BN Daybreak: Mark Pincus on consumer AI; SA election violence; and the Strait of Hormuz

The Zynga founder and OpenAI investor can't understand why analysts cap consumer AI at $500 billion in what he sees as a $6 trillion market - he thinks that gap is exactly where the real opportunity lies. Oil spiked as Iran struck a cargo ship in the Strait of Hormuz mid-negotiation, OpenAI stalled its IPO, and African Bank posted a near-billion-rand loss. Back home, who is behind the assassinations of candidates and councilors during South Africa's voter registration weekend, and what does it mean for the elections ahead?