ARTIFICIAL INTELLIGENCE
An AI-native strategy firmGlobal Advisors: a consulting leader in defining quantified strategy, decreasing uncertainty, improving decisions, achieving measureable results.
A Different Kind of Partner in an AI World
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consulting
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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
Quote: Jensen Huang – Nvidia CEO
“OpenClaw is probably the single most important release of software, probably ever. If you look at… the adoption of it, Linux took some 30 years to reach this level. OpenClaw has now surpassed Linux. It is now the single most downloaded open source software in history, and it took 3 weeks.” – Jensen Huang – Nvidia CEO
In a striking declaration at the Morgan Stanley Technology, Media and Telecom Conference in San Francisco, Nvidia CEO Jensen Huang positioned OpenClaw as a revolutionary force in open source software, outpacing even the legendary Linux kernel in adoption speed and scale.5 This remark underscores Huang’s vision for AI agents – autonomous systems capable of continuous operation and complex tasks – as the next frontier in artificial intelligence, with OpenClaw serving as their foundational framework.5
Context of the Quote
Delivered on 4 March 2026, Huang’s comments came amid discussions on Nvidia’s strategic investments in AI leaders like OpenAI and Anthropic, where he noted that recent deals, including a $30 billion stake in OpenAI, might represent the company’s final major private investments before these firms pursue initial public offerings.1,2,3,5,6 Amid this, Huang pivoted to OpenClaw’s meteoric rise, contrasting its three-week dominance in downloads against Linux’s three-decade journey to similar prominence.5 He highlighted its ‘vertical’ growth on semi-log charts, attributing this to the insatiable demand for AI agents that process a million times more tokens and run perpetually in enterprise environments.5
Who is Jensen Huang?
Jensen Huang co-founded Nvidia in 1993 alongside Chris Malachowsky and Curtis Priem, initially focusing on graphics processing units (GPUs) for gaming and visualisation.4 Under his leadership, Nvidia pivoted decisively to AI and high-performance computing, with breakthroughs like CUDA – a parallel computing platform that locks in developers through its ecosystem of software, interconnects like NVLink, and rack-scale systems.4 Huang’s prescience in positioning GPUs as indispensable for AI training and inference has propelled Nvidia to a market leader, with hyperscalers committing over $660 billion in AI spending for 2026 alone.4 His conference appearances, including this one, blend investment insights with technological evangelism, reinforcing Nvidia’s moat in the AI stack.1,3,4,5
What is OpenClaw?
OpenClaw emerges as Nvidia’s open source initiative tailored for AI agents – intelligent, persistent programmes that autonomously handle tasks such as software development, tool creation, and data processing.5 Unlike traditional software, these agents operate continuously, consuming vast token volumes (a measure of computational language processing) and integrating seamlessly into workflows.5 Huang’s team deploys numerous OpenClaw instances internally, automating coding and innovation, which explains the explosive download figures: surpassing Linux – the cornerstone of servers, supercomputers, and embedded systems – in just three weeks.5 This positions OpenClaw not merely as code, but as infrastructure for the agentic AI era, where autonomy scales intelligence.
Backstory: Linux’s Enduring Legacy
To grasp OpenClaw’s feat, consider Linux’s trajectory. Initiated in 1991 by Linus Torvalds as a hobby project, Linux evolved into the world’s most ubiquitous operating system kernel, powering 96% of the top supercomputers, most cloud infrastructure, and Android devices.5 Its adoption spanned three decades, driven by open source principles, community contributions, and enterprise embrace from IBM to Google. Yet, as Huang noted, even this benchmark took 30 years to cement Linux as a download and deployment juggernaut.5 OpenClaw’s subversion of this timeline signals a paradigm shift: AI-driven tools now accelerate adoption via immediate utility in high-stakes domains like enterprise AI.
Leading Theorists in AI Agents and Open Source AI
- Linus Torvalds: Architect of Linux, Torvalds pioneered collaborative open source development via Git, influencing every major software ecosystem. His ‘benevolent dictator’ governance model ensured Linux’s stability and growth, principles echoed in modern AI repositories.5
- Ilya Sutskever: Co-founder of OpenAI and key figure in transformer models (the backbone of agents), Sutskever’s work on scaling laws demonstrated how compute and data yield emergent intelligence, paving the way for agentic systems like those powered by OpenClaw.
- Andrej Karpathy: Former OpenAI and Tesla AI director, Karpathy advanced accessible AI through nanoGPT and LLM training tutorials, theorising agent swarms – multi-agent collaborations – that align with Huang’s vision of continuous, token-hungry OpenClaw deployments.
- Yohei Nakajima: Creator of BabyAGI, an early agent framework, Nakajima theorised task decomposition and self-improvement loops, concepts central to OpenClaw’s real-world utility in software engineering and beyond.
- Sam Altman: OpenAI CEO, Altman champions ‘agentic AI’ as the post-ChatGPT phase, where models act independently. Despite tensions in Nvidia partnerships, his firm’s trajectory validates Huang’s infrastructure bets.1,2,3
Huang’s endorsement frames OpenClaw as the synthesis of these ideas: open source velocity meets agentic scale, challenging developers to harness AI’s full potential.
Implications for AI and Open Source
OpenClaw’s ascent heralds a compression of innovation cycles, where AI agents bootstrap their own ecosystems faster than human-led projects like Linux.5 For investors and technologists, it reinforces Nvidia’s centrality: not just in hardware, but in software that cements lock-in.4 As agents proliferate – writing code, optimising systems, and driving revenue – Huang’s words invite scrutiny of whether this marks the true democratisation of AI, or Nvidia’s deepening dominance in the field.1,4,5
References
1. https://www.mexc.com/news/855185
4. https://www.thestreet.com/investing/morgan-stanley-changes-its-nvidia-position-for-the-rest-of-2026
6. https://ppam.com.au/nvidia-ceo-huang-says-30-billion-openai-investment-might-be-the-last/
7. https://www.tmtbreakout.com/p/ms-tmt-conf-nvidias-jensen-nvda-microsofts
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