What does one of South Africa’s most outspoken businessmen actually invest in?
In this episode of the Mzansi Unicorns Podcast, I sit down with Rob Hersov to unpack where he sees real opportunity right now, and why he’s backing South Africa with his own capital.
Rob shares three bets he’s making: Western Cape real estate. Rob recently bought land between Cape Town and Paternoster on the West Coast. He explains why he believes the region is one of the most compelling property plays in the country, and what he’s building there. The betting business. Rob explains why he’s investing in betting and gaming, and what makes the sector attractive in the South African market. AI compute. Rob is investing in a national AI compute business with plans to expand across the rest of Africa. We talk about why compute infrastructure matters, and why Africa can’t afford to sit out the AI race. We also discuss his broader investment philosophy, the risks and rewards of building in South Africa, and what founders and investors should watch next.