No. 001
May 2026
12 min read
The Engine
Five compounding levers. Six leading-indicator metrics. A 15-year operator’s view of where growth-stage tech businesses actually break — and the structured diagnostic that surfaces the real driver of growth before another quarter disappears into tactical churn.
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No. 002
May 2026
10 min read
Polarix Thesis
Most "AI for marketing" sits in one of two buckets: knowledge brains that don't execute, or point-solution agents that don't add up. Polarix is a third thing — outcome-governed agents wired to the Traction Engine.
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No. 003
May 2026
9 min read
Polarix Thesis
A copywriting agent trained on Stripe's blog can't write WhatsApp-first onboarding for a Lagos lender. Generic AI marketing doesn't translate to African tech — and the agencies that try to ship it without the substrate will lose to the ones that built it on the continent.
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No. 004
May 2026
11 min read
AI Tools
New MCP servers for Google Ads and Meta mean an AI agent can create campaigns, adjust bids, and pause ad sets without a human in the loop. The answer to whether you can fire the agency is more textured than the hype suggests — especially in African markets.
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No. 005
May 2026
9 min read
AI Tools
MCPs are faster to set up. Direct APIs are faster to run. The choice isn't either/or — it's about knowing which architecture belongs in which layer of your stack. Here's what two years of building with both actually looks like.
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No. 006
May 2026
10 min read
SEO / GEO
Three traffic types, very different conversion quality. GEO — traffic sourced from LLM citations — is outperforming organic search sessions in engagement and intent. Here's the pattern, the mechanism, and what to do about it for African tech companies.
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No. 007
May 2026
10 min read
Product Analytics
Amplitude is best-in-class product analytics with an MCP server that lets an AI agent query your retention curves in plain English. Most African founders either aren't using it, or aren't using it anywhere near its potential. Here's how to change that.
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No. 008
May 2026
12 min read
Product Analytics
Activation rate, cohort retention, DAU/MAU — the leading indicators that predict your revenue line 6 months before it shows up in the dashboard. The teams that build around them consistently outperform the ones who start with acquisition.
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No. 009
May 2026
11 min read
Marketplaces
Supply-side buildout has always been the bottleneck in African marketplace startups. AI agents are collapsing the cost and time of building supply-side value to the point where the sequencing logic of the problem changes. Here's how.
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