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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." š Translation? š½ļø Sorry folks⦠no more free dinner. Itās 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 letās call it what

Federico Carrasco
Apr 281 min read
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Apple after Tim: One more thing ?
Tim Cookās 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.ā Cookās genius was operational: global supplyāchain mastery, the China Mobile breakthrough, and the expansion of services that monetized the billionā

Federico Carrasco
Apr 233 min read
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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 spaghettiālike streets of Athens. Yet after two decades of global R&D , I still donāt 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 selfādriving project in 2009 , later becoming Waymo, n

Federico Carrasco
Apr 202 min read
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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. Thatās fine for exploration. But itās not where durable advantage, or real risk management, lives. Because the moment AI becomes core to your

Federico Carrasco
Apr 62 min read
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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. OpenAIās $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
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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 Adobeās $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
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Federico Carrasco
Mar 270 min read
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Appleās $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: š 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: š šØš 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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AI skills' dominance, or AI Theocracy?
In a recent conversation, Jensen Huang clearly states to Lex Fridman's show that: š¢ "If I have a choice between a new college graduate with no clue what AI is and one that is expert in using AI, I would hire the one who's expert in using AI." This statement is hardly controversial, it reflects the direction the market is heading and a reasonable point: knowing the tools of the era matters. From the other side, letās be cautious not to generalize it into something broader tha

Federico Carrasco
Mar 252 min read
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Where AI Innovation Is Actually Heading?
Data from the Graypes evaluation engine for 2025 reveals a significant pivot in the global AI landscape. While "toy apps" dominated headlines in previous years, our proprietary assessment metrics show that serious capital and talent are now migrating toward Pragmatic AI solutions that solve fundamental human and industrial challenges. According to our 2025 partition of AI -related companies requesting business evaluation , the key distribution per sector is as follows: ļæ½

Federico Carrasco
Mar 201 min read
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