Institutional Tier

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Decoding Discontinuity is strategic advisory and investment platform focused on the structural impact of generative and agentic AI. Through our proprietary frameworks, we analyze how companies are positioned to adapt to generative and agentic AI. Our Durable Growth Moat methodology assesses whether competitive advantages endure through generative and agentic AI discontinuities by examining structural fragility, control layer integrity, and economic resilience.

We apply these frameworks and methodologies to produce exclusive, in-depth teardowns of some of the most high-profile AI-related IPOs for institutional clients. Over the past year, our clients had early intelligence about the durability of S-1s for such companies as:

Klarna
CoreWeave
Chime
Fermi
Figma

For investors and corporate leaders seeking to understand the transformative nature of the discontinuity being caused by generative and agentic AI, these report and methodologies offer a playbook for evaluating high-risk AI investments, separating speculation from strategy, and defining defensible value and enduring competitive advantages.

Paid subscribers to this newsletter receive an executive summary of these reports. But the full report is reserved for our Institutional clients.

To request a copy of a previous S-1 teardown and learn more about our Institutional Tier, fill out this short form to see if you qualify.