Raphaëlle d'Ornano of Decoding Discontinuity, founder and CEO, joins Gemma Allen of theCUBE and NYSE Wired, host, for a live discussion from the New York Stock Exchange. The conversation examines trends at the intersection of enterprise software and agentic artificial intelligence and analyzes orchestration, inference compute and market dynamics. d'Ornano provides expertise in strategic AI adoption and market frameworks and they analyze topics such as Figma's Anthropic partnership, Salesforce's Agentforce, Nvidia and the inference economy, GPU supply dynamics and evolving SaaS defensibility. Allen delivers live reporting and highlights growth and the market complexities around Nvidia and inference-driven compute demand. Key takeaways include d'Ornano's view that first-mover advantage and developer adoption are critical to securing an orchestration role, with coding serving as a wedge into enterprise platforms. theCUBE Research analysts recommend mapping systems of record, evaluating integration paths into the agentic stack and monitoring AI lab roadmaps and financing dynamics to inform enterprise strategy and vendor selection.