Perspectives
Where the doctrine evolves in public.
Essays, letters, conversations, and field notes on building enduring companies in Africa.
EntrepreneurshipOperationsCapital allocationAI & company designGovernanceMarket fragmentationOwnershipAfrican economic systemsLong-term institution building
Featured Series
Five ongoing threads.
- 01
The Zebra Doctrine
Foundational essays on the philosophy.
- 02
The Everyday Economy
Field notes from sectors hiding in plain sight.
- 03
Operator Letters
Reflections on building, running, and improving real companies.
- 04
AI & Company Design
How cheap intelligence changes what companies can become.
- 05
Annual Letters
Long-term reflections on the platform, the companies, and the mission.
New essays publish on the doctrine, the everyday economy, and the operators building it.