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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.
Our latest
Thoughts
Global Advisors’ Thoughts: Who are you and what did you do with my team member?
By Marc Wilson
(Alternative titles could be: “Who are you and what did you do with the person I hired? “Who are you and what did you do with the boss who hired me?” “Who are you and what did you do with my client?” …)
Some years ago, a friend of many friends died tragically. I had never met Joe (not his real name) but often heard of him. He was exceptionally popular and well known. In fact, he was clearly loved by a huge group of people.
What followed Joe’s death was amazing. Hundreds of people went to a Facebook page and wrote of their sadness and memories of him. Many were personal, some merely referring to chance meetings and the incredible impression he had left on them. Some were even from people who had not met him, but were moved by his impact on people they knew.
One person wrote of meeting Joe at a party and how even though this was their first and only meeting, Joe had showed so much interest in her and interacted with her like an old friend. She had felt special – and left with an impression of how special Joe was.
Another wrote of a childhood cricket experience. He had played a blinding hook shot only to be caught by Joe at square leg in the crease of an arm. Joe had laughed and apologised repeatedly for accidentally catching him out off such good shot. Joe was secure with himself and the world and didn’t seem to need praise or undue accolades.
It was incredible. This was the type of person that most of us hope to be. Super-achiever, immensely popular, loving and loved. Years later, people still go back to that page and comment.
Joe committed suicide. It did not fit with …. Read more here: https://globaladvisors.biz/thoughts/20170601/who-are-you-and-what-did-you-do-with-my-team-member
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Strategy Tools
Strategy Tools: ‘Price-Volume-Profit’ Part 1 – A strategic take on cost-volume-profit analysis
By Eric van Heeswijk and Marc Wilson
Eric is an analyst and Marc is a partner at Global Advisors. Both are based in Johannesburg, South Africa.
Almost every person who has studied financial or management accounting at school or university is probably familiar with cost-volume-profit (CVP) analysis. It should be the basis of financial planning in most companies. However, in our experience, most managers do not apply the analysis and get it wrong in its most basic form (e.g. planning for similar / increased volumes together with price increases). The outcome? At best: results that fail to meet budgets. At worst: firms trigger the “margin-price-volume death spiral”. Whether you are a production manager or a CEO, you should understand how CVP analysis applies to your firm. Your business’s survival may be at stake.
Fast Facts
White meat consumption has grown with increases in per capita income and growth of the middle class
- South Africa has experienced rapid growth of middle-to-upper-class citizens fuelled by the parallel increase in disposable income of this socio-economic group
- The GDP per capita of South Africa has grown by 54% in real terms from R45 580 in 1981 to R70 184 in 2013
- As the poor emerge from poverty and the emerging middle class consumers are able to afford more protein in their diets, chicken, being the most affordable and versatile, has emerged as the meat of choice for this burgeoning population group
- The result has been growth in white meat per capita consumption ahead of red meat coupled with added benefits of being easy to produce and with less cultural constraints than pork
- White meat consumption per capita has grown by 223% from 11,93 kg/capita in 1981 to 38,5 kg/capita in 2014
- Consumption of white meat has also been fuelled by the growth of QSRs like KFC and to an extent, people trading down for a cheaper source of protein
- Red meat, being more expensive, is growing at a slower pace
- Pork and sheep meat i.e. Lamb (the most expensive of all red meat) and mutton consumption have remained fairly flat while beef consumption has grown since 2001
Selected News
Quote: Dr. Fei-Fei Li – Stanford Professor – world-renowned authority in artificial intelligence
“That ability that humans have, it’s the combination of creativity and abstraction. I do not see today’s AI or tomorrow’s AI being able to do that yet.” – Dr. Fei-Fei Li – Stanford Professor – world-renowned authority in artificial intelligence
Dr. Li’s statement came amid wide speculation about the near-term prospects for artificial general intelligence (AGI) and superintelligence. While current AI already exceeds human capacity in specific domains (such as language translation, memory recall, and vast-scale data analysis), Dr. Li draws a line at creative abstraction—the human ability to form new concepts and theories that radically change our understanding of the world. She underscores that, despite immense data and computational resources, AI does not demonstrate the generative leap that allowed Newton to discover classical mechanics or Einstein to reshape physics with relativity. Dr. Li insists that, absent fundamental conceptual breakthroughs, neither today’s nor tomorrow’s AI can replicate this synthesis of creativity and abstract reasoning.
About Dr. Fei-Fei Li
Dr. Fei-Fei Li holds the title of Sequoia Capital Professor of Computer Science at Stanford University and is a world-renowned authority in artificial intelligence, particularly in computer vision and human-centric AI. She is best known for creating ImageNet, the dataset that triggered the deep learning revolution in computer vision—a cornerstone of modern AI systems. As the founding co-director of Stanford’s Institute for Human-Centered Artificial Intelligence (HAI), Dr. Li has consistently championed the need for AI that advances, rather than diminishes, human dignity and agency. Her research, with over 400 scientific publications, has pioneered new frontiers in machine learning, neuroscience, and their intersection.
Her leadership extends beyond academia: she served as chief scientist of AI/ML at Google Cloud, sits on international boards, and is deeply engaged in policy, notably as a special adviser to the UN. Dr. Li is acclaimed for her advocacy in AI ethics and diversity, notably co-founding AI4ALL, a non-profit enabling broader participation in the AI field. Often described as the “godmother of AI,” she is an elected member of the US National Academy of Engineering and the National Academy of Medicine. Her personal journey—from emigrating from Chengdu, China, to supporting her parents’ small business in New Jersey, to her trailblazing career—is detailed in her acclaimed 2023 memoir, The Worlds I See.
Remarks on Creativity, Abstraction, and AI: Theoretical Roots
The distinction Li draws—between algorithmic pattern-matching and genuine creative abstraction—addresses a foundational question in AI: What constitutes intelligence, and is it replicable in machines? This theme resonates through the works of several canonical theorists:
- Alan Turing (1912–1954): Regarded as the father of computer science, Turing posed the question of machine intelligence in his pivotal 1950 paper, “Computing Machinery and Intelligence”. He proposed what we call the Turing Test: if a machine could converse indistinguishably from a human, could it be deemed intelligent? Turing hinted at the limits but also the theoretical possibility of machine abstraction.
- Herbert Simon and Allen Newell: Pioneers of early “symbolic AI”, Simon and Newell framed intelligence as symbol manipulation; their experiments (the Logic Theorist and General Problem Solver) made some progress in abstract reasoning but found creative leaps elusive.
- Marvin Minsky (1927–2016): Co-founder of the MIT AI Lab, Minsky believed creativity could in principle be mechanised, but anticipated it would require complex architectures that integrate many types of knowledge. His work, especially The Society of Mind, remained vital but speculative.
- John McCarthy (1927–2011): While he named the field “artificial intelligence” and developed the LISP programming language, McCarthy was cautious about claims of broad machine creativity, viewing abstraction as an open challenge.
- Geoffrey Hinton, Yann LeCun, Yoshua Bengio: Fathers of deep learning, these researchers demonstrated that neural networks can match or surpass humans in perception and narrow problem-solving but have themselves highlighted the gap between statistical learning and the ingenuity seen in human discovery.
- Nick Bostrom: In Superintelligence (2014), Bostrom analysed risks and trajectories for machine intelligence exceeding humans, but acknowledged that qualitative leaps in creativity—paradigm shifts, theory building—remain a core uncertainty.
- Gary Marcus: An outspoken critic of current AI, Marcus argues that without genuine causal reasoning and abstract knowledge, current models (including the most advanced deep learning systems) are far from truly creative intelligence.
Synthesis and Current Debates
Across these traditions, a consistent theme emerges: while AI has achieved superhuman accuracy, speed, and recall in structured domains, genuine creativity—the ability to abstract from prior knowledge to new paradigms—is still uniquely human. Dr. Fei-Fei Li, by foregrounding this distinction, not only situates herself within this lineage but also aligns her ongoing research on “large world models” with an explicit goal: to design AI tools that augment—but do not seek to supplant—human creative reasoning and abstract thought.
Her caution, rooted in both technical expertise and a broader philosophical perspective, stands as a rare check on techno-optimism. It articulates the stakes: as machine intelligence accelerates, the need to centre human capabilities, dignity, and judgement—especially in creativity and abstraction—becomes not just prudent but essential for responsibly shaping our shared future.

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