AGNT Podcast Ep. 4 with Gemma Allen & Raphaëlle d'Ornano

In this episode of AGNT, host Gemma Allen is joined by Raphaëlle d'Ornano, founder and CEO of Decoding Discontinuity, for a live discussion from the New York Stock Exchange. The conversation focuses on current trends at the intersection of enterprise software and agentic artificial intelligence, addressing topics including the orchestration of software systems, inference compute, and market dynamics. d'Ornano shares her insights on various companies, such as Figma, Salesforce, and Nvidia, while providing strategic recommendations for enterprises looking to adopt AI technologies and navigate today's complex market environment.

• An analysis of Figma's recent partnership with Anthropic and its implications for enterprise integration.
• Discussion on the significance of first-mover advantage in securing orchestration roles within enterprise software.
• The introduction of new KPIs by Salesforce regarding agentic work units and their impact on business performance.
• An exploration of Nvidia's growth in the inference economy and market reactions following their earnings report.
• Evaluation of the evolving SaaS landscape, known as the SaaS-pocalypse, and its implications for software defensibility.
• Insights into Anthropic's latest developments, including Claude Code and their impact on cybersecurity and broader market dynamics.
• Recommendations for enterprises on mapping systems of record and evaluating integration paths into the agentic AI stack.
• The importance of understanding market responses to emerging technologies and the irrational behaviors of investors.