Antonio Grasso

Many people think of AI as the train.
In reality, AI is the railway.

The real shift is the infrastructure being built today: compute, energy, talent, and digital stack.

Countries that invest in this infrastructure will shape the future of AI.

My conversation with @BCG at MWC.

AI ambition alone is not enough. As McKinsey suggests, CEOs need to make strategic choices based on what makes their business distinctive and rethink how people and AI agents work together.

Leadership determines how far AI can go.

Source @McKinsey via @antgrasso

BCG models a scenario where the IT budget drops by $27 million, yet total technology costs rise by $250 million. What explains the difference?

The IT budget is only part of the total. A saving there does not mean the company spends less on technology.

Microblog by @antgrasso

AI can make existing IT work less expensive, while business departments adopt AI services that generate new operating costs. Model usage and other recurring expenses grow with adoption, even if the technology function becomes more productive.

One assumption matters: the productivity improvement inside IT must translate into actual savings. Completing work faster does not automatically reduce a budget.

BCG also projects higher revenue in this scenario, keeping technology costs as a share of revenue roughly unchanged.

Is a higher technology bill therefore a problem?

It depends on the economic return. The additional spending may be justified when the business captures enough value from AI, but a lower IT budget cannot establish that on its own.

#AIEconomics #TechnologySpending

Ripple builds payment infrastructure for cross-border transfers.

XRP can serve as a bridge asset on the XRP Ledger, which settles in seconds with low network fees.

The point is simple: move value across systems without relying only on pre-funded accounts.

Microblog @antgrasso

An "Access denied" message does not always mean something went wrong. Sometimes the system knows exactly who you are, and still says no.

Why should a successful login open every application to every employee?

Access permissions exist for a reason.

Microblog by @antgrasso

Authentication verifies your identity. Authorization determines which applications and information you are allowed to access.

Consider an employee who moves to another department. The company account remains valid, but some permissions associated with the previous role may no longer be appropriate.

Those permissions should change with the work.

And identity is not always the only condition. For sensitive applications, security policies may also check whether the device meets company requirements before allowing access.

So an employee can be correctly authenticated and still be denied access to a particular resource.

There is nothing contradictory about that.

People can share the same corporate network without having the same permissions. Access should reflect what each person is authorized to do, even as responsibilities change.

#IdentitySecurity #AccessControl