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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.

He once said he wouldn't join his father's party. Now he's its second-in-command. Barely a week into the job, Duduzane Zuma used the BNC#9 stage to tell South Africa's business leaders exactly what he thinks they've got wrong, about land, about the Reserve Bank, and about the "masses" he says the boardroom keeps ignoring. He splits the economy into three, calls out white monopoly capital by name, and makes one direct ask of business: meet MK halfway. Whether that's a real olive branch or a warning shot is for the viewer to decide.

Today's BizNews Daybreak covers Donald Trump’s stance on Iran and rising oil prices driving Brent crude past $87. Tech highlights include Anthropic’s $9.1 billion data center deal with Riot Platforms, Intel raising $20 billion through share sales, and security risks of rogue AI models. Plus, Berkshire Hathaway accelerates share buybacks to $4.5 billion.