Every frontier model release washes away another batch of startups, and none of it is a surprise. What exactly can these companies not kill? A vulnerability scan for anything built on code, and the line worth redrawing every quarter.
Why successful businesses in African cities build on trust and proximity, not visibility. How to localize commerce infrastructure by understanding the invisible architecture that markets actually run on.
Nigeria climbed 31 places on one AI readiness index and became the highest-ranked country in Africa on another. Both numbers are genuinely good news. This piece is about what the numbers are actually measuring, and what happens when a country gets very good at climbing a ranking without the thing the ranking was supposed to represent following it up.
The ten-slide pitch was built for an era of exploration, when finding the territory was hard and explaining it was easy. That era is over. The durable opportunities now live in infrastructure, distribution, and moats that don't summarize on ten slides — and the filter that built venture capital has quietly started selecting for the wrong companies.
