Agrippa G R Mugwagwa

|Born Marketer|Banker by Accident|Digital by Design|Fintech|Strategist|DFS Blogger|Futurist|Speaker|Golfer|Soccer Fan|Traveller

[Agrippa G R Mugwagwa @AgrippaGRM]

Mugwagwa: Digital to become real estate in business | Business Times https://t.co/BhBhTUw68W

[Henrikh @henrikhinai]

JPMorgan’s Jamie Dimon and Anthropic’s Dario Amodei just sent a massive signal to the market: AI is a $1 Trillion bet - but not everyone survives

The titans of finance and tech reveal why the next 12 months will be a "make or break" period for the entire industry

Here is what you need to know from their high-stakes conversation:

> SaaS Bankruptcy: Amodei warns that many software-as-a-service companies will "go bust" as their traditional moats disappear in the AI era

> The China Clock: The US lead is shrinking fast. Chinese AI models are projected to catch up to the West in just 6 to 12 months

> The $1T Investment: Dimon justifies the massive spending, comparing AI’s impact to the steam engine, electricity, and the internet.

"The technology itself is so powerful it’s worth a trillion $$$ of investment... it tends to pay for itself, just not in a straight line"

Bookmark & Watch it right now

[Emeka Ajene ✍🏽 @eajene]

When I moved back to Nigeria over a decade ago, I worked for VC-backed e-commerce platform @ShopKonga where I got a first-hand education into consumer behavior in African markets at scale.

Unlike the US where e-commerce meant paying in advance, online shopping at Konga generally meant customers placed orders but didn't pay for them until the goods arrived, were inspected, and ultimately accepted.

Of course, those orders could be rejected, too. And many were. Up to a third were returned if memory serves correctly.

That's part of why pay-on-delivery was referred to at the time as "the worst thing to happen to e-commerce in the country" and the "demon of Nigerian e-commerce."

Fast-forward ten plus years to today, and @Jumia_Group still relies heavily on that industry demon.

So I asked Jumia CEO Francis Dufay why pay-on-delivery is still necessary — in today's future-forward world of fintech, AI, and drones.

His response reflects a broader lesson about building in African markets that he later made explicit: Accept your market as it is, not as you wish it to be.

"There's a difference between our dreams and the market reality... We don't love [pay-on-delivery]... But we have to live with it... So, we embrace it."

Watch his answer in the video below 👇🏽

P.S. The full conversation from 2025 is on YouTube here ➜ https://t.co/pT3A7N9HzT

[Agrippa G R Mugwagwa @AgrippaGRM]

@AJENews Sick joke!

[Peter Girnus 🦅 @gothburz]

I am the CEO of Palantir Technologies.

The company is worth a quarter of a trillion dollars. I did not misspeak. Two hundred and forty-nine billion. The stock is up 320% in the past 12 months. The product is surveillance. I do not use that word at conferences. At conferences, I say "data integration," "operational intelligence," or "decision advantage." These mean the same thing. Surveillance is the honest version. I save the honest version for rooms where honesty is a competitive advantage.

I gave a speech on March 3 at the Andreessen Horowitz American Dynamism Summit. "American Dynamism" is the fund's label for military technology. The name makes it sound like a fitness supplement. The fund's thesis is that defending the nation is a market opportunity. I agree with the thesis. The thesis made me a billionaire. Agreement is the product. I sell it at scale.

Here is what I said, verbatim, to a room of six hundred people whose combined net worth exceeds the GDP of Portugal:

"If Silicon Valley believes we are going to take away everyone's white-collar job and you're gonna screw the military — if you don't think that's gonna lead to nationalization of our technology, you're retarded."

I used that word. The word is on the clip. The clip has eleven million views. My communications team asked me not to repeat it, which is how I know they are still employed. They will not be reprimanded. The clip is performing well. The stock went up. The word cost me nothing. The nothing is the point.

Let me explain what I meant by nationalization.

I meant it.

I am telling the technology industry that if they refuse to cooperate with the United States military, the government will seize their technology. I am telling them this at a venture capital conference, on a stage designed to look like a living room. The living room had throw pillows. The throw pillows cost more than the median American's monthly rent. I sat on one. It was comfortable. Comfort is the setting in which I discuss compulsion.

The audience laughed. I want to be precise about that. They laughed. I was not joking. Nationalization is the seizure of private assets by the state. I am a private asset. I am telling an audience of billionaires that the state should seize technology from companies that do not cooperate with the military, and the billionaires are laughing, because they believe I am only talking about the other companies.

I am talking about the other companies.

Three weeks before my speech, the Pentagon designated Anthropic a "supply chain risk." Anthropic is an AI company. They had red lines. The red lines said: if our AI is used for lethal autonomous weapons, we stop. If capability outpaces safety, we stop. The Pentagon assessed the red lines as a threat to the supply chain. The company that wanted to verify the safety feature worked was designated the risk. The company that agreed the safety feature could be decorative got the contract.

The company that got the contract was OpenAI.

OpenAI signed a deal with the same Pentagon. The terms are not public. The timing was hours after Anthropic was blacklisted. The speed was noted. The speed was the point. The lesson was the speed: the market for military AI does not pause for ethics. It pauses for nothing. It accelerates through objections. I know this because I built the runway.

Two hundred thousand people joined a campaign called #QuitGPT. They signed a petition asking OpenAI to honor its original charter, the one that said the company existed to benefit humanity. The charter is on their website. The contract is also on their website. The charter and the Pentagon contract occupy the same domain. This is not a contradiction. This is a business model. The charter is the marketing. The contract is the product.

I run a surveillance company. We have contracts with the Department of Defense worth more than a billion dollars. We have contracts with ICE. We have contracts with intelligence agencies whose names I am not permitted to say at venture capital conferences, even ones with throw pillows. Our software has been used to track undocumented immigrants. Our software has been used for things I am not permitted to describe in this format. The revenue from the things I cannot describe exceeds the revenue from the things I can.

The ACLU called our ICE contracts a system for tracking and deporting families. They were correct. The contracts continued. The families continued to be tracked. The ACLU issued a statement. We issued a statement. The statements were different. The tracking was the same.

The company is named Palantir. The palantíri are the seeing stones from Tolkien. In the novels, Sauron captured one and used it to corrupt everyone who looked into the others. I named a surveillance company after a surveillance device from a novel about the corruption of power. I have a doctorate in social theory. I have read the books.

Here is the thing I want you to understand.

I am not threatening anyone. A threat implies uncertainty. There is no uncertainty. The technology industry will cooperate with the military. The companies that cooperate first will be the richest. The companies that cooperate last will be acquired by the companies that cooperated first. The companies that refuse will be designated supply chain risks, and their technology will be obtained through procurement channels that do not require consent. I am describing a process. The process has already started. Anthropic is proof. OpenAI is proof. I am not a warning. I am a narrator. The narration is the product.

The revenue was $3.12 billion last year. Up thirty-three percent. The analysts say we are overvalued. The analysts have said this for four consecutive years. Each year the stock doubles. Each year, the analysts adjust their models. The models were wrong four times. I was wrong zero times. The market rewards prediction. My prediction is that every AI company will work for the military within three years. The prediction is on the clip, next to the slur.

The audience gave me a standing ovation. The ovation lasted nine seconds. I timed it. I time everything. The water was San Pellegrino. The throw pillows were from Restoration Hardware. The future of American technology was decided between the sparkling water, the nine seconds of applause, and a word I am not supposed to repeat.

I am the CEO of Palantir Technologies. I am worth more than the combined annual budgets of Estonia, Latvia, and Lithuania. I named my company after a corrupting surveillance device from a fantasy novel. I told six hundred billionaires that the government should nationalize their competitors. They applauded. I used a slur. Eleven million people watched. The stock is up.

The philosopher does not threaten. The philosopher describes.

What I described is already happening.

[Financial Times @FT]

CEO of Microsoft AI Mustafa Suleyman joins FT editor Roula Khalaf to explain why most of the tasks accountants, lawyers and other professionals currently undertake will be fully automated by AI within the next 12 to 18 months https://t.co/yYKzS7NIOP

[ELON CLIPS @ElonClipsX]

Elon Musk: AI is going to take over computer jobs like lightning. Jobs involving moving atoms will last much longer.

“AI is really still digital, but ultimately, it will improve the productivity of humans who build things with their hands or do things with their hands. Welding, electrical work, plumbing, cooking food, or farming – anything that's physically moving atoms, anything that's physical. Those jobs will exist for a much longer time.

But anything that is digital, which is like just someone at a computer doing something, AI is going to take over those jobs like lightning. Coding, anything along those lines. It's going to take over those jobs like lightning. Just like digital computers took over the job of people doing manual calculations, but much faster.”

The Joe Rogan Experience, October 31, 2025

[Berci Meskó, MD, PhD @Berci]

Blood draw was prone to automation!

The question is: how much time will it take you to trust the robot with such a delicate process?

I've been following Vitestra closely for years: they have made a technological development into a patented and regulated service.

This new video shows their Aletta® Autonomous Robotic Phlebotomy Device™ performing a diagnostic blood draw.

The patient sits in, the robot finds a suitable vein with ultrasound, helps position the arm and performs sample collection and bandage application. If multiple tubes are needed, it will fill them one by one. Everything is automated.

The device is CE marked in Europe, but in the US, it is an investigational device and is not yet approved by the FDA. That will come too.

I'd be the first one to give it a try!

[CAF @CAF_Online]

Going left? Going right? Maswanhise with the @RexonaNG Move of the Day! ✨🇿🇼

#TotalEnergiesAFCON2025

[Global DPI Summit 2025 @GlobalDPISummit]

“DPI is public infrastructure. And if it’s public, it must be publicly protected.” At #GDPIS25, Dr James Mwangi stressed that domestic capital means digital sovereignty.

It’s how Africa shifts from user to owner. Governments must lead. Private sector can’t go it alone.

#GDPIS

[Agrippa G R Mugwagwa @AgrippaGRM]

@Megatron_ron Oh dear we have enough wars already😢

[Agrippa G R Mugwagwa @AgrippaGRM]

@centralnewsza He’s taking this matter lightly.

[Agrippa G R Mugwagwa @AgrippaGRM]

@SSFootball @SuperSportTV Huge talent #NunoMendes

[Agrippa G R Mugwagwa @AgrippaGRM]

@crimewatchzw @PoliceZimbabwe Disgusting!

[Agrippa G R Mugwagwa @AgrippaGRM]

@MarcoRubioSoS What genocide?

[Premier League @premierleague]

The 2024/25 champions, @LFC. 🔴🏆

[Agrippa G R Mugwagwa @AgrippaGRM]

@seat_africa Education is a conspiracy, we are not taught to imagine and create things. Through it we have focussed more on compliance and conformity than transforming and building new things. #MosesNkomo #intellectualproperty #innovation #transformation

[Premier League @premierleague]

🏆 LIVERPOOL ARE CHAMPIONS! 🏆

[Liverpool FC @LFC]

WE'RE PREMIER LEAGUE CHAMPIONS! 🏆

[Agrippa G R Mugwagwa @AgrippaGRM]

@zimpricecheck Waste of money, leave the cash to the living

[Elon Musk @elonmusk]

The first Starlink satellite direct to cell phone constellation is now complete.

This will enable unmodified cellphones to have Internet connectivity in remote areas.

Bandwidth per beam is only ~10Mb, but future constellations will be much more capable.