This site requires JavaScript to be enabled. Please enable JavaScript in your browser settings, or upgrade to a modern browser.

Steven Hurwitz on Naspers CEO's 100-day report: AI, investments, and challenges amid global shifts

Loading player...

In this morning's episode of the BizNews Briefing podcast with Alec Hogg, Steven Hurwitz of 36One Asset Management weighs in on Naspers' new CEO Fabricio Bloisi’s 100-day statement. While AI-driven innovations and improved profitability are promising, Hurwitz emphasizes that Naspers' performance remains heavily dependent on its largest asset, Tencent.

22 Oct 2024 6AM English South Africa Investing · Business News

Other recent episodes

Sean Peche: SpaceX, Tesla, Alphabet — where smart money goes while everyone chases AI

Sean Peche has spent 2026 doing the opposite of the crowd. While the market piles into AI, memory chips and Elon Musk's every pivot, the Ranmore founder has been selling Tesla, walking away from SpaceX and quietly buying into Adobe and Tencent instead. In this conversation with Alec Hogg, the…

23 Jul 12PM 31 min

Parliament faces protest over lagging legislation for a provincial referendum

In this interview with Chris Steyn, Heindrich Wyngaard, the executive chairperson of Cape Forum, details plans for a protest outside the National Assembly next month over the long wait for appropriate legislation to enable a provincial referendum . “And we are also planning to be present at that Home Affairs…

23 Jul 9AM 18 min

Director’s Cut - Helen Zille: Time is running out for bankrupt Joburg to be saved

Helen Zille has swapped the Iron Lady tag for "DJ Gogo", but the numbers she puts on the table are dead serious. In this conversation with Alec Hogg, she says Johannesburg only spent half of an eight billion rand infrastructure budget last year, warns that DA supporters staying home on…

23 Jul 6AM 35 min

BizNews Edge: Helen Zille - "Joburg's expenditure on infrastructure is actually criminal"

Joburg is bankrupt, and Helen Zille says the city did it to itself. In her director's cut interview, the DA's mayoral candidate explains why half of Johannesburg's infrastructure budget went unspent last year, how "wasted" ward votes are quietly handing the ANC an advantage, and what she really thinks about…

23 Jul 9AM 27 min

BN Daybreak: Helen Zille on Mashaba; Tech earnings; AI hacking; Iraj Abedian on the Iran conflict

In today's BizNews Daybreak, we cover overnight tech earnings with mixed results from Alphabet, Tesla, IBM, and Texas Instruments. Economist Dr. Iraj Abedian weighs in on the global fallout of the Middle East conflict, while SA engineer Peli Collins discusses his new space startup, Beyond Reach Labs. Meanwhile, OpenAI admits…

22 Jul 11PM 17 min

All episodes