Decoding Discontinuity

Decoding Discontinuity

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Agentic Era Series

Part IV — The New 'No Software' Moment: Salesforce and the Birth of an Agentic Era Species
In this latest SaaSpocalypse analysis, Salesforce’s TDX 2026 reveals production-scale proof of a shift from SaaS to orchestration, evidence that demands…
 • Raphaëlle d'Ornano
The Agentic Era Part 5: Building the Agentic Cloud
Why the current cloud infrastructure is ill-suited for agentic systems and requires a new "agentic-native" approach.
 • Raphaëlle d'Ornano
Agentic Era Part 4: The Exponential Economics of Agentic Applications
Orchestration enables new applications that will reshape software company valuations in the age of synthetic colleagues. The Agentic Value Framework…
 • Raphaëlle d'Ornano
Agentic Era Part 3: How MCP and A2A Form the Invisible Operating System of the Autonomous AI Future
These two transformative protocols are rewiring how intelligent agents interact. That's redefining AI's value, reshaping competitive moats, and creating…
 • Raphaëlle d'Ornano
Agentic Era Part 2: How the Architectural Battle Between Model Maximalists and Code Craftsmen is Shaping AI's Future
Autonomous systems, not just bigger models, drive value creation in the era of autonomous AI. The debate over those systems' structures has big…
 • Raphaëlle d'Ornano
Agentic Era Part 1. A Strategic Inflection Point Where Orchestration and Distribution - Not Model Power - Define AI Moats
The frontier AI race has entered a new phase—one defined not solely by model quality but by orchestration, distribution, and efficiency.
 • Raphaëlle d'Ornano
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