HeyJaredWhat if Only?
What if ___ and if only ___ are too often thoughts rather than actions.
- Indexed issues, last 90 days
- 17
- Latest publication
- Sep 30, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 26, 2026
Latest issues
Rapid Unscheduled Disassembly == Success? (opens the original)
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I’m at a loss understanding the SpaceX fanboy mindset. The 14th Starship launch was a few days ago. The fanboys once again all cheered when the booster and orbiter both exploded. They clearly have a different definition of “success” than I do.I’m not one to keep opinions to myself, so I end up debating them on Twitter. Not that they actually engage in logical debate, but pseudo-debate is one of the purposes of Twitter, no?Here’s my view:The BFR, later renamed <a href="http
Raising more than $50M USD (opens the original)
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“More African Post-Mortems“ reported just 10 food/ag companies based in Sub-Saharan Africa raised more than $50 million USD in funding over the last decade. GeekWire (the preeminent news site for Seattle venture funding) publishes a list of every round of funding for Seattle companies over the last 8 years, documenting 1,837 investment rounds.More than 250 Seattle companies raised a total of $50 million or more.<a class="image-link image2 i
More African Post-Mortems (opens the original)
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While I was posting my post-mortem on Twiga Foods, Briter released a 70-page research report on “State of Agtech Investment in Africa 2025”. I’ll TL;DR the whole report in a future post. Here I’d like to focus on just page 46, which lists the 12 companies in African ag/agtech that have raised over $50 million.<a class="image-link image2 i
Gold and Dollars (opens the original)
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Which is a better measure of value, gold or U.S. dollars? Given 59% of global trade settles in dollars, 89% of foreign exchange are traded in dollars, and 0% of either of those transactions in gold, one might think the answer is dollars.<img alt="" class="sizing-no
Twiga Foods: Port Mortem (opens the original)
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Twiga Foods is the poster child for how not to invest in food & agriculture in Africa, wasting $185 million and causing investors like Goldman Sachs, IFC, DFC, and many others to think food/ag businesses are bad investments. They are not… if only the investors understood how to properly invest in this highly profitable sector. <a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!B64J!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.
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