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

• Discontinuity + Orchestration Economics memos
• Full Access to Archives
• Executive Summary of S-1s teardowns using Durable Growth Moat™ framework

Paid Subscription Plans

• $500 a year
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About Raphaëlle d'Ornano

Raphaëlle D'Ornano, is the founder of D'Ornano + Co. and Decoding Discontinuity, a research and investment platform. Her Durable Growth Moat™ framework analyzes how companies sustain competitive advantages through AI transformation.