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Orchestration Economics: From Disruption to Discontinuity (Chapter 1)
The software industry’s 2025 optimism masked structural transformation. When it surfaced in early 2026, the market had no framework to interpret it.
May 7
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Raphaëlle d'Ornano
10
1
The Hyperscaler Reckoning: $700 Billion for a Utility - While the Moats Disappear?
Recent earnings confirmed history's largest AI infrastructure cycle. The real story is a layer-by-layer mutation of tech economics and the sorting of…
May 5
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Raphaëlle d'Ornano
21
2
2
April 2026
AGNT: The Orchestration Economics Manifesto
An investment framework for the Agentic Era.
Apr 30
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Raphaëlle d'Ornano
29
1
4
The Substrate Goes Open
As orchestration collapses into open weights and deployment costs drop ~7x, the “Intelligence Moat” is challenged. From model performance to…
Apr 28
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Raphaëlle d'Ornano
22
2
Part IV — The New 'No Software' Moment: Salesforce and the Birth of an Agentic Era Species
In this latest SaaSpocalypse analysis, Salesforce’s TDX 2026 reveals production-scale proof of a shift from SaaS to orchestration, evidence that demands…
Apr 21
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Raphaëlle d'Ornano
19
1
Anthropic’s Digital Labor Tax
The "Metalayer" could redefine AI economics. The better it works, the faster it strains already limited compute.
Apr 14
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Raphaëlle d'Ornano
26
3
Anthropic Claude Code Leak: Decoding Its Blueprint for the Orchestration Graph
512K lines of leaked code reveal a domain-agnostic AI orchestration engine, self-rewriting memory, and the foundations of synthetic colleagues poised to…
Apr 7
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Raphaëlle d'Ornano
30
4
March 2026
TurboQuant and the Memory Stock Sell-Off: Why the Panic Outpaced the Paper
Why this efficiency gain is ultimately bullish for the memory chokepoint and the entire inference economy.
Mar 31
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Raphaëlle d'Ornano
27
2
NVIDIA's CUDA Playbook Has a Second Act. One for the Agentic Era.
At GTC 2026, NVIDIA unveiled an open-source stack that could redefine the Agentic Era by positioning itself as the infrastructure beneath every…
Mar 24
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Raphaëlle d'Ornano
19
3
The Layer: Why the "LLMs Are A Dead-End" Consensus Is Premature
As insiders warn scaling is hitting limits, breakthroughs in verified AI systems and new multi-agent coordination suggest the generative paradigm isn’t…
Mar 17
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Raphaëlle d'Ornano
22
1
Anthropic Data Reveals AI's Real Job Impact: Three Hidden Mechanisms Already Reshaping Work
The study shows AI is doing less than it could, but disruption has already begun. Three overlooked mechanisms are quietly compressing jobs…
Mar 10
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Raphaëlle d'Ornano
25
1
4
OpenAI at $730 Billion: The Clouds Are Forming
A record raise, a $218B projected cash burn, and a shift from training monopoly to inference competition. The story isn’t one company. It’s the risky…
Mar 3
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Raphaëlle d'Ornano
28
1
4
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