Insights
Perspectives from our practice.
Briefings, frameworks and fieldnotes on the questions our clients are wrestling with — written by the people doing the work, not the people marketing it.
Digitalisation
Where applied AI actually creates margin
A grounded view of the use-cases delivering enterprise-grade returns, and the categories quietly destroying value while a deck explains otherwise.
Telecom
The wholesale question every fibre programme eventually has to answer
Open-access sounds simple in a policy paper. The economics are anything but. A practical frame for operators, regulators and infrastructure investors.
Digitalisation
Designing the AI-native operating model
An emerging architecture for enterprises building intelligence into every decision loop — not as a programme, but as an operating model.
Strategy
The discipline of saying no to good opportunities
On portfolio choices, strategic clarity and the long-term cost of optionality. Notes from a year of executive conversations.
Telecom
Towerco economics in a higher-cost-of-capital world
What changes — and what stubbornly does not — when discount rates step up and tenancy assumptions soften.
Infrastructure
The blended finance stack actually closing deals in 2026
Concessional capital, commercial debt, sovereign guarantees — what the working stack actually looks like when an African infrastructure deal finally signs.
Public Sector
What a digital public infrastructure programme owes its citizens
Identity, payments, data exchange — the architecture is now well understood. The harder questions are about accountability.
Strategy
The board's three-question test for any 'transformation'
A short, ruthless filter for separating transformation programmes that will earn out from the ones quietly absorbing the strategy budget.
Digitalisation
Why most data strategies fail at the second hand-off
The first hand-off — from source system to warehouse — is well-understood. The second one, from warehouse to decision, is where value quietly leaks.
Telecom
Spectrum auctions as industrial policy, not a fundraiser
Treating the next spectrum auction as a one-off receipt is the single most expensive policy mistake a digital economy can make.
The Timtony Briefing
A monthly executive briefing, delivered with the discretion of a private memo.
One letter a month, written by the partner closest to the question. No promotional copy, no recycled summaries — just the thinking we would share with a client over a long lunch.