Overpromised or underrated? OpenAI, Europe, and Southeast Asia on the line
60/40 Podcast23 Syys 2025

Overpromised or underrated? OpenAI, Europe, and Southeast Asia on the line

This week, the 60/40 team dives into the eye-popping $300 billion OpenAI–Oracle deal and what it signals about the future of compute, models, and AI monetization. We also unpack OpenAI’s StatSig acquisition, Europe’s big swing with ASML backing Mistral, and whether we’re already in an AI bubble.


Plus, the gang breaks down Alibaba’s latest earnings and Lightspeed’s “consumer barbell” thesis in Southeast Asia. Expect sharp takes, laughs, and yes, Peter’s poems are back.


Timestamps

  • 00:00 – Kicking off with OpenAI & Oracle’s $300B compute deal

  • 03:00 – Can OpenAI really afford this? Risks, revenues & runway

  • 12:30 – A poetic take on Oracle + OpenAI

  • 13:30 – OpenAI acquires StatSig: why it matters for safe model deployment

  • 20:10 – ASML’s $1.5B bet on Mistral and Europe’s AI ambitions

  • 26:31– Is there an AI bubble—or just the next paradigm shift?

  • 34:40 – Alibaba’s flat revenue but booming cloud numbers

  • 40:45 – Southeast Asia’s “consumer barbell” thesis: hits and misses

  • 50:20 – The pitfalls of fintech lending and “cheap dopamine” apps


  • Give us feedback or nominate topics & speakers at 6040podcast@techinasia.com.


    60/40 is a bi-weekly podcast co-hosted by Prashanth Ranganathan, Peter Bithos, Aleksey Mironenko, and Maria Li.


    A podcast by Tech in Asia, a member of The Business Times.

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