The Trajectory Africa

This is the first episode of Part 1 of a new series on The Trajectory Africa —The Engine of African Venture, A Return to First Principles. This series will explore what powers fundamental value creation and investability in sectors that drive the bulk of African VC opportunities.

Part 1 is focused on fintech, and this episode with Abraham Augustine, Comms & Programs Lead for Norrsken, tackles the premise that digitalizing African economies is the African investment opportunity. Abraham shares his perspective on how digital Africa’s digital economy can actually be and how this impacts the way venture capital is invested.  

[3:43] why Augustine authored a series on Africa's digital economy

[6:05] how Africa’s digital economy can defined and the venture-backable opportunity in digitalization

[18:40] the physical constraints of “digital” opportunities and investing for bytes vs. atoms

[30:20] market knowledge as a key to anti-fragility

[40:21] African unicorns hiding in the “crevices” of shifting markets 

[55:00] the systems effects of digitalization in digital economies

[1:03] why momentum fails as a first principle for investing in Africa’s digital economy

Recommendations:

Read Abraham’s writing on Africa’s digital economy on Tech Cabal: