Notes

More notes.

Ideas on businesses, talent and impact.

35 notes / page 2 of 3

From the notebook

The Wrong Kind of Capital

How Misaligned Funding Structures Distort African Technology Markets

16 Aug 2026 / Notes

Fintech Hit Saturation. Now What?

The Post-Payments Era in African Financial Technology

16 Aug 2026 / Notes

The Talent Inversion

When Africa's Greatest Export Becomes Its Greatest Vulnerability

16 Aug 2026 / Notes

After 'Africa Rising'

What Happens When the Narrative Stops Working

16 Aug 2026 / Notes

The Francophone Blind Spot

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

16 Aug 2026 / Notes

Building Under Constraint

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

16 Aug 2026 / Notes

Debt Ate The Equity

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

16 Aug 2026 / Notes

The Governance Gap

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

16 Aug 2026 / Notes

Interoperability Is Infrastructure

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

16 Aug 2026 / Notes

Carbon's Pricing Problem

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

16 Aug 2026 / Notes

The Sovereign Layer

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

16 Aug 2026 / Notes

The Francophone Tech Bet

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

16 Aug 2026 / Notes