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Overview: Today, we’re going to talk about Reliance Health, the African HealthTech company - we’ll explore the Reliance Health story across the following areas: African health context Reliance Health's early history Product & monetization strategy Competitive positioning & potential exit Overall outlook This episode was recorded on October 30, 2022…
 
Overview: Today we’re going to talk about African Insurtech. We’ll discuss the consumer insurance landscape & analyze InsurTech players. This episode was recorded on October 17, 2022 Companies discussed: Reliance Health, BIMA, Naked Insurance, Pineapple Insurance, Amenli, Creditas, Minutos Seguros, Acko, Policy Bazaar, Casava Insurance, Lami, Curac…
 
Overview: Today, we’re going to talk about Thrive Agric, the Nigerian Agricultural technology company - we’ll explore Thrive Agric's story across 5 areas: First we'll start with some context about African agriculture Thrive Agric's launch & early history Product & monetization strategy Competitive positioning & potential exit options Overall outloo…
 
Overview: Today, we’re going to talk about Apollo Agriculture, the Kenyan AgTech company - we’ll explore the Apollo story across the following areas African agriculture context Apollo's launch & early history Product & monetization strategy Competitive positioning & exit options Overall outlook This episode was recorded on Aug 21, 2022 Companies di…
 
Overview: Today, we’re going to talk about Swvl, the Egyptian and Dubai based mobility platform. We’ll explore the Swvl story across 5 areas: Egypt transportation context Swvl's early history Product & monetization strategy Swvl's SPAC public offering Overall outlook. This episode was recorded on July 17, 2022 Companies discussed: Swvl, Careem, Ube…
 
Overview: Today, we discuss Konga, the Nigerian e-commerce company. We’ll explore the Konga story across 5 areas: We'll give some context about the Nigerian e-commerce sector Konga's early history Product & Monetization strategy Konga sale Overall outlook This episode was recorded on July 3, 2022 Companies discussed: Konga, Jumia, Naspers, Kinnevik…
 
Overview: Today, we’re going to talk about OLX - the classifieds & marketplace platform. We’ll explore the OLX Africa story across 4 areas: OLX's early history OLX's growth in other emerging markets OLX Africa's early history & Naspers acquisition Naspers OLX exit from Africa This episode was recorded on June 5, 2022. Companies discussed: OLX, Jiji…
 
Overview: Today, we’re going to talk about Jiji - the African classifieds platform. We’ll explore the Jiji story across 6 areas: Classifieds platforms in other emerging markets Classifieds platforms in Africa Jiji’s early history Jiji’s product & monetization strategy Jiji’s competitive positioning & potential exit options overall outlook. This epi…
 
Overview: Today, we’re going to talk about Wave, the African consumer payments company. We’ll explore Wave’s story across 5 areas: We'll start with some context about payments in Africa Wave's launch & early history Wave's Product & monetization strategy Wave's competitive positioning & potential exit options Overall outlook This episode was record…
 
Overview: Today we’re going to talk about Globacom - The Nigerian telecommunications company. We’ll explore the Globacom story across 5 areas: Nigerian telco sector context Globacom's early history Globacom's telco & non-telco businesses Globacom's potential exit options Outlook This episode was recorded on Apr 10, 2022 Companies discussed: Glo (Gl…
 
Overview: Today we’re going to talk about Telkom - The South African telecommunications company. We’ll explore the Telkom story across 5 areas: South African telecoms sector context Telkom's early history We'll deepdive into Telkom's primarily telco & non-telco businesses Telkom's operating & financial performance .Overall outlook. This episode was…
 
Overview: Today we’re going to talk about Vodacom - The South African telecommunications company. We’ll explore the Vodacom story across 5 areas: South African telecoms sector context Vodacom's early history Vodacom's telco & non-telco businesses Vodacom's operating & financial performance Overall outlook This episode was recorded on Mar 13, 2022 C…
 
Overview: Today, we’re going to talk about MAX - the Nigerian mobility tech platform. We’ll explore Max's story across 6 areas: Context on motorbike transportation platforms in other emerging markets Background on Nigeria transportation Max.'s launch, early history, growth over time & fundraising Product & monetization strategy Competitive position…
 
Overview: Today, we’re going to talk about Gokada - the Nigerian mobility tech platform. We’ll explore the Gokada story across 5 areas: African ridesharing context Gokada's launch, early history, growth over time & fundraising Product & monetization strategy Competitive positioning & potential exit options Overall outlook This episode was recorded …
 
Overview: Today, we’re going to talk about Pathao - the largest mobility tech platform in Bangladesh. This episode was co-hosted with Shammi Quddus and recorded on Nov 21 & Dec 5, 2021. Conversation highlights: (10:15) - Motorbike sharing platforms in emerging markets - GoJek (11:00) - Bangladesh context (44:40) - Pathao founding story (1:05:20) - …
 
Overview: Today, we’re going to have a creator roundtable to discuss the African tech ecosystem. We’ll discuss the biggest 2021 moments in Africa Tech and our hopes for the ecosystem in 2022. This episode was co-hosted with Justin Norman & Samora Kariuki and recorded on Nov 28, 2021. Companies discussed: Adamantium Fund, The Flip Podcast, Frontier …
 
Overview: Today, we’re going to talk about Andela - the software developer recruitment platform. We’ll explore the Andela story across 6 areas: Labor markets in Africa context Andela's founding and early history Fundraising & Growth Product & monetization strategy Competitive positioning & potential exit options Overall outlook. This episode was co…
 
Overview: Today, we’re going to talk about SafeBoda - the Ugandan motorbike hailing platform. We’ll explore the SafeBoda story across 7 areas: Motorbike hailing platforms in other emerging markets (GoJek/GoTo) African mobility context SafeBoda's founding & early history Fundraising and growth Product & monetization strategy Competitive positioning …
 
Overview: Today, we’re going to talk about Fawry - the Egyptian payments platform. We’ll explore the Fawry story across 6 areas: Egypt context Founding and early history Fundraising & Growth Product & monetization strategy Competitive positioning Overall outlook. This episode was recorded on October 17, 2021 Companies discussed: Fawry, Egypt Nation…
 
Overview: Today, we’re going to talk about BIMA - the HealthTech insurance company. We’ll explore BIMA's story across 6 areas: African Health care status & context BIMA Health founding and early history Fundraising & Growth Product & monetization strategy Competitive positioning & potential exit options Overall outlook. This episode was recorded on…
 
Overview: Today, we’re going to talk about 54gene - the genomics HealthTech company. We’ll explore the 54gene story across 6 areas: African Health care status & context 54gene early history Fundraising & Growth Product & monetization strategy Competitive positioning & potential exit options Overall outlook. This episode was recorded on Sep 19, 2021…
 
Overview: Today, we’re going to talk about mPharma - the Ghanaian prescription drug inventory management company. We’ll explore the mPharma story across 6 areas: African Health care status & context mPharma founding and early history Fundraising & Growth Product & monetization strategy Competitive positioning & potential exit options Overall outloo…
 
Overview: Today, we’re going to talk about Helium Health - the Nigerian HealthTech infrastructure company. We’ll explore the Helium Health story across 6 areas: African Health care status & context Helium Health founding and early history Fundraising & Growth Product & monetization strategy Competitive positioning & potential exit options Overall o…
 
Overview: Today, we’re going to talk about MultiChoice - The African video entertainment provider. We’ll explore the MultiChoice story across 5 areas: South African video entertainment market context MultiChoice's launch & growth over time MultiChoice's product & monetization strategy Competition, primary & emerging businesses Overall outlook This …
 
Overview: Today, we’re going to discuss Kuda Bank - the African neobank. We’ll explore the Kuda story across 6 areas: Neobanks in other emerging markets (Brazil & NuBank) African & Nigerian banking context Kuda's launch, early history, growth over time & fundraising Kuda's product & monetization strategy Competitive positioning, potential exit opti…
 
Overview: Today, we’re going to talk about Chipper Cash - The African Fintech payments & remittances player. We’ll explore the Chipper story across 6 areas: Intra-Africa remittances context Global remittances (outside Africa to Africa) context Chipper Cash’s launch, early history, growth & fundraising Chipper Cash's Product & monetization strategy …
 
Overview: Today we’re going to talk about consumer lending in Africa. We start by discussing lending in other emerging markets, discuss Africa’s credit landscape, analyze lending tech companies across Africa & end with our overall outlook. This episode was recorded on June 27, 2021. Companies discussed: Navi, Creditas, Jumo, Carbon, Branch, Tala, T…
 
Overview: Today we’re going to talk about Sports betting & gambling tech in Africa. We share some context about betting in developed and emerging markets, analyze betting tech companies across Africa & end with our overall outlook. This episode was recorded on Jun 13, 2021. Companies discussed: BetKing, Betway, Bet9ja, BetBonanza, SportPesa, BetFai…
 
Overview: Today, we’re going to talk about Paga, the fintech payments company. We'll discuss its founding, early history, growth, impact & end with our overall outlook. This episode was recorded on May 30, 2021. Companies discussed: Paga, Safaricom (M-Pesa), bKash, GTBank, First Bank, Chipper Cash, MTN, Airtel, FairMoney, Flutterwave, Paystack, Int…
 
Overview: Today we’re going to talk about bKash - The largest Fintech player in Bangladesh. We start with some background on Bangladesh, discuss bKash’s founding, growth & impact on Bangladesh's economy. We also discuss what other emerging markets can learn from the bKash story & end with our overall outlook. This episode was co-hosted with Shammi …
 
Overview: Today, we're going to talk about Sendwave - the mobile remittances service that was acquired by WorldRemit in 2020-Aug. We start with the context of African remittances, discuss Sendwave's early history, growth, acquisition by WorldRemit & end with our overall outlook. This episode was recorded on May 2nd, 2021 Companies discussed: Sendwa…
 
Overview: Today, we’re going to talk about Takealot - the largest ecommerce platform in South Africa & one of the largest across Africa. We'll start by giving some context of e-commerce in South Africa, discuss Takealot's early history, Naspers' 2018 acquisition of Takealot, analyze Takealot business strategy & end with our overall outlook. This ep…
 
Overview: Today, we discuss the opportunity for Agriculture technology to make a difference in Africa. We'll start with some context of African Agriculture, discuss AgriTech in developed and emerging markets, analyze Agritech players across Africa & end with our overall outlook. This episode was recorded on Apr 4, 2021. Companies discussed: Twiga F…
 
Overview: Today we’re going to discuss cryptocurrency trading in Africa. We start with the global context of cryptocurrency, review crypto trading exchanges in Africa & end with our overall outlook. This episode was recorded on Mar 21, 2021. Companies discussed: Coinbase, BitPesa, Xend, BuyCoins, eToro, Luno, Paxful, Quidax & Coinmama Business conc…
 
Overview: Today we’re going to discuss the rise of Neobanks in Africa. We’ll start with reviewing Neobanks in other emerging markets, discuss the landscape of neobanks across different African regions & end with our general thoughts and outlook. This episode was recorded on Mar 7, 2021. Companies discussed: Nubank, TymeBank, Kuda Bank, Umba, DoPay,…
 
Overview: Today we’re going to talk about WealthTech & the rise of retail investing platforms in Africa. We’ll start with some context of stock market trading, review investment platforms in India & China & then dive into Africa's personal investing landscape. This episode was recorded on Feb 21, 2021. Companies discussed: RobinHood, Zerodha, Futu,…
 
Overview: Today we’re going to talk about African Corporate Venture Capital (CVC) using Softbank as a reference point. We'll talk about Softbank's early history, transition from operational to investment company, and finally dive into the current state and future potential of CVC in Africa. This episode was recorded on Feb 7, 2021 Companies discuss…
 
Overview: Today, we’re going to talk about uLesson - the African EdTech platform. We'll start with some context about education in Africa & Nigeria, talk about uLesson's early history, fundraising, product strategy & end with our views on its future outlook. This episode was recorded on Jan 24, 2021. Companies discussed: uLesson, Byju’s, School Vis…
 
Overview: Today, we’re going to talk about Paystack - the African payments infrastructure company that was acquired by Stripe in 2020 October. We’ll give some context of the Nigerian payments sector before 2015, Paystack's founding, early history, acquisition by Stripe & end with our views on its future outlook. This episode was recorded on January…
 
Overview: Today, we’re going to discuss the future of the African tech ecosystem. We’ll discuss our hopes for African entrepreneurs, startups, investors & tech businesses in 2021 and end with a quick discussion of future podcast plans. This episode was recorded on December 27th, 2020. Companies discussed: Naspers, Mono, OnePipe, Okra, MTN, Airtel, …
 
Overview: Today, we’re going to talk about Flutterwave - the African payments infrastructure company - we’ll give some context of the Nigerian payments sector before 2014, Flutterwave's founding, early history, growth over time & end with our views on its future outlook. This episode was recorded on Dec 13, 2020. Companies discussed: Flutterwave, Y…
 
Overview: Today, we’re going to talk about Interswitch, the African fintech payments company. We'll discuss its founding, early history, growth, place in the broader African fintech ecosystem & end with our views on its future outlook. This episode was recorded on Nov 29, 2020. Companies discussed: Interswitch, Telnet, Visa, Helios Investment Partn…
 
Overview: Today, we’re going to talk about IROKO TV, the Nollywood video platform, we'll give some background on the Nigerian cinema industry, talk about IROKO's founding, early history, different businesses over time and our views on its future outlook. This episode was recorded on Nov 15, 2020. Companies discussed: IROKO TV, Rok studios, iROKING,…
 
Overview: Today we’re going to talk about Orange - The 2nd largest telco in Africa, we’ll discuss its French founding, global expansion, success in Africa, non-telco businesses & end with our views on its future outlook. This episode was recorded on Nov 1, 2020. Companies discussed: Orange S.A. (France Telecom), Orange Africa, Airtel Africa, Bharti…
 
Overview: Today, we’re going to talk about the opportunity for technology to make a difference in African healthcare. We'll start with the context of health in Africa, deepdive into health verticals and African companies, investigate Health Tech in other developing countries & how technology can help. This episode was recorded on Oct 18, 2020. Comp…
 
Overview: Today we’re going to talk about Airtel - The third largest telco in Africa (& second largest telco in the world), we’ll discuss its founding, early history, success in India, expansion into Africa, non-telco businesses & end with our views on its future outlook. This episode was recorded on October 4, 2020 Companies discussed: Airtel Afri…
 
Overview: Today, we discuss how African innovation hubs are nurturing entrepreneurship, the history of CCHub / iHub & end with our views on the future outlook of African innovation hubs Companies discussed: CcHub, iHub, Entrepreneur First, Y Combinator (YC), TechStars & Station F Business concepts discussed: Innovation Hubs, sustainable business mo…
 
Overview: Today, we’re going to talk about Byju's & Edtech in Africa. We'll start with some context about African education, discuss Byju's success in India as a reference point, major edtech African players & the future of the African edTech ecosystem Companies discussed: Byju’s, Naspers, uLesson, Kio Kit / BRCK, Gebeya, Ubongo, M-Shule, BeBlocky,…
 
Overview: Today we’re going to talk about MTN - The largest telco in Africa, we’ll discuss its founding, early history, success in Africa, global expansion, diversification into non-telco businesses & future outlook Companies discussed: MTN Group (M-Cell, MTN Nigeria, MTN Irancell), Investcom, Telkom, Vodafone (Vodacom & Safaricom), Naspers (Multic…
 
Overview: Today we’re going to talk about OPay - The African Payments startup, we’ll discuss its early history, initial focus on African payments, blitzscale attempt to become Africa’s Super App & OPay's future outlook. This episode was recorded on August 9, 2020 Companies discussed: Opera Group, OPay (Opera Pay), OCar, OFood, ORide, OExpress, OBus…
 
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