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challenging everything ideas business technology sports


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


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


The Future is Here: A Toothbrush Smarter Than your Manager !
or You’re buying a Toothbrush with the tech of a self-guided missile! When companies sprinkle AI onto everyday products, it’s hard not to wonder what’s real innovation and what’s just glossy marketing . Oral-B's claim is a perfect example, and the truth sits somewhere in the middle. 💡 The system uses 3D tracking across 16 tooth zones and an AI Brushing Recognition model trained on over 1,000 recorded brushing behaviors. It interprets motion and position data from the

Federico Carrasco
Mar 121 min read


War as a Casino !
Prediction markets are facing heavy scrutiny after revelations that more than half a billion dollars was wagered on the timing of U.S. strikes on Iran. 🚩 According to Bloomberg , $529 million was traded on Polymarket alone. One account reportedly earned over $500,000, placing its first bet just an hour before the strikes became public. 🚩 Meanwhile, rival platform Kalshi handled nearly $55 million in trades speculating on whether Ali Khamenei would be ousted, but

Federico Carrasco
Mar 101 min read


If you want to be serious about AI, build your own LLM !
On July 1, 2024, Graypes made a definitive move that set it apart from the tech herd: we officially abandoned all commercial and third-party LLMs. While most of the world remains tethered to generic APIs from Silicon Valley giants, Graypes transitioned to its own proprietary Large Language Model, engineered from the ground up for the high-stakes world of business innovation and investment rating. 💡 Why Abandon Commercial LLMs? Relying on "off-the-shelf" AI is a gamble with

Federico Carrasco
Mar 101 min read


2030: ChatGPT hunting down Anthropic for tanking its IPO (!)
Enjoy at: https://youtu.be/5CYvL4jAN3k

Federico Carrasco
Mar 101 min read


Layoff Season: Software Developers and CXOs
📍 Programmers losing their jobs thanks to Claude from Anthropic 📍 Executives losing their jobs thanks to the Jeffrey Epstein files (!)

Federico Carrasco
Mar 61 min read


Banking Software? AKA a Tesla dashboard on a horse's stagecoach
I spent the week from 19 to 23 of January 2026, in the World Economic Forum (WEF) , Davos Switzerland, where the world discusses the future of the global economy. Yet, when a day before start, I opened my Deutsche Bank mobile banking app to check my available cash , I was greeted by … nothing. A literal blank screen, as you can see in the actual screenshot. The irony? They just pushed a software update a few days ago. And this isn’t the first time I’ve encounter

Federico Carrasco
Mar 41 min read


The Pendulum Swings: AI Proves We Always Needed Fewer, Better People !
It has long been one of the software industry's most expensive paradoxes: why does a company that started with two people in a garage eventually require five hundred engineers to maintain a single platform? In an era defined by the "Lean Startup" mindset and increasingly sophisticated abstraction layers, the bloated headcount of modern tech giants often feels less like a necessity and more like a systemic malfunction. 🚩 The Lean Dream vs. Corporate Bloat The blueprint

Federico Carrasco
Feb 162 min read


🚀 Top Apps Powering My 2025 🚀
The tools we choose shape how we learn , invest , create , and communicate . In 2025, these are the top apps that consistently delivered value , reliability , and real impact in my daily workflow, assisting my self and my team at Graypes : 📈 eToro More than a trading platform. It’s a trusted ecosystem for social investing. From stocks and ETFs to crypto, eToro stands out for its reliability, strong customer support, and consistent performance. Simply put: it alwa

Federico Carrasco
Feb 31 min read


Ave Caesar, More Oscars 2026 less WEF-26 !
The WEF Annual Meeting 2026, held from 19–23 January in Davos, under the theme "A Spirit of Dialogue", felt less like a traditional global policy forum and more like a carefully choreographed U.S. political spectacle. At times, the atmosphere resembled an Oscars ceremony, one overwhelmingly centered on Donald Trump. Much of the week was consumed by anticipation of his remarks, followed by exhaustive commentary dissecting every word of his speech. A central figure behind the s

Federico Carrasco
Jan 262 min read


History in Davos (2026.01.22, 11:00am CET)?
"Trump's Board of Peace". "Peace cannot be kept by force; it can only be achieved by understanding." Albert Einstein

Federico Carrasco
Jan 221 min read


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



Federico Carrasco
Sep 16, 20250 min read


VCs and Entrepreneurs: The Summer LinkedIn Post Index !
Here follows an ad hoc summer algorithm for evaluating venture capitalists and entrepreneurs, based solely on their August LinkedIn activity. 📍 For VCs: A single LinkedIn post in August suggests they are short on capital and using the summer lull to promote their fund instead of relaxing in the south of France. 📍 For entrepreneurs: A quiet August feed indicates they might be on vacation rather than pushing their venture forward, even during the "slowest" month of the ye

Federico Carrasco
Jul 29, 20251 min read


Is Porsche crashing?
2025 is a tough year for the legendary German car manufacturer. ❌ Globally, Porsche AG experienced a 6% decline in vehicle deliveries in the first half of 2025 compared to the same period in 2024. ❌ In China, the drop was much steeper, with a 28% decrease in the first half overall and an even sharper 42% drop in the first quarter of 2025 compared to 2024. ❗️ In North America, the trend was positive and sales rose by 10% in the first half of 2025 over the same period in 2024.

Federico Carrasco
Jul 9, 20252 min read


Negative "Sentiment" in 3 out of 4 YouTube AI-Related videos!
An impressive result after analyzing the top 100 most-viewed videos on YouTube, published after January 2023. In Graypes GmbH we recently...

Federico Carrasco
May 13, 20242 min read


How to sink your company's stock price using AI !
On January 25, 2024, in a desperate attempt to restore confidence among clients and in the markets, Alex Chriss, who assumed the role of...

Cyclyst
Jan 26, 20241 min read


4 top use cases of LLMs for text processing!
Large Language Models (LLMs) are trained on massive datasets of text, allowing them to understand and generate natural language,...

Cyclyst
Jan 25, 20242 min read


Rotation for the Magnificent 7?
The current composition of the Magnificent 7, the famous group of high-performing stocks, might undergo a significant shift. 📌 TSLA and...

Cyclyst
Jan 25, 20241 min read


Europe in the AI "race"! (part 2)
In navigating AI technologies, during the last +7 years, within my business, Graypes GmbH , the palpable underrepresentation of Europe in the AI landscape becomes glaringly apparent. Morever, during my recent visit to Davos for the World Economic Forum 2024, the deficiency in EU technological prowess in AI was unmistakable, in contrast to the robust regulatory framework. The US is the global leader in AI, both in terms of research and development, and in terms of adoption a

Cyclyst
Jan 22, 20242 min read


Something is rotten in the state of Denmark? ( ... and into the Energy Business?)
A peculiar (but not so unexpected) outcome popped up while evaluating the business model of an energy-related SaaS company. Denmark is...

Cyclyst
Feb 17, 20231 min read


How my 16yo daughter can cause the resignation of Google's CEO!
Google has the best business model ever invented in the history of capitalism. Still, sooner or later, competition becomes challenging....

Cyclyst
Feb 14, 20231 min read


28 out of 30 VCs (93.33%) in the Travel SaaS industry are clueless!
This is what Ariel Cohen, CEO & co-founder of Navan (ex. TripActions) implies in his video, related to his fundraising experience during the pandemic lockdown period! "Travel will never come back!" stated the omniscient VCs. Still, Ariel Cohen "came back" with: $125MM debt financing, in June 2020 (!) $155MM Series E funding, in January 2021. $275MM Series F funding at a valuation near $7.25B, in October 2021 (!) The Cyclyst

Cyclyst
Feb 9, 20231 min read


After a two years irrational investment spree, global venture financing sinks in 2022!
The latest Q4-2022 KPMG quarterly report on Venture Pulse depicts the clear decline of the overall venture financing, from its pick of...

Cyclyst
Feb 6, 20231 min read


WEF Davos 2023!
WEF at Davos, could not be considered this January of 2023, a joyful place to relax, enjoy fondue, hot chocolate, and your glamourous...

Cyclyst
Jan 24, 20231 min read


Crypto Pump and Dump (during also this weekend)?
Just before starting this new week, after my previous one, visiting the WEF-23 at Davos, I had a quick look at BIT, ETH trades and they...

Cyclyst
Jan 21, 20231 min read


WEF is always a source to predict the future
You just expect the exact opposite of what the politicians foresee! Being a regular visitor of the WEF, I have many reasons to enjoy...

Cyclyst
Jan 14, 20232 min read


Airbnb
It's late 2008. The global financial crisis (code name: Subprime Mortgage). The Airbnb team is desperate. They have already launched...

Cyclyst
Dec 12, 20221 min read


Show me the regulators!
FTX's collapse, Credit Suisse's rotting: financial disasters rooted in totally incompetent leadership! Still, responsible is also the...

Cyclyst
Dec 1, 20221 min read


. B O O M
"Take the money and run." Woody Allen B O O M (...and this is not Putin's nukes) Exactly one year ago, on November 2021, some prominent...

Cyclyst
Nov 11, 20222 min read
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