Digital Transformation OP-ED - Big Money, done properly? A well-travelled South African chartered accountant with an M&A background reckons he's seen what the African investment scene is missing. His fix for Big Money's blind spots? More Big Money.
The Trajectory Africa Distilled The Trajectory Africa Distilled #06: Digitalisation, Its Limits, and the Problem of Stuck Money The real(est) African infrastructure gap is money that won't move.
Venture Capital OP-ED - Reading Aboyeji's big week: making sense of Africa's competing investment theories When the Africa Finance Corporation (AFC) backs two very different fund managers in the same announcement, and a new philanthropic venture-builder launches with an ambitious manifesto within a fortnight, the question isn't necessarily which intervention is right.
Digital Transformation OP-ED - When "lower value human capital" meets the AI bill that costs more than people Standard Chartered CEO Bill Winters apologised for the phrase, not the thinking behind it. Meanwhile, the numbers from Microsoft, Uber and Nvidia suggest humans may have been the bargain all along.
Venture Building OP-ED - Are founders and funders on the same page? Notes from an unreleased PawaPay conversation. Hindsight from someone who watched 88mph's death rate from the inside. Fundamentals focus from someone who has held PawaPay back from the fintech funding boom.
Market Intelligence POD - Russell Southwood on monopolies, M-Pesa, and candid framings of Africa's digital economy Analyst and author Russell Southwood reflects on a quarter-century of observing Africa's digital transformation. From yellow pages cold calls to fibre-to-the-home rollouts, Southwood makes the case for holding optimism and realism in the same hand.
Digital Transformation OP-ED - The US$140-million (R2.4-billion) reality check PwC’s latest Africa Cloud Business Survey says 98% of African organisations plan to expand their cloud architecture and 37% are implementing agentic AI. A sit-down with the man behind the numbers unearthed qualifications more revealing than the statistics.
Digital Transformation OP-ED - What good navigation looks like: no machine sails itself From Block's standing ovation to Monday.com's manifesto to a South African consultancy that started with the social system, Part 3 asks what good AI navigation actually looks like when you prioritise the human element and demand results over rhetoric.
Digital Transformation OP-ED - The mine, the machine, and the intern From post-WW2 coal mines to modern codebases, history suggests AI transformation will rise or fall not on technical capability alone, but on whether organisations deliberately redesign the social systems that surround the machine.
Artificial Intelligence OP-ED - How solo sailors sleep Solo sailors don't forecast the ocean. They set an alarm and pay attention. In the age of AI disruption, that pragmatic sensibility turns out to be rarer and more valuable than anyone is admitting.
Market Intelligence OP-ED - Afrexim walked away from Fitch. Cassava's creditors can't. Western rating agencies helped blow up the global economy, paid their fines, and kept it moving. Now they're the arbiters of African creditworthiness. But dismissing their scrutiny doesn't make the numbers disappear.
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.
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.
Digital Transformation OP-ED - What can standing in an iPhone 17 queue in Tokyo reveal about digital power and control? Plenty. Scarcity and sovereignty play out differently in Tokyo and Nairobi, but the underlying lessons for Africa’s tech builders are strikingly similar.
Market Intelligence OP-ED - Boring is beautiful, but can $50 million pyrethrum flower power fuel a natural insecticide industry revival in Kenya? When development finance meets agricultural nostalgia, the unit economics must be interrogated.
Digital Transformation OP-ED - Lessons from 25 Years of Africa’s internet story: a preview of Russell Southwood’s reflections Drawing from an upcoming African Tech Roundup podcast, this op-ed unpacks Russell Southwood’s reflections on lessons, blind spots and enduring questions.
Market Intelligence OP-ED - Who controls the narrative? First-party data, truth and power in Africa’s digital economy As powerful actors spin persuasive stories, the challenge is documenting reality with first-party evidence, resisting myths, and shaping narratives that serve more than self-interest.
Fintech OP-ED - The education of April Long: a Chinese entrepreneur's humbling lessons building for Africa's $286 billion trade gap After a decade in East Africa, fintech founder April Long reflects on the tough pivots, misread assumptions, and modest wins behind building Pyxis (rebranded Waka) for Africa-China trade.
Banking OP-ED - KCB Group builds on groundwork laid by 'Gov-preneurs' in Ethiopia as banking liberalisation accelerates Following Safaricom's lead, KCB's imminent Ethiopian entry leverages policy frameworks informed by 'Gov-preneurs' who embedded with government to safeguard 'fin-sovereignty'.
Market Intelligence POD - Bridging Africa and Tokyo, Bernard Laurendeau explains why Africa needs strategic global partnerships over patient capital Bernard Laurendeau argues that telling investors to "think long-term" about Africa is the wrong message. The managing partner at Laurendeau & Associates shares how he's building bridges between Japanese corporations and African markets from his new base in Tokyo.
Ecosystem OP-ED - Alesimo Mwanga on why strategic partnerships are the secret to scaling African innovation beyond funding Ecosystem strategist Alesimo Mwanga explains how strategic partnerships unlock cross-border venture growth where funding alone falls short.
Unajua UNAJUA S1 EP2: What have founders learned from Africa's early internet startups? feat. Derin Adebayo Derin Adebayo shares what he reckons the ecosystem has learned from Africa’s first generation of internet startups and suggests what lessons might be gleaned from other emerging markets.
