Decoding Discontinuity

Decoding Discontinuity

About the Substack

A newsletter that provides frameworks for analyzing the structural breaks caused by AI that reset competitive rules and value capture across industries, including tech and non-tech, rather than simply shifting the existing curve.

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

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• $50 a month
• $500 a year

About Raphaëlle d'Ornano

Raphaëlle d'Ornano is founder & CEO of Decoding Discontinuity, an AI research and investment platform, and CIO of its live long/short strategy incubating Discontinuity Capital. Her ARAF™ framework decodes which moats survive AI.