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I have been chewing on this quote from @paulg:
"Once you've found something you're excessively interested in, the next step is to learn enough about it to get you to one of the frontiers of knowledge. Knowledge expands fractally, and from a distance its edges look smooth, but once you learn enough to get close to one, they turn out to be full of gaps."
In the West, that frontier usually means new technology.
In Africa, it more often means going deep into the nuances of markets and industries; the ones that look broken from the outside, and are, but for reasons that are inherently complex.
Dangote isn't operating at the frontier of knowledge in cement or refining; not the way a scientist building the next language model is, or the way my friend @GillVerd is, trying to roll out quantum chips.
Dangote is operating at the frontier of contextual knowledge in his markets: the local dynamics, the opaque regulators, the mafias, the power brokers, the FX restrictions, the informal trades.
In other words, Contextual knowledge more akin to a perpetual chess game rather than, as YC would say, "building something people want."
Both are frontiers. Both look smooth from a distance, and full of gaps once you get close.
The quote still stands; it just travels further than Graham probably intended.
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