60/40 Wrapped: From 2025’s Shockers to 2026’s Big Bets
60/40 Podcast4 Joulu 2025

60/40 Wrapped: From 2025’s Shockers to 2026’s Big Bets

For our final episode of the year — and our 20th since launch! — the full 60/40 crew gets together to look ahead at what 2026 will bring for Asia’s tech and business landscape.

Before jumping into predictions, we rewind through the biggest plot twists of 2025: Grab’s glow-up, DeepSeek shaking the global AI order, Pine Labs racing to IPO, tariffs reshaping supply chains, and crypto’s unexpected glow-up.

Then we fast-forward into the future.

From agentic app stores to AI-specialist “doctors,” from dark factories to sovereign AI races, from robotics momentum to the potential popping (or wobbling) of the AI bubble — we break down the biggest forces that will shape 2026. We debate which Asian markets will break out, which AI players might stumble, and which startups will emerge as next year’s winners and casualties.

We also revisit our best (and worst) predictions from the past year and end with our 2026 wish list — plus a few bold calls that we’ll have to answer for 12 months from now.


Timestamps

00:00 – Kicking off our 20th episode!

01:25 – Top 2025 headlines

05:30 – Biggest tech changes in 2025

12:20 – What 60/40 got right (and wrong)

19:00 – Predictions for 2026

23:00 – AI Asia power rankings

25:45 – Will the AI bubble pop in 2026?

33:00 – Startup winners & losers in 2026

45:00 – Our 2026 wish list

48:00 – Stock picks & macro bets

56:00 – Final reflections


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.

Jaksot(24)

The SaaSpocalypse Is Here. Who Survives?

The SaaSpocalypse Is Here. Who Survives?

A "research memo" set in 2028 made a splash in tech and investor circles and moved markets (at least, for one day). Part thought experiment, part fan fiction, and part collective anxiety attack — the ...

10 Maalis 1h 6min

Airwallex’s AML Probe, AI Laws & the Humans Optional Economy — A Founder-Level Breakdown

Airwallex’s AML Probe, AI Laws & the Humans Optional Economy — A Founder-Level Breakdown

This week’s 60/40 is a peer review of one of Asia’s biggest fintech stories.AUSTRAC has escalated its AML probe into Airwallex. But beyond the headlines, three seasoned fintech founders and investors ...

14 Helmi 50min

From Wrappers to Agents: Why AI Startups Are Cashing Out

From Wrappers to Agents: Why AI Startups Are Cashing Out

In the first 60/40 episode of 2026, the team breaks down one of the most talked-about AI deals in Singapore — Meta’s acquisition of Manus — and asks the uncomfortable question: what if it doesn’t go t...

13 Tammi 55min

How Endowus charted their own path to $10B in AUM

How Endowus charted their own path to $10B in AUM

This week, 60/40 sits down with Endowus co-founders Gregory Van and Samuel Rhee — the duo behind one of Asia’s fastest-growing wealthtech platforms. We unpack their latest $70M fundraise, how they bui...

20 Marras 20251h 4min

Why the AI bubble isn’t a bubble (yet)

Why the AI bubble isn’t a bubble (yet)

In this episode of 60/40, the crew goes into full AI group therapy mode.Maria, Prashanth, Peter, and Alexey debate whether we’re living through another tech bubble—or just the warm-up act. From OpenAI...

3 Marras 202555min

The Empire Strikes Back: Stablecoins vs. the Old Financial Order

The Empire Strikes Back: Stablecoins vs. the Old Financial Order

Stablecoins are having a main-character moment.In this episode, Maria, Peter, and Prashanth are joined by Milind Sanghavi, co-founder of XWeave.io, to decode the hype and the hard reality behind the $...

9 Loka 202552min

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

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 acqui...

23 Syys 202552min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
psykopodiaa-podcast
rss-rahapodi
ostan-asuntoja-podcast
rss-rahamania
rahapuhetta
rss-laakispodi
rss-sisalto-kuntoon
herrasmieshakkerit
rss-lahtijat
rss-bisnesta-bebeja
rss-seuraava-potilas
inderespodi
rss-sami-miettinen-neuvottelija
leadcast
timanttia-hiomassa
rss-kohti-unelmia
rss-juurisyy-johtamisesta-kilpailuetua
rss-porssipodi