[Audio Pod] AI vs Humans: Are We Ready, and R100bn in Revenues Lost

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This week on Insider Exchange, we kick off with a coastal clash. Simon the Durbanite cannot believe Jimmy hates the beach. Jimmy maintains that land mammals shouldn’t voluntarily swim with sharks. Simon argues sharks don’t eat people — unless you’re Australian. Two schools of thought. No resolution.

In Useful Updates, we unpack Tongaat’s official liquidation, Mercedes-Benz facing headwinds, key moments from SONA, Seedance 2.0 developments, South32 and the Mozal smelter, Banque Pictet moves, China opening further into Africa, and what South Africa’s bond yields are signalling.

In the Deep Dive, we step into Artificial Intelligence — the rapid advancements, real corporate adoption, and practical use cases from tools like Seedance and Suno. We ask the bigger question: as AI becomes embedded in business models, is there still durable space for humans in the value chain?

In Make-It-Make-Sense, we follow the money through a R100bn market story, the rise of AI karaoke, and growing concerns around WhatsApp tracking.

We wrap with an Unfiltered Opinion on gym memberships — have they become overpriced relics, or do they still offer real value in 2026?
Chapters
19 Feb English South Africa Investing · Business News

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