ALL INSIGHTS

Notes from building.

We write when we have something concrete to say — about building businesses, running them, and what actually works in African markets.

Market Analysis
The Discipline Decade: Why Africa’s Consumer Giants Will Be Built, Not Funded
Africa's household spending is heading toward $2.5 trillion by 2030. GSV's founder on why the next decade rewards disciplined operators — not the best-funded startups.
Jun 28, 2026
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7 min read
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Investment Framework
The Quiet Killer: How FX Exposure Bankrupts Import-Led Businesses in Africa
On paper the business was profitable. Then the currency moved. Why FX exposure quietly kills import-led businesses across Africa — and how margin is the only real defence.
Jul 18, 2026
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8 min read
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Market Perspective
Boring Is a Business Model: Why Africa’s Real Winners Won’t Trend
Two African startups raised over $100m each and shut down. Meanwhile 97% of Nigeria’s retail runs through small shops. GSV on why the boring businesses win.
Jul 14, 2026
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7 min read
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