Decoding Discontinuity

Decoding Discontinuity

About the Substack

Investment research on the structural break generative AI is creating across public and private markets. For allocators, investors, and operators.

Free Subscription Benefits

• Weekly AI discontinuity analysis

Paid Subcription Benefits

• Full Access to Archives
• Executive Summary of S-1s teardowns using Durable Growth Moat™ framework

Paid Subscription Plans

• $50 a month
• $500 a year

About Raphaëlle d'Ornano

Raphaëlle d'Ornano is founder and CIO of Decoding Discontinuity, a research and investment platform founded in 2024, where she is incubating a market-neutral fund on an Agentic Era thesis built on ARAF™ and the Durable Growth Moat™.