November by D’Ornano + Co.: Building Robustness in 2024, Open-source AI models vs AI regulation, and looking back at 2023 in charts.
October by D’Ornano + Co.: why I am a “cautious techno-optimist”, exploring AI + ML Applications and why LBOs are expected to return in 2024
September by D’Ornano + Co.: why growth is paramount in Tech buyouts, a deep-dive into Foundation Models and the economic opportunity of GenAI for the PE industry
August by D'Ornano + Co.: Being a Technology optimist in 2023, Finding the right Path to Liquidity, and a quick S-1 - teardown of high-growth SaaS company Klaviyo
July by D’Ornano + Co.: an update on our European Tech predictions for 2023, uncovering value in the Private Markets and a zoom on the MLops part on the GenAi tech stack.
June by D’Ornano + Co.: a proposed framework for assessing the intrinsic value of foundational tech business models, decomposing the GenAI tech stack and an expected revival of the IPO market?
April by D’Ornano + Co.: ideas from Milken on navigating the Private Markets in a new paradigm, the new state of play of European Deeptech and questions on the race to “God-like AI”
March by D’Ornano + Co.: a look at some of the changes expected in Startupland in the aftermath of SVB, why the creator economy is hot, and how PE might benefit from high inflation
February by D’Ornano + Co.: is the Tech investing glass half-empty or half-full?, the importance of a new form of due diligence, building strong revenue models in AI, and why the Tesla recall matters
January by D’Ornano + Co.: what’s in store for European Tech this year and the birth of the “Jellyfish”, CES 2023 edition takeaways, and a look at winners and losers across Public and Private markets
