Decoding Discontinuity
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Orchestration Economics: The Third Law: Workflow Intelligence Secures Control (Chapter 10)
The first two laws describe what you own. The Third describes how you work and whether that matters.
Jul 9
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Raphaëlle d'Ornano
11
1
‘Madman Karp’: Palantir CEO's Case Against OpenAI and Anthropic Is Only Half Right
Palantir's Nvidia deal exposes a deeper battle over enterprise AI. Alex Karp correctly diagnoses the problem, but mistakes where the next durable…
Jul 7
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Raphaëlle d'Ornano
12
1
2
Orchestration Economics: The Second Law: Context Builds Moats (Chapter 9)
Only an agent with deep operational context produces reliable outcomes.
Jul 2
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Raphaëlle d'Ornano
15
1
June 2026
'Non-AI'? Why Alan May Be One of Insurtech’s Most Deeply AI-Integrated Companies
The Financial Times' mislabeling of the French insurtech reveals a deeper market blind spot: the biggest winners of the Agentic Era will be firms that…
Jun 30
•
Raphaëlle d'Ornano
10
1
Orchestration Economics: The First Law: Proximity to Intent Captures Value (Chapter 8)
The entity closest to the moment a human expresses a goal captures routing authority, relationship ownership, and the economics of the phase transition…
Jun 25
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Raphaëlle d'Ornano
10
1
The Red Queen's Race: OpenAI, Anthropic, and the Frontier AI Treadmill They Must Escape
The market is trying to price the winner of a race that by design has none. The victor won't be the fastest runner, but the one that escapes. GLM-5.2…
Jun 23
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Raphaëlle d'Ornano
16
2
Orchestration Economics: The Birth of Orchestration Economics (Chapter 7)
How value is captured in an economy where intelligence is abundant, labor is partly synthetic, and workflows are coordinated by agents moving between…
Jun 18
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Raphaëlle d'Ornano
11
1
Claude Fable and the Barred Frontier
In one extraordinary week, Anthropic released Fable, Washington shut it down, and the market discovered how fragile the diffusion of frontier capability…
Jun 16
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Raphaëlle d'Ornano
17
2
Orchestration Economics: The Infrastructure Question (Chapter 6)
Everything, including intelligence, agents, protocols, and orchestration, runs on physical infrastructure. Chips. Data centers. Power. Cooling. Fiber…
Jun 11
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Raphaëlle d'Ornano
17
Claude Is Building Claude: Where Scarcity Migrates When the Intelligence Factory Goes Autonomous
Anthropic disclosed that it is approaching “recursive self-improvement” to develop its models. The real story is what it means for scarcity and the moat…
Jun 9
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Raphaëlle d'Ornano
20
4
Orchestration Economics: Agentic AI Is in Production (Chapter 5)
What separates a powerful model from a production agentic system is the layer that coordinates: the protocols, memory, and orchestration. That layer…
Jun 4
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Raphaëlle d'Ornano
13
2
SpaceX IPO: Why Enterprise AI is an $800B Black Hole in the $1.75 Trillion Story
The prospectus prices xAI for an enterprise market it has no visible path to capture beyond vague references to 'Macrohard.' It also undersells the…
Jun 2
•
Raphaëlle d'Ornano
21
3
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