Sitemap - 2024 - Decoding Discontinuity

November by D'Ornano + Co: Introducing the Durable Growth Moat - What ServiceTitan and Palantir Tell Us About Sustainable Tech Advantage

ServiceTitan’s S-1 AGI Teardown: Building a Durable Growth Moat in the Trades Industry

Does Palantir have a Durable Growth Moat?

Durable Growth Moats: The New Shield for Disruptive Tech

October by D’Ornano + Co.: A deep dive into OpenAI’s economics, the looming infrastructure crisis, and AI’s emerging role in geopolitics.

The Great Infrastructure Bottleneck: Why GenAI’s Next Phase is About Atoms, Not Bits

A look at OpenAI’s economics

September by D’Ornano + Co.: Spotting the winners of the foundation model race, Unpacking Alan’s not so crazy $4.5B valuation and exploring Adobe’s GenAI overreaction.

Why insurtech Alan’s crazy valuation is not crazy

GenAI Foundation Models: The LLM Race Has Only Just Begun

August by D’Ornano + Co.: Why GenAI is not Disruption – it’s Discontinuity, the Exit Conundrum and why Europe should embrace open-source AI

The Exit Conundrum

Why GenAI Is Not Disruption — It’s Discontinuity

June by D'Ornano + Co. -The GenAI investors playbook

May by D’Ornano + Co.: From Rule of 40 to Rule of 55: the New Normal for SaaS Companies with GenAI, the Core Characteristics of a Successful Venture Buyout Candidate, and Why GenAI Requires Patience

The PE buyout opportunity amid tech’s reckoning

April by D’Ornano + Co.: Rubrik S-1 teardown, a look into Mistral.ai’s economics and what the future holds for Venture Capital and Private Equity, two challenged asset classes

March by D’Ornano + Co.: Navigating the IPO route in 2024, Quality Rather Than Bargains: a New Playbook for PE and is there a Tech Extinction Event to come?

February by D’Ornano + Co.: A "zero-interest-rate babies" (ZIRBs) reckoning in 2024, standards for successful SaaS IPOs, and the opportunities brought by GenAI in the Digital Infrastructure field

January by D’Ornano + Co.: Exits in 2024, the opportunities and pitfalls of genAI for PE investors, a framework for assessing efficient growth in SaaS and the Crystal Ball for 2024

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