Waiting for Excel macros to finish so I can finally do the actual thinking is genuinely one of life’s most disrespectful experiences.
kaykl.uz
@kaykluz
- 1 Followers
- 7 Following
- 21 Posts
The fact that one bank in the US (JP Morgan Chase) processed the equivalent of Nigeria’s entire GDP in only 30minutes in 2025 is just mad disrespectful 😂
JPMorgan: $12T/day 😮💨
Nigeria: $252B/year 😭
Actually, both existing on the same planet is just rude 😂
America🙌
Africa doesn’t need nuclear power to run AI data centers — at least, not yet.
The hype around SMRs misses cheaper, faster, proven options already available on the continent.
Read here: https://open.substack.com/pub/kaykluz/p/why-africa-doesnt-need-nuclear-power?r=bz76t&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true
Thanks @FrankEleanya & @TechCabal for surfacing the conversation.
#ArtificialIntelligence
#AfricaTech
#DataCenters
#RenewableEnergy
#NuclearEnergy
AI is hungry for energy. But should Africa bet on nuclear? My answer: no. At least, not yet.
Small modular reactors are still theoretical, years away, and nowhere near the economics Africa needs today.
The real opportunity? Smarter, faster, cheaper renewables, hybrids, and grids.
Energy strategy matters more than hype.
Read the argument here: https://open.substack.com/pub/kaykluz/p/why-africa-doesnt-need-nuclear-power?r=bz76t&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true
Week 6 of my #ThirdWayEnergy series is live! 📚
Today: Biomass gasification engineering from first principles. I break down the Boudouard reaction, explain tar formation physics, and share Python code for gasifier design.
Plus: A free interactive Colab notebook so you can design your own gasifier!
Ep. 6 - How to Turn Agricultural Waste into Gas: The Design Guide
Building your first biomass gasification model from scratch (with Python code you can use to design your gasifier)
Energy needs Software in Africa.
This won't create one unicorn. It'll create DOZENS.
Every vertical in African energy needs its category leader. Who's building? My DMs are open.
Full breakdown: https://open.substack.com/pub/kaykluz/p/why-is-no-one-building-the-software?r=bz76t&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true
Valuation is simple.
One question: What is something worth?
The formulas, the multiples, the “WACC” you pretend to understand — all just ways of making the guess look scientific.
TL;DR: It’s all made up, but some people make it up better.
I broke it down in a long read: https://open.substack.com/pub/kaykluz/p/the-complete-idiots-guide-to-valuation?r=bz76t&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true
Our parents' generation is about to take something irreplaceable to their graves.
It's not money. It's worse.
#Economics #Technology #Education #Career #Jobs #Innovation #Sustainability #Infrastructure #FutureOfWork, #SkillsGap, #Jobs
Africa Can Win the AI Race
I theorise why the continent everyone ignores is about to capture a trillion-dollar market.
This isn't inspirational BS. It's thermodynamics.
While you're debating whether SF or Austin has better tacos for engineers, physics is dictating that AI compute must move to where energy is cheapest.
That's not California.
That's not Europe.
That's Africa.
MONTH 1 STATS:
☕ Coffee consumed: 97 cups
😴 Sleep lost: yes
📊 Models built: 12
✅ Models that work: 3
🧠 Sanity remaining: debatable
📧 Angry emails from supervisor: classified
Oh and Saudi announced 15 GIGAWATTS of solar
#EnergyResearch #PhDChaos #RenewableEnergy #AcademicLife #ResearchBlog #SaudiArabia #CoffeeAddict
Ep.4 - Month 1 Confessions: What Surprised Me About Energy Research
Or: How I learned to stop worrying and embrace the chaos