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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. 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


AI skills' dominance, or AI Theocracy?
In a recent conversation, Jensen Huang clearly states to Lex Fridman's show that: 📢 "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, let’s be cautious not to generalize it into something broader tha

Federico Carrasco
Mar 252 min read


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: �

Federico Carrasco
Mar 201 min read


The "Magritte" Moment of the Auto Industry: Is Porsche Now a Target?
René Magritte visualized that the representation of an object is not the object itself. Today, looking at the Porsche AG stock chart ($ P911.DE ), we see a similar paradox. The brand remains a symbol of luxury, yet the Free Float Market Cap has "collapsed" to approximately €16.6 Billion ($18 Billion) as of March 2026. 💡 The Harsh Reality Despite the prestige, Porsche AG has struggled to fulfill the high expectations of the EV transition. In a world dominated by software

Federico Carrasco
Mar 182 min read


Who’s really winning the AI race, the US or China?
The answer might surprise you. 👉 Watch the breakdown here ! In this eye-opening conversation with Kanellos-John Patsios , we dive deep into the future of hybrid warfare , robotics , AI , psychological operations, deepfake , Disinformation , Cybersecurity and many more.

Federico Carrasco
Mar 171 min read


Ψηφιακή Αποκάλυψη, εν αγνοία μας!
Πόσο έτοιμη είναι η Ελλάδα για κυβερνοπόλεμο; Ποιος ελέγχει πραγματικά την τεχνητή νοημοσύνη; Και πώς τα deepfakes αλλάζουν τον πόλεμο και την πολιτική; Ο Φεντερίκο Καρράσκο , επιστήμονας πληροφορικής και ειδικός σε θέματα Τεχνιτής Νοημοσύνης, Κυβερνοασφάλειας, Πολυμέσων και Metaverse, με σπουδές στο τμήμα Μηχανικών Η/Υ και Πληροφορικής, της Σχολής του Πανεπιστημίου Πατρών, ιδρυτής Graypes , μας ξεδιπλώνει τον κόσμο του υβριδικού πολέμου, της ρομποτικής, των αλγορίθμων, και τ

Federico Carrasco
Mar 141 min read
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