Compute Is Sovereignty
Why the nations that cede their digital stack will cede their economic future
16 Aug 2026 / Notes
Notes
More notes.
Ideas on businesses, talent and impact.
35 notes / page 3 of 3
From the notebook
Cash Still Wins
The informal economy’s quiet resistance to fintech’s digital-first gospel
16 Aug 2026 / Notes
AI's Governance Gap
AI’s Governance Gap
16 Aug 2026 / Notes
The Climate Capital Mirage
Why the money pledged for Africa’s climate transition keeps failing to arrive
16 Aug 2026 / Notes
A Shift, Not a Cycle
Why the Firms Waiting for This to Settle Will Not Survive It
18 Aug 2026 / Thesis
Every Industry Is Back in Play
Why Most of What Gets Called a Moat Is an Expired Coordination Cost
18 Aug 2026 / Thesis
Building Keeps Getting Cheaper
The Number Under Every Business Plan Fell by Two Orders of Magnitude and Nobody Repriced
18 Aug 2026 / Thesis
Small Teams Win This Round
Why Scale Stopped Being an Advantage and Became a Tax
18 Aug 2026 / Thesis
The Opening Is Widest Here
Why Emerging Markets Are Not a Smaller Copy of the Same Opportunity
18 Aug 2026 / Thesis
Behind, and Closing the Distance
The Frontier Gap Is Widening. The Gap That Decides Whether Companies Get Built Has Closed.
18 Aug 2026 / Thesis
The Whole Bet
Six Claims, Each of Them Falsifiable, and What Happens If Any One of Them Is Wrong
18 Aug 2026 / Thesis