60/40 Podcast4 Des 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.

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