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, Craigslist, Konga, Naspers, Kalahariads, Dealfish, Pricecheck, Mocality & Tradestable Business concepts discussed:...

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 episode was recorded on May 15 2022. Companies discussed: Jiji, Genesis Group, Naspers, OLX, Craigslist, Avito.ru, Adevinta,...

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 recorded on May 1, 2022 Companies discussed: Wave, Sendwave, Safaricom (M-PESA), bKash, TeamApt, Chipper Cash, Orange...

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 (Globacom), MTN, Airtel, NITEL (Nigerian Telecommunications Limited), Econet Wireless & 9mobile (Etisalat) Business concepts...

Overview: Today we’re going to talk about Telkom - The South African telecommunications company. We’ll explore the Telkom story across 5 areas: We'll start with some context about the South African telecoms sector 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 recorded on Mar 27, 2022 Companies discussed: Telkom, Vodacom, Vodafone, Cell C, MTN,...

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 Companies discussed: Vodacom, Vodafone, Safaricom (M-Pesa), Telkom, MTN, Airtel & Glo Business concepts discussed:...

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 positioning & potential exit options Overall outlook This episode was recorded on Jan 30, 2022 Companies discussed: MAX...

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 on Jan 9, 2022. Companies discussed: Gokada, GoJek, Max.ng, Pathao, Bolt, Uber & Jumia Business concepts...

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) - Fundraising and growth (1:19:10) - Product & monetization strategy (1:49:13) - Competition & Exit options (2:10:30) -...

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 Fintech newsletter, Wave, Andela, Flutterwave, Entrepreneur First, Safeboda, Chipper Cash, FTX, Upstart, Helium Health (Magic Fund), Twiga...

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-hosted with Iyinoluwa "E" Aboyeji & recorded on Nov 7, 2021 Companies discussed: Andela, Fora, 2U, Bookneto,...

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 & potential exit options Overall outlook This episode was recorded on Oct 31, 2021. Companies discussed: SafeBoda,...

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 National Post Office (ENPO), IFC, Helios Investment Partners, Raya Holding, Technology Development Fund (Ideavelopers), Arab...

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 Helium Health founding and early history Fundraising & Growth Product & monetization strategy Competitive positioning & potential exit options Overall outlook. This episode was recorded on Oct 3, 2021 Companies discussed: BIMA (Milvik), Kinnevik, LeapFrog investments, Allianz X (Allianz Group),...

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 Companies discussed: 54gene, llumina, African Centre of Excellence for Genomics of Infectious Diseases, Y Combinator...

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 outlook. This episode was recorded on Sep 5, 2021 Companies discussed: mPharma, Novartis, DrugStoc, Medsaf, Helium...

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 outlook. This episode was recorded on Aug 22, 2021 Companies discussed: Helium Health, Epic, MAGIC Fund, Y...

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 episode was recorded on August 15, 2021 Companies discussed: MultiChoice (M-Net), Naspers, MTN, ShowMax, BetKing, Comcast,...

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 options Overall outlook This episode was recorded on July 25, 2021. Companies discussed: Kuda Bank, Nubank, Carbon,...

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 Its' competitive positioning, potential exit options End with our overall outlook. This episode was recorded on July 11...

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, Tugende, FairMoney, Shahry, Khazna, Branch, NuBank, Safaricom (M-Pesa), Alibaba (Ant Financial & AliPay), Mines (Migo), Numida, Tyme Bank,...

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, BetFair, Bet365, Flutter entertainment, Paddy Power, Walletec, 22Bet, William Hill & Multichoice Business concepts discussed: Gambling,...

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, Interswitch (Quickteller) & OPay Business concepts discussed: Unbanked population, Financial inclusion, Mobile money, Payment platforms,...

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 by Shammi Quddus & recorded on May 16, 2021. Companies discussed: bKash, CellBazaar, Money in Motion, Grameenphone, Grameen Bank, BRAC, BRAC...

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: Sendwave (Remittances), Wave (Mobile money / Consumer FinTech), WorldRemit, Chipper Cash, Transferwise, Remitly, Western Union, MoneyGram &...