This episode of the AGNT Podcast is recorded at the New York Stock Exchange and examines how artificial intelligence is reshaping enterprises and markets. Raphaelle d'Ornano of Decoding Discontinuity, founder and chief executive officer, joins Gemma Allen of theCUBE to discuss enterprise AI, valuation pressures and orchestration strategies in the agentic era. d'Ornano provides research and market analysis on AI strategy, orchestration and enterprise adoption. They unpack SpaceX's market signal and discuss implications for OpenAI and Anthropic initial public offerings, the rise of Chinese open‑source models such as GLM‑5.2 and orchestration innovations such as Fugu. The conversation covers edge deployment, cost per token dynamics and multi‑AI architectures for enterprise environments. Key takeaways include d'Ornano's view that the AI build‑out delivers measurable enterprise transformation while public valuations and growth endurance face heightened scrutiny. They emphasize orchestration and operational context as durable sources of value, warn that cheaper open‑weight models change underlying economics and advise investors and builders to identify unique defensible moats. Allen and theCUBE Research further highlight governance, multi‑AI strategies and the geopolitical implications of model sourcing.