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The Illusion of European Defense: Why a Million Copycat Drones Won’t Save the Continent
David Heinemeier Hansson's recent LinkedIn post highlighted a stark reality: Europe is scrambling to wake up from decades of "naive pacifism." He announced his investment in the Danish startup Upteko, drawing parallels to Palmer Luckey’s Anduril in the United States. But David’s post exposes a much deeper, structural vulnerability. When even Denmark, traditionally one of the most peaceful nations on earth, starts pivoting tech capital into building quadcopters, it signals pan

Federico Carrasco
5 days ago4 min read


SpaceX IPO: The $1.75T Cosmic Gamble
The newly released SpaceX S‑1 isn’t a traditional IPO filing, it reads like a manifesto. Instead of sober financial disclosures, it opens with 14 pages of photographs, repeating the phrase "extending the light of consciousness to the stars". It warns investors that humanity must avoid "the fate of the dinosaurs" and pitches future business lines such as asteroid mining, lunar manufacturing, and rocket‑based city‑to‑city travel. 💸The $1.75T Valuation Disconnect A staggering

Federico Carrasco
May 262 min read


Sneaky Elon!
Lately, Grok seems to have one favorite line: "Service is in high demand", regardless the complexity of the provided prompt! And right adjacent, the button: "Try SuperGrok for free." 😏 Translation? 🍽️ Sorry folks… no more free dinner. It’s a smart monetization move wrapped in polite UX language. First create demand, then present the upgrade as the solution. Classic scarcity strategy meets subscription economics. Nothing wrong with charging for value, but let’s call it what

Federico Carrasco
Apr 281 min read


Apple after Tim: One more thing ?
Tim Cook’s departure after fifteen years as CEO marks a defining crossroads for Apple, not only in leadership, but in identity. Under Cook, Apple became a financial superpower: revenue nearly quadrupled, market value rose by $3.6 trillion, and the company transformed into what one expert in the transcript calls "a giant machine.” Cook’s genius was operational: global supply‑chain mastery, the China Mobile breakthrough, and the expansion of services that monetized the billion‑

Federico Carrasco
Apr 233 min read


Driverless Cars and why my daughter, mastered the manual gear and left the algorithms behind!
It took 19 years and 2 months for my daughter to learn how to drive a manual car in the spaghetti‑like streets of Athens. Yet after two decades of global R&D , I still don’t see a single truly driverless car navigating the chaos of Athenian traffic. And that contrast matters Despite the hype, fully autonomous driving remains one of the most expensive, complex, and prolonged technology quests of our era . Google began its self‑driving project in 2009 , later becoming Waymo, n

Federico Carrasco
Apr 202 min read


AI Data Confidentiality Clasification
If you want to be serious about AI, you need to think beyond just using models, you need to think about owning the stack . That means your model, your infrastructure, your safety layer, and your AI cybersecurity posture . Most teams today are still operating at the surface: calling APIs, plugging in copilots, experimenting with prompts. That’s fine for exploration. But it’s not where durable advantage, or real risk management, lives. Because the moment AI becomes core to your

Federico Carrasco
Apr 62 min read


AI companies, as "Central Banks of Intelligence" fueling the hyperbolic valuation!
The eye-popping of AI giants, like OpenAI (valued at $852B as of March 2026) , NVIDIA , Microsoft, Google, etc, are often misunderstood. While public markets look at monthly subscription revenue ($20/month for a "Pro" plan), venture capitalists and institutional investors are looking at something far more valuable: the Data Arbitrage. OpenAI’s $852B valuation is a massive bet on future dominance rather than current profits. Despite a soaring $25B revenue run-rate, the company

Federico Carrasco
Apr 33 min read


Is Figma an IPO trap?
When Figma (FIG) finally hit the NYSE on July 31, 2025, the media wasn't just hopeful, it was euphoric. After regulators blocked Adobe’s $20 billion buyout, the narrative shifted: Figma was a "standalone giant" destined for glory. Influential voices like Scott Galloway and Ed Elson on the Prof G Markets show fueled this positive climate, framing the debut as a triumphant return for tech IPOs. The reality? It was a "Hype Hole" that swallowed retail investors whole. The Mec

Federico Carrasco
Mar 302 min read



Federico Carrasco
Mar 270 min read


Apple’s $599 MacBook Neo: A Global Pricing Mirage !
Apple loves to market the new MacBook Neo at $599, a number engineered to sound disruptive and "for everyone." But let's have a more thorough look at the numbers: 📍 The US gets a shiny $599 sticker. Sounds great, until you realize that's before tax. A buyer in New York actually pays $652 after sales tax. Still reasonable? Now let's fly across the Atlantic: 📍 🇨🇭 Switzerland: CHF 579 (~$731) | +22% | VAT 8.1% Europe's lowest VAT, most stable currency. Still $132 more than t

Federico Carrasco
Mar 262 min read
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