Small team. Public clock. Long horizon.

David founded Kodra Holdings in 2026 with a contrarian bet: instead of betting everything on a single idea, build a portfolio of small, AI-native consumer products and let the winners compound — all on a public five-year clock to $100M ARR and an IPO.

He builds in public across YouTube, TikTok, and Instagram, sharing the real numbers, the wins, and the embarrassing months alike. The thesis is simple: Nairobi isn't a disadvantage — it's the moat. Lower burn, world-class talent, and customers he can meet this afternoon.