X-border technology venture capital. Assault conventional wisdom, daily. Invest in dots before they become lines. Talent before pedigree. We invest in secrets™.
Joined August 2010
- Tweets 446
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- Followers 2,310
- Likes 179
16 Photos and videos
May 27
What happens after the laptop pays for itself?
“The case for local AI is not that it replaces the cloud. [Rather], it changes the enterprise's negotiating position with the cloud.”
TPO becomes the new weighted measure.
Tokens per outcome, viz. [analysis/insight/judgment/action]
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May 27
“Once the edge absorbs high-volume, context-heavy, privacy-sensitive work, the cloud stops being the default destination for every token and becomes a premium layer used deliberately.”
substratesm.com/post/2026-05…
The efficient frontier becomes efficiency-meets-#AI-frontier-models.
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Apr 6
The Asymmetric Shock: Why the 2026 #Fertilizer Crisis Hits Harder Than 2022
Core argument: in 2022, farmers had cash reserves, governments had fiscal room to intervene, and the humanitarian system could mount a response.
In 2026, none of that holds.
Link to analysis is below.
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Apr 6
The full analysis is here. 36889091.streaklinks.com/C1g…
Accompanying data dashboard here. 36889091.streaklinks.com/C1g…
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23 Oct 2024
[Blog post]
How to finance #Africa’s food systems: rethinking from first principles
#climate #agriculture #foodsystems #afsforum2024
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23 Oct 2024
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14 Jun 2023
Great chatting w/ @adsinuk on all things venture capital, #entrepreneurship, nonlinear career paths, patiently earning one’s stripes, investing in underserved markets & underrepresented #founders, & giving back.
Thanks in advance…lnkd.in/esK65Swr lnkd.in/es5_waNH
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12 Jun 2023
.SKYTV has inked a new deal w/ global distributor CAKE to broadcast YouTube Originals series #Supersema in the UK.
Kukua’s series has already racked up 115m views across five language channels on YT, & now it's bringing its #STEA…lnkd.in/e8SuQemn lnkd.in/eg4s6FWu
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17 Apr 2023
April 18 is the 2nd anniversary of the passing of my beloved brother, Dr. Nowa Omoigui.
Many know of him via his scholarship on civil-military relations in Nigeria (dawodu.com/contributors/nowa…).
Pls join us as we honor him w/ a memorial lecture.
Register: lnkd.in/eQK8JU_P
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7 Apr 2023
State of Global #Agriculture Markets - A Presentation By Gro Intelligence's CEO To The US CFTC's Agricultural Advisory Committee lnkd.in/eU7Pm4jD
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4 Apr 2023
Congrats to @susidammy and the Shuttlers team on raising $4m. lnkd.in/ek2wwwTp
We are incredibly proud & honored to continue to back her.
Excited to welcome Verod-Kepple Africa Ventures to the journey.
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17 Mar 2023
Thanks Emeka for inviting me to share my thoughts. I hope founders and investors find this helpful. lnkd.in/eDHVpi5K
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17 Feb 2023
Join us this Saturday, Feb 18, 2023 for an interactive discussion on ‘Venture Capital for African Startups.’
1130am EST; 430pm GMT; 530pm WAT.
Register for free @ .
#vc #africa lnkd.in/ek-4WPtv
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16 Feb 2023
Pls join Sara Menker tomorrow, Friday February 17th, at 9:30 AM CET / 8:30 AM GMT, with Benedetta Berti-Alberti, Head of Policy Planning in the office of the NATO Secretary-General, & Niels Annen, Parliamentary State Secretary to the Federal Minister for…lnkd.in/esvGrstq
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10 Feb 2023
This is a very touching reminder why we set out to invest in #women founders when no one cared.
lnkd.in/dQrAkbmD
We continue to be honored to support amazing women founders playing offense.
Thank you for the kind words June Odongo. lnkd.in/dBm2QTqZ
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10 Feb 2023
AI is the next frontier — but for whom? lnkd.in/e_fzGzqv
A superb article in TechCrunch by Dominic-Madori Davis.
Grateful to have been asked to share a few thoughts. Having led semantic technology investing back in my Intel…lnkd.in/eFYT62pH lnkd.in/ejBesUbs
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2 Dec 2022
#FII PRIORITY SUMMIT | NYC | #UNGA | Feeding the Planet: Solutions
#climate #foodsecurity lnkd.in/eKxiQEdf
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16 Nov 2022
Congrats to Sara Menker!
BloombergNEF Announces The New Economy Climate Technology Coalition
lnkd.in/ei6FuNwD
climate crisis
The mission of the Coalition is to identify and rapidly scale the next generation of #climate-critical green technologie…lnkd.in/e6B2M5Qz
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