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Rob Hersov became a household name in South African business circles for one speech and two words. Four years on, he's back on the BizNews stage with a harder, more complicated message: the country is not fixed, the ANC is not gone, and the crisis is deeper than most people admit. But he's also putting his own money down, on the West Coast, on a Cape Town-area development, and on a young entrepreneur building South Africa's first prediction market. Between the warnings about gangsters, hijacked buildings and a R1.8 trillion corporate cash pile sitting idle, Hersov makes the case that South Africa's real danger isn't collapse. It's getting used to it. Watch to hear why he thinks the municipal elections could be the turning point, and where he's actually putting his own capital.

In today's BizNews Daybreak, Prince Mashele predicts the ANC's terminal decline by 2034, while Rob Hersov warns South Africa is uninvestable due to a massive illicit economy. Globally, subdued US inflation eases Fed pressure, and Nvidia unveils a $500 billion AI infrastructure plan. Plus, we hear Bernard Mostert's inside story on Steinhoff's red flags, Cisco's AI-driven earnings, and further updates on geopolitical tensions in the Strait of Hormuz.

Prince Mashele doesn't do polite predictions. At BNC#9 in the Drakensberg, the political analyst and author of The Fall of the ANC lays out exactly how he believes South Africa's governing party ends: not with a bang, but a slow bleed to zero seats within two elections. He explains why Johannesburg matters more than any other contest on the ballot, why he expects Cyril Ramaphosa's own comrades to turn on him the moment the results land, and why he believes KwaZulu-Natal's unity has one heartbeat left in it. Then he does something rarer: he sets out the plan he and a growing group of South Africans are building to replace the ANC altogether, and tells the country's wealthy exactly what he thinks of their commitment to it.

Four months after taking over as DA federal leader, Geordin Hill-Lewis used his first BNC address to lay out exactly how he plans to close the gap on the ANC, why Cape Town's gun conviction numbers should worry everyone, and what one ANC mayor told him in private that he says has stayed with him. With the DA and ANC now separated by just seven points nationally, and Johannesburg's local election turning into a real contest, Hill-Lewis makes the case for why he thinks South African politics is about to change shape, whether the ANC likes it or not.

In today's episode, Christo Wiese discusses Markus Jooste's betrayal and his fight for restitution. We also cover the DA's optimistic vision to reverse South Africa's decline and Duduzane Zuma's call for big business cooperation. Globally, signs emerge of a potential US-Iran arrangement over the Strait of Hormuz, while the US faces munitions shortages. Finally, AI stocks soar as CoreWeave and Supermicro beat estimates.