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

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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

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?

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: Andrej Karpathy – Previously Director of AI at Tesla, founding team at OpenAI

Quote: Andrej Karpathy – Previously Director of AI at Tesla, founding team at OpenAI

“Programming is becoming unrecognizable. You’re not typing computer code into an editor like the way things were since computers were invented, that era is over. You’re spinning up AI agents, giving them tasks in English and managing and reviewing their work in parallel.” – Andrej Karpathy – Previously Director of AI at Tesla, founding team at OpenAI

This statement captures a pivotal moment in the evolution of software development, where traditional coding practices are giving way to a new era dominated by AI agents. Spoken by Andrej Karpathy, a visionary in artificial intelligence, it reflects the rapid transformation driven by large language models (LLMs) and autonomous systems. Karpathy’s insight underscores how programming is shifting from manual code entry to orchestrating intelligent agents via natural language, marking the end of an era that began with the earliest computers.

About Andrej Karpathy

Andrej Karpathy is a leading figure in AI, renowned for his contributions to deep learning and computer vision. A founding member of OpenAI in 2015, he played a key role in pioneering advancements in generative models and neural networks. Later, as Director of AI at Tesla, he led the Autopilot vision team, developing autonomous driving technologies that pushed the boundaries of real-world AI deployment. Today, he is building Eureka Labs, an AI-native educational platform. His talks and writings, such as ‘Software Is Changing (Again),’ articulate the shift to ‘Software 3.0,’ where LLMs enable programming in natural language like English.123

Karpathy’s line struck a nerve because it didn’t describe a distant future. It sounded like a description of what many engineers were already starting to experience in early 2026. The shift he’s talking about is less about writing code and more about orchestrating work—breaking problems into pieces, describing them in plain language, and then supervising agents that actually execute them.

The February Leap: Codex 5.2 and Claude Code

What made this moment feel like a real inflection was the quality jump in early 2026. When tools like ChatGPT Codex 5.2 and Claude Code landed in February, they weren’t just “better autocomplete.” They could stay on task for long, multi?step workflows, recover from errors, and push through the kind of friction that used to send developers back to the keyboard.

Karpathy has described this himself: coding agents that “basically didn’t work before December and basically work since,” with noticeably higher quality, long?term coherence, and tenacity. The February releases crystallised that shift. What used to be a weekend project became something you could kick off, let the agent run for 20–30 minutes, and then review—all while thinking about the next layer of the system rather than the syntax of the current one.

A New Kind of Programming Workflow

The pattern Karpathy is describing is less “pair programming with an autocomplete” and more “manager?style delegation.” You frame a task in English, give the agent context, tools, and constraints, and then let it run multiple steps in parallel—installing dependencies, writing tests, debugging, and even documenting the outcome. You then review outputs, steer the next round, and gradually refine the agent’s instructions.

This isn’t a replacement for engineering judgment. It’s a layer on top: your job becomes decomposing work, defining what success looks like, and deciding which parts to hand off and which to keep close. The “productivity flywheel” turns faster when you can treat the agent as a high?leverage assistant that can keep going while you move up the stack.

Software 3.0, In Practice

Karpathy has long framed this as Software 3.0—the evolution of programming from:

  • Software 1.0: explicit code written in languages like C++ or Python, where the programmer spells out every step.

  • Software 2.0: neural networks trained on data, where the “program” is a dataset and training objective rather than a long list of rules.

  • Software 3.0: natural?language?driven agents that compose systems, debug problems, and manage long?running workflows, while still relying on 1.0 and 2.0 components underneath.

The February releases of Codex 5.2 and Claude Code made Software 3.0 feel tangible. It’s no longer a thought experiment; it’s something practitioners can use today for tasks that are well?specified and easy to verify—infrastructure setup, data pipelines, internal tooling, and boilerplate?heavy workflows.

What This Means for Practitioners

The implication isn’t that “everyone will be a programmer.” It’s that the nature of programming is changing. The most valuable skills are no longer just fluency in a language, but:

  • Decomposing complex work into agent?friendly tasks,

  • Designing interfaces and documentation that models can use effectively,

  • Building feedback loops and guardrails so agents can operate safely, and

  • Knowing when to lean in (complex, under?specified logic) and when to lean out (repetitive, well?structured work).

Karpathy’s point is that the default workflow is no longer “you write code line by line.” The era where the editor is the center of the universe is ending. Programming is becoming less about keystrokes and more about direction, oversight, and iteration—with AI agents as the new layer of execution in between.

Leading Theorists and Influences

Karpathy’s views draw from pioneers in AI and agents. Ilya Sutskever, his OpenAI co-founder, advanced sequence models like GPT, enabling natural language programming. At Tesla, Ashok Elluswamy and the Autopilot team influenced his emphasis on human-AI loops and ‘autonomy sliders.’ Broader influences include Andrew Ng, under whom Karpathy studied at Stanford, popularising deep learning education, and Yann LeCun, whose convolutional networks underpin vision AI. Recent agentic work echoes Yohei Nakajima’s BabyAGI (2023), an early autonomous agent framework, and Microsoft’s AutoGen for multi-agent systems. Karpathy positions agents as a new ‘consumer of digital information,’ urging infrastructure redesign for LLM autonomy.123

Implications for the Future

This shift promises unprecedented productivity but demands new skills: fluency across paradigms, agent management, and ‘applied psychology of neural nets.’ As Karpathy notes, ‘everyone is now a programmer’ via English, yet professionals must build for agents – rewriting codebases and creating agent-friendly interfaces. With LLM capabilities surging by late 2025, 2026 heralds a ‘high energy’ phase of industry adaptation.14

 

References

1. https://www.businessinsider.com/agentic-engineering-andrej-karpathy-vibe-coding-2026-2

2. https://www.youtube.com/watch?v=LCEmiRjPEtQ

3. https://singjupost.com/andrej-karpathy-software-is-changing-again/

4. https://paweldubiel.com/42l1%E2%81%9D–Andrej-Karpathy-quote-26-Jan-2026-

5. https://www.christopherspenn.com/2024/07/mind-readings-generative-ai-as-a-programming-language/

6. https://www.ycombinator.com/library/MW-andrej-karpathy-software-is-changing-again

7. https://karpathy.ai/tweets.html

 

"Programming is becoming unrecognizable. You’re not typing computer code into an editor like the way things were since computers were invented, that era is over. You're spinning up AI agents, giving them tasks in English and managing and reviewing their work in parallel." - Quote: Andrej Karpathy - Previously Director of AI at Tesla, founding team at OpenAI

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