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Decoding Discontinuity newsletter by Raphaëlle d'Ornano: latest issues, cadence and price

by Raphaëlle d'Ornano · Substack · Free and paid · 2 a week · last issue Nov 3, 2026 · Active

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

Tue Nov 31 issue

Tue Oct 271 issue

Thu Oct 221 issue

Tue Oct 201 issue

Sat Oct 171 issue

Tue Oct 131 issue

Tue Oct 62 issues

Tue Sep 291 issue

Sun Sep 271 issue

Fri Sep 251 issue

Tue Sep 221 issue

Fri Sep 181 issue

Tue Sep 151 issue

Tue Sep 81 issue

Tue Sep 11 issue

Wed Aug 261 issue

Tue Aug 251 issue

Thu Aug 131 issue

Tue Aug 111 issue

Tue Aug 41 issue

Tue Jul 281 issue

Thu Jul 231 issue

Tue Jul 211 issue

Fri Jul 171 issue

31 issues on file since Jun 30, 2026; every one is in its own archive ↗.

About this newsletter

Photo

None found, so the logo or initials show. Photos come from Wikimedia Commons or official company pages, never LinkedIn or image search.

Free or paid

Free and paid on Substack. 67% of its latest 12 issues are for paying subscribers (from its public archive, checked weekly).

Issues per week, last 26 weeks

2 a week, measured over the last six months (or since the feed's oldest issue)

Writes about

AI and agents (20), Product and growth (4), Data engineering (3) in the last six months.

History

Free or paid

Now free with a paid tier, was free to read.