ARTIFICIAL INTELLIGENCE
An AI-native strategy firmGlobal Advisors: a consulting leader in defining quantified strategy, decreasing uncertainty, improving decisions, achieving measureable results.
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Quantified Strategy
Decreased uncertainty, improved decisions
Global Advisors is a leader in defining quantified strategies, decreasing uncertainty, improving decisions and achieving measureable results.
We specialise in providing highly-analytical data-driven recommendations in the face of significant uncertainty.
We utilise advanced predictive analytics to build robust strategies and enable our clients to make calculated decisions.
We support implementation of adaptive capability and capacity.
Our latest
Thoughts
Podcast – The Real AI Signal from Davos 2026
While the headlines from Davos were dominated by geopolitical conflict and debates on AGI timelines and asset bubbles, a different signal emerged from the noise. It wasn’t about if AI works, but how it is being ruthlessly integrated into the real economy.
In our latest podcast, we break down the “Diffusion Strategy” defining 2026.
3 Key Takeaways:
- China and the “Global South” are trying to leapfrog: While the West debates regulation, emerging economies are treating AI as essential infrastructure.
- China has set a goal for 70% AI diffusion by 2027.
- The UAE has mandated AI literacy in public schools from K-12.
- Rwanda is using AI to quadruple its healthcare workforce.
- The Rise of the “Agentic Self”: We aren’t just using chatbots anymore; we are employing agents. Entrepreneur Steven Bartlett revealed he has established a “Head of Experimentation and Failure” to use AI to disrupt his own business before competitors do. Musician will.i.am argued that in an age of predictive machines, humans must cultivate their “agentic self” to handle the predictable, while remaining unpredictable themselves.
- Rewiring the Core: Uber’s CEO Dara Khosrowshahi noted the difference between an “AI veneer” and a fundamental rewire. It’s no longer about summarising meetings; it’s about autonomous agents resolving customer issues without scripts.
The Global Advisors Perspective: Don’t wait for AGI. The current generation of models is sufficient to drive massive value today. The winners will be those who control their “sovereign capabilities” – embedding their tacit knowledge into models they own.
Read our original perspective here – https://with.ga/w1bd5
Listen to the full breakdown here – https://with.ga/2vg0z

Strategy Tools
Strategy Tools: The 7S Framework – A Comprehensive Guide
By John Khova Global Advisors digital consultant Introduction The McKinsey 7S Framework is one of the most enduring and widely recognised management models in strategic consulting and organisational design. It posits that organisational effectiveness depends not on...
Fast Facts
Fast Fact: Great returns aren’t enough
Key insights
It’s not enough to just have great returns – top-line growth is just as critical.
In fact, S&P 500 investors rewarded high-growth companies more than high-ROIC companies over the past decade.
While the distinction was less clear on the JSE, what is clear is that getting a balance of growth and returns is critical.
Strong and consistent ROIC or RONA performers provide investors with a steady flow of discounted cash flows – without growth effectively a fixed-income instrument.
Improvements in ROIC through margin improvements, efficiencies and working-capital optimisation provide point-in-time uplifts to share price.
Top-line growth presents a compounding mechanism – ROIC (and improvements) are compounded each year leading to on-going increases in share price.
However, without acceptable levels of ROIC, the benefits of compounding will be subdued and share price appreciation will be depressed – and when ROIC is below WACC value will be destroyed.
Maintaining high levels of growth is not as sustainable as maintaining high levels of ROIC – while both typically decline as industries mature, growth is usually more affected.
Getting the right balance between ROIC and growth is critical to optimising shareholder value.
Selected News
Term: Tree search
“Tree search is a fundamental problem-solving algorithm that systematically explores a state space structured as a hierarchical tree to find an optimal sequence of actions leading to a goal.” – Tree search
Tree search represents a cornerstone methodology in artificial intelligence for navigating complex decision spaces and discovering optimal solutions. At its core, tree search operates by representing a problem as a hierarchical tree structure, where the root node embodies the initial state, internal nodes represent intermediate states or partial solutions, and leaf nodes denote terminal states or goal states. The algorithm systematically traverses this tree, evaluating different paths and branches to identify the most efficient route from the starting point to the desired objective.
Fundamental Principles
The architecture of tree search relies on several key components working in concert. A search tree is a tree representation of a search problem, with the root node corresponding to the initial condition. Actions describe all available steps, activities, or operations accessible to the agent at each node. The transition model conveys what each action accomplishes, whilst path cost assigns a numerical value to each path traversed. A solution constitutes an action sequence connecting the start node to the target node, and an optimal solution represents the path with the lowest cost among all possible solutions.
Tree search algorithms fundamentally balance two competing objectives: exploration (investigating new branches to discover potentially better solutions) and exploitation (focusing computational resources on promising branches already identified). This balance determines the efficiency and effectiveness of the search process.
Search Methodologies
Tree search encompasses two primary categories of approaches. Uninformed search (also called blind search) operates without domain-specific knowledge about the problem space. These algorithms traverse each tree node systematically until reaching the target, relying solely on the ability to generate successors and distinguish between goal and non-goal states. Uninformed search methods work through brute force, examining nodes without prior knowledge of proximity to the goal or optimal directions.
Conversely, informed search leverages domain knowledge to guide exploration more intelligently. A* search exemplifies this approach, combining the strengths of uniform-cost search and greedy search. A* evaluates potential paths by calculating the cost of each move using heuristic information, enabling the algorithm to prioritise branches most likely to lead toward optimal solutions.
Advanced Tree Search Techniques
Branch prioritisation represents a critical optimisation strategy wherein algorithms measure or predict which branches can lead to superior solutions, exploring these branches first to reach optimal or pseudo-optimal solutions more rapidly. Branch pruning complements this approach by identifying and skipping branches predicted to yield suboptimal solutions, thereby reducing computational overhead.
Branch and bound algorithms exemplify these principles by maintaining bounds or ranges of scoring values at each internal node, computing whether particular subbranches can improve upon the best solution discovered thus far. This systematic elimination of inferior search paths significantly reduces the search space requiring evaluation.
Monte Carlo tree search (MCTS) represents a sophisticated probabilistic variant that combines classical tree search with machine learning principles of reinforcement learning. Rather than exhaustively expanding the entire search space, MCTS performs random sampling through simulations and stores statistics of actions to make increasingly educated choices in subsequent iterations. This approach proves particularly valuable in domains with vast or infinite search spaces, such as board game artificial intelligence, cybersecurity applications, robotics, and text generation.
Practical Applications
Tree search algorithms address diverse problem domains. In chess, for instance, the search tree’s root node represents the current board configuration, with each subsequent node describing potential moves by any piece. Since the unconstrained search space would be infinite, algorithms limit exploration to specific depths or numbers of moves ahead. Similarly, in molecular discovery and optimisation, tree search evaluates candidate solutions against reference criteria using scoring functions such as Tanimoto similarity measures.
Key Theorist: Richard E. Korf
Richard E. Korf stands as a preeminent figure in tree search algorithm development and optimisation. Born in the mid-twentieth century, Korf earned his doctorate in computer science and established himself as a leading researcher in artificial intelligence, particularly in search algorithms and heuristic methods. His career, primarily conducted at the University of California, Los Angeles (UCLA), has profoundly shaped modern understanding of tree search efficiency.
Korf’s most significant contribution emerged through his development of iterative deepening depth-first search (IDDFS), an algorithm that combines the memory efficiency of depth-first search with the optimality guarantees of breadth-first search. This innovation proved transformative for tree search applications where memory constraints posed critical limitations. His work demonstrated that by iteratively increasing search depth, algorithms could find optimal solutions whilst maintaining linear space complexity rather than exponential requirements.
Beyond IDDFS, Korf advanced the theoretical foundations of admissible heuristics-functions that never overestimate the cost to reach a goal, thereby guaranteeing optimal solutions when used with algorithms like A*. His research on pattern databases and abstraction techniques enabled more sophisticated heuristic development, allowing tree search algorithms to prune vastly larger search spaces. Korf’s contributions to understanding the relationship between heuristic quality and search efficiency established principles still guiding algorithm design today.
Throughout his career, Korf has investigated optimal solutions to classic puzzles including the Fifteen Puzzle and Rubik’s Cube using tree search methodologies, demonstrating both theoretical elegance and practical computational achievement. His publications have become foundational texts in artificial intelligence education, and his mentorship has influenced generations of researchers developing increasingly sophisticated tree search variants. Korf’s work exemplifies how rigorous mathematical analysis of search algorithms can yield practical improvements with profound implications for artificial intelligence applications.
References
1. https://www.geeksforgeeks.org/machine-learning/tree-based-machine-learning-algorithms/
2. https://builtin.com/machine-learning/monte-carlo-tree-search
3. https://pharmacelera.com/blog/science/artificial-intelligence-tree-search-algorithms/
5. https://www.geeksforgeeks.org/machine-learning/search-algorithms-in-ai/
6. https://en.wikipedia.org/wiki/Monte_Carlo_tree_search
7. https://www.codecademy.com/resources/docs/ai/search-algorithms
8. https://www.ibm.com/think/topics/decision-trees

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