X-border technology venture capital. Assault conventional wisdom, daily. Invest in dots before they become lines. Talent before pedigree. We invest in secrets™.
Palo Alto, CA; Lagos, Nigeria
Joined August 2010
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“Microsoft's Global #AI Diffusion Report ranks countries by adoption rates, so its top 20 is dominated by small, wealthy states like the UAE, Singapore, and Norway, while the US, China, and India are nowhere on the list.”
“Countries like Indonesia, Pakistan, Nigeria, & Egypt, absent entirely from the diffusion rate-based list, all crack the top 20. Nigeria, at 10.1% adoption, has more AI users than Sweden, Austria, & Hungary combined.”
The Revenue Race and the People Race substratesm.com/post/2026-07…
AI East vs AI West
substratesm.com/post/2026-07…
"the question that matters more than who reaches the frontier first: whose strategy compounds?
Frontier capability behind closed-weights at premium prices, or frontier capability w/ open-weights, priced for everyone?"
‘versus’ or ‘and?’
What happens after the laptop pays for itself?
“The case for local AI is not that it replaces the cloud. [Rather], it changes the enterprise's negotiating position with the cloud.”
TPO becomes the new weighted measure.
Tokens per outcome, viz. [analysis/insight/judgment/action]
“Once the edge absorbs high-volume, context-heavy, privacy-sensitive work, the cloud stops being the default destination for every token and becomes a premium layer used deliberately.”
substratesm.com/post/2026-05…
The efficient frontier becomes efficiency-meets-#AI-frontier-models.
The Asymmetric Shock: Why the 2026 #Fertilizer Crisis Hits Harder Than 2022
Core argument: in 2022, farmers had cash reserves, governments had fiscal room to intervene, and the humanitarian system could mount a response.
In 2026, none of that holds.
Link to analysis is below.
The full analysis is here. 36889091.streaklinks.com/C1g…
Accompanying data dashboard here. 36889091.streaklinks.com/C1g…
[Blog post]
How to finance #Africa’s food systems: rethinking from first principles
#climate #agriculture #foodsystems #afsforum2024
Great chatting w/ @adsinuk on all things venture capital, #entrepreneurship, nonlinear career paths, patiently earning one’s stripes, investing in underserved markets & underrepresented #founders, & giving back.
Thanks in advance…lnkd.in/esK65Swr lnkd.in/es5_waNH
.SKYTV has inked a new deal w/ global distributor CAKE to broadcast YouTube Originals series #Supersema in the UK.
Kukua’s series has already racked up 115m views across five language channels on YT, & now it's bringing its #STEA…lnkd.in/e8SuQemn lnkd.in/eg4s6FWu
April 18 is the 2nd anniversary of the passing of my beloved brother, Dr. Nowa Omoigui.
Many know of him via his scholarship on civil-military relations in Nigeria (dawodu.com/contributors/nowa…).
Pls join us as we honor him w/ a memorial lecture.
Register: lnkd.in/eQK8JU_P
State of Global #Agriculture Markets - A Presentation By Gro Intelligence's CEO To The US CFTC's Agricultural Advisory Committee lnkd.in/eU7Pm4jD
Congrats to @susidammy and the Shuttlers team on raising $4m. lnkd.in/ek2wwwTp
We are incredibly proud & honored to continue to back her.
Excited to welcome Verod-Kepple Africa Ventures to the journey.
Thanks Emeka for inviting me to share my thoughts. I hope founders and investors find this helpful. lnkd.in/eDHVpi5K
Join us this Saturday, Feb 18, 2023 for an interactive discussion on ‘Venture Capital for African Startups.’
1130am EST; 430pm GMT; 530pm WAT.
Register for free @ .
#vc #africa lnkd.in/ek-4WPtv
Pls join Sara Menker tomorrow, Friday February 17th, at 9:30 AM CET / 8:30 AM GMT, with Benedetta Berti-Alberti, Head of Policy Planning in the office of the NATO Secretary-General, & Niels Annen, Parliamentary State Secretary to the Federal Minister for…lnkd.in/esvGrstq
This is a very touching reminder why we set out to invest in #women founders when no one cared.
lnkd.in/dQrAkbmD
We continue to be honored to support amazing women founders playing offense.
Thank you for the kind words June Odongo. lnkd.in/dBm2QTqZ
AI is the next frontier — but for whom? lnkd.in/e_fzGzqv
A superb article in TechCrunch by Dominic-Madori Davis.
Grateful to have been asked to share a few thoughts. Having led semantic technology investing back in my Intel…lnkd.in/eFYT62pH lnkd.in/ejBesUbs