The RAISE Summit 2026 panel "2035 Decoded: Navigating the Decade Ahead" examined the foundational architecture, context control, and organizational agility required for the multi-year enterprise AI journey.
The panel explored how AI’s 10–15-year adoption journey will reshape technology choices, organizations, talent, and where economic value accrues, with strong emphasis on both opportunity and risk. Speakers discussed the need for heterogeneous AI models (e.g., LLMs vs. formal reasoning systems), architectural flexibility (not overcommitting to a single model), control of enterprise “memory” and IP, and the growing gap between winners and losers as some firms compound gains through agents and high talent density. They warned about safety, verification, and non‑determinism in mission‑critical systems, while also predicting major changes in white‑collar work as repetitive, language-based tasks are automated and roles become more leveraged rather than simply eliminated.
Raphaëlle d’Ornano’s contributions framed these points in sharp value and market terms: she argued we are at “1%” of the AI build‑out, that generative/agentic AI is a complex, still‑early architectural shift, and that this transition will cause one of the biggest value dispersions in decades across large incumbents.
She predicted that among roughly 381 non‑AI S&P 500‑type firms, a minority will emerge as “agency‑native” winners while many others lose out, with the decisive moat being context—deep, defensible data (like that of JPMorgan, Thales, AXA, BNY) made accessible to AI agents to give firms “superpowers” beyond simple margin gains. For Raphaëlle, the real story is not incremental ROI but a fundamental re-rating of companies based on how successfully they reinvent themselves around agentic AI, first via value destruction among laggards and then by outsized gains for the few that truly transform.