Decoding Discontinuity
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Chime IPO: The Neobank Economics Test
As the sector's largest player heads to public markets, fundamental questions about digital banking business models come into focus.
Jun 2
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Raphaëlle d'Ornano
3
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Decoding Discontinuity
Chime IPO: The Neobank Economics Test
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Agentic Era Part 4: The Exponential Economics of Agentic Applications
Orchestration enables new applications that will reshape software company valuations in the age of synthetic colleagues. The Agentic Value Framework…
May 27
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Raphaëlle d'Ornano
10
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Decoding Discontinuity
Agentic Era Part 4: The Exponential Economics of Agentic Applications
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Agentic Era Part 3: How MCP and A2A Form the Invisible Operating System of the Autonomous AI Future
These two transformative protocols are rewiring how intelligent agents interact. That's redefining AI's value, reshaping competitive moats, and creating…
May 13
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Raphaëlle d'Ornano
2
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Decoding Discontinuity
Agentic Era Part 3: How MCP and A2A Form the Invisible Operating System of the Autonomous AI Future
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Agentic Era Part 2: How the Architectural Battle Between Model Maximalists and Code Craftsmen is Shaping AI's Future
Autonomous systems, not just bigger models, drive value creation in the era of autonomous AI. The debate over those systems' structures has big…
May 6
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Raphaëlle d'Ornano
4
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Decoding Discontinuity
Agentic Era Part 2: How the Architectural Battle Between Model Maximalists and Code Craftsmen is Shaping AI's Future
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Agentic Era Part 1: A Strategic Inflection Point Where Orchestration and Distribution - Not Model Power - Define AI Moats
The frontier AI race has entered a new phase—one defined not solely by model quality but by orchestration, distribution, and efficiency.
May 2
•
Raphaëlle d'Ornano
3
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Decoding Discontinuity
Agentic Era Part 1: A Strategic Inflection Point Where Orchestration and Distribution - Not Model Power - Define AI Moats
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DeepSeek: GenAI’s Punctuated Equilibrium?
Jan 28
•
Raphaëlle d'Ornano
8
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Decoding Discontinuity
DeepSeek: GenAI’s Punctuated Equilibrium?
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Navigating Neocloud Discontinuity: CoreWeave S-1 Teardown
Mar 6
•
Raphaëlle d'Ornano
8
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Decoding Discontinuity
Navigating Neocloud Discontinuity: CoreWeave S-1 Teardown
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The Great AI Discontinuity: When Exponential Growth Becomes Visible
Feb 27
•
Raphaëlle d'Ornano
7
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Decoding Discontinuity
The Great AI Discontinuity: When Exponential Growth Becomes Visible
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Agentic Era Part 4: The Exponential Economics of Agentic Applications
May 27
•
Raphaëlle d'Ornano
10
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Decoding Discontinuity
Agentic Era Part 4: The Exponential Economics of Agentic Applications
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o3,Gemini 2.5 and Beyond: Building Moats Amid AGI Uncertainty
The AGI debate is raging with no clear consensus on what constitutes artificial general intelligence. This article explores strategies to build lasting…
Apr 22
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Raphaëlle d'Ornano
8
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Decoding Discontinuity
o3,Gemini 2.5 and Beyond: Building Moats Amid AGI Uncertainty
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AI Single Point of Failure: Assessing Whether GenAI Is The Achilles' Heel Of A Business
A new diagnostic framework for both investment analysis and corporate strategy that analyzes value vulnerabilities in the age of Technological…
Apr 17
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Raphaëlle d'Ornano
3
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Decoding Discontinuity
AI Single Point of Failure: Assessing Whether GenAI Is The Achilles' Heel Of A Business
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OpenAI's 1 Billion Users: Looking Beyond The Psychological Trap of Round Numbers
OpenAI’s path to sustainable growth hinges not on raw user numbers but on enterprise adoption, compute cost efficiency, and secure access to…
Apr 15
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Raphaëlle d'Ornano
6
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Decoding Discontinuity
OpenAI's 1 Billion Users: Looking Beyond The Psychological Trap of Round Numbers
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The Great Productivity Gamble: Trillions Of AI Dollars vs Global Economic Headwinds
AI adoption will create powerful deflationary effects, but companies must demonstrate measurable productivity gains to separate reality from hype.
Apr 8
•
Raphaëlle d'Ornano
4
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Decoding Discontinuity
The Great Productivity Gamble: Trillions Of AI Dollars vs Global Economic Headwinds
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CoreWeave's IPO: Applying the Durable Growth Moat Framework to AI Infrastructure
Breaking down how our proprietary methodologies uncovered the weaknesses in CoreWeave's S-1 and revealed a disconnect between Market Expectations and…
Apr 3
•
Raphaëlle d'Ornano
1
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Decoding Discontinuity
CoreWeave's IPO: Applying the Durable Growth Moat Framework to AI Infrastructure
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When Images Meet Language: The Implications of the Architectural Revolution in Visual AI
In the flurry of announcements that have dominated tech headlines these past two weeks, something profound has occurred that deserves deeper examination…
Apr 1
•
Raphaëlle d'Ornano
3
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Decoding Discontinuity
When Images Meet Language: The Implications of the Architectural Revolution in Visual AI
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Klarna IPO: At the Crossroads of Fintech, AI, and the Future of BNPL
After three years of fintech IPO drought, Klarna's public offering signals a pivotal moment for payments, AI transformation, and Fintech valuations.
Mar 20
•
Raphaëlle d'Ornano
2
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Decoding Discontinuity
Klarna IPO: At the Crossroads of Fintech, AI, and the Future of BNPL
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Decoding Discontinuity
A newsletter that provides frameworks for analyzing the financial and strategic impact of emerging technologies like GenAI.
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Decoding Discontinuity
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