Felix @felspeed
former founder ceo @ sote . former 🧹 📞 👨🏽✈️ . lover of art, comedy, and music . always in business sote.com 🌍 Joined December 2012-
Tweets987
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Following585
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Note for my future LPs
I think my podcast is slowly becoming the home of the best Fintech conversations in Africa. Did one with Ola of Verto and the insights from it are top-notch
12 months ago today.
Neobanks are not coming for JPMorgan. They’re coming for Stanbic IBTC. They’re coming for Fidelity Bank. They’re coming for the middle. Let’s talk about how the barbell economy is reshaping banking. 👇
Loved attending FLUIDITY Dubai 2025! @JasonNjoku’s vision for a GCC-Africa trade bridge is inspiring—great connections, deals, and vibes at Al Habtoor City between fintech giants, crypto targeting Africa, investors, and new AI enthusiasm 🌍🤝 #Fluidity2025
Loved attending FLUIDITY Dubai 2025! @JasonNjoku’s vision for a GCC-Africa trade bridge is inspiring—great connections, deals, and vibes at Al Habtoor City between fintech giants, crypto targeting Africa, investors, and new AI enthusiasm 🌍🤝 #Fluidity2025
Ferdinand wins the Young genius award for an outstanding performance. The award was presented by American Actor and Walking Dead star- Khary Payton From Makoko to the world. It is indeed possible to do great things from a small place.
PLUME IS FOR THE PEOPLE
@ibab Entropy is a fundamental concept in several fields, including physics, information theory, and thermodynamics. Here's a breakdown of how entropy is understood in these contexts: ### Thermodynamics: - **Definition**: Entropy is often described as a measure of the disorder or…
Extraordinary number of ships at #singapore. All bunched up here because of Red Sea disruption to shipping and shifts in way things are being shipped. Fascinating. This is where commerce and geo politics come face to face
Payments is a classic iceberg problem. The 90% that goes unseen—tech infrastructure, regulatory hurdles, risk management, licenses, etc—is where real value is built. Yet most discussions and headlines focus on the visible 10%, missing the forces that shape the industry's future.
About a decade ago I had a conversation with Yuri Milner where we both agreed there would be multiple single digit trillion+ companies (I remember Google and Apple making that list of candidates). Most people back then thought that was insane. Reminded me of when people thought…
My friend @felspeed recently started working in the RWA space and never noticed that he literally has "RWA" in his name Bullish
On day two of the DLD conference, I played a simultaneous chess match against 10 players at once. After an almost two hour battle of wits ,I managed to win all the games. The Chess exhibition helped us raise enough money to support the education of 100 children in our academy.
Economic Cycles 101: *Freight leads chemicals *Chemicals lead cyclicals +Cyclicals lead services *Services dictate 80% of US incomes *Incomes determine consumption *Consumption=70% US GDP %US GDP=25% global GDP EVERYTHING STARTS WITH FREIGHT. WHERE IT GOES, THE ECONOMY FOLLOWS.
@robertholmes Freight is the most leading of leading indicators because it reflects FORWARD demand for anything & everything. Chemicals are, as you note, carried on rails. And they are at the beginning of the manufacturing pipeline - the rawest of raw materials.
Never underestimate exponential growth.
There is an exchange rate between competence and power, in both directions, and this discomfits many people. One specific way: many people who do not desire power and keep piling on the competence will have to deal with the moral challenges of power whether they want them or not
Reminder: Competing is a beginner's mindset - shed it as quickly as possible. Know your differentiators, block out others, and run hard. Own your category, don't compete for it.
"You’ve got to start with the customer experience and work back to the technology — not the other way around. I’ve probably made this mistake more than anybody, and I’ve got the scar tissue to prove it." -Steve Jobs
The greatest miracle of chess is in the inate ability of a pawn to become a queen(The most powerful piece) - Chess champions from Obanliku Becheve A thread...

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