Raphaëlle d'Ornano
@Raph_dOrnano
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Founder + CEO of Decoding Discontinuity, a research and investment platform exploring the transformative impact of generative and agentic AI on business models.
New York City, NY
Joined February 2015
@Klarna Disclaimer: This analysis is not intended as an investment recommendation but rather as an exploration of Klarna’s underlying value drivers, business model resilience, and potential risks under a context of generative AI Discontinuity.
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Fintech unicorn @Klarna $KLAR is finally ready to price its IPO tonight after filing earlier this year, and then delaying the offering amid market turbulence. According to reports, the company is seeing strong demand and looking to price in the range of $35 to $37 per share,
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Big news in European AI: @ASMLcompany is investing €1.3B in @MistralAI, becoming its largest shareholder. Reports of this partnership over the weekend by @Reuters provoked a mix of excitement and head scratching. What's in it for ASML? The PR only offers vague allusions about
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Cheers to @AnthropicAI on $13B Series F! We first invested in 2023: pre-product, pre-revenue, <$5B Now: Valued at $183B, $4.5B ARR, 300K+ customers, enterprise AI leader + our largest single investment in history! 🚀
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During the introduction of GPT-5 this month, @OpenAI execs spent almost 50% of the 77-minute presentation talking about developers and coding. They mentioned the word “code” 46 times. The launch included extensive live coding demonstrations, API announcements, developer tooling
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While Chinese models haven't fully caught up in raw capability, their rapid trajectory and cost efficiencies are dismantling long-held assumptions about AI's competitive barriers. Investors, policymakers, and enterprises can't sleep on this rising competition. They must look
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Last week witnessed two remarkable AI releases that almost went unnoticed because the industry was more preoccupied with whether or not we were in an AI bubble: 1️⃣ @deepseek_ai unveiled V3.1, a hybrid model seamlessly switching between "thinking mode" for complex reasoning and
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🤖GPT-5 was supposed to be @OpenAI's ambitious attempt to solve a critical problem in AI: orchestration for coding and developers. Coding has become THE front line in the competition between LLMs. Before the GPT-5 launch earlier this month, I wrote an analysis for Michael
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The key to regaining lost ground and building a durable moat for the Agentic Era will be the ability of OpenAI to address the coding wedge with AI developer productivity tools that help it capture the orchestration layer. For a deeper dive into the coding wedge, read my latest
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OpenAI is attempting to regain ground with developers through a multi-pronged orchestration strategy. GPT-5 is the latest piece of that effort, including embedded orchestration intelligence and specific features for coding and developers.
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Right now, Anthropic commands 42% of the code generation market vs OpenAI's 21%, according to @MenloVentures. Over the past year, Anthropic has surged from approximately 10-15% to 32% enterprise market share.
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Developer productivity tools have emerged as the strategic high ground, a competitive wedge that every major player is competing to control. That’s because the model that captures the coder ecosystem is positioned to define the infrastructure layer of the agentic era and with the
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The tech world is arguing over whether GPT-5 performance is "revolutionary" or "disappointing." This misses the biggest lesson from OpenAI’s latest model release. The new model represents OpenAI’s strategic push further into the orchestration layer, the invisible substrate that
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🚩 Compute Access: The Single Point of Failure Redefining Strategic Advantage Signals of AI's compute Discontinuity: 1️⃣ @Google's stunning mid-quarter revision of its 2025 capital expenditure from $75 billion to $85 billion to address a $106 billion backlog in demand for cloud
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