the-age-of-agents-

superintelligence-and-why-europe-is-falling-behind/

The Friday Wrap-Up is hosted by Marthe Skaar, Chief of Communications and External

Relations, together with Nicolai Tangen, CEO of Norges Bank Investment Management.

New episodes of In Good Company air every Wednesday, with the Friday Wrap-Up

following each week to break it all down.

The production team for this episode includes Halvor Pritzlaff Njerve, Isabelle Karlsson,

Line Aaltvedt and PLAN-B’s Niklas Figenschau Johansen.

Hosted on Acast. See acast.com/privacy for more information.

Eric Schmidt has watched the technology industry reinvent itself again and again, and he is convinced this wave is the biggest yet. The former CEO of Google, today one of the leading voices on AI, joins Nicolai Tangen for a conversation about agents, superintelligence and power. Where does this leave large companies? What happens to Europe? And what is Schmidt most worried about? Schmidt also speaks about failure, the myth of the founder, and why he can never switch off. Tune in!

In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New episodes every Wednesday, and don't miss our weekly wrap-up on Friday’s.

The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen and Håkon Klemsdal. Background research was conducted by Isabelle Karlsson and Marius Dale.

• Watch the episode on YouTube: Norges Bank Investment Management - YouTube
• Want to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no)
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Hosted on Acast. See acast.com/privacy for more information.

This week’s Friday Wrap-Up looks at Nicolai Tangen’s podcast conversation with Spencer Rascoff, CEO of Match Group, the company behind dating apps like Tinder and Hinge. With Marthe Skaar in Oslo and Nicolai in London, they discuss how online dating has changed the way people meet, the algorithm Rascoff compares to a deck of cards, and his advice for a better dating profile. They also look at why NBIM holds regular portfolio manager debriefs, and why sticking to a consistent methodology matters. Nicolai also shares what is on his agenda for the weekend. Tune in!

Listen to In Good Company with Spencer Rascoff, CEO of Match Group: https://podcasts.apple.com/no/podcast/john-armitage-how-he-invests-building-egerton-and/id1614211565?i=1000793578407

The Friday Wrap-Up is hosted by Marthe Skaar, Chief of Communications and External Relations, together with Nicolai Tangen, CEO of Norges Bank Investment Management. New episodes of In Good Company air every Wednesday, with the Friday Wrap-Up following each week to break it all down.

Hosted on Acast. See acast.com/privacy for more information.