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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.

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Strategy Tools

PODCAST: Strategy Tools: Growth, Profit or Returns?

PODCAST: Strategy Tools: Growth, Profit or Returns?

Our Spotify podcast explores the relationship between Return on Net Assets (RONA) and growth, arguing that both are essential for shareholder value creation. The hosts contend that focusing solely on one metric can be detrimental, and propose a framework for evaluating business portfolios based on their RONA and growth profiles. This approach involves plotting business units on a “market-cap curve” to identify value-accretive and value-destructive segments.

The podcast also addresses the impact of economic downturns on portfolio management, suggesting strategies for both offensive and defensive approaches. The core argument is that companies should aim to achieve a balance between RONA and growth, acknowledging that both are essential for long-term shareholder value creation.

Read more from the original article – https://globaladvisors.biz/2020/08/04/strategy-tools-growth-profit-or-returns/

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Fast Facts

Selected News

Quote: Andrew Ng – AI guru. Coursera founder

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

1. https://www.moneycontrol.com/news/business/davos-summit/davos-2026-google-s-having-a-moment-but-ai-landscape-is-white-hot-says-andrew-ng-13779205.html

2. https://www.aicerts.ai/news/andrew-ng-open-source-ai-india-call-resonates-at-davos/

3. https://www.storyboard18.com/brand-makers/davos-2026-andrew-ng-says-fears-of-ai-driven-job-losses-are-exaggerated-87874.htm

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

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