Select Page

ARTIFICIAL INTELLIGENCE

An AI-native strategy firm

Global Advisors: a consulting leader in defining quantified strategy, decreasing uncertainty, improving decisions, achieving measureable results.

Learn MoreGlobal Advisors AI

A Different Kind of Partner in an AI World

AI-native strategy
consulting

Experienced hires

We are hiring experienced top-tier strategy consultants

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

Global Advisors’ Thoughts: Leading a deliberate life

Global Advisors’ Thoughts: Leading a deliberate life

By Marc Wilson
Marc is a partner at Global Advisors and based in Johannesburg, South Africa

Download this article at https://globaladvisors.biz/blog/2018/06/26/leading-a-deliberate-life/.

Picket fences. Family of four. Management position.

Mid-life crisis. Meaning. Purpose.

Someone once said that, “At 18, I had all the answers. At 35, I realised I didn’t know the question.”

Serendipity has a lot going for it. Many people might sail through life taking what comes and enjoying the moment. Others might be open to chance and have nothing go right for them.

Some people might strive to achieve, realise rare successes and be bitterly unhappy. Others might be driven and enjoy incredible success and fulfilment.

Perhaps the majority of us become beholden to the momentum of our lives.

We might study, start a career, marry, buy a dream house, have children, send them to a top school. Those steps make up components of many of our dreams. They are steps that may define each subsequent choice. As I discussed this with a friend recently, he remarked that few of these steps had been subject of deliberations in his life – increasingly these steps were the outcome of momentum. Each will shape every step he takes for the rest of his life. He would not have things any other way, but if he knew what he knows now, he might have been more deliberate about choice and consequence…..

Read more at https://globaladvisors.biz/blog/2018/06/26/leading-a-deliberate-life/

.

read more

Strategy Tools

PODCAST: Your Due Diligence is Most Likely Wrong

PODCAST: Your Due Diligence is Most Likely Wrong

Our Spotify podcast explores why most mergers and acquisitions fail to create value and provides a practical guide to performing a strategic due diligence process.

The hosts The hosts highlight common pitfalls like overpaying for acquisitions, failing to understand the true value of a deal, and neglecting to account for future uncertainties. They emphasize that a successful deal depends on a clear strategic rationale, a thorough understanding of the target’s competitive position, and a comprehensive assessment of potential risks. They then present a four-stage approach to strategic due diligence that incorporates scenario planning and probabilistic simulations to quantify uncertainty and guide decision-making. Finally, they discuss how to navigate deal-making during economic downturns and stress the importance of securing existing businesses, revisiting return measures, prioritizing potential targets, and factoring in potential delays.

Read more from the original article.

read more

Fast Facts

Fast fact: A quick change in Covid-19 plots shows when countries turn the tide

Fast fact: A quick change in Covid-19 plots shows when countries turn the tide

Aatish Bhatia – in collaboration with Minute Physics – did an amazing job of visualizing the Covid 19 data. His logarithmaic juxtaposition of total versus new cases shows when the virus growth begins to slow.

  1. Logarithmic plotting of new vs total cases shows when infection rates (as measured) slow
  2. When plotted in this way, exponential growth is represented as a straight line that slopes upwards
  3. The x-axis of this graph is not time, but is instead the total number of cases or deaths
  4. Notice that almost all countries follow a very similar path of exponential growth

You can choose the numbers to plot at Covid trends

read more

Selected News

Quote: Ilya Sutskever – Safe Superintelligence

Quote: Ilya Sutskever – Safe Superintelligence

“Is the belief really, ‘Oh, it’s so big, but if you had 100x more, everything would be so different?’ It would be different, for sure. But is the belief that if you just 100x the scale, everything would be transformed? I don’t think that’s true. So it’s back to the age of research again, just with big computers.” – Ilya Sutskever – Safe Superintelligence

Ilya Sutskever stands as one of the most influential figures in modern artificial intelligence—a scientist whose work has fundamentally shaped the trajectory of deep learning over the past decade. As co-author of the seminal 2012 AlexNet paper, he helped catalyse the deep learning revolution that transformed machine vision and launched the contemporary AI era. His influence extends through his role as Chief Scientist at OpenAI, where he played a pivotal part in developing GPT-2 and GPT-3, the models that established large-scale language model pre-training as the dominant paradigm in AI research.

In late 2024, Sutskever departed OpenAI and co-founded Safe Superintelligence Inc. (SSI) alongside Daniel Gross and Daniel Levy, positioning the company as the world’s “first straight-shot SSI lab”—an organisation with a single focus: developing safe superintelligence without distraction from product development or revenue generation. The company has since raised $3 billion and reached a $32 billion valuation, reflecting investor confidence in Sutskever’s strategic vision and reputation.

The Context: The Exhaustion of Scaling

Sutskever’s quoted observation emerges from a moment of genuine inflection in AI development. For roughly five years—from 2020 to 2025—the AI industry operated under what he terms the “age of scaling.” This era was defined by a simple, powerful insight: that scaling pre-training data, computational resources, and model parameters yielded predictable improvements in model performance. Organisations could invest capital with low perceived risk, knowing that more compute plus more data plus larger models would reliably produce measurable gains.

This scaling paradigm was extraordinarily productive. It yielded GPT-3, GPT-4, and an entire generation of frontier models that demonstrated capabilities that astonished both researchers and the public. The logic was elegant: if you wanted better AI, you simply scaled the recipe. Sutskever himself was instrumental in validating this approach. The word “scaling” became conceptually magnetic, drawing resources, attention, and organisational focus toward a single axis of improvement.

Yet by 2024–2025, that era began showing clear signs of exhaustion. Data is finite—the amount of high-quality training material available on the internet is not infinite, and organisations are rapidly approaching meaningful constraints on pre-training data supply. Computational resources, whilst vast, are not unlimited, and the economic marginal returns on compute investment have become less obvious. Most critically, the empirical question has shifted: if current frontier labs have access to extraordinary computational resources, would 100 times more compute actually produce a qualitative transformation in capabilities, or merely incremental improvement?

Sutskever’s answer is direct: incremental, not transformative. This reframing is consequential because it redefines where the bottleneck actually lies. The constraint is no longer the ability to purchase more GPUs or accumulate more data. The constraint is ideas—novel technical approaches, new training methodologies, fundamentally different recipes for building AI systems.

The Jaggedness Problem: Theory Meeting Reality

One critical observation animates Sutskever’s thinking: a profound disconnect between benchmark performance and real-world robustness. Current models achieve superhuman performance on carefully constructed evaluation tasks—yet in deployment, they exhibit what Sutskever calls “jagged” behaviour. They repeat errors, introduce new bugs whilst fixing old ones, and cycle between mistakes even when given clear corrective feedback.

This apparent paradox suggests something deeper than mere data or compute insufficiency. It points to inadequate generalisation—the inability to transfer learning from narrow, benchmark-optimised domains into the messy complexity of real-world application. Sutskever frames this through an analogy: a competitive programmer who practises 10,000 hours on competition problems will be highly skilled within that narrow domain but often fails to transfer that knowledge flexibly to broader engineering challenges. Current models, in his assessment, resemble that hyper-specialised competitor rather than the flexible, adaptive learner.

The Core Insight: Generalisation Over Scale

The central thesis animating Sutskever’s work at SSI—and implicit in his quote—is that human-like generalisation and learning efficiency represent a fundamentally different ML principle than scaling, one that has not yet been discovered or operationalised within contemporary AI systems.

Humans learn with orders of magnitude less data than large models yet generalise far more robustly to novel contexts. A teenager learns to drive in roughly ten hours of practice; current AI systems struggle to acquire equivalent robustness with vastly more training data. This is not because humans possess specialised evolutionary priors for driving (a recent activity that evolution could not have optimized for); rather, it suggests humans employ a more general-purpose learning principle that contemporary AI has not yet captured.

Sutskever hypothesises that this principle is connected to what he terms “value functions”—internal mechanisms akin to emotions that provide continuous, intermediate feedback on actions and states, enabling more efficient learning than end-of-trajectory reward signals alone. Evolution appears to have hard-coded robust value functions—emotional and evaluative systems—that make humans viable, adaptive agents across radically different environments. Whether an equivalent principle can be extracted purely from pre-training data, rather than built into learning architecture, remains uncertain.

The Leading Theorists and Related Work

Yann LeCun and Data Efficiency

Yann LeCun, Meta’s Chief AI Scientist and a pioneer of deep learning, has long emphasised the importance of learning efficiency and the role of what he terms “world models” in understanding how agents learn causal structure from limited data. His work highlights that human vision achieves remarkable robustness from developmental data scarcity—children recognise cars after seeing far fewer exemplars than AI systems require—suggesting that the brain employs inductive biases or learning principles that current architectures lack.

Geoffrey Hinton and Neuroscience-Inspired AI

Geoffrey Hinton, winner of the 2024 Nobel Prize in Physics for his work on deep learning, has articulated concerns about AI safety and expressed support for Sutskever’s emphasis on fundamentally rethinking how AI systems learn and align. Hinton’s career-long emphasis on biologically plausible learning mechanisms—from Boltzmann machines to capsule networks—reflects a conviction that important principles for efficient learning remain undiscovered and that neuroscience offers crucial guidance.

Stuart Russell and Alignment Through Uncertainty

Stuart Russell, UC Berkeley’s leading AI safety researcher, has emphasised that robust AI alignment requires systems that remain genuinely uncertain about human values and continue learning from interaction, rather than attempting to encode fixed objectives. This aligns with Sutskever’s thesis that safe superintelligence requires continual learning in deployment rather than monolithic pre-training followed by fixed RL optimisation.

Demis Hassabis and Continual Learning

Demis Hassabis, CEO of DeepMind and a co-developer of AlphaGo, has invested significant research effort into systems that learn continually rather than through discrete training phases. This work recognises that biological intelligence fundamentally involves interaction with environments over time, generating diverse signals that guide learning—a principle SSI appears to be operationalising.

The Paradigm Shift: From Offline to Online Learning

Sutskever’s thinking reflects a broader intellectual shift visible across multiple frontiers of AI research. The dominant pre-training + RL framework assumes a clean separation: a model is trained offline on fixed data, then post-trained with reinforcement learning, then deployed. Increasingly, frontier researchers are questioning whether this separation reflects how learning should actually work.

His articulation of “age of research” signals a return to intellectual plurality and heterodox experimentation—the opposite of the monoculture that scaling paradigm created. When everyone is racing to scale the same recipe, innovation becomes incremental. When new recipes are required, diversity of approach becomes an asset rather than liability.

The Stakes and Implications

This reframing carries significant strategic implications. If the bottleneck is truly ideas rather than compute, then smaller, more cognitively coherent organisations with clear intellectual direction may outpace larger organisations constrained by product commitments, legacy systems, and organisational inertia. If the key innovation is a new training methodology—one that achieves human-like generalisation through different mechanisms—then the first organisation to discover and validate it may enjoy substantial competitive advantage, not through superior resources but through superior understanding.

Equally, this framing challenges the common assumption that AI capability is primarily a function of computational spend. If methodological innovation matters more than scale, the future of AI leadership becomes less a question of capital concentration and more a question of research insight—less about who can purchase the most GPUs, more about who can understand how learning actually works.

Sutskever’s quote thus represents not merely a rhetorical flourish but a fundamental reorientation of strategic thinking about AI development. The age of confident scaling is ending. The age of rigorous research into the principles of generalisation, sample efficiency, and robust learning has begun.

read more

Polls

No Results Found

The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.

Services

Global Advisors is different

We help clients to measurably improve strategic decision-making and the results they achieve through defining clearly prioritised choices, reducing uncertainty, winning hearts and minds and partnering to deliver.

Our difference is embodied in our team. Our values define us.

Corporate portfolio strategy

Define optimal business portfolios aligned with investor expectations

BUSINESS UNIT STRATEGY

Define how to win against competitors

Reach full potential

Understand your business’ core, reach full potential and grow into optimal adjacencies

Deal advisory

M&A, due diligence, deal structuring, balance sheet optimisation

Global Advisors Digital Data Analytics

14 years of quantitative and data science experience

An enabler to delivering quantified strategy and accelerated implementation

Digital enablement, acceleration and data science

Leading-edge data science and digital skills

Experts in large data processing, analytics and data visualisation

Developers of digital proof-of-concepts

An accelerator for Global Advisors and our clients

Join Global Advisors

We hire and grow amazing people

Consultants join our firm based on a fit with our values, culture and vision. They believe in and are excited by our differentiated approach. They realise that working on our clients’ most important projects is a privilege. While the problems we solve are strategic to clients, consultants recognise that solutions primarily require hard work – rigorous and thorough analysis, partnering with client team members to overcome political and emotional obstacles, and a large investment in knowledge development and self-growth.

Get In Touch

16th Floor, The Forum, 2 Maude Street, Sandton, Johannesburg, South Africa
+27114616371

Global Advisors | Quantified Strategy Consulting