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The Flip Notes

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Value, or Lack Thereof

The Flip Notes #49 - where do Africa-focused investors fit in?

April 18, 2021

On Regulation, Disruption & Narrative

The Flip Notes #48 - is mobile money a disruptive innovation if it didn’t lead to less banking customers for incumbents, but more?

April 11, 2021

Containerization

The Flip Notes #47 - this week's obsession: container shipping.

April 4, 2021

The State of the Mobile Money Industry

The Flip Notes #46 - digging into the GSMA's annual report.

March 28, 2021

Unbundling Mobile Money

The Flip Notes #45 - spinouts, USSD, and digital literacy.

March 21, 2021

Unicorns & Flywheels

The Flip Notes #45 - Flutterwave is a unicorn, spinning the African tech ecosystem's flywheel even faster.

March 14, 2021

Exporting Culture

The Flip Notes #44 - new business models for creatives exporting culture.

March 7, 2021

Mental Anticipation vs. Physical Reality

The Flip Notes #43 - to what degree are we living in a mental future that far outpaces the physical present?

February 28, 2021

Products and Storytelling

The Flip Notes #42 - on products you didn't know you needed.

February 21, 2021

Fragmentation & Specialization

The Flip Notes #41 - decentralization, democratization, P2P is today's tech zeitgeist. Sounds like African markets.

February 14, 2021

The barriers to mainstream crypto adoption

The Flip Notes #40 - Regulators, mount up!

February 7, 2021

Stacks

The Flip Notes #39 - IndiaStack, the VC stack, and the creator economy stack.

January 31, 2021

Report Season

The Flip Notes #38 - digging into the 2020 ecosystem funding reports.

January 24, 2021

Where are the flying cars?

Form versus function. What looks like innovation is often an iteration of previous forms rather than an improvement of the core function.

January 21, 2021

Digital Sachetization

The Flip Notes #37 - on the opportunity for digital micropayments.

January 17, 2021

The History of the Future

The Flip Notes #36 - learning from history.

January 10, 2021

Marchetti's Motorcycles Redux - Pricing for price-sensitive markets

The Flip Notes #35 - how SafeBoda prices for price-sensitive markets in Nigeria.

December 13, 2020

If you build it, nonconsumers will come

The Flip Notes #34 - on Paystack, Stripe, and the second order effects of building global payments infrastructure.

December 6, 2020

Are we selling angel investing wrong?

The Flip Notes #33 - why fundraising is different in Silicon Valley, angel investing as a social subsidy, and Africa.

November 29, 2020

Rally Cap and smart capital

The Flip Notes #32 - on Rally Cap Ventures, angel investing and smart capital.

November 22, 2020

Is now the right time?

The Flip Notes #31 - on market timing and regulation in Africa.

November 15, 2020

Empathy and early-stage investing

The Flip Notes #30 - AESIS, empathy, and early-stage investing in Africa.

November 8, 2020

An open banking primer

The Flip Notes #29 - localizing the Plaid playbook in emerging markets.

November 1, 2020

#EndSARS

The Flip Notes #28 - #EndSARS

October 25, 2020

How the Stripe acquisition of Paystack will supercharge the African tech ecosystem

The Flip Notes #27 - on the application of Stripe's investment and M&A strategy in Africa.

October 18, 2020
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