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
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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
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AI and agents (20), Product and growth (4), Data engineering (3) in the last six months.
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History
Now free with a paid tier, was free to read.