<?xml version="1.0" encoding="UTF-8"?>
<?xml-stylesheet type="text/xsl" href="https://dornanoandco.com/wp-sitemap.xsl" ?>
<urlset xmlns="http://www.sitemaps.org/schemas/sitemap/0.9"><url><loc>https://dornanoandco.com/thinking/from-hype-to-hard-science-an-investors-guide-to-understanding-new-frontiers-in-european-deeptech-investing/</loc><lastmod>2023-08-04T16:52:11+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/the-importance-of-due-diligence-and-key-takeaways-going-forward/</loc><lastmod>2023-08-04T16:52:51+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/tech-predictions-2023-whats-in-store-for-european-tech-this-year/</loc><lastmod>2023-07-26T16:23:29+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/european-unicorns-where-do-we-stand-now/</loc><lastmod>2023-08-23T18:08:41+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/moving-from-playing-defense-to-offense-the-case-for-integrating-e-s-and-g-in-investment-grids/</loc><lastmod>2023-07-26T16:30:10+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/introducing-hybrid-growth-diligence-a-3-0-approach-for-assessing-disruption/</loc><lastmod>2023-07-26T16:32:20+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/gender-diversity-time-to-have-the-right-financial-kpis/</loc><lastmod>2023-07-27T07:07:45+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/growth-assets-new-opportunities-new-rule/</loc><lastmod>2023-07-26T16:39:00+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/continuous-data-room/</loc><lastmod>2023-08-04T16:54:59+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/now-what-could-go-wrong-in-tech-financing/</loc><lastmod>2023-07-26T16:42:37+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/7-predictions-for-european-tech-in-2022/</loc><lastmod>2023-07-26T16:45:38+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/the-race-to-a-100-billion-european-scale-up/</loc><lastmod>2023-07-26T16:47:16+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/move-over-ebitda-time-for-new-metrics/</loc><lastmod>2023-07-27T06:21:04+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/unicorns-what-next/</loc><lastmod>2023-07-27T06:31:58+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/building-world-champions-funding-lessons-from-alan-ornikar-shift-technology-and-backmarket/</loc><lastmod>2023-07-27T06:41:25+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/modern-private-investors/</loc><lastmod>2023-07-27T06:43:32+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/why-founders-must-start-preparing-for-a-spac-now/</loc><lastmod>2023-07-27T06:54:57+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/american-investments-impose-new-challenges-to-french-tech-companies/</loc><lastmod>2023-08-04T16:58:22+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/legal-pitfalls-in-fundraising-watch-out-for-deal-breakers/</loc><lastmod>2023-07-27T07:03:27+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/challenges-and-specificities-of-add-on-operations/</loc><lastmod>2023-07-27T07:06:33+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/understanding-the-genai-tech-stack-part-1-mlops-2-4/</loc><lastmod>2023-08-04T14:35:21+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/2452-redefining-due-diligence-for-tech-investments-a-conversation-with-raphaelle-dornano/</loc><lastmod>2023-08-04T14:36:51+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/raphaelle-dornano-discusses-with-pitchbook-the-situation-of-europes-lbo-market/</loc><lastmod>2023-08-28T07:31:46+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/what-every-investor-should-know-about-the-genai-tech-stack-1-4/</loc><lastmod>2023-08-04T16:51:16+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/redefining-the-means-of-higher-returns-for-growth-investing-new-rules-in-a-new-environment/</loc><lastmod>2023-08-23T11:28:48+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/dry-powder-roulette-deploying-capital-and-uncovering-value-in-private-markets/</loc><lastmod>2023-08-23T10:45:22+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/why-the-creator-economy-is-hot/</loc><lastmod>2023-08-30T11:57:32+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/due-diligence-is-broken-but-there-is-a-solution/</loc><lastmod>2023-08-23T10:46:23+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/raphaelle-dornano-discusses-with-tanya-dua-how-startups-can-monetize-ai/</loc><lastmod>2023-08-04T16:01:27+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/what-is-going-to-change-in-startupland-in-the-aftermath-of-svb-2/</loc><lastmod>2023-08-28T07:32:32+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/how-to-detect-greenwashing-in-the-new-era-of-esg/</loc><lastmod>2024-02-28T15:37:16+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/raphaelle-dornano-discusses-at-salt-new-york-2022-the-importance-of-dei-on-a-companys-performance/</loc><lastmod>2024-02-28T15:37:21+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/buyout-players-scout-early-moves-into-blockchain-crypto-deals-by-tom-stabile-fundfire/</loc><lastmod>2023-08-23T10:54:44+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/raphaelle-dornano-raises-awareness-on-dei-and-esg-at-superreturn-berlin-2022/</loc><lastmod>2023-08-23T11:22:00+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/now-what-could-go-wrong-in-tech-financing-2/</loc><lastmod>2023-08-04T16:21:34+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/raphaelle-dornano-discusses-frances-climate-tech-attractiveness-to-investors-on-bsmart-tv/</loc><lastmod>2023-08-04T16:25:55+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/raphaelle-dornano-highlights-european-technology-trends-for-2022-on-bsmart-tv/</loc><lastmod>2023-08-04T16:56:01+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/des-investisseurs-americains-exigeants-envers-la-tech-francaise-florent-le-quintrec-lagefi-hebdo/</loc><lastmod>2023-08-23T10:55:20+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/leconomie-de-la-distance-loin-des-yeux-pres-du-coeur-de-metier/</loc><lastmod>2023-08-23T10:55:41+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/mobileye-s1-teardown/</loc><lastmod>2023-08-26T15:29:57+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/samsara-s1-teardown/</loc><lastmod>2023-08-26T15:29:58+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/freshworks-s1-teardown/</loc><lastmod>2023-08-26T15:30:03+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/udemy-s1-teardown/</loc><lastmod>2023-08-30T11:58:13+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/toast-s1-teardown/</loc><lastmod>2023-08-26T15:30:10+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/warby-parker-s1-teardown/</loc><lastmod>2023-08-28T07:32:58+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/july-by-dornano-co-an-update-on-our-european-tech-predictions-for-2023-uncovering-value-in-the-private-markets-and-a-zoom-on-the-mlops-part-on-the-genai-tech-stack/</loc><lastmod>2023-08-30T08:34:12+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/june-by-dornano-co-a-proposed-framework-for-assessing-the-intrinsic-value-of-foundational-tech-business-models-decomposing-the-genai-tech-stack-and-an-expected-revival-of-the-ipo-market/</loc><lastmod>2023-08-30T08:38:14+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/april-by-dornano-co-ideas-from-milken-on-navigating-the-private-markets-in-a-new-paradigm-the-new-state-of-play-of-european-deeptech-and-questions-on-the-race-to-god-like-ai/</loc><lastmod>2023-08-24T07:46:54+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/march-by-dornano-co-a-look-at-some-of-the-changes-expected-in-startupland-in-the-aftermath-of-svb-why-the-creator-economy-is-hot-and-how-pe-might-benefit-from-high-inflation/</loc><lastmod>2023-08-28T07:29:47+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/february-by-dornano-co-is-the-tech-investing-glass-half-empty-or-half-full-the-importance-of-a-new-form-of-due-diligence-building-strong-revenue-models-in-ai-and-why-the-tesla-recall/</loc><lastmod>2023-08-24T08:49:09+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/january-by-dornano-co-whats-in-store-for-european-tech-this-year-and-the-birth-of-the-jellyfish-ces-2023-edition-takeaways-and-a-look-at-winners-and-losers-ac/</loc><lastmod>2023-08-24T08:50:59+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/november-by-dornano-co-where-do-we-stand-in-terms-of-european-unicorns-at-the-end-of-a-tumultuous-2022-lessons-on-autonomous-cars-from-the-mobileye-ipo-and-why-tech-seems-to-be-collapsi/</loc><lastmod>2023-08-24T09:06:52+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/october-by-dornano-co-assessing-resilience-in-light-of-esg-criteria-in-the-era-of-greenwashing-fresh-us-crypto-rules-the-new-macroeconomic-and-energy-paradigms-and-the-vc-market-downtur/</loc><lastmod>2023-08-30T08:40:16+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/september-by-dornano-co-linking-dei-to-financial-performance-introducing-hybrid-growth-diligence-3-0-due-diligence-for-assessing-disruption-and-why-tech-companies-should-look-beyo/</loc><lastmod>2023-08-24T09:06:38+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/august-by-dornano-co-introducing-the-concept-of-growth-assets-new-interest-of-buyout-firms-for-digital-assets-the-opportunity-of-bidens-climate-bill-a-look-a/</loc><lastmod>2023-08-24T09:06:21+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/june-by-dornano-co-the-challenge-of-private-tech-companies-valuations-introducing-our-continuous-dataroom-product-and-new-trends-in-early-stage-investment/</loc><lastmod>2023-08-24T09:08:03+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/april-by-dornano-co-exploring-what-could-go-wrong-in-technology-financing-in-q2-sec-disclosures-on-climate-and-the-emergence-of-low-code-no-code-solutions-for-enterprise-software/</loc><lastmod>2023-08-24T09:09:47+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/february-by-dornano-co-exploring-the-crack-in-tech-valuations-why-samsara-is-succeeding-and-the-momentum-in-european-and-french-tech/</loc><lastmod>2023-08-30T08:36:14+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/january-by-dornano-co-what-are-our-7-predictions-for-european-tech-in-2022-why-freshworks-is-succeeding-and-what-implications-does-the-current-turmoil-have-on-valuation-of-private-compa/</loc><lastmod>2023-08-30T08:37:08+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/the-whole-team-wishes-you-a-happy-and-dynamic-new-year/</loc><lastmod>2023-08-30T08:37:27+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/november-by-dornano-co-what-are-the-implications-of-mega-rounds-led-by-non-traditional-investors-for-founders-why-udemy-is-succeeding-and-new-challenges-for-modern-private-investors/</loc><lastmod>2023-08-30T12:29:34+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/october-by-dornano-co-why-a-new-holistic-framework-is-needed-to-understand-tech-valuations-why-toast-is-succeeding-and-how-to-make-cash-flows-more-relevant/</loc><lastmod>2023-08-30T08:35:04+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/september-by-dornanoco-european-unicorns-warby-parkers-ipo-and-why-european-valuations-are-hot/</loc><lastmod>2023-08-30T08:38:00+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/raphaelle-dornano-shares-strategies-on-how-to-build-a-reference-firm-on-anomia-podcast/</loc><lastmod>2023-08-31T08:13:06+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/raphaelle-dornano-describes-the-rise-of-growth-equity-in-france-for-cfnews-magazine/</loc><lastmod>2023-08-26T15:51:52+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/buyout-valuations-may-finally-perk-up-in-q2-but-dispersion-widens-by-tom-stabile-fundfire/</loc><lastmod>2023-08-30T08:41:31+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/finding-the-right-path-to-liquidity/</loc><lastmod>2023-08-31T08:05:58+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/august-by-dornano-co-being-a-technology-optimist-in-2023-finding-the-right-path-to-liquidity-and-a-quick-s-1-teardown-of-high-growth-saas-company-klaviyo/</loc><lastmod>2024-01-18T10:53:53+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/fundfire-will-venture-capitals-center-of-gravity-shift-away-from-software/</loc><lastmod>2023-09-20T07:27:40+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/efficient-growth/</loc><lastmod>2024-02-28T15:36:09+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/september-by-dornano-co-why-growth-is-paramount-in-tech-buyouts-a-deep-dive-into-foundation-models-and-the-economic-opportunity-of-genai-for-the-pe-industry/</loc><lastmod>2024-01-17T08:17:33+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/october-by-dornano-co-why-i-am-a-cautious-techno-optimist-exploring-ai-ml-applications-and-why-lbos-are-expected-to-return-in-2024/</loc><lastmod>2024-01-17T08:18:32+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/november-by-dornano-co-building-robustness-in-2024-open-source-ai-models-vs-ai-regulation-and-looking-back-at-2023-in-charts/</loc><lastmod>2024-01-17T08:19:40+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/january-by-dornano-co-exits-in-2024-the-opportunities-and-pitfalls-of-genai-for-pe-investors-a-framework-for-assessing-efficient-growth-in-saas-and-the-crystal-ball-for-2024/</loc><lastmod>2024-01-17T08:20:26+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/what-role-can-america-play-for-french-scale-ups-building-the-economy-of-2030/</loc><lastmod>2024-01-18T10:57:56+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/understanding-the-genai-tech-stack-part-3-foundational-models-3-4/</loc><lastmod>2024-01-17T09:02:10+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/software-lbos-growth-problem/</loc><lastmod>2024-01-17T09:03:17+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/our-response-to-marc-andreessen-innovation-needs-guardrails-for-growth/</loc><lastmod>2024-01-17T09:06:23+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/understanding-the-genai-tech-stack-part-4-application-models-4-4/</loc><lastmod>2024-01-17T09:07:25+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/open-source-ai-models-versus-ai-regulation/</loc><lastmod>2024-01-17T09:08:05+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/tech-predictions-for-2024-what-to-expect-in-tech-in-the-coming-year/</loc><lastmod>2024-01-17T09:08:53+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/fortune-the-crystal-ball-vcs-private-equity-investors-and-tech-founders-predict-whats-coming-in-2024/</loc><lastmod>2024-01-17T09:09:37+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/genai-investing-the-potential-and-pitfalls-for-private-equity-investors/</loc><lastmod>2024-01-17T09:10:44+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/venture-capital-funds-raise-their-game-with-start-ups-by-florent-le-quintrec-lagefi/</loc><lastmod>2024-01-25T15:14:26+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/reopening-the-ipo-window-part-1-saas/</loc><lastmod>2024-02-29T08:28:01+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/february-by-dornano-co-a-zero-interest-rate-babies-zirbs-reckoning-in-2024-standards-for-successful-saas-ipos-and-the-opportunities-brought-by-genai-in-the-digital-infrastructure/</loc><lastmod>2024-02-29T15:03:54+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/is-there-a-tech-extinction-event-coming-introducing-our-advanced-growth-intelligence-agi-methodology/</loc><lastmod>2024-02-29T08:27:36+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/new-private-equity-playbook-quality-rather-than-bargains/</loc><lastmod>2024-04-22T08:07:02+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/rubrik-s-1-teardown/</loc><lastmod>2024-04-30T14:43:38+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/a-look-at-mistral-ais-economics/</loc><lastmod>2024-04-30T14:43:32+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/august-by-dornano-co-why-genai-is-not-disruption-its-discontinuity-the-exit-conundrum-and-why-europe-should-embrace-open-source-ai/</loc><lastmod>2024-08-29T15:01:46+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/may-by-dornano-co-from-rule-of-40-to-rule-of-55-the-new-normal-for-saas-companies-with-genai-the-core-characteristics-of-a-successful-venture-buyout-candidate-and-why-genai-requires-pa/</loc><lastmod>2024-08-29T15:01:36+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/pril-by-dornano-co-rubrik-s-1-teardown-a-look-into-mistral-ais-economics-and-what-the-future-holds-for-venture-capital-and-private-equity-two-challenged-asset-classes/</loc><lastmod>2024-08-29T15:01:24+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/march-by-dornano-co-navigating-the-ipo-route-in-2024-quality-rather-than-bargains-a-new-playbook-for-pe-and-is-there-a-tech-extinction-event-to-come/</loc><lastmod>2024-08-29T15:00:54+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/the-exit-conundrum/</loc><lastmod>2024-08-29T15:05:17+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/why-genai-is-not-disruption-its-discontinuity/</loc><lastmod>2024-08-29T15:05:25+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/from-rule-of-40-to-rule-of-55-how-genai-is-disrupting-saas-valuations/</loc><lastmod>2024-08-29T15:07:44+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/the-pe-buyout-opportunity-amid-techs-reckoning/</loc><lastmod>2024-08-29T15:07:22+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/supra/</loc><lastmod>2024-11-18T19:04:04+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/a-look-at-openais-economics/</loc><lastmod>2024-11-18T19:05:43+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/why-insurtech-alans-crazy-valuation-is-not-crazy/</loc><lastmod>2024-12-13T10:51:15+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/genai-foundation-models-the-llm-race-has-only-just-begun/</loc><lastmod>2024-11-18T19:05:37+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/october-by-dornano-co-a-deep-dive-into-openais-economics-the-looming-infrastructure-crisis-and-ais-emerging-role-in-geopolitics/</loc><lastmod>2024-11-18T19:09:06+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/september-by-dornano-co-spotting-the-winners-of-the-foundation-model-race-unpacking-alans-not-so-crazy-4-5b-valuation-and-exploring-adobes-genai-overreaction/</loc><lastmod>2024-11-18T19:08:56+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/introducing-the-durable-growth-moat-what-servicetitan-and-palantir-tell-us-about-sustainable-tech-advantage/</loc><lastmod>2024-12-17T09:42:26+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/durable-growth-moats-the-new-shield-for-disruptive/</loc><lastmod>2024-12-12T08:36:32+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/does-palantir-have-a-durable-growth-moat/</loc><lastmod>2024-12-12T08:36:27+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/servicetitans-s-1-agi-teardown-building-a-durable-growth-moat-in-the-trades-industry/</loc><lastmod>2024-12-12T08:36:22+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/superretun-north-amercia-embracing-ai-the-future-of-private-markets/</loc><lastmod>2024-12-17T10:01:35+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/milken-institutes-middle-east-and-africa-summit-in-abu-dhabi-2/</loc><lastmod>2024-12-17T10:00:42+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/french-american-young-leaders/</loc><lastmod>2025-03-26T10:17:37+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/genai-investors-playbook-by-raphaelle-dornano/</loc><lastmod>2024-12-12T08:45:37+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/december-by-dornano-co-the-genai-reality-check-why-agentforce-signals-defense-not-offense-and-the-agent-era/</loc><lastmod>2025-01-24T08:53:35+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/he-saas-renaissance-illusion-why-ai-driven-growth-may-mask-fundamental-business-model-threats/</loc><lastmod>2025-01-24T08:53:19+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/tech-predictions-for-2025-scaling-innovation-beyond-generative-ai/</loc><lastmod>2025-01-24T08:52:55+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/deepseek-genais-punctuated-equilibrium/</loc><lastmod>2025-02-03T08:12:28+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/january-by-dornano-co-the-ai-infrastructure-boom-faces-the-jevons-fallacy/</loc><lastmod>2025-03-06T08:51:59+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/the-great-ai-discontinuity-when-exponential-growth-becomes-visible/</loc><lastmod>2025-04-07T09:50:36+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/from-models-to-agents-how-manus-rewrites-the-ai-competition/</loc><lastmod>2025-04-07T09:49:08+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/dry-powder-roulette-deploying-capital-and-uncovering-value-in-private-markets-2/</loc><lastmod>2025-03-26T10:20:35+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/o3gemini-2-5-and-beyond-building-moats-amid-agi-uncertainty/</loc><lastmod>2025-04-24T07:59:17+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/ai-single-point-of-failure-assessing-whether-genai-is-the-achilles-heel-of-a-business/</loc><lastmod>2025-04-24T07:59:22+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/openais-1-billion-users-looking-beyond-the-psychological-trap-of-round-numbers/</loc><lastmod>2025-04-24T07:59:27+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/the-ai-label-has-become-essential-for-french-tech-start-ups-seeking-funding/</loc><lastmod>2025-05-07T10:16:45+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/agentic-era-part-1-a-strategic-inflection-point-where-orchestration-and-distribution-not-model-power-define-ai-moats/</loc><lastmod>2025-05-07T10:19:07+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/agentic-era-part-3-how-mcp-and-a2a-form-the-invisible-operating-system-of-the-autonomous-ai-future/</loc><lastmod>2025-05-26T08:34:00+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/chime-ipo-the-neobank-economics-test/</loc><lastmod>2025-06-17T12:45:06+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/sovereign-ai-the-infrastructure-play-redefining-ai-valuations/</loc><lastmod>2025-06-18T10:52:34+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/beyond-coatues-fantastic-40-why-architectural-resilience-trumps-growth-projections-in-the-agentic-era/</loc><lastmod>2025-06-25T08:48:24+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/thibaud-leblanc-managing-director-at-dornano-co-had-the-pleasure-of-moderating-a-panel-on-founders-in-finance-entrepreneurship-in-private-equity-at-inseads-21st-annua/</loc><lastmod>2025-07-02T13:19:54+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/navigating-neocloud-discontinuity-coreweave-s-1-teardown/</loc><lastmod>2025-07-17T05:37:42+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/klarna-ipo-at-the-crossroads-of-fintech-ai-and-the-future-of-bnpl/</loc><lastmod>2025-07-30T13:14:39+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/when-images-meet-language-the-implications-of-the-architectural-revolution-in-visual-ai/</loc><lastmod>2025-07-17T05:29:31+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/coreweaves-ipo-applying-the-durable-growth-moat-framework-to-ai-infrastructure-2/</loc><lastmod>2025-07-17T05:29:19+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/the-great-productivity-gamble-trillions-of-ai-dollars-vs-global-economic-headwinds-2/</loc><lastmod>2025-07-17T05:25:05+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/agentic-era-part-2-how-the-architectural-battle-between-model-maximalists-and-code-craftsmen-is-shaping-ais-future-2/</loc><lastmod>2025-07-17T05:24:20+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/agentic-era-part-4-the-exponential-economics-of-agentic-applications-2/</loc><lastmod>2025-07-17T05:23:45+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/the-agentic-era-part-5-building-the-agentic-cloud/</loc><lastmod>2025-07-17T05:23:17+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/the-salesforce-paradox-slowing-growth-masks-1t-agentic-opportunity-2/</loc><lastmod>2025-07-17T05:22:15+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/figmas-20b-ipo-tests-saas-in-agentic-era/</loc><lastmod>2025-07-17T05:21:56+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/the-agentic-resistance-why-critics-are-missing-the-paradigm-shift/</loc><lastmod>2025-07-26T12:39:27+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/the-array-building-the-agentic-cloud/</loc><lastmod>2025-07-17T06:07:50+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/ai-supremacy/</loc><lastmod>2025-07-17T06:07:41+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/compute-access-the-single-point-of-failure-redefining-strategic-advantage/</loc><lastmod>2025-07-30T13:17:01+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/thinking-machines-and-the-second-wave-why-2b-says-everything-about-ais-future/</loc><lastmod>2025-07-30T13:17:05+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/the-great-convergence-chinese-open-source-ai-is-rewriting-the-rules-of-digital-supremacy/</loc><lastmod>2025-08-29T08:37:48+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/10-days-later-is-figma-worth-the-price/</loc><lastmod>2025-08-29T08:38:22+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/gpt-5s-mixed-debut-how-the-coding-wedge-is-reshaping-ais-orchestration-battle/</loc><lastmod>2025-08-29T08:38:07+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/gpt-5s-reinforcement-learning-gambit-the-discontinuity-that-wasnt-but-should-have-been/</loc><lastmod>2025-08-29T08:37:58+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/the-11-paradox-why-orchestration-lock-in-is-rewriting-ais-rules/</loc><lastmod>2025-08-29T08:38:37+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/memento-the-memory-architecture-ushering-in-ais-agentic-discontinuity/</loc><lastmod>2025-09-15T13:41:59+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/openai-jobs-the-beachhead-for-a-super-ai-assistant/</loc><lastmod>2025-09-15T13:42:05+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/the-ai-multiplier-why-the-market-is-correct-on-the-bubble-and-still-missing-the-discontinuity/</loc><lastmod>2025-09-25T09:54:40+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/two-tales-of-compute-decoding-ai-infrastructures-new-economics-part-1/</loc><lastmod>2025-09-25T10:08:26+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/two-tales-of-compute-the-battle-for-ais-operational-future-part-2/</loc><lastmod>2025-09-25T09:54:54+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/the-inference-economy-the-missing-800-billion-isnt-missing/</loc><lastmod>2025-10-15T12:48:02+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/fermis-16b-question-when-regulatory-arbitrage-meets-ai-bubble-dynamics/</loc><lastmod>2025-10-15T12:48:10+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/king-sam-and-ai-circularity-how-concentrated-bets-on-openai-create-systemic-risk/</loc><lastmod>2025-10-15T12:48:16+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/incredible-first-day-at-dreamforce-2025/</loc><lastmod>2025-10-22T12:15:25+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/milken-institute-international-to-discuss-european-competitiveness-in-the-age-of-ai-discontinuity/</loc><lastmod>2025-10-22T12:02:38+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/tikehau-lp-investor-forum/</loc><lastmod>2025-10-22T12:06:03+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/decoding-discontinuity-are-we-in-an-ai-bubble-why-this-the-wrong-question/</loc><lastmod>2025-10-22T12:16:37+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/dreamforce-2025-day-1-wrap-dreamforce-2025/</loc><lastmod>2025-10-22T12:17:43+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/forbes-why-autonomous-orchestration-represents-a-discontinuity-by-raphaelle-dornano/</loc><lastmod>2025-10-22T12:07:25+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/electronic-mobile-conference/</loc><lastmod>2025-10-30T10:42:56+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/first-law-of-value-in-the-agentic-era-proximity-to-user-intent/</loc><lastmod>2025-10-30T10:39:08+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/second-law-of-value-in-the-agentic-era-context-is-the-new-moat/</loc><lastmod>2025-10-30T10:39:03+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/the-orchestration-discontinuity-decoding-big-techs-400b-ai-infrastructure-bet/</loc><lastmod>2025-11-11T19:20:19+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/the-agentic-ai-revolution/</loc><lastmod>2025-11-11T19:22:37+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/crazier-than-elons-6x-tesla-bet-why-non-tech-giants-might-be-ais-real-valuation-dark-horses/</loc><lastmod>2025-11-21T13:38:55+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/the-open-source-inflection-point-why-kimi-k2-thinking-changes-everything-about-ais-competitive-dynamics-again/</loc><lastmod>2025-11-21T13:39:04+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/gemini-3-ai-discontinuity-decoding-googles-full-stack-threat-to-openai-and-nvidia/</loc><lastmod>2025-12-11T10:54:27+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/three-years-in-genais-discontinuity-proven-in-silicon-unproven-in-revenue/</loc><lastmod>2025-12-11T10:56:41+00:00</lastmod></url><url><loc>https://dornanoandco.com/thinking/reading-the-tea-leaves-what-ai-capital-intensity-actually-reveals/</loc><lastmod>2025-12-11T10:58:00+00:00</lastmod></url></urlset>
