Felix @felspeed
former founder ceo @ sote . former 👨🏽✈️ . community, comedy, and thinking slow. plann.me 🌍 Joined December 2012-
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I bought Femi Otedola's book, How to Become a Billionaire. The moment I read the first sentence of Chapter 1 and realized he started his life in London, I just closed the book.
"If you have a city and it has a marathon, we have won that marathon!" 😂😂😂😂😂😂
Sabastian Sawe didn't break the 2-hour marathon barrier just because of the Adidas "supershoe." He's a damn good athlete. These East Africans all are. I had to tell the whole world on CNN. Everyone be guided. Thanks for your attention to this matter!
Huge misunderstanding by everyone why companies buy software. Companies don’t want every employee doing every workflow from scratch on their own for every use case. At some point what you’re outsourcing is the ability to not have to think about the business process, and instead let the software provider think about it. Agents don’t change that, and probably if anything exhibit that dynamic even more.
I think we give AI too much credit & power. Everything AI can do was designed and programmed by the human brain. What AI does is offer possibilities & freeing up time we can engage our brain for more interesting work. I see AI as a possibility tool rather than a doomsday one.
Using Claude really makes you aware how many professions are cooked
True. And here’s the deeper cut that shows the system from energy to the app layer. Then identifies orchestration, evals, data complexity, token economics, and the gaps / opportunities in between. plann.me/projects/the-a…
perhaps you're a conductor of a symphony, but your music is only as good as the instruments + musicians. you'll spend your time composing (or sourcing music) / coordinating / conducting, and determining when and what to improve and tune along the way...
the orchestration layer is the new interface layer. as we spend our day coordinating agent workflows (in a model agnostic fashion, local and cloud) and validating outputs (human in the loop, and resolving issues), the ultimate layer to own is where coordination takes place.
Credit where it's due: Accenture booked $5.9 billion in AI projects last year. Nearly double the year before. This joke only works if Accenture is a code shop (It's not). Accenture pulls in $70 billion a year. Half of that ($34.6B) is managed services, where they run entire business operations for other companies: payroll, HR, supply chains, security, compliance, all of it, across 120 countries. The consulting half is mostly strategy and organizational overhauls for 9,000 clients, not writing code. The irony: every time a company wants to deploy AI tools internally, they call Accenture. Someone has to figure out which workflows to automate, retrain thousands of people, restructure processes, migrate data, and bolt AI into enterprise systems built decades ago. That's exactly what Accenture sells. And it's working. Accenture's AI revenue tripled to $2.7 billion in fiscal 2025. They've run 11,000 AI projects across 1,300 clients since 2023, totaling $11.5 billion in AI bookings. Last quarter, they booked another $2.2 billion in AI work alone, with AI revenue up 120% year over year. Total quarterly bookings hit a record $20.9 billion, with 33 clients each signing $100M+ deals in a single quarter. They did cut about 11,000 employees who couldn't be retrained for AI. But they grew their AI workforce from 40,000 to 77,000 in two years and trained 550,000 employees on gen AI basics. Their CEO said AI is now so embedded in everything they do, they're going to stop reporting it as a separate number. The real risk to Accenture is that AI makes its own consultants so productive that clients stop paying for hours and start paying for outcomes. Revenue per employee sits at ~$89K/year, suggesting that much of their workforce performs the kind of process execution and staff augmentation that AI genuinely compresses. Their stock is down 33% from its 52-week high, even after beating earnings, because Wall Street sees the same math. A 24-year-old with Claude Code can ship an app over a weekend. Accenture charges Fortune 500 companies to rewire how they operate across 52 countries. Those are different jobs. AI tools are making Accenture's phone ring more right now, but the margin pressure from those same tools is the real story to watch.
The entire Accenture workforce is about to be outperformed by a 24-year-old who learned Claude Code last Tuesday.
Robert is what happens when a man peaks in conquest but has no appetite for governance. His archetype is built for pursuit, not stewardship. Once the war ended, so did his purpose. He is written to show that seizing power and sustaining it require entirely different people
This $200M bank is backed by Parmesan Cheese and is lending people money for cheese In Northern Italy, Credito Emiliano treats cheese like gold The bank currently holds 430,000 wheels of Parmesan worth about $200 million Real Parmesan takes two to three years to get ready This leaves farmers with millions of dollars in premature products they can’t sell, while still needing to pay for cows, bills, and workers By using young cheese as security for a loan, farmers get cash immediately The bank provides up to 80% of the value upfront so these businesses stay running While the loan is active, the cheese stays in high tech vaults where experts look after it If a farmer can't pay, the bank simply sells the aged cheese for a profit
One of the best feelings in music is recognizing a sample
David Munyua bringing the vibes to Ally Pally 🕺
At scale, all AI products converge. It's context management, tool execution, workflow, evals/feedback, and governance all the way down.
At scale, all B2B products converge. It’s reports, alerts, workflow, permissions and approvals all the way down.
Note for my future LPs
Just logged into my LinkedIn and saw this from the @airalocom CEO. Speak life!
I think my podcast is slowly becoming the home of the best Fintech conversations in Africa. Did one with Ola of Verto and the insights from it are top-notch
12 months ago today.
everything that is happening in Kenya right now. Will happen in many other African countries. African govts please pay attention. Never underestimate the power of a movement driven by young people. Africa has the youngest continent in the world.
Neobanks are not coming for JPMorgan. They’re coming for Stanbic IBTC. They’re coming for Fidelity Bank. They’re coming for the middle. Let’s talk about how the barbell economy is reshaping banking. 👇
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