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Prince Mashele has a warning for KwaZulu-Natal: when Jacob Zuma dies, he believes MK's hold on the province won't survive him. On this Daybreak, the political analyst spells out the party he's quietly building to replace the ANC, who he says is bankrolling it, and why he'd rather copy Singapore than "African democracy." Then Rob Hersov makes the case that Johannesburg is being run like 1920s Chicago, except the mafia here has captured the police, the courts and the boardroom too, and nobody agrees on who the city's Al Capone actually is. Johnny Copelyn, in one of his last interviews as HCI's boss, explains why South Africa is still sitting on oil and gas its neighbours are racing to exploit. Riël Malan explains why 36 failed startups taught him more than any MBA could. And Wall Street closes out August in the red as a hawkish Fed chair and a spiking oil price rattle markets, with one Californian utility down 20% in a single session.

Prince Mashele has a warning for KwaZulu-Natal: when Jacob Zuma dies, MK goes with him. In this Q&A from BNC#9, the political analyst behind a new project to unseat the ANC gets blunt about the money he can't yet raise, the small group he says quietly bankrolls South African politics, and why he'd rather copy Singapore than "African democracy." He also names names on who he's backing in Johannesburg's mayoral race, and why some of his own likely allies won't thank him for it.

Your phone tells you which menu items will wreck your afternoon before you've ordered. Your investment portfolio is run by an agent that never sleeps. And the loyalty programme you've belonged to for years? It might not survive contact with your own smartwatch. At BNC#9, former Google South Africa boss and Discovery board member Stafford Masie skips the slides and goes straight for the uncomfortable stuff: an agent that hacked a gym booking system to get its owner into a full class, a compute shortage that's driving prices up even as supply grows, and a warning that South African businesses of any size could run with half the staff within three years. He also names the healthcare boss he sent an unanswered memo to, live, on record. This one is worth watching in full.

Three weeks after BNC#9 in the Drakensberg, Stafford Masie is back in the interview chair, this time as interim CEO of Africa Bitcoin Corporation. His predecessor Warren Wheatley, founder of Africa's first listed Bitcoin treasury company, along with his wife Tatum Keshwar-Wheatley and chief investment officer Akshay Karan, have just been handed 20-year debarments by the FSCA, longer than the ban handed to Gupta-linked Transnet figures Eric Wood and Niven Pillay. Masie insists the ruling has nothing to do with the business itself, and that operations, funders and the loan book are unaffected. But he won't say how big the alleged share manipulation was, and he can't say whether Warren Wheatley is coming back.

In this edition of the NdB Sunday Show, Ron Weissenberg of The Accountability Group (TAG), tells Chris Steyn how South Africa could have a new government by next year instead of after the 2029 national elections. He says it can be achieved in accordance with a Constitutional provision for Parliament to be dissolved between national elections once a minimum of three years have passed since it was elected. It would require a motion to be tabled by an MP and voted for by the majority of members (201 minimum out of 400) following which early elections must be held within 90 days. The earliest date such a motion can be tabled is 29 May 2027. Asked why this early regime change has not been mooted, Weissenberg says: “...there's a cynical answer to that - and of course one shouldn't confuse narrow self interests with virtue when it comes to political parties and politicians.” As its advisability, he says: “...one thing that has become apparent is that voters in this country do seem to like coalitions, but coalitions do not like voters...if there isn't support from the parliamentary caucuses themselves, there should certainly be support from the voting public…to ensure that, if the government of the day is not performing, they are given the earliest opportunity to cast a vote for something different and not have to wait a further few years to do that.”
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