Insights

Ideas, research and perspectives.

How Igulu thinks about technology, company building, patient capital and the future of African industry.

Frontier technology
Investment thesis · 12 min read

Africa's opportunity in frontier technologies

The next generation of African companies can create scientific, industrial and computing capability—not only adapt technology built elsewhere.

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Founder thinking

Why we invest in people before metrics

Early evidence often appears in the builder before it appears in the business.

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Capital

Building for 100 years

Why patience should be designed into the investment institution itself.

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Industry

The next wave of African manufacturing

Automation, materials and energy can reshape where industrial capability is built.

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Research themes

Questions we keep returning to.

Research

Sovereign computing

What would it take for African markets to own more of the critical computing stack?

Research

Energy abundance

Which technologies can make reliable industrial power dramatically more available?

Research

Biological infrastructure

How can diagnostics, drug development and manufacturing become more distributed?

Research

Industrial automation

Where can robotics leapfrog labour and productivity constraints?

Research

Food systems

How can technology make farming more productive without making growers dependent?

Research

Long-duration capital

What financing structures are appropriate for companies that need a decade to mature?

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