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.