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I will be visiting Davos, Switzerland, from January 20–22 during the World Economic Forum (WEF2026).
Beyond hosting Graypes workshops, I look forward to reconnecting with long-time partners and friends, exploring new business synergies, while engaging with the visionary thinkers shaping our global dialogue. While my agenda is filling up quickly, I would welcome the opportunity to connect and discuss: 📍Geopolitics: Navigating a volatile and fast-changing global landscape. 📍AI-Driven Fundraising: Leveraging the Graypes platform to scale. 📍Deep Tech Innovation : Explori

Federico Carrasco
Jan 51 min read


Is Novo Nordisk the Cisco of the GLP‑1 Era?
The chart tells a sobering story: Novo Nordisk's trajectory mirrors Cisco's dot-com bubble, just 20+ years later. Both rode transformative waves (internet infrastructure vs. obesity drugs), saw explosive growth, then faced reality. Novo Nordisk's mistakes are quantifiable: aggressive headcount expansion, ballooning R&D expenses, failure to dominate the US market, intensifying competition from Eli Lilly, Trump's politics eroding margins. The new CEO inherits a strategy crisis

Federico Carrasco
Dec 17, 20251 min read


Today I turn 20, with extra 35 years of business experience!
🎈 Many thanks to each and every one, for the kind wishes!

Federico Carrasco
Nov 14, 20251 min read


AI race ("cocaine & champagne") at new highs as the bubble turns ballistic!
Note: This is not a joke, it’s an official Google announcement, based on the company’s technical paper titled: "Towards a future space-based, highly scalable AI infrastructure system design." The initiative itself appears technically, potentially feasible; however, the timing and the manner in which it was presented suggest that it may be driven more by investor sentiment and stock support than by an immediate, revenue-generating business strategy. While it’s common for compa

Federico Carrasco
Nov 12, 20251 min read


Is destined Novo Nordisk for GLP-1 the NOKIA for the mobiles?
Today, Oct 22, 2025 shares of Novo Nordisk fell about 3% after the Novo Nordisk Foundation, its top shareholder, proposed a major board shake-up. The foundation said Chair Helge Lund and six independent directors will step down next month following disagreements over the company’s pace of change. It plans to appoint former CEO Lars Rebien Sørensen, now the foundation’s chair, as company chair for up to three years, and add six new board members. Novo Nordisk ’s shares, alre

Federico Carrasco
Oct 21, 20251 min read


Germany no longer among the 10 top innovative countries. China has displaced it!
🌍 WIPO Global Innovation Index (GII) 2025 Titled “Innovation at a Crossroads,” the report has been publicly available for about a month. Below is a summary of its most notable findings: 📊 Top rankings & shifts: 🏆 Switzerland retains #1 overall, for the 15th year in a row. 🥈 Sweden remains #2, 🇺🇸 United States holds #3. 🐉 China enters the top 10 for the first time, landing at #10. 🇩🇪 Germany falls out of the top 10, now ranking #11. 🔍 Trends in innovation investment

Federico Carrasco
Oct 19, 20252 min read


Trump post lops off stocks, crypto, and it's not about tariffs (!)
😂 It's the rumors that Donald Trump might switch to a Punk hairstyle! On Friday, October 10, 2025, the S&P 500 was near record highs, until a single Truth Social post from President Trump erased $2 trillion in market value and triggered $20 billion in crypto losses, liquidating 1.6 million crypto traders. At 10:57 a.m. ET, Trump claimed China was becoming "very hostile" and "holding the world captive" through its control of rare earth metals. Markets tanked after h

Federico Carrasco
Oct 10, 20251 min read


DeepSeek AI leads in handling linguistic mistakes!
At Graypes , we conducted extensive testing with nearly 3,500 prompts containing linguistic errors, comparing the performance on content understanding of today’s most widely used large language models ( LLMs ) — including DeepSeek AI , Oktay Sinanoğlu , Google Gemini, Perplexity , Microsoft Copilot, Mistral AI , and Claude . Our evaluation focused on how well each model manages linguistic mistakes across 3,500 prompts, categorized into: 📍 Solecism (grammar/synta

Federico Carrasco
Sep 29, 20251 min read


Is the AI’s Trillion-Dollar Promise Driven More by Cost Savings Than Revenue Growth?
Current valuations of AI companies implicitly assume that, within the next three to four years, these firms will either generate multi-trillion dollars in incremental revenue or enable enterprises to realize a comparable amount in cost savings that directly enhance profitability. To date, there is limited evidence of significant revenue expansion attributable to AI adoption; few executives report that AI has materially increased their top line. What we do observe,

Federico Carrasco
Sep 25, 20252 min read


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