You will read which AI cases pay back in a Naira and a Shilling, and which do not. Foreign-currency-denominated AI investments are sized against export revenue, not domestic.
The letter is written for boards that are answerable to a parent group in Europe or the US and to a regulator in country.
Where the African case is stronger than the European one (mobile-first banking, pharma supply-chain), we say so. Where it is weaker, we say so.
We will publish the African letter quarterly, with a list of the cases that worked and the cases that did not.