Africa

Stop Looking for Ideas. Look for Problems.

Entrepreneurship has developed an obsession with ideas. People ask: “What business should I start?”

Article · 8 min read

Why Every Country Wants Its Own AI Stack

There was a time when governments could treat software as something largely supplied by the private sector. AI is making that increasingly difficult. Because AI is becoming relevant to:

Article · 1 min read

The Physical Internet: What Exists Behind the Cloud

The internet feels weightless. You open an app. A page loads.

Article · 8 min read

What Actually Makes an Asset Valuable?

A building can be worth millions. A piece of land next to it can be worth even more. A company with no profits can be worth billions.

Article · 11 min read

Why Africa Could Produce a Different Kind of Startup

Africa is often described as a collection of problems waiting to be solved. That framing is incomplete. Africa is also a collection of markets being built in real time.

Article · 4 min read

Why Infrastructure Attracts Long-Term Capital

There is a reason pension funds, sovereign wealth funds, insurance companies and other long-term investors keep looking at infrastructure. It isn't because infrastructure is exciting. Most infrastructure is the opposite of exciting.

Article · 11 min read