Adeniyi Adebayo
I come from Ṣakí, a town of blacksmiths and forever builders. Curiosity led me to build, first as a chemical engineer and then in business. Today I’m the CEO of Yango Ridetech and the Chief Business Officer at Yango Group, building marketplaces across growth markets, city by city.
I invest in tech businesses in emerging markets, I’m a Venture Partner at Starta VC, and through Asabari I sponsor scholars from Òkè-Ògùn.
Thesis
- What We Get Wrong About Cities where capital actually compounds
- The Density Dividend why some cities compound and others congest
- The Compounding Corner the corner a district organizes around
- The Fiftieth User why the next city is a secondary one
Ground level
- The First 72 Hours in a New City reading a marketplace from the ground
- Pricing as Language what a price actually says in a different economy
- Castles in the Air picking operators before the market has produced any
Systems
- The Second Player Problem why second movers almost never catch up
- No Float Expected cash, agents, and the price of delay
- The Distribution Stack social discovery, trust nodes, agent density
- The Identity Premium cheap identity, daily flow, and credit no bank can copy
- The Financing Loop vehicles, data, banks
- The Informal Stack $9.3T in dead capital
- Inflation's Uneven Tax the wealth ladder in soft-currency economies
- Boring Businesses That Print Money institutional vacuums
Macro
- Entropy and Marketplaces when disruption conserves vs. burns
- Rails Before Marketplaces why necessity scales before convenience
- Addis Ababa four things converging
- The Leapfrog That Isn't physical AI in emerging markets
- The Expensive Electron cheap cars, and everything that isn't
- Within Proximity why Uber left Nigeria, and who fills the gap
- The Agent and the House Help what AI agents can do in markets that run on people
Personal
- The Boy from Saki capability is learnable, doubt is fuel
- Mr. Fabiyi the unfinishable problem sets, thinking is trainable
- Know Thyself the two games, building and impact