Insights
Essays from the field.
Long-form thinking on talent, capital, and ambition — written for operators, not pundits.
- Apr 12, 2026
The Africa talent arbitrage is closing — here's what comes next
The cheap-engineer narrative was always a lazy story. The real opportunity is and was ownership.
7 min - Feb 28, 2026
Raising in a down market without flinching
When the cycle turns, the founders who survive aren't the loudest. They're the ones who designed for it.
9 min - Dec 05, 2025
Why we bet AltSchool on outcomes, not credentials
The conventional wisdom on education in Africa is wrong in a specific, expensive way.
11 min - Oct 22, 2025
Operator-investor: a forced choice, badly framed
I get asked which role I prefer. The question itself misses what either role is actually for.
6 min