Technology with consequence
Businesses that solve operational problems, extend access or change the economics of a real system.
Manta Loop / Living thesis
A living investment thesis on climate, technology and African markets.
I use ongoing conversations with AI to develop questions, observations and working material into public notes on investing, climate and African markets. Manta Loop moves that work from signal to publication and tests the framing that a first intuition can miss.
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 changes the 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.
Manta Loop notes
Published conclusions, filed by subject.
Every note begins with a signal, is developed through dialogue and includes a deliberate search for counter-evidence before it is filed under Thesis or Africa.
Virtual Power Plants: Decentralization's Best Test Case for 2026
US virtual power plant capacity could triple by 2030 per DOE modeling, but current deployment still lags far behind the target curve.
Africa's Mobile Money Scale Outpaces Its Payment Rails
Sub-Saharan Africa's registered mobile money accounts grew fast through 2022, but continent-wide settlement infrastructure like PAPSS is still narrow and largely unproven at scale.
Physical AI's Real Bet: Software Cadence Versus Hardware Cost
VLA models now drive multiple robot bodies unmodified. But actuators and hands still eat over 30 percent of a humanoid's bill of materials.
Africa
African markets, institutions and ambitions deserve analysis 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