In Good Company with Nicolai Tangen2 Sep

John Deere CEO: Farming's Future, Autonomous Tractors and AI in the Field

What does farming look like when the tractor drives itself? Nicolai Tangen sits down with John May, CEO of John Deere, to explore how a 190-year-old tractor maker became one of the most advanced technology companies in agriculture. They discuss AI-powered computer vision that cut herbicide use by 60%, the shift toward subscription-based farming technology, and John Deere's ambition to make US corn production fully autonomous by 2030. May also opens up about navigating a tough farm-income cycle, rebuilding trust after the "right to repair" dispute, and his leadership philosophy of putting the customer first, shaped by his own rural upbringing in Maine. Tune in for an insightful conversation!

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 Karoline Woie.

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Friday Wrap-Up: A Guru of Simplification and the AI Slowdown Debate

On this week's Friday Wrap-Up, Marthe Skaar calls in from Singapore to catch up with Nicolai Tangen, joining from New York, to break down his podcast conversation with Jon McNeill, author of “The Algo...

18 Sep 14min

Jon McNeill: The Algorithm Behind Tesla and SpaceX, Why Automation Should Come Last, and Setting Unrealistic Goals

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Friday Wrap-up: Physical AI and China's Speed Advantage

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11 Sep 13min

XPeng Co-President: China's EV Race, Flying Cars and Humanoid Robots

When will humanoid robots outnumber humans? Nicolai Tangen sits down with Brian Gu, Vice Chairman and Co-President of XPeng, who describes XPeng as a "physical AI" business rather than just a carmaker...

10 Sep 49min

Friday Wrap-Up: Leadership Longevity and Nicolai's biggest regret

In this week's Friday Wrap-Up, Marthe Skaar sits down with Nicolai Tangen for a debrief on the podcast episode with the CEO of John Deere, news about the fund and the markets, and what's on Nicolai’s ...

4 Sep 14min

Friday Wrap-Up: A Hedge Fund Legend and Reflections on the Global AI Race

Introducing a brand-new podcast series: The Friday Wrap-Up! Tables have turned. Marthe Skaar, Chief of Communications and External Relations at NBIM, sits down with Nicolai Tangen, for a debrief on th...

28 Aug 12min

Sir Paul Marshall: Why Markets Are Getting More Competitive, The Logic of Shorting, and Building TOPS

What does it take to build one of the world's most successful hedge funds, and keep innovating for nearly 30 years? Nicolai Tangen sits down with Sir Paul Marshall, co-founder of Marshall Wace, to unp...

26 Aug 1h 11min