BN Daybreak - Tue 5 May 2026: US-Iran clashes in the Strait; Rob Rose on brand arrogance; SA political predictions

In today's BizNews Daybreak, US-Iran clashes in the Strait of Hormuz, driving crude oil prices upward and sparking global supply chain concerns. Financial Mail Editor-in-Chief Rob Rose joins the program to discuss why South African brands are misreading their customers, citing a "degree of arrogance" and a failure to learn from the "New Coke" era. Additionally, intelligence analyst Chris Wyatt provides a provocative outlook for South Africa's upcoming local elections, predicting the ANC could suffer a major blow and potentially drop below 30% support. Plus, we explore the limits of US power in the Middle East and the White House's potential move to vet AI models before release.