Viewpoints

Arguments, clearly labelled as arguments.

Our scored research tells you what the models say. These are the positions our founder and advisers take on where the AI economy is heading and what frontier markets should demand from it.

Global AI · Emerging markets

America built the AI frontier. China is building the on-ramp.

Why the next billion AI users will be won in Africa, Asia and Latin America by distribution — not benchmark supremacy.

Hinsley Njila · 11 pages

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AI, sovereignty and the cost of being misread

AI put Nigeria in the Sahara. The bigger error is how the world prices Africa.

A scrambled government map became a joke. The systems that misread frontier markets steer capital, policy and public services. That is not funny.

Hinsley Njila · 11 pages

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AI, energy and the terms of the build-out

Every AI megawatt should pay a public dividend.

AI no longer arrives as software. It arrives as land, transformers, cooling, grid capacity, water and years of power. That should change the bargain.

Innocent B. Muhizi and Hinsley Njila · 10 pages

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Viewpoints are opinion, and are published as opinion. They are not scored research, they carry no Kilwa score, and nothing in them is investment advice. Our methodology and the scored research it produces are published separately.

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