Increase your surface area for luck by starting more conversations, meeting more people and just going outside more. Nothing big happens on your bed, get up and move!
The older I get, the more I realize how much of your life is shaped by the stories you tell yourself. I’m not ready. I’m too late. I’m bad at this. I never follow through. Be careful. You believe what you repeatedly rehearse. Tell better stories. Then prove them through action.
Finish something. Anything. Stop researching, planning, and preparing to do the work and just do the work. It doesn’t matter how good or how bad it is. You don’t need to set the world on fire with your first try. You just need to prove to yourself that you have what it takes to produce something.
There are no artists, athletes, entrepreneurs, or scientists who became great by half-finishing their work. Stop debating what you should make and just make something.
Going through the replies and I can’t help but notice the imported thinking I was just discussing with someone in the comment of my last published thesis.
We need to get that Moniepoint and OPay didn’t build FOR the African informal market. They built WITH it.
Agents in nearly every city. Cash in, Cash Out. No onboarding friction. Smooth and fast transactions.
The truth is that the $1 Trillion opportunity is not new information. The problem is just that founders keep arriving with apps when the market is asking for humans with infrastructure behind them.
Here is what I mean. The market is not struggling or underserved. The humans are already there. Alhaja in Tejuosho market who has been supplying fabrics for 20 years+. She knows exactly who is good for credit and who needs cash first. Onwa the spare parts dealer in Ladipo who sources engine parts across 5 states and settles issues with phone calls. The cold room owner in Mile 2 who has been storing and icing soft drinks for traffic sellers for years before smartphones became a thing.
What these guys don’t have is infrastructure behind them. That’s the real gap. That’s what you should build.
I can already think of 5 infrastructure plays I’d build for myself but I will keep them for now. I casually mentioned 3 in the thesis I tweeted yesterday.
What I’m saying in essence is that the informal economy isn’t waiting for another app. It’s waiting for founders who understand accumulated trust, on-ground distribution, and existing human behavior.
That $1 trillion doesn’t go to the smartest product. It goes to whoever earns the trust first.
I’m in love with this sentence:
“The degree to which a person can grow is directly proportional to the amount of truth he can accept about himself without running away.”