Investment research on the structural break generative AI is creating across public and private markets. For allocators, investors, and operators.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 148 | Founded | 5 years ago | Last Issue | 4 days ago |
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decodingdiscontinuity.comLatest Issues
Two Tenants Part 1: Anthropic Does Not Have ARR. Neither Does OpenAI.
Image via Unsplash by Andrej Lišakov
TL;DR: Neither OpenAI nor Anthropic has ARR. Each headline is the sum of five streams that renew differently, and the market is paying a recurring-revenue multiple on the sum.
- The $70 billion was...
The Other End of the Compute Trap: What Nscale's S-1 Shows About Anthropic's $45 Billion
Photo by Logan Voss via Unsplash
TL;DR: Monarch exposes the credit chain behind Anthropic’s $44.6 billion compute commitment: the financing, energy, construction, and equipment needed to make capacity usable. Nscale’s IPO tests whether the...
TypeSafe’s Jev: The Model That Does Not Talk — and Charges $0 for Output
Explore the explosive growth of TypeSafe’s Jev, its decision-model pricing, benchmark limits, and what it could mean for AI workflows and frontier-lab economics.
TL;DR: Does a model that cannot write change the economics of AI? I think it...
Weights Are the New Code
How Salesforce Koa, Harvey Tenet and Shopify use specialist AI models, and what this means for software costs, workflows and competitive advantage.
TL;DR: Salesforce Koa, Harvey Tenet, and Shopify’s specialist AI models show how software c...
The AI Pause Is the Wrong Panic
Dario Amodei wants to pace production of frontier intelligence. That may be good for safety and very good for Anthropic. And it may, paradoxically, accelerate the diffusion of AI through the economy.
TL; DR: Anthropic CEO Dario Amodei’s ca...
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Authors
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Raphaëlle d'Ornano is founder and CIO of Decoding Discontinuity, a research and investment platform founded in 2024, where she is incubating a market-neutral fund on an Agentic Era thesis built on ARAF™ and the Durable Growth Moat™.
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