Raphaëlle d'OrnanoWhy insurtech Alan’s crazy valuation is not crazyInsurtech startups have been among the hardest hit during the funding downturn over the past two years. So I understand the surprise when…3d ago3d ago
Raphaëlle d'OrnanoGenAI Foundation Models: The LLM Race Has Only Just BegunThe generative AI boom continues and shows no signs of slowing down. According to IDC, enterprise spending on generative AI will surge from…3d ago3d ago
Raphaëlle d'OrnanoThe Exit ConundrumAs summer winds down, the positive macroeconomic picture has renewed optimism that exits and deal-making will improve in the coming months…Aug 271Aug 271
Raphaëlle d'OrnanoWhy GenAI Is Not Disruption — It’s DiscontinuityGenerative AI is following the classic hype cycle. After almost two years of unrealistic expectations and euphoria, there is a rising tide…Aug 26Aug 26
Raphaëlle d'OrnanoThe PE buyout opportunity amid tech’s reckoningThe tech industry continues to go through a difficult reset following the investing frenzy that drove unsustainable valuations. As I noted…Jun 4Jun 4
Raphaëlle d'OrnanoA look at Mistral.ai’s economicsMistral.ai (the “Company” or “Mistral”) has made a global impact since it was founded one year ago. Just recently, Sequoia cited it as one…Apr 291Apr 291
Raphaëlle d'OrnanoRubrik S-1 TeardownFounded in 2013, Rubrik Inc. (the “Company” or “Rubrik”) has developed a data management and security SaaS platform for enterprises and has…Apr 29Apr 29
Raphaëlle d'OrnanoNew Private Equity Playbook: Quality Rather Than BargainsPrivate Equity is entering a new era. Strategies for both growth investing and buyouts are undergoing a dramatic evolution that will…Mar 20Mar 20
Raphaëlle d'OrnanoReopening the IPO window — Part 1: SaaSThe IPO market has been frozen for almost two years. Through the first nine months of 2023, there were 60 public listings of VC-backed…Feb 15Feb 15
Raphaëlle d'OrnanoGenAI investing: the potential and pitfalls for Private Equity investorsI recently had the privilege of attending a lunch discussion about GenAI in London with Arthur Mensch, CEO and co-founder of Mistral AI…Jan 10Jan 10
