Sensemaking with Wolé and Tobi

Wolé and Tobi

Sensemaking (formerly titled 'The Yellow Pill') is a podcast where Wolé and Tobi navigate life, work, technology, and culture with thoughtful conversation, personal clarity, and modern insight, one honest episode at a time.

  1. 117: Why Your Favourite Tech Company Might Not Survive

    Mar 30

    117: Why Your Favourite Tech Company Might Not Survive

    You use their apps every day. You've watched their stock prices climb. Maybe you've even built your career around their tools. But what if the tech companies you rely on most can't actually explain how they make money? In this episode, we get into something that's been on both our minds for a while — the growing gap between what the tech industry celebrates and what it actually delivers. We're not coming at this as industry analysts or investors, but think of us as two people who use these products, work in and around tech, and have started to notice that a lot of what gets called "innovation" doesn't seem to solve problems anyone actually has. We talk about AI — what's changed recently, what the difference is between the tools that just talk back to you and the newer ones that can actually do things on your behalf, and why that distinction matters even if you've never written a line of code. We go company by company and ask uncomfortable questions. Why has one of the biggest names in AI backtracked on so many promises? Why does a company worth billions still not have a clear product focus? And why are some of the fastest-growing tools in tech already showing signs they won't last? So we put together a test. Three fundamentals that any business — tech or not — should be able to answer. Is there a real problem worth solving? Is there a reason for people to choose you over the alternative, or over doing nothing at all? And do the economics actually work — are you making more than you spend to serve each customer? It's not complicated. But it's surprising how many of the biggest names in tech can't pass all three. We also zoom out and ask which tech companies have genuinely lasted. Which ones have become as permanent as a bank or a soft drink brand? The answer is shorter than you'd think, and it raises its own set of questions about what the last twenty years of tech have actually given us. ... Jargon Decoder — a few terms we throw around in this one, explained plain: Agentic AI — AI that can take actions for you (book a flight, fill out a form, organise your files) instead of just answering questions in a chat window. Generative AI — AI that creates things — text, images, code. ChatGPT is the most well-known example. When someone says "AI" casually, this is usually what they mean. Unit economics — whether a company makes more money per customer than it costs to serve that customer. The most basic maths of whether a business can survive. Future state selling — pitching investors on what a product will do someday, rather than what it does now. A red flag when the "someday" keeps moving. Moat — what stops a competitor from copying your business. Borrowed from the idea of a castle moat — something that protects you. ... If, while you're listening, something crosses your mind, or you get that urge to jump into the conversation, we'd love to hear from you! Please send us a quick voice note using here: http://bit.ly/sensemakingvn ... Join our WhatsApp Community for episode alerts and to chat with other listeners and us: https://chat.whatsapp.com/E1zfJLM46L01jR809JmURz

    49 min
  2. 114: Living Locally in a Global Crisis

    Mar 9

    114: Living Locally in a Global Crisis

    In this episode, we try to make sense of the latest tensions involving Iran, the Gulf States, and everything that seems to be unfolding around it. We’re not experts on geopolitics, but like most people, we’re trying to understand what these kinds of global events actually mean for everyday life. Along the way, we end up talking about how much the global economy depends on the Gulf region — from oil and jet fuel to the flow of people, money, and trade through places like Dubai. We also touch briefly on something that’s been on our minds lately: the growing connection between AI companies and military systems. But the conversation slowly turns into something more personal. How do you live your life when the world constantly feels like it’s on the brink of something? With wars, economic uncertainty, and new technologies appearing in the news almost every day, it can feel like there’s always something big happening somewhere. Yet at the same time, life keeps moving. People still wake up, go to work, make decisions, and deal with whatever is happening in their own lives. So this episode becomes less about geopolitics and more about that tension — how to stay aware of the world without letting it overwhelm you. In other words, how do you keep living your local life while the world feels increasingly chaotic? . . . If, while you’re listening, something crosses your mind, or you get that urge to jump into the conversation, we’d love to hear from you! Please send us a quick voice note using here: http://bit.ly/sensemakingvn

    38 min

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About

Sensemaking (formerly titled 'The Yellow Pill') is a podcast where Wolé and Tobi navigate life, work, technology, and culture with thoughtful conversation, personal clarity, and modern insight, one honest episode at a time.