This episode features Raphaëlle d'Ornano of Decoding Discontinuity, founder and chief executive officer. d'Ornano brings deep experience in agentic artificial intelligence, abbreviated AI, orchestration and enterprise strategy; they co-host the AGNT podcast with Gemma Allen of theCUBE at theCUBE Studio during NYSE Wired. The conversation examines Anthropic’s enterprise momentum, revenue dynamics, platform and orchestration architecture, managed agents and the evolving role of harness and application layers in enterprise deployments. theCUBE Research frames market, compute and adoption dynamics throughout the segment. d'Ornano and theCUBE Research highlight that harness-level orchestration serves as a durable moat while recent profitability and growth remain fragile. They emphasize compute constraints, tokenomics and potential shifts in enterprise software value. The discussion argues that systems of record must evolve to provide deterministic context and the operational glue that agentic systems require, informing enterprise AI strategy for vendors, investors and technology leaders evaluating valuation dynamics, revenue trajectories and deployment trade-offs.