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ARTIFICIAL INTELLIGENCE

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Global 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

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:

  1. 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.
  2. 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.
  3. 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
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.

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Strategy Tools

Fast Facts

Fast Fact: Great returns aren’t enough

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.

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Selected News

Term: Quantum computing

Term: Quantum computing

“Quantum computing is a revolutionary field that uses principles of quantum mechanics, like superposition and entanglement, to process information with qubits (quantum bits) instead of classical bits, enabling it to solve complex problems exponentially faster than traditional computers.” – Quantum computing

Key Principles

  • Qubits: Unlike classical bits, which represent either 0 or 1, qubits can exist in a superposition of states, embodying multiple values at once due to quantum superposition.
  • Superposition: Allows qubits to represent numerous states simultaneously, enabling parallel exploration of solutions for problems like optimisation or factoring large numbers.
  • Entanglement: Links qubits so the state of one instantly influences another, regardless of distance, facilitating correlated computations and exponential scaling of processing power.
  • Quantum Gates and Circuits: Manipulate qubits through operations like CNOT gates, forming quantum circuits that create interference patterns to amplify correct solutions and cancel incorrect ones.

Quantum computers require extreme conditions, such as near-absolute zero temperatures, to combat decoherence – the loss of quantum states due to environmental interference. They excel in areas like cryptography, drug discovery, and artificial intelligence, though current systems remain in early development stages.

Best Related Strategy Theorist: David Deutsch

David Deutsch, widely regarded as the father of quantum computing, is a British physicist and pioneer in quantum information science. Born in 1953 in Haifa, Israel, he moved to England as a child and studied physics at the University of Oxford, earning his DPhil in 1978 under David Sciama.

Deutsch’s seminal contribution came in 1985 with his paper ‘Quantum theory, the Church-Turing principle and the universal quantum computer’, published in the Proceedings of the Royal Society. He introduced the concept of the universal quantum computer – a theoretical machine capable of simulating any physical process, grounded in quantum mechanics. This work formalised quantum Turing machines and proved that quantum computers could outperform classical ones for specific tasks, laying the theoretical foundation for the field.

Deutsch’s relationship to quantum computing is profound: he shifted it from speculative physics to a viable computational paradigm by demonstrating quantum parallelism, where superpositions enable simultaneous evaluation of multiple inputs. His ideas influenced algorithms like Shor’s for factoring and Grover’s for search, and he popularised the many-worlds interpretation of quantum mechanics, linking it to computation.

A fellow of the Royal Society since 2008, Deutsch authored influential books like The Fabric of Reality (1997) and The Beginning of Infinity (2011), advocating quantum computing’s potential to unlock universal knowledge creation. His vision positions quantum computing not merely as faster hardware, but as a tool for testing fundamental physics and epistemology.

Tags: quantum computing, term, qubit

References

1. https://www.spinquanta.com/news-detail/how-does-a-quantum-computer-work

2. https://qt.eu/quantum-principles/

3. https://www.ibm.com/think/topics/quantum-computing

4. https://thequantuminsider.com/2024/02/02/what-is-quantum-computing/

5. https://www.mckinsey.com/featured-insights/mckinsey-explainers/what-is-quantum-computing

6. https://en.wikipedia.org/wiki/Quantum_computing

7. https://www.bluequbit.io/quantum-computing-basics

8. https://www.youtube.com/watch?v=B3U1NDUiwSA

"Quantum computing is a revolutionary field that uses principles of quantum mechanics, like superposition and entanglement, to process information with qubits (quantum bits) instead of classical bits, enabling it to solve complex problems exponentially faster than traditional computers." - Term: Quantum computing

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