“And you're being asked to fund a, an interim business model towards the pivot, which is just too hard.”
quote is from the automated transcript, cleaned for reading:
filler sounds and stutters are removed, nothing is rephrased. names can be misheard
(the analysis reads context, assessments check outside sources). how →
More from Martin Tobias
Opinion
Tobias: Kimoyo Insights Is a People Business, Passing on Investment
“This is not, this is a people business where you're basically renting people, and for that reason, it doesn't fit my thesis and I'm out.”
Martin TobiasAug 30, 2023▶ 13:25"The $2.2 Billion Opportunity: African Consumer Insights Driving Tech Hubs in Africa"
PredictionOpen · timeframe Aug 2026
Tobias Predicts Kimoyo Insights Will Exit for Mid-Double-Digit Millions
“I don't think it ends up being a billion dollar exit, or even a hundred million dollar exit. I think it ends up being a maybe mid-double digits exit.”
Martin TobiasAug 30, 2023▶ 20:01"The $2.2 Billion Opportunity: African Consumer Insights Driving Tech Hubs in Africa"
Opinion
Tobias: Kimoyo is a 'people renting' business, not software
“This is not, this is a people business where you're basically renting people. And for that reason, it doesn't fit my thesis and I'm out.”
Martin TobiasMar 4, 2025▶ 13:48#116 Kimoyo: Is This African Startup Venture Backable?
Insight
Tobias: Startups in foreign countries backed only by US VCs raise concerns
“I get a little concerned when I see only US VCs in an, in a foreign country.”
Martin TobiasMar 4, 2025▶ 17:37#116 Kimoyo: Is This African Startup Venture Backable?
PredictionOpen · timeframe Mar 2028
Tobias predicts Kimoyo will exit for mid-double-digit millions, not $100M+
“I don't think it ends up being a billion dollar exit, or even a hundred million dollar exit. I think it ends up being a maybe mid double digits exit.”
Martin TobiasMar 4, 2025▶ 20:20#116 Kimoyo: Is This African Startup Venture Backable?
Insight
Enterprise demo deals fail when nobody owns end-user acquisition
“I know you're, you say that they're responsible for it, but I've seen these kind of things where, you know, you sign a demo deal and then nobody's really responsible for customer acquisition, and at the end of the LOI, everybody's like, this thing didn't work.”
Martin TobiasMar 4, 2025▶ 8:23#124 ECGO: Turning Trash Into Treasure With AI
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