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AGNT Podcast Ep. 8 with Gemma Allen & Raphaëlle d'Ornano
May 8, 2026
Raphaelle d'Ornano
Founder & CEO Decoding Discontinuity
Gemma Allen
Host, theCUBE + NYSE Wired theCUBE
HOST
Raphaelle d'Ornano of Decoding Discontinuity appears on AGNT Podcast Episode 8, broadcasting from the New York Stock Exchange with theCUBE Research. d'Ornano draws on their experience in artificial intelligence, referred to as AI, strategy and examines how intelligent systems reshape enterprise economics. Hosts Gemma Allen of theCUBE Research and theCUBE Research guide a focused conversation on hyperscaler capital expenditure concentration, the four-layer inference stack of chips models harness and applications, agentic pricing models and the evolving roles o... Read more
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