Why True Innovation Needs Intelligent Investment -Not a Three-Year Flip Mentality
The LinkedIn algorithm decided I needed to see a thread. Usually, these things pass me by - I don't waste time engaging with debates about hustle culture, football, or Love Island. They're distractions I don't have time for.
But this time, it got something right.
It surfaced a discussion between Kiran Mehta and Ranvir Singh, where Kiran laid out his view:
Passion is overrated, skill and direction matter more, and those working excessive hours are just poor at prioritisation and delegation. A familiar take—logical on the surface, but missing something fundamental.
Then Ranvir responded, cutting through the formulaic thinking: To be great at anything, you have to be obsessed with it.
That struck a chord. Because for the past 5660 days, that's exactly what I've been doing—relentlessly, persistently, and unapologetically innovating to disrupt an industry that refuses to change.
This thread wasn't just about passion or hours worked. It highlighted the real divide between those who understand what true innovation takes—and those who don't.
And that became even clearer when I sent Ranvir a connection request. At 4:17 AM on a Sunday morning, he replied.
Not because he was idly scrolling LinkedIn, but because he was already deep in his own work—absorbed in a full night's graft when my connection request momentarily pulled him away from his task.
That tells me everything I need to know.
A 4:17 AM Sunday reply isn't about performative hustle. It's about being switched on, always thinking, always engaging with what matters. That's the difference between:
- Formulaic investors, who wait for innovation to fit into their model before they engage.
- Intelligent investors, who stay ahead of the model—because they know real disruption doesn't follow a schedule.
Formulaic investors want pattern-matched, de-risked, pre-packaged innovation that fits into a three-year cycle. The problem? By the time it fits their model, it's too late. The real innovators have already moved on.
Intelligent investors know that if something seems too good to be true, the right response isn't to dismiss it—it's to dig deeper.
Ranvir was up all night because he understands that. And that's exactly the kind of mindset real innovation needs.
5660 Days of Relentless Change in Property. I already know how this needs to be structured.I already know who the right investors are.
Agents who understand (or are advised) that their data is more valuable to one of their suppliers than their entire working business.
The agents who see that the true value in estate agency isn't the commission on a sale—it's the intelligence behind every transaction.
The UK property industry still runs on outdated, incomplete, and unreliable data—data that determines who gets a mortgage, who moves, and who gets left behind.
That's a system worth more to suppliers than the agents themselves.
That's a system that's been waiting to be fixed.
And that's what I've built.
Most investors don't fund this kind of thinking. They fund three-year cycles.
- Inject capital.
- Scale aggressively.
- Exit before the investment thesis wears thin.
That works for incremental businesses—another SaaS tool, another e-commerce rollout, another arbitrage play. But for true disruption? For breaking the way an entire industry operates? Three years isn't enough.
For years, Rightmove's 70%+ profit margin has been seen as unchallengeable. Investors have treated it as an untouchable cash machine, and why wouldn't they? The dividend returns have been spectacular.
But that's the problem with groupthink. Rightmove isn't unbreakable—it's outdated. It's built on Windows 98-generation tech, charging a premium for a service that hasn't fundamentally innovated in years. And the cracks are starting to show.
- Its market cap has started to decline.
- Its pricing power is being challenged.
- Its core technology is horribly AI-vulnerable.
The real opportunity isn't just in shorting Rightmove's decline. It's in backing the alternative that replaces it. Because when an outdated system loses its stranglehold, value doesn't just disappear—it moves. And the ones who recognise where it's going? They win.
I've spent 5660 days building a system that delivers instant, highly accurate property intelligence at scale.
- It moves at the speed of thought, not bureaucracy.
- It's faster, more accurate, and more complete than anything that exists.
- It provides intelligence that banks, lenders, and economists don't even realise they're missing.
It's not theory. It's built. It's working. The smart money isn't just shorting the old model—it's investing in what comes next. Because real returns don't come from riding the last wave of a dying system. They come from knowing exactly when to move.
What I need now isn't capital for capital's sake. It's the right investor—one who understands the long-term value of innovating property search. Not one who sees a quick flip. Not one who just wants to package and sell. Someone who understands that real money isn't made from waiting for change—it's made from positioning for what comes next. Rightmove's best years are behind it.
The next wave of property intelligence? That's where the real value is. The model is ready. The structure is clear. Now it's just a question of who sees what happens next.
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