Notes

What we’re learning, including the bad bits.

We write these mostly for ourselves. Always specific, never a thought-leadership post about the future of anything.

The AI Leapfrog Is a Myth

Why Africa Cannot Skip the Infrastructure That Makes Artificial Intelligence Work

Capital Is a Coward

Why Venture Capital Systematically Misprices Frontier Markets, and What It Costs

Africa's Best Founders Aren't Raising

The Invisible Companies That Venture Capital Cannot See

Serve the Informal Economy, Don't Fix It

Why Technology That Works With Informality Will Outperform Technology That Tries to Eliminate It

The Compliance Deficit

African Businesses Are Scaling Faster Than the Compliance Layer Beneath Them

Sovereign Software

Why African Nations Must Own Their Digital Infrastructure, and What That Actually Requires

Care Without Walls

Africa's Healthcare Crisis Is Not Quality: It Is Architecture

Trust Needs Infrastructure

Why Legal Technology Is the Foundation Layer of Institutional Trust in Africa

The Last Mile Is Not a Delivery Problem

Why Traditional Logistics Models Structurally Fail in Africa, And What Must Replace Them

The African Workplace Thesis

Africa Is Not Adopting the Western Workplace. It Is Building Its Own.

Dev Tools From the Frontier

Why Constraint-Driven Engineering Produces Fundamentally Different Software

Build the Ecosystem, Not Just the Company

The Case for Platform Thinking in African Tech

The Wrong Kind of Capital

How Misaligned Funding Structures Distort African Technology Markets

Fintech Hit Saturation. Now What?

The Post-Payments Era in African Financial Technology

The Talent Inversion

When Africa's Greatest Export Becomes Its Greatest Vulnerability

After 'Africa Rising'

What Happens When the Narrative Stops Working

The Francophone Blind Spot

Why the Largest Untapped Technology Market in Africa Is the One Nobody Is Building For

Building Under Constraint

Why Africa's Most Difficult Operating Environment May Be Producing Its Most Durable Companies

Debt Ate The Equity

How Africa's Venture Capital Market Quietly Restructured Itself, and What It Means for the Next Decade of Company Building

The Governance Gap

Why the Global Rush to Regulate Artificial Intelligence Is Leaving the Countries That Need Governance Most Without Any Framework at All

Interoperability Is Infrastructure

Why the Next Phase of Africa's Mobile Money Revolution Depends on Connecting What Already Exists

Carbon's Pricing Problem

Africa Sequesters More Carbon Than Almost Any Region on Earth, So Why Does It Capture Almost None of the Value?

The Sovereign Layer

Why Digital Public Infrastructure Has Become the Most Important Strategic Asset a Developing Country Can Build

The Francophone Tech Bet

Why Africa’s most overlooked venture market is having its structural moment

Compute Is Sovereignty

Why the nations that cede their digital stack will cede their economic future

Cash Still Wins

The informal economy’s quiet resistance to fintech’s digital-first gospel

AI's Governance Gap

AI’s Governance Gap

The Climate Capital Mirage

Why the money pledged for Africa’s climate transition keeps failing to arrive

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