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Decoding Discontinuity

decodingdiscontinuity.com

Decoding Discontinuity, “Raphaëlle d'Ornano”, is a finance site on decodingdiscontinuity.com, in English, funded by its readers through Substack; no supporter count is published.

Investment research newsletter by Raphaëlle d'Ornano on how generative AI reshapes public and private markets, plus a podcast.

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Latest posts

• Two Tenants Part 1: Anthropic Does Not Have ARR. Neither Does OpenAI.2026-10-13
• The Information: Why the SaaSpocalypse Isn’t Over for Workday2026-10-06
• The Other End of the Compute Trap: What Nscale's S-1 Shows About Anthropic's $45 Billion2026-10-06
• TypeSafe’s Jev: The Model That Does Not Talk — and Charges $0 for Output2026-09-29
• AGNT Podcast Ep. 15 with Gemma Allen & Raphaëlle d'Ornano2026-09-27
• 2035 Decoded: Navigating the Decade Ahead | Dust, Glean & More | RAISE Summit 20262026-09-25
• Weights Are the New Code2026-09-22
• AGNT Podcast Ep. 14 with Raphaëlle d'Ornano & John Furrier2026-09-18

From the site's feed, read 2026-10-15.

Pages

71 pages indexed; the pages that lead the site by its internal links:

Standing

Verified funding

• substack https://decodingdiscontinuity.com/subscribeverified 2026-10-15
• substack https://dornanoco.substack.com/subscribeverified 2026-09-19

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For the site's owner: a badge that says readers fund it, linked to this page. It shows the live figure, so it never goes stale; a count appears once a platform publishes one.

HTML

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Markdown

[![Reader-funded, verified by ReaderFunded](https://readerfunded.com/badge/decodingdiscontinuity.com.svg)](https://readerfunded.com/site/decodingdiscontinuity.com)

Neighbourhood

Linked from 36 domains, links to 196; of the latter, the funded sites are shown. Funded sites first, then the sources that link to fewest other funded sites. Links as seen in the Common Crawl domain graph (cc-main-2026-aug-sep-oct), cut 2026-10-23: the pages crawled in a window of three months, not necessarily the site of today, and a page not crawled in that window leaves no link.

Similar funded sites

Sites the same sources link to, by cosine over the sets of linking domains. More.