Words / Writing

Ideas should survive contact with capital

Artificial intelligence, investment, institutions, trade and economic competitiveness — through the lens of Africa and emerging markets.

Words / Writing

Ideas should survive contact with capital

AI, investment, institutions and trade, through the lens of Africa. The test is always the same: real demand, financeable, governable, scalable.

Grouped by series. Filter by theme.

Nothing under that theme yet.

The Coming of Age of Africa AI

Current series · Three parts · August 2026

The question is no longer awareness. It is turning momentum into adoption, companies and measurable advantage.

Why this series

This series examines the transition from AI ambition to capability: why strategy is only a means, why ecosystems determine whether promising companies can scale, and why Africa ultimately needs a credible way to measure AI competitiveness.

StrategyEcosystemsProductivityCompetitivenessMeasurement

Africa’s Trade-Intelligence Opportunity

Three parts · July 2026

The most urgent AI opportunity may not be a chatbot, but the intelligence that helps companies trade across borders.

Why this series

Anchored in the realities of African trade and the implementation of the African Continental Free Trade Area, this series examines how data and artificial intelligence could help transform continental integration from policy architecture into everyday commercial capability.

Trade intelligenceAfCFTATrade financeDataRegional value chainsOne Africa

Africa’s AI Investability Challenge

Three parts · June–July 2026

Can promising ventures become investable companies that win customers and scale beyond pilots?

Why this series

This series examines the problem from three connected perspectives: what the market must now demand, what founders must prove and why institutions matter in reducing the cost of trust and creating the conditions in which capable companies can grow.

InvestabilityFoundersCustomersInstitutionsCapitalScale

Health Data, Governance and Strategic Leverage

Three parts · May–June 2026

As AI enters healthcare, data becomes a strategic asset. Who sets the terms?

Why this series

Africa should neither isolate its health data nor surrender access without clear terms. This series moves from the immediate data debate to the deeper questions of governance, institutional capacity and how African countries can build strategic leverage within an unequal global technology system.

Health dataGovernanceTrustStrategic leverageInstitutional capacityPublic value

Financing Africa’s AI Future

Spring Meetings series · Three parts · April 2026

Written during the World Bank and IMF Spring Meetings: financing Africa’s AI economy beyond sovereign borrowing.

Why this series

The argument moves from capital structures to ecosystem building and then to the practical realities of what is working, what is not and what must change. AI ecosystems are not created by financing infrastructure in isolation. They emerge when demand, capable companies, appropriate capital, institutions and markets reinforce one another.

Capital structuresEcosystemsDevelopment financeInfrastructureDemandExecution
Interviews and conversations

The written argument, out loud

The same arguments, tested in conversation with investors, founders, policymakers and journalists.

Explore interviews and appearances →

Short-form analysis

Ideas in motion

Shorter notes and responses to current developments, on the same themes.

Follow the continuing conversation on LinkedIn →

NextSpeaking → OrContact →