Thought
Pieces
Essays and analyses on AI infrastructure, technology strategy, and Africa's role in the Fourth Industrial Revolution.
Who's Grading AI's Homework? Nobody, Yet.
No one independently checks a frontier AI lab's safety claims the way regulators check a bank's books - yet. I break down what's missing, why the Big Four are quietly racing to fill that gap, and why Nigeria's 1956 oil discovery at Oloibiri is the clearest warning Africa has about governing transformative resources too late.
The Chip That Built the World (And Why Africa Needs to Own a Piece of the Next One)
One Dutch company controls 100% of the machines that make advanced AI chips. One Taiwanese company manufactures 71% of the world's semiconductors. And the materials for the next generation of chips - gallium from bauxite - sit largely in African soil. The question is whether Africa captures any of the value.
The Stack Sovereignty Test: Why Compute Is the Infrastructure Africa Cannot Afford to Outsource
Africa generates the AI queries. Africa pays the bandwidth bills. But the servers doing the thinking sit in Amsterdam, Virginia, and Singapore. The Stack Sovereignty Test turns to its second pillar - Compute - and asks the question that determines everything else: who owns the machines that think for you?
The Stack Sovereignty Test: Why Talent Is Africa's Most Urgent AI Variable
Africa is producing more AI-capable graduates than ever. And losing more of that capacity than it can afford. The Stack Sovereignty Test reveals why talent isn't just one of five pillars - it's the variable that determines whether all the others can be built. The window is open. It will not stay that way.