Venture Capital The Trajectory Africa Distilled #01: The Limits of Digitalisation in African Markets In the opening instalment of her seven-part email series, Tayo Akinyemi explores why African fintech companies opt to build physical infrastructure to enable digital solutions - and identifies five opportunities emerging from this constraint.
Infrastructure OP-ED - GPUs to gigawatts: how Africa’s energy potential could re-shape the AI landscape As AI’s hunger for power grows, Africa’s untapped energy reserves could redefine the continent’s role in the global tech race.
Market Intelligence OP-ED - What do SAG Ventures and Balloon Ventures have in common? The intermediary trap Prince Nwadeyi's published research and Joshua Bicknell's operational experience expose the same problem: entrenched incentive structures don't serve those closest to real economic activity.
Startups POD - Prince Nwadeyi on building financial services solutions corporates commission but won't execute themselves Prince Nwadeyi unpacks how aligning incentives across value chains turns corporate muscle and founder execution into profitable innovation, and why Mustard Finance Group's reported 99.9% repayment rate proves the model works.
Impact Investing OP-ED - M-KOPA’s decade of discovery: when patient capital buys time to pivot M-KOPA’s lengthy path to profitability shows how patient capital can buy the time (and permission) to pivot until the real business emerges.
Venture Building OP-ED - Abderrahmane Chaoui unpacks the challenges of asset-light models in Africa Discover why popular "asset-light" business models, celebrated for their scalability, often falter in Africa's unique landscape, as Abderrahmane Chaoui shares his insightful analysis.
