Speaker on AI, business model resilience, and the economics of the Agentic Era
Raphaëlle d’Ornano is the founder of Decoding Discontinuity and the architect of analytical frameworks, including Durable Growth Moat and ARAF, the Architectural Resilience Assessment Framework. Her work helps investors, executives, and leadership teams understand AI not as another wave of disruption, but as a structural discontinuity that rewrites how value is created, defended, and captured.
Her research focuses on what happens when the marginal cost of cognition collapses, software shifts from tool to actor, and competitive advantage migrates from static moats to orchestration, workflow control, and operational context. She brings a rare combination of market lens, strategic clarity, and practical business relevance to conversations that are often either too technical or too abstract.
Raphaëlle speaks to audiences who need to understand not just what AI can do, but what it changes in the underlying economics of companies, sectors, and capital allocation.
Why audiences book Raphaëlle
Raphaëlle’s talks help leaders and investors answer the questions that matter most now:
Which business models become stronger as AI agents move closer to execution?
Which moats are quietly weakening, even when traditional metrics still look healthy?
Where will value concentrate as orchestration layers emerge across industries?
How should companies rethink growth, defensibility, and strategic positioning in the agentic era?
She is especially effective with audiences looking for substance over hype: boardrooms, investor gatherings, executive offsites, and high-level conferences where the conversation needs to move beyond generic AI optimism into structural analysis and decision-making.
Speaking formats
Keynotes for conferences focused on AI, technology, investing, business strategy, and the future of enterprise
Executive workshops for leadership teams assessing AI’s impact on their sector, operating model, or moat
Investor briefings for allocators, GPs, and public-market audiences evaluating the long-term repricing effects of AI discontinuity
Panels and moderated conversations where strategic clarity and original frameworks elevate the discussion
Signature topics
AI as discontinuity, not disruption
The collapse in the marginal cost of cognition and what it means for business architecture
Durable Growth Moat: re-evaluating defensibility in the AI era
Orchestration Economics: where value accrues when agents become economic actors
Why the market is still mispricing winners, losers, and transition risk in the Agentic Era
How workflow intelligence, context depth, and proximity to intent are redefining competitive advantage
Selected appearances
Milken Institute Middle East & Africa Summit
Milken Global Conference
SuperReturn North America
Media and Research
Raphaëlle’s ideas have been featured in leading business and technology publications, including The Information, Fortune, and Forbes. Her ongoing research is published through Decoding Discontinuity, where she analyzes the structural consequences of AI for markets, industries, and business models.
📌 The Information – How SoftBank’s Son Made It Back to the White House
📌 Forbes – Is There A Tech Extinction Event Coming?
Contact Information
For speaking inquiries, interviews, or to discuss potential engagements:
📩 For inquiries, availability, and speaker fees, contact:
📧 chris@decodingdiscontinuity.com
📞 WhatsApp: +33 7 62 40 58 19
“The GenAI Investors Playbook offers an insightful exploration into the Advanced Growth Intelligence framework, a vital tool for understanding the nuanced dynamics of disruptive technologies. Investors will find its in-depth analysis indispensable for managing risks and leveraging opportunities in this new, complex environment.” — Gary Survis, Operating Partner, Insight Partners
“[Raphaëlle] is trying to add a dose of sober financial analysis to the hyped-up world of AI, without pouring much cold water on the technology itself.” — Cory Weinberg, Journalist, The Information.