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An AI-native strategy firmGlobal Advisors: a consulting leader in defining quantified strategy, decreasing uncertainty, improving decisions, achieving measureable results.
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AI-native strategy
consulting
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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.
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Thoughts
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/
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Strategy Tools
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/

Fast Facts
Fast Fact: The rate of technology adoption exploded in the 1990s
The 1990s were an inflection point in the adoption of new technologies. While radio showed fast adoption in the 1920s, new technologies introduced post 2010 had reached penetrations of more than 30% of the United States population within 3 years from launch. PCs...
Selected News
Term: Scaling hypothesis
“The scaling hypothesis in artificial intelligence is the theory that the cognitive ability and performance of general learning algorithms will reliably improve, or even unlock new, more complex capabilities, as computational resources, model size, and the amount of training data are increased.” – Scaling hypothesis
The **scaling hypothesis** in artificial intelligence posits that the cognitive ability and performance of general learning algorithms, particularly deep neural networks, will reliably improve-or even unlock entirely new, more complex capabilities-as computational resources, model size (number of parameters), and training data volume are increased.1,5
This principle suggests predictable, power-law improvements in model performance, often manifesting as emergent behaviours such as enhanced reasoning, general problem-solving, and meta-learning without architectural changes.2,3,5 For instance, larger models like GPT-3 demonstrated abilities in arithmetic and novel tasks not explicitly trained, supporting the idea that intelligence arises from simple units applied at vast scale.2,4
Key Components
- Model Size: Increasing parameters and layers in neural networks, such as transformers.3
- Training Data: Exposing models to exponentially larger, diverse datasets to capture complex patterns.1,4
- Compute: Greater computational power and longer training durations, akin to extended study time.3,4
Empirical evidence from models like GPT-3, BERT, and Vision Transformers shows consistent gains across language, vision, and reinforcement learning tasks, challenging the need for specialised architectures.1,4,5
Historical Context and Evidence
Rooted in early connectionism, the hypothesis gained prominence in the late 2010s with large-scale models like GPT-3 (2020), where scaling alone outperformed complex alternatives.1,5 Proponents argue it charts a path to artificial general intelligence (AGI), potentially requiring millions of times current compute for human-level performance.2
Best Related Strategy Theorist: Gwern Branwen
Gwern Branwen stands as the foremost theorist formalising the **scaling hypothesis**, authoring the seminal 2020 essay The Scaling Hypothesis that synthesised empirical trends into a radical paradigm for AGI.5 His work posits that neural networks, when scaled massively, generalise better, become more Bayesian, and exhibit emergent sophistication as the optimal solution to diverse tasks-echoing brain-like universal learning.5
Biography: Gwern Branwen (born c. 1984) is an independent researcher, writer, and programmer based in the USA, known for his prolific contributions to AI, psychology, statistics, and effective altruism under the pseudonym ‘Gwern’. A self-taught polymath, he dropped out of university to pursue independent scholarship, funding his work through Patreon and commissions. Branwen maintains gwern.net, a vast archive of over 1,000 essays blending rigorous analysis with original experiments, such as modafinil self-trials and AI scaling forecasts.
His relationship to the scaling hypothesis stems from deep dives into deep learning papers, predicting in 2019-2020 that ‘blessings of scale’-predictable performance gains-would dominate AI progress. Influencing OpenAI’s strategy, Branwen’s calculations extrapolated GPT-3 results, estimating 2.2 million times more compute for human parity, reinforcing bets on transformers and massive scaling.2,5 A critic of architectural over-engineering, he advocates simple algorithms at unreachable scales as the AGI secret, impacting labs like OpenAI and Anthropic.
Implications and Critiques
While driving breakthroughs, concerns include resource concentration enabling unchecked AGI development, diminishing interpretability, and potential misalignment without safety innovations.4 Interpretations range from weak (error reduction as power law) to strong (novel abilities emerge).6
References
1. https://www.envisioning.com/vocab/scaling-hypothesis
2. https://johanneshage.substack.com/p/scaling-hypothesis-the-path-to-artificial
3. https://drnealaggarwal.info/what-is-scaling-in-relation-to-ai/
4. https://www.species.gg/blog/the-scaling-hypothesis-made-simple
5. https://gwern.net/scaling-hypothesis
6. https://philsci-archive.pitt.edu/23622/1/psa_scaling_hypothesis_manuscript.pdf
7. https://lastweekin.ai/p/the-ai-scaling-hypothesis

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