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Ido Sum

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Issues8Founded7 months agoLast Issue11 days ago
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Latest Issues

The Future You Can't Retrieve

Anthropic, or more specifically Marina Favaro and Jack Clark, published a piece last month called When AI builds itself, on Anthropic’s progress toward recursive self-improvement. It is one of the more honest things a frontier lab has put o...

11 days ago
3

Constraint-Native AI. Inverting The Pyramid.

The last few weeks have moved very fast at AfricAI Group. In parallel to building our thesis, tech, and working with clients, we have started spending more time on what the AI opportunity in Africa can look like. While business-wise we are...

21 days ago
11

Africa Exits. Who Buys What. (And Why)

Stears and Ventures Platform have just published the most rigorous picture of African VC exits the ecosystem has ever had. The 2025 Africa Venture Capital Exit & Liquidity Report is foundational work. The SVL Index is a real contribution. A...

a month ago
13

Walk Together. With Open Eyes.

After completing Early. Not Broken., I embarked on this three-part Walk Together journey for three reasons. First, I was curious - I wanted to test my assumptions with real data. I have always loved data, but finally had the time and tools...

2 months ago
11

The Hierarchy Problem Isn’t Routing. It’s Distortion.

A brief detour from my Walk Together series on African VC - this piece demanded to be written. I’ll be back to the series shortly.


Last week, Jack Dorsey and Roelof Botha published a genuinely thought-provoking piece on the Sequoia...

2 months ago
7
4

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  • Ido Sum

    Builder | Founder turned Investor (VC and public markets) | +20 years in Tech and Africa

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