The AI bubble that isn’t quite a bubble yet
The argument in favour of markets being in an AI bubble is statistically pretty strong. But there’s a counterargument too…
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PODCAST: Regulating the rise of AI in financial services
The question isn’t whether regulators should respond to AI, but how they keep pace with rapidly moving technology…
Breaking bad: why rising bond yields should scare you
Bond yields are at levels last seen in the 2007 crisis. Equities are at record highs. One of these markets is wrong – and…
PODCAST: On foreign affairs and the longevity of Larry the Cat
Mark Barnes and Tim Cohen on foreign affairs, Donald Trump and Xi Jinping, and the denizens of 10 Downing Street. And AI…
Optasia: more than meets the AI?
Optasia’s AI-fintech pitch promises market disruption, but questions linger about sustainability, regulation, and its real competitive edge.…
SA’s AI policy needs a reboot — not a funeral, say analysts
The draft’s now-notorious fake references were a serious failure, but not a reason to abandon the policy process…
PODCAST: ‘Sharp Sharp’ – ChatGPT, who’s Chad Du Plessis?
Rob Rose and Zukile Majova dig into the lawlessness of the March on March movement, Sisisi Tolashe and Solly Malatsi’s disastrous AI policy…
AI won’t crack the blockchain. It’ll burn everything else
Anthropic’s Mythos can find thousands of software vulnerabilities. For crypto exchanges, wallets and smart contracts, that changes everything…
Did the AI bubble pop – and we just didn’t notice?
Big Tech has been unwinding. Not with a crash. Not with a panic. But with a slow, almost imperceptible reset…
Beware the blindspot, warns AI fundi Warren Buhai
Using data more smartly and smoking out his own blindspots has been key to Stanlib portfolio manager Warren Buhai’s evolution on the JSE…
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