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…5 min read·21 hours ago----
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…12 min read·22 hours ago----
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…8 min read·Mar 20, 2024----
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…7 min read·Feb 15, 2024----
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…7 min read·Jan 10, 2024----
Raphaëlle d'OrnanoTech Predictions for 2024: what to expect in Tech in the coming year?As 2024 approaches, the tech industry is still feeling the bruises of two tumultuous years that saw investment dramatically pull back…6 min read·Dec 13, 2023----
Raphaëlle d'OrnanoOpen-source AI models Versus AI RegulationTo get a sense of the technological and cultural impact Generative AI (“genAI”) has had over the past year, one doesn’t need to know much…4 min read·Dec 13, 2023----
Raphaëlle d'OrnanoUnderstanding the GenAI Tech Stack : Part 4 — Application ModelsAlthough tech stocks have seen recent volatility following a low earnings season, generative artificial intelligence (GenAI) continues to…5 min read·Nov 7, 2023----
Raphaëlle d'OrnanoOur Response to Marc Andreessen: Innovation Needs Guardrails for GrowthThe recent publication of Marc Andreessen’s manifesto has the entire global tech ecosystem buzzing. Given his stature, influence, and…7 min read·Oct 31, 2023----
Raphaëlle d'OrnanoUnderstanding the GenAI Tech Stack : Part 3 — Foundation ModelsMake no mistake, GenAI is still very hot and continues to evolve at an astounding pace. Despite the critics and the collective hysteria on…7 min read·Oct 2, 2023----