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 | 145 | Founded | 5 years ago | Last Issue | 5 days ago |
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decodingdiscontinuity.comLatest Issues
Weights Are the New Code
Photo by asia Dh via Unsplash
TL;DR: Salesforce Koa, Harvey Tenet, and Shopify’s specialist AI models show how software companies are teaching models to perform domain-specific work. In my System of Execution framework, the strategic quest...
The AI Pause Is the Wrong Panic
Photo by Ashim D’Silva via Unsplash
TL; DR: Anthropic CEO Dario Amodei’s call to pace frontier AI looks bearish for an industry built on ever-larger training runs. I think the opposite may prove true: slowing the Red Queen’s race could imp...
GPT-6 Astra: OpenAI Pushes Frontier Models That Act But Explain Less
The frontier's new flagship acts instead of answers, competes with employment instead of software, and needs so little written reasoning that the next agent incident may leave no transcript to read.
TL;DR: OpenAI’s Astra (GPT-6) is not chi...
The Microduck Tremor: What a $399 Duck Reveals About Nvidia's $12.9 Billion Hugging Face Bid
Why Nvidia may pay $12.9B for Hugging Face: Microduck tests whether consumer robots can build the open embodied-data commons physical AI lacks.
Nvidia’s reported $12.9 billion bid for AI registry Hugging Face is widely being read as a bet...
The System of Execution: Anthropic’s $2 Trillion Bet on What Comes After Intelligence
The system of record owned the truth. The system of action decides. The system of execution owns the receipt - and the future of software with it.
Anthropic’s $2 trillion IPO case rests on more than model leadership. As frontier intelligen...
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Authors
The writers behind this newsletter.
Raphaëlle d’Ornano is the founder and CEO of Decoding Discontinuity, a research and investment platform where she is incubating a market-neutral fund based on an Agentic Era public valuation thesis she has been developing in real time.
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