Notes
What we're thinking about
The AI Leapfrog Is a Myth→
Care Without Walls→
The Compliance Deficit→
Trust Needs Infrastructure→
The Last Mile Is Not a Delivery Problem→
The African Workplace Thesis→
Dev Tools From the Frontier→
Build the Ecosystem, Not Just the Company→
Capital Is a Coward→
The Wrong Kind of Capital→
Serve the Informal Economy, Don't Fix It→
Africa's Best Founders Aren't Raising→
Fintech Hit Saturation. Now What?→
Sovereign Software→
The Talent Inversion→
After 'Africa Rising'→
The Francophone Blind Spot→
Building Under Constraint→
Debt Ate The Equity→
The Governance Gap→
Interoperability Is Infrastructure→
Carbon's Pricing Problem→
The Sovereign Layer→
The Francophone Tech Bet→
Compute Is Sovereignty→
Cash Still Wins→
AI's Governance Gap→
The Climate Capital Mirage→