Technology with consequence
Businesses that solve operational problems, extend access or change the economics of a real system.
Investor / Writer / Long-term thinker
Backing the people and systems that move economies forward.
I write about investing at the edge of technology, climate and institutional change, with particular attention to the markets and builders shaping Africa's next chapter.
Investment lens
A view shaped by durable change.
Good investing does not begin with a sector label. It begins with understanding the conditions that make a business necessary, defensible and ready to compound.
Climate as a business condition
The transition is not a category. It is a new operating context for energy, industry, cities and supply chains.
Markets in motion
Particular attention to the people and infrastructure creating opportunity across a diverse African continent.
Writing
Notes from the work.
Six founding essays are in editorial review. New writing will arrive here when it is ready to be useful, not just new.
The first set of essays is being prepared for publication.
Africa
Africa is not a theme. It is a set of markets, institutions and ambitions worth understanding on their own terms.
The work starts with listening to local context: the frictions, the capabilities, the capital stacks and the founders already building with conviction.
Read the Africa perspectiveConversations