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
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…Dec 13, 2023Dec 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…Dec 13, 2023Dec 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…Nov 7, 2023Nov 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…Oct 31, 2023Oct 31, 2023