The $19.25B African EdTech boom is misplaced. With 89% learning poverty and 75% unconnected, app-first investment fails 80% of learners. Building EdTech infrastructure is the only way to win.
Africa is now linked to the world’s four fastest-growing trade lanes. However, this rising demand is hitting a wall of vessel congestion and poor transport links. For investors, the real value lies in backing ports that can move cargo quickly from massive ships to the continent’s interior.
U.S. Tariff differential and policy changes are redistributing competitive advantage within African apparel. Kenya is coming out on top, while established manufacturing hubs like Lesotho and Madagascar face potential industrial collapse due to this instability.
Africa has 7% of the world's gamers but makes less than 0.5% of global gaming revenue. The problem isn't the games or the players, it's the payment infrastructure. Most games require credit cards, but 90% of Africans don't have one, making it hard for developers to monetize content.
The amount of money spent on security compared to the risk shows that Africa is dangerously underinvesting. This is especially clear when you consider that 10% of the continent's total economic production (GDP) is lost to cyberattacks every year.
