The Flip

One of the most exciting aspects of opportunities in Africa is a function of market size - over 1.2 billion people on the youngest and fastest-growing continent. But the conversation around total addressable market, and true market size opportunity is a lot more nuanced than Africa's topline population number.2:25 - GreenTec Capital Partner's Maxime Bayen discusses GSMA research on mobile adoption and digital literacy4:39 - The Subtext's Osarumen Osamuyi on how he thinks about market size and the exercises he uses to better quantify market opportunity9:41 - NALA's Benjamin Fernandes on their product's impact on addressable market and digital literacy 12:10 - Yoco's Katlego Maphai on how Yoco is targeting non-consumption14:27 - A discussion with Jehiel Oliver on market-creating innovations17:48 - Justin and Sayo discuss digital literacy21:21 - Justin and Sayo look further into expansion as a corollary to the market size conversation

Show Notes

One of the most exciting aspects of opportunities in Africa is a function of market size - over 1.2 billion people on the youngest and fastest-growing continent. But the conversation around total addressable market, and true market size opportunity is a lot more nuanced than Africa's topline population number.

2:25 - GreenTec Capital Partner's Maxime Bayen discusses GSMA research on mobile adoption and digital literacy
4:39 - The Subtext's Osarumen Osamuyi on how he thinks about market size and the exercises he uses to better quantify market opportunity
9:41 - NALA's Benjamin Fernandes on their product's impact on addressable market and digital literacy 
12:10 - Yoco's Katlego Maphai on how Yoco is targeting non-consumption
14:27 - A discussion with Jehiel Oliver on market-creating innovations
17:48 - Justin and Sayo discuss digital literacy
21:21 - Justin and Sayo look further into expansion as a corollary to the market size conversation

Creators & Guests

Host
Justin Norman
Founder, The Flip
Host
Sayo Folawiyo
Co-founder & CEO, Kandua & The Flip's B-Mic

What is The Flip?

The Flip is an editorial-style podcast exploring contextually relevant insights from entrepreneurs and investors changing the status quo in Africa. The name The Flip comes from the opportunity to flip the script – question some of the pervasive narratives on entrepreneurship, challenge the ubiquity of Silicon Valley thought leadership, and champion the entrepreneurs building a future inspired by Africa. Produced and hosted by Johannesburg-based entrepreneur and American expat Justin Norman. Sayo Folawiyo is the executive producer and b-mic.