Trajectory 2019 Year in Review

Trajectory #1: B2B Rental Models A couple months ago I wrote The Rental Economy, an article about a growing wave of consumer startups I have seen that allow consumers to rent an asset or good as opposed to buy it. The article was picked up by Axios in their coverage of the issue as part of a surge Expand

 

Getir: From Turkey to the World?

Is Getir the first global Turkish startup? This piece was originally published in my newsletter Emergent. My name is Mikal – I’m an early-stage tech investor and I was born in Asia, grew up in Africa and now live in the US. Every week I break down a fast-growing business in an emerging market to understand Expand

 

Nubank: The World’s Biggest Digital Bank

This piece was originally published in my newsletter Emergent. My name is Mikal – I’m an early-stage tech investor and I was born in Asia, grew up in Africa and now live in the US. Every week I break down a fast-growing business in an emerging market to understand its product, market and growth strategy.  This Expand

 

Udaan: India’s Biggest Digital Wholesaler

This piece was originally published in my newsletter Emergent. My name is Mikal – I’m an early-stage tech investor and I was born in Asia, grew up in Africa and now live in the US. Every week I break down a fast-growing business in an emerging market to understand its product, market and growth strategy.  This Expand

 

Meituan: Food + Platform

This piece was originally published in my newsletter Emergent. My name is Mikal – I’m an early-stage tech investor and I was born in Asia, grew up in Africa and now live in the US. Every week I break down a fast-growing business in an emerging market to understand its product, market and growth strategy.  This Expand

 

Tokopedia: Indonesian Ecommerce Giant

This piece was originally published in my newsletter Emergent. The War for the Indonesian Ecommerce Market Southeast Asia is the fastest growing economic region in the world – growing over 5% per year. The region has been transformed in the last decade with ecommerce and digital payments in particular having grown exponentially. One of the Expand

 

Jumia: Amazon of Africa?

The Rise of African Ecommerce Overview 2020 was an explosive year for ecommerce globally, with ecommerce businesses seeing their revenues soar, profits increase and valuations climb. One of the biggest beneficiaries of this trend was Jumia, which saw its valuation soar from lows of ~$2.50 in March of 2020 to highs of $65 recently. Jumia Expand

 

The Green Revolution

2020 was a tipping point for clean energy globally. Amid the chaotic news cycle of the pandemic, this fact was mostly lost. Decades of research, investment and advancement culminated in 2020 to decisively change the economics of clean energy and start what will be a decades-long effort to redesign and rebuild our energy infrastructure globally. Expand

 

Machine Learning and Archaeology

Archeology is a relatively obscure but deeply impactful discipline. Archaeology is critical to our understanding of human history. Moreover, the discoveries unearthed through archaeological work impact and help shape other intellectual disciplines such as politics, geography, demographics and more. In many ways archaeology is a foundational discipline that creates the base of data and historical Expand

 

Optimizing Complex Systems

Efficiency has been a critical concept ever since the industrial revolution. Increasing productivity and efficiency have been core assumptions and goals of the field of economics since day one. Increasing efficiency is a complex challenge and there are numerous ways to do so. Typically, efficiency can be approached at a unit-level or at a system-level. Expand

 

A Fourth Industrial Revolution

The rumors of the demise of American manufacturing have been greatly exaggerated. In fact, American manufacturing is experiencing something of a renaissance. In 2018, the United States added 261,000 jobs in the manufacturing sector, mirroring an increase of 207,000 in 2017. This job growth has primarily been powered by small, high-technology firms working with cutting-edge Expand