In AGNT Podcast episode 12 recorded at the New York Stock Exchange, Raphaëlle d'Ornano of Decoding Discontinuity appears as guest alongside host Gemma Allen. d'Ornano is founder and chief executive officer of Decoding Discontinuity and an investor and analyst focused on artificial intelligence driven enterprise transformation, semiconductors and infrastructure. They discuss CoreWeave, Cursor and Anysphere; coding wedges and agentic cloud architectures; memory and tokenomics; and implications for enterprise adoption and vendor positioning. d'Ornano argues that CoreWeave's Anysphere represents multiple businesses and that the enterprise application total addressable market cited in filings lacks clear detail while many analysts continue to underwrite value as an infrastructure play. They suggest Cursor could serve as a coding wedge into enterprise, that cost per task will outgrow token debates and that ownership of agentic memory together with semiconductors and memory will shape future competitive moats. theCUBE Research supports the discussion.