Africa

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.

The Physical Internet: What Exists Behind the Cloud

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

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:

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.

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.

Stop Looking for Ideas. Look for Problems.

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

Why Timing Matters More Than Most Founders Admit

A great idea can fail. A mediocre idea can become enormous. The difference isn't always execution.