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ARTIFICIAL INTELLIGENCE

An AI-native strategy firm

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.

Our latest

Thoughts

Podcast – The Real AI Signal from Davos 2026

Podcast – The Real AI Signal from Davos 2026

While the headlines from Davos were dominated by geopolitical conflict and debates on AGI timelines and asset bubbles, a different signal emerged from the noise. It wasn’t about if AI works, but how it is being ruthlessly integrated into the real economy.

In our latest podcast, we break down the “Diffusion Strategy” defining 2026.

3 Key Takeaways:

  1. China and the “Global South” are trying to leapfrog: While the West debates regulation, emerging economies are treating AI as essential infrastructure.
    • China has set a goal for 70% AI diffusion by 2027.
    • The UAE has mandated AI literacy in public schools from K-12.
    • Rwanda is using AI to quadruple its healthcare workforce.
  2. The Rise of the “Agentic Self”: We aren’t just using chatbots anymore; we are employing agents. Entrepreneur Steven Bartlett revealed he has established a “Head of Experimentation and Failure” to use AI to disrupt his own business before competitors do. Musician will.i.am argued that in an age of predictive machines, humans must cultivate their “agentic self” to handle the predictable, while remaining unpredictable themselves.
  3. Rewiring the Core: Uber’s CEO Dara Khosrowshahi noted the difference between an “AI veneer” and a fundamental rewire. It’s no longer about summarising meetings; it’s about autonomous agents resolving customer issues without scripts.

The Global Advisors Perspective: Don’t wait for AGI. The current generation of models is sufficient to drive massive value today. The winners will be those who control their “sovereign capabilities” – embedding their tacit knowledge into models they own.

Read our original perspective here – https://with.ga/w1bd5

Listen to the full breakdown here – https://with.ga/2vg0z
While the headlines from Davos were dominated by geopolitical conflict and debates on AGI timelines and asset bubbles, a different signal emerged from the noise. It wasn't about if AI works, but how it is being ruthlessly integrated into the real economy.

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Strategy Tools

Fast Facts

Fast Fact: Great returns aren’t enough

Fast Fact: Great returns aren’t enough

Key insights

It’s not enough to just have great returns – top-line growth is just as critical.

In fact, S&P 500 investors rewarded high-growth companies more than high-ROIC companies over the past decade.

While the distinction was less clear on the JSE, what is clear is that getting a balance of growth and returns is critical.

Strong and consistent ROIC or RONA performers provide investors with a steady flow of discounted cash flows – without growth effectively a fixed-income instrument.

Improvements in ROIC through margin improvements, efficiencies and working-capital optimisation provide point-in-time uplifts to share price.

Top-line growth presents a compounding mechanism – ROIC (and improvements) are compounded each year leading to on-going increases in share price.

However, without acceptable levels of ROIC, the benefits of compounding will be subdued and share price appreciation will be depressed – and when ROIC is below WACC value will be destroyed.

Maintaining high levels of growth is not as sustainable as maintaining high levels of ROIC – while both typically decline as industries mature, growth is usually more affected.

Getting the right balance between ROIC and growth is critical to optimising shareholder value.

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Selected News

Quote: Larry Page – Google co-founder

Quote: Larry Page – Google co-founder

“Sometimes it is important to wake up and stop dreaming.” – Larry Page – Google co-founder

This deceptively simple observation emerged from one of the most consequential moments in technology history. In 2009, speaking at his alma mater’s commencement ceremony, Larry Page shared the origin story of Google-a company that would fundamentally reshape how humanity accesses information. The quote encapsulates a philosophy that has defined not only Page’s career but also influenced an entire generation of entrepreneurs and innovators: the critical distinction between idle dreaming and purposeful action.

The Midnight Revelation

Page’s reflection was rooted in a specific, transformative experience. At age 23, whilst a doctoral student at Stanford University, he awoke in the middle of the night with a vivid idea: what if one could download the entire web, extract and preserve only the hyperlinks, and use that structure to understand information relationships? 4 Rather than allowing this vision to fade-as most midnight inspirations do-Page immediately grabbed a pen and began writing down the details, spending the remainder of that night scribbling out technical specifications and convincing himself the concept would actually work. 4

This moment crystallises the essence of his message. The dream itself was merely the starting point. What transformed it into Google was the immediate, deliberate action: the pencil, the paper, the rigorous thinking, and ultimately, the decision to pursue what seemed at the time like an audacious, even foolish, ambition.

The Philosophy Behind the Words

Page’s philosophy rests on a paradox that challenges conventional wisdom about dreaming and aspiration. Whilst motivational culture often celebrates the importance of dreaming big, Page argues for something more nuanced: dreams are valuable only insofar as they catalyse action. The act of “waking up and stopping dreaming” is not a rejection of ambition but rather a call to transition from imagination to implementation.

This perspective is intimately connected to another of Page’s core beliefs: that “mega-ambitious dreams” are often easier to pursue than incremental improvements. 5 His reasoning is counterintuitive but compelling-when one pursues truly revolutionary goals, competition is minimal because few people possess both the audacity and the capability to attempt them. 5 The barrier to entry is not market saturation but rather the psychological courage required to commit to something genuinely transformative.

Formative Influences: The Leadershape Programme

Page’s approach to turning dreams into reality was significantly shaped by his participation in Leadershape, a summer programme at the University of Michigan that he attended during his undergraduate years. 4 The programme’s central philosophy-to maintain a “healthy disregard for the impossible”-became a guiding principle throughout his career. 4 This concept proved instrumental in Page’s willingness to pursue Google despite the significant risk of abandoning his doctoral studies at Stanford, a decision he and co-founder Sergey Brin initially hesitated to make.

The Leadershape ethos represents a deliberate cultivation of what might be called “productive audacity”-the ability to envision solutions to major problems without being paralysed by conventional limitations or established market structures. For Page, this was not mere motivational rhetoric but a practical framework for identifying where leverage exists in the world, allowing one to accomplish more with less effort.

The Broader Context: Pragmatism Meets Vision

Page’s philosophy sits at the intersection of two seemingly opposed traditions in American thought: the visionary idealism of entrepreneurship and the pragmatic engineering mindset. His father, Carl Victor Page Sr., was a computer scientist and artificial intelligence pioneer; his mother, Gloria, was a programmer. 4 This intellectual heritage meant that Page was raised in an environment where ambitious thinking was paired with rigorous technical problem-solving.

The quote also reflects a distinctly Silicon Valley perspective that emerged in the 1990s and early 2000s-the belief that technological progress requires not incremental refinement but revolutionary reimagining. Page has stated explicitly: “Especially in technology, we need revolutionary change, not incremental change.” 1 This conviction shaped Google’s approach to search, which fundamentally departed from existing search engine methodologies by leveraging the link structure of the web itself.

The Tension Between Dreaming and Doing

What makes Page’s observation particularly insightful is its acknowledgement of a genuine psychological tension. Dreams are ephemeral; they dissolve upon waking unless captured and acted upon immediately. 4 Yet dreams are also essential-they provide the imaginative substrate from which genuine innovation emerges. The challenge is not to choose between dreaming and doing but to recognise that the transition between them must be swift and decisive.

This philosophy stands in contrast to certain strands of motivational thinking that emphasise visualisation and positive thinking as ends in themselves. For Page, these are merely preliminary steps. The real work begins when one “wakes up”-when the dream encounters reality and must be tested, refined, and implemented through sustained effort and technical rigour.

Legacy and Contemporary Relevance

Page’s perspective has proven remarkably durable. In an era of increasing technological disruption, his insistence on the importance of “mega-ambitious dreams” combined with immediate, purposeful action remains profoundly relevant. The quote speaks to entrepreneurs, innovators, and anyone confronting the gap between aspiration and achievement.

The statement also carries an implicit warning: in a world saturated with motivational content and self-help rhetoric, the ability to distinguish between genuine vision and mere fantasy-and more importantly, the discipline to act decisively when a truly significant opportunity emerges-remains rare and valuable. Page’s life and work suggest that this rarity is precisely what creates competitive advantage.

Ultimately, the quote represents Page’s mature reflection on a principle that guided the creation of one of history’s most consequential companies: that the space between dreaming and doing is not a chasm but a threshold, and that crossing it requires both the courage to recognise a genuinely transformative idea and the discipline to act upon it immediately and relentlessly.

References

1. https://addicted2success.com/quotes/20-inspirational-larry-page-quotes/

2. https://www.azquotes.com/quote/592530

3. https://citaty.net/citaty/1891414-larry-page-sometimes-its-important-to-wake-up-and-stop-dream/

4. https://lanredahunsi.com/larry-pages-2009-university-of-michigan-commencement-speech/

5. https://www.azquotes.com/author/11238-Larry_Page?p=2

6. https://www.quotescosmos.com/people/Larry-Page.html

"Sometimes it is important to wake up and stop dreaming." - Quote: Larry Page

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