I realize that mobile CPU/GPUs are still far off from running local LLMs, but in spite of all the debate around local compute in Africa, the company with (potentially) the biggest lever on African AI usage will be Transsion.

An absolute joy to see Turnstay announce their fresh $2m round. Welcome First Circle Capital Martin Tobias (Pre-Seed VC) TLcom Enza Capital CV Labs and Equitable. We backed Alon and James as their first institutional investor for three simple reasons: 1. Exceptional team with a

We'll see what OAI deems a safe performance buffer between their open and closed models on release. youtube.com/watch?v=0Uu_VJ…

Legalize using the — dash

Yes, but there's more in practice. One of the elements debt investors evaluate is your ability to raise further capital. They also want to grow with you. From that perspective, it absolutely matters if you're on a real pathway to massive scale.

Very happy for Femi Aluko, Olumide Ojo, Lanre Yusuf, and the ChowdeckNG team. They're building an incredibly difficult, but important piece of infra. It's continued momentum towards what we wrote about in 2021/2022, that Africa's "B-Side" economy - especially foodtech - needs

Chowdeck is the Chowdeck of Africa.

When Jack Chong first told me about his milestones in year 1, I thought it was ambitious but lofty fundraising talk. Well, the investor updates have been eye opening. Kudos to the Checker team!

$4.57 ~₦7,200 ~KSh 600 ~E£ 220 ~F. CFA 2,600 ~R82 or $4.57 USDC/T

Have seen this inversion in our portfolio as well. It has changed how we look at early teams.

We're partnered with Stellar in Nigeria and Africa more broadly. We've only ramped up our web3 investments and will continue to do so.

We have always been at war with TikTok. We have never been at war with TikTok.

This is especially important in Africa.

So, are we gonna talk about the fact that AI has rendered traditional application-based recruiting almost useless? I've now talked to two rideshare drivers in SF who were only doing it to recruit engineers.

Keeping a close eye on this. Anyone in Africa building a cards-first product should as well.