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The HUAWEI Thesis: How to Build a Billion-Dollar Energy Company in Africa
In 18 months the United States took Google, Qualcomm, ARM and TSMC away from Huawei. Its revenue is now within one percent of its all-time high, it…
Sep 15
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kaykl.uz
3
How to Get Your Energy Project Taken Seriously by an Investor
I have sat through enough first meetings between project developers and investors to notice a slightly uncomfortable pattern.
Sep 4
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kaykl.uz
2
August 2026
The Open-Source Map of African Energy Software and Companies
One year after asking why no one was building the software stack for energy in Africa, I am launching an open-source map of the people who were.
Aug 27
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kaykl.uz
3
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Watermarking May Be the Reason World Models Replace LLMs
You Can’t Watermark a Thought - Why Yann LeCun's World Models May Beat LLMs
Aug 12
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kaykl.uz
3
Where Does Mini-Grid Revenue Actually Come From?
Week [n] of pretending I know what I am doing
Aug 9
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kaykl.uz
3
How to Build a Billion-Dollar Energy Company in Africa: The MOOVE Thesis
Template 3: The Nigerian company that started with 76 cars, made future productivity financeable, and ended up building the physical infrastructure…
Aug 7
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kaykl.uz
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Decarbonize Your Factory. Don't Spend Your Money
The Impostor’s guide to decarbonising your operations end to end, today, without spending a dime upfront.
Aug 5
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kaykl.uz
2
2026–2030: The 4-Year Window That Will Define Africa’s Energy Future
Africa’s 2030 energy targets are already dead. The 2026 to 2030 window matters anyway.
Aug 2
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kaykl.uz
5
1
July 2026
What Makes a Solar Project Unacquirable?
The Impostor’s field guide to the contract defects, consents and hidden liabilities that destroy the exit value of solar assets and platforms
Jul 19
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kaykl.uz
4
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
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kaykl.uz
2
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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
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kaykl.uz
4
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
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kaykl.uz
1
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