Reletter
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Startup Reality Check

Research on African technology companies. What’s actually working, what’s about to break, and why.

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues43Founded9 months agoLast Issue8 days ago
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Latest Issues

Startup Reality Check #29: Jumia — 6.4/10

Startup Reality Check #29: Jumia — 6.4/10

The Marketplace That Built the Road. Now It Has to Prove the Traffic Pays.

By Favour Akintoye


Every marketplace needs a road.

Jumia had to build one before it learnt to drive.

No addr...

8 days ago
14

Startup Reality Check #28: M-KOPA — 8.3/10

Startup Reality Check #28: M-KOPA — 8.3/10

The Lender That Beat One Border… Only to Find the Next One Inside Its Own Loan Book

By Favour Akintoye


It is early morning on the edge of Nairobi.

A conveyor belt moves in short, pati...

15 days ago
13

Startup Reality Check: Capital

Startup Reality Check: Capital

A Company Does Not Always Spend to Solve Its Hardest Problem. Sometimes It Spends to Look Solvable to the Next One.

By Favour Akintoye


On March 16, 2022, a company changed its name and closed a fun...

22 days ago
1

Startup Reality Check: The Prediction Ledger

Startup Reality Check: The Prediction Ledger

A dated, falsifiable record of every prediction made through the Constraint Migration framework. Each claim is tracked until evidence resolves it.

By Favour Akintoye


Most analysis of...

23 days ago
1

Startup Reality Check: Prediction

Startup Reality Check: Prediction

What This Framework Can Actually Promise About Tomorrow

By Favour Akintoye


Every framework that gets used long enough eventually gets asked to do something it was never built for.

Constraint M...

23 days ago
1

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  • Startup Reality Check

    Startup Reality Check is an independent research lab building reasoning frameworks for understanding African technology companies and systems through systems thinking, market structure, and constraint analysis.

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