Notes
We write these mostly for ourselves. Always specific, never a thought-leadership post about the future of anything.
Why the nations that cede their digital stack will cede their economic future
The informal economy’s quiet resistance to fintech’s digital-first gospel
AI’s Governance Gap
Why the money pledged for Africa’s climate transition keeps failing to arrive
Why the Firms Waiting for This to Settle Will Not Survive It
Why Most of What Gets Called a Moat Is an Expired Coordination Cost
The Number Under Every Business Plan Fell by Two Orders of Magnitude and Nobody Repriced
Why Scale Stopped Being an Advantage and Became a Tax
Why Emerging Markets Are Not a Smaller Copy of the Same Opportunity
The Frontier Gap Is Widening. The Gap That Decides Whether Companies Get Built Has Closed.
Six Claims, Each of Them Falsifiable, and What Happens If Any One of Them Is Wrong
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