Betting on the Digital Landlords, Not the Tenants
Everyone loves a creative success story. We hear about a Nollywood film hitting a global streaming service or a Lagos-based game developer topping the app charts, and we feel a little thrill. It’s the glamour, the artistry, the sheer excitement of it all. But if you’re an investor, I think chasing the next creative hit is a bit like trying to catch lightning in a bottle. For every blockbuster, there are a thousand flops. I prefer to bet on the bottle maker.
The real, and perhaps less glamorous, story is about the infrastructure that makes this creative boom possible. It’s the digital equivalent of selling pickaxes and shovels during a gold rush. While the prospectors are out there digging, you’re quietly selling them the tools they cannot work without.