#341 - Raphaëlle d'Ornano - Behind Decoding Discontinuity

About this episode

In this episode, Solenne Niedercorn interviews Raphaëlle d'Ornano about the implications of agentic AI and architectural resilience on investment strategies and business models.

In this episode, I welcome Raphaëlle d'Ornano, founder of Decoding Discontinuity, both an advisory firm and an investment fund, for a conversation about agentic AI, architectural resilience, and what it really means to invest in a world where business models are being fundamentally rewritten. We talked about: - Orchestration as the real competitive moat of AI labs: why only 11% of enterprise builders switched AI providers last year despite the switch being technically trivial, and what that paradox reveals about where lock-in actually lives- The concept of architectural resilience: why analysing classical competitive advantages no longer makes sense if a company's terminal value is drifting toward zero because of AI- Warren Buffett's castle metaphor revisited: attacks now come from the sky and from the foundations, not through the front door- The choice of a hedge fund over a venture capital structure: how her framework, companies going to the moon vs. going to zero by 2030, maps better onto public assets across global markets- The SaaSpocalypse: why historical SaaS categories (horizontal, vertical, infrastructure) are dissolving in a world of agent fleets, and why many…

People in this episode

Host: Solenne Niedercorn

Guest: Raphaëlle d'Ornano

Topics covered

• agentic AI
• architectural resilience
• investment strategies
• business model disruption
• SaaS evolution
• US vs European allocators
• hedge funds vs venture capital

Keywords

• AI
• investment
• business models
• SaaS
• hedge funds
• venture capital
• competitive advantages
• allocators

Mentioned in this episode

Organizations: Decoding Discontinuity

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