The Agentic Discontinuity

How AI’s Evolution from Tools to Autonomous Colleagues Transforms Value Creation

Decoding Discontinuity for Higher Returns.

You may have noticed AI Supremacy (Sitemap 2025) hasn’t covered Agentic AI much, I am still waiting for consensus on frameworks, protocols and leading hubs to manifest. However I think we can start to dip our toes into the topic.

Will Agentic AI alter how we think of business models, defensive moats and AI vs. SaaS growth norms? Will it alter the very nature of entrepreneurship and innovation? That remains to be seen.

Raphaëlle d'Ornano

of Decoding Discontinuity Newsletter has written a very interesting series on Agentic AI. I wanted to bring some attention to it and asked her for a macro piece on the topic. That’s the topic of our deep dive today. We’ll be lowering our frequency of posts during the July-August period.

1. Agentic Era Part 1. A Strategic Inflection Point Where Orchestration and Distribution - Not Model Power - Define AI Moats

2. Agentic Era Part 2: How the Architectural Battle Between Model Maximalists and Code Craftsmen is Shaping AI's Future

3. Agentic Era Part 3: How MCP and A2A Form the Invisible Operating System of the Autonomous AI Future

4. Agentic Era Part 4: The Exponential Economics of Agentic Applications

5. The Agentic Era Part 5: Building the Agentic Cloud

“ Agentic AI leads to what I call orchestration economics and looking at historical growth will not help determine future winners.” - Raphaelle d'Ornano

A bit similar to how I admire many business thinkers on Substack like

Gennaro Cuofano

or

Rich Holmes

(Check out his YouTube), I find many of her ideas very stimulating.

Decoding Discontinuity

Frameworks for analyzing the financial impact of emerging technologies such as GenAI.

“I specialize in decoding technological disruptions that reshape markets, empowering companies and investors to capitalize on transformative opportunities.” -

Raphaëlle d'Ornano

⚙️ Read more about AI and the coming Machine Economy: over 250+ featured authors. and others like

Raphaëlle d'Ornano

in the spotlight:

🗼 Biography

Raphaëlle D’Ornano, is the founder of D’Ornano + Co., a strategic advisory firm, and of Decoding Discontinuity, a research and investment platform exploring AI’s transformative impact on business models.

• Her proprietary Durable Growth Moat™ framework evaluates how companies sustain competitive advantages through AI-driven shifts, emphasizing architectural resilience and financial adaptability. Passionate about the discontinuity brought by GenAI, Raphaëlle challenges leaders and investors to rethink strategy and unlock enduring value in an AI-powered future. She is based in Paris, France.

🌟 Featured Works

• From Models to Agents: How Manus Rewrites the AI Competition

• The AI Infrastructure Boom Faces the Jevons Fallacy

• DeepSeek: GenAI’s Punctuated Equilibrium?

• The SaaS Renaissance Illusion: Why AI-Driven Growth May Mask Fundamental Business Model Threats

• The Great AI Discontinuity: When Exponential Growth Becomes Visible

This is going to be a very in-depth deep dive that will give you new perspectives on Agentic AI and its role in the Generative AI shift. I like some of her more nerdy and contrarian ideas and original analysis. I think you might as well.

🔊 For paid readers we also have an audio version so you can listen to this on your commute.

The Agentic Discontinuity: How AI’s Evolution from Tools to Autonomous Colleagues Transforms Value Creation