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
AI-native strategy
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
PODCAST: Effective Transfer Pricing
Our Spotify podcast discusses how to get transfer pricing right.
We discuss effective transfer pricing within organizations, highlighting the prevalent challenges and proposing solutions. The core issue is that poorly implemented internal pricing leads to suboptimal economic decisions, resource allocation problems, and interdepartmental conflict. The hosts advocate for market-based pricing over cost recovery, emphasizing the importance of clear price signals for efficient resource allocation and accurate decision-making. They stress the need for service level agreements, fair cost allocation, and a comprehensive process to manage the political and emotional aspects of internal pricing, ultimately aiming for improved organizational performance and profitability. The podcast includes case studies illustrating successful implementations and the authors’ expertise in this field.
Read more from the original article.

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: Andrew Ng – AI guru. Coursera founder
“I find that we’ve done this “let a thousand flowers bloom” bottom-up [AI] innovation thing, and for the most part, it’s led to a lot of nice little things but nothing transformative for businesses.” – Andrew Ng – AI guru, Coursera founder
In a candid reflection at the World Economic Forum 2026 session titled ‘Corporate Ladders, AI Reshuffled,’ Andrew Ng critiques the prevailing ‘let a thousand flowers bloom’ approach to AI innovation. He argues that while this bottom-up strategy has produced numerous incremental tools, it falls short of delivering the profound business transformations required in today’s competitive landscape1,3,4. This perspective emerges from Ng’s deep immersion in AI’s evolution, where he observes a landscape brimming with potential yet hampered by fragmented efforts.
Andrew Ng: The Architect of Modern AI Education and Research
Andrew Ng stands as one of the foremost figures in artificial intelligence, often dubbed an ‘AI guru’ for his pioneering contributions. A British-born computer scientist, Ng co-founded Coursera in 2012, revolutionising online education by making high-quality courses accessible worldwide, with a focus on machine learning and AI1,4. Prior to that, he led the Google Brain project from 2011 to 2012, establishing one of the first large-scale deep learning initiatives that laid foundational work for advancements now powering Google DeepMind1.
Today, Ng heads DeepLearning.AI, offering practical AI training programmes, and serves as managing general partner at AI Fund, investing in transformative AI startups. His career also includes professorships at Stanford University and Baidu’s chief scientist role, where he scaled AI applications in China. At Davos 2026, Ng highlighted Google’s resurgence with Gemini 3 while emphasising the ‘white hot’ AI ecosystem’s opportunities for players like Anthropic and OpenAI1. He consistently advocates for upskilling, noting that ‘a person that uses AI will be so much more productive, they will replace someone that doesn’t,’ countering fears of mass job losses with a vision of augmented human capabilities3.
Context of the Quote: Davos 2026 and the Shift from Experimentation to Enterprise Impact
Delivered in January 2026 during a YouTube live session on how AI is reshaping jobs, skills, careers, and workflows, Ng’s remark underscores a pivotal moment in AI adoption[Source]. Amid Davos discussions, he addressed the tension between hype and reality: bottom-up innovation has yielded ‘nice little things’ like chatbots and coding assistants, but businesses crave systemic overhauls in areas such as travel, retail, and domain-specific automation1. Ng points to underinvestment in the application layer, urging a pivot towards targeted, top-down strategies to unlock transformative value-echoing themes of agentic AI, task automation, and workflow integration[TAGS].
This aligns with his broader Davos narrative, including calls for open-source AI to foster sovereignty (as for India) and pragmatic workforce reskilling, where AI handles 30-40% of tasks, leaving humans to manage the rest2,3. The session, part of WEF’s exploration of AI’s role in corporate structures, signals a maturing field moving beyond foundational models to enterprise-grade deployment.
Leading Theorists on AI Innovation Paradigms: From Bottom-Up Bloom to Structured Transformation
Ng’s critique builds on foundational theories of innovation in AI, drawing from pioneers who shaped the debate between decentralised experimentation and directed progress.
- Yann LeCun, Yoshua Bengio, and Geoffrey Hinton (The Godfathers of Deep Learning): These Turing Award winners ignited the deep learning revolution in the 2010s. Their bottom-up approach-exemplified by convolutional neural networks and backpropagation-mirrored Mao Zedong’s ‘let a thousand flowers bloom’ metaphor, encouraging diverse neural architectures. Yet, as Ng notes, this has led to proliferation without proportional business disruption, prompting calls for vertical integration.
- Jensen Huang (NVIDIA CEO): Huang’s five-layer AI stack-energy, silicon, cloud, foundational models, applications-provides the theoretical backbone for Ng’s views. He emphasises that true transformation demands investment atop the stack, not just base layers, aligning with Ng’s push beyond ‘nice little things’ to workflow automation5.
- Fei-Fei Li (Stanford Vision Lab): Ng’s collaborator and ‘Godmother of AI,’ Li advocates human-centred AI, stressing application-layer innovations for real-world impact, such as in healthcare imaging-reinforcing the need for focused enterprise adoption.
- Demis Hassabis (Google DeepMind): From Ng’s Google Brain era, Hassabis champions unified labs for scalable AI, critiquing siloed efforts in favour of top-down orchestration, much like Ng’s prescription for business transformation.
These theorists collectively highlight a consensus: while bottom-up innovation democratised AI tools, the next phase requires deliberate, top-down engineering to embed AI into core business processes, driving productivity and competitive edges.
Implications for Businesses and the AI Ecosystem
Ng’s insight challenges leaders to reassess AI strategies, prioritising agentic systems that automate tasks and elevate human judgement. As the AI landscape heats up-with models like Gemini 3, Llama-4, and Qwen-2-opportunities abound for those bridging the application gap1,2. This perspective not only contextualises current hype but guides towards sustainable, transformative deployment.
References
2. https://www.aicerts.ai/news/andrew-ng-open-source-ai-india-call-resonates-at-davos/
4. https://www.youtube.com/watch?v=oQ9DTjyfIq8
5. https://globaladvisors.biz/2026/01/23/the-ai-signal-from-the-world-economic-forum-2026-at-davos/
!["I find that we've done this "let a thousand flowers bloom" bottom-up [AI] innovation thing, and for the most part, it's led to a lot of nice little things but nothing transformative for businesses." - Quote: Andrew Ng - AI guru. Coursera founder](https://i0.wp.com/globaladvisors.biz/wp-content/uploads/2026/02/20260202_10h15_GlobalAdvisors_Marketing_Quote_AndrewNg_GAQ-1.png?w=1080&ssl=1)
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