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 Mar 1h 6min
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 Feb 50min
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 Jan 55min
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 pre...
4 Des 202558min
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 Nov 202555min
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 Okt 202552min
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 Sep 202552min
