kaykl.uz

How to Build a Billion-Dollar Energy Company in Africa: The NVIDIA Thesis

Template 2: the chip company that decided its customers were too poor, so it became their investor, their anchor customer, and their bank.

Jul 10 • kaykl.uz

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June 2026

How to Build a Billion-Dollar Energy Company in Africa - The CITADEL Thesis

How the world's most powerful energy companies actually get built. And what that means in Africa.

Jun 24 • kaykl.uz

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What Actually Makes African Solar Bankable: The Foundry Problem, Part 3

The problem with African solar is nobody knows what to trust, so everyone pays the cost of proving everything from scratch.

Jun 19 • kaykl.uz

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Fable Disabled: Is AI Still a Multi-Trillion-Dollar Bet?

A government turned off the world's most capable AI model in one afternoon. The interesting question is what that does to a trillion-dollar price tag.

Jun 14 • kaykl.uz

Nigeria's NERC Net Billing Regulations 2026, Explained Line by Line (+ Free Excel Model)

A line-by-line, number-by-number walk through NERC’s Net Billing Regulations 2026. What actually changed, what it pays you, what to watch out for, and a…

Jun 6 • kaykl.uz

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May 2026

The Last Human Advantage: Why Thinking and Talking Might Be the Only Things That Matter

I have not published anything here in a while.

May 31 • kaykl.uz

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April 2026

Too Foreign for Abroad, Almost Foreign at Home: The quiet cost of the Japa Wave

The cruelest thing about leaving home is not that you change. It is that home learns how to live without you.

Apr 26 • kaykl.uz

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Obsession With More Will Always Be a Distraction

"How we spend our days is, of course, how we spend our lives." — Annie Dillard

Apr 19 • kaykl.uz

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The Foundry Problem (Part 2): What Semiconductors, Oil Barons, and Telecom Towers Can Teach African Energy

Every structural problem the African energy sector faces has been solved somewhere else. The answers are sitting in history books.

Apr 17 • kaykl.uz

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Jamie Dimon, AI, and the Slightly Rude Realisation That the Future Needs Electricity

A reflection on JP Morgan's Chairman and CEO's annual letter to Shareholders

Apr 8 • kaykl.uz

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The Foundry Problem (Part 1): Why African Renewable Energy Companies Keep Dying

Why African Renewable Energy Companies Keep Dying

Apr 5 • kaykl.uz

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February 2026

AI - The Technology That's Killing Jobs Can't Survive Without Mine (The Paradox of Building What Replaces You)

I build the power that AI runs on. These are my 2AM thoughts on whether it'll return the favour.

Feb 27 • kaykl.uz

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