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
From Hype to Hard Truths: Vertex’s CEO on Southeast Asia’s startup reality check
This isn’t Kee Lock Chua’s first rodeo. Widely regarded as the OG of Singapore’s VC scene, Kee Lock — CEO of Vertex Holdings — joins 60/40 to break down the state of Southeast Asia’s startup ecosystem...
15 Sep 20251h 1min
Why Ula’s Founder Walked Away With $50M Still in the Bank
Ula was once one of Southeast Asia’s brightest startups. In under two years, it raised $140M from Tiger Global, Lightspeed, Peak XV, and even Bezos Expeditions — all while seeking to reinvent Indonesi...
27 Aug 202557min
Are SEA’s and India's Unicorns Finally Delivering on Their Billion-Dollar Promises?
Southeast Asia’s and India’s leading tech firms are, at long last, delivering on the promise of profitability. Sea, Grab, GoTo, and Paytm all reported better-than-expected numbers in Q2, and markets r...
24 Aug 202552min
How Asia’s IPO Boom, China's AI Race, and a Genius Stablecoin Shake-Up Are Reshaping Tech
Asia’s IPO window is finally open — but the action isn’t in New York anymore. From Hong Kong’s rebound to India’s retail-fueled listings, Maria, Prashanth, and new resident analyst Aleksey Mironenko b...
6 Aug 20251h 2min
The Role of a Lifetime: PropertyGuru’s CEO reflects on his first 100 days
In this episode of 60/40, we sit down with Lewis Ng, the new CEO of PropertyGuru, to explore the evolving role of marketplaces in Southeast Asia—and what it takes to lead one.In conversation with Pete...
25 Juli 202545min
AI's Coming. Asia’s Not Waiting. Growth, Geopolitics & GPTs with Ronnie Chatterji from OpenAI.
In this high-energy episode, we sit down with Ronnie Chatterji, Chief Economist at OpenAI, to unpack why Southeast Asia might just be the most exciting region for AI adoption right now. While the West...
17 Juli 202539min
Fly like an Eagle: Soaring from the Doom Loop to the Hope Loop
We are back with Khailee Ng, Managing Partner at 500 Global, for Part 2 of our conversation and how founders can move from the doom loop to the hope loop!From healing grief to revenue-first strategies...
4 Juli 202539min
