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60/40 Ep3: Startups and VCs in the age of AI // Liberation Day in Asia // Grab-GoTo rumors

442 views· 8 likes· 65:24· Apr 6, 2025

This week, the 60/40 Podcast tackles some of the biggest existential questions for the startup community: How does AI change the process of building startups, for early stage and late stage companies? What is AI's impact on VC fund economics? What is the current state of fundraising in Southeast Asia? Tune in to hear Hsu Ken Ooi, Managing Partner of Iterative Capital, discuss these topics and more with Prashanth and Maria. Timestamps: 00:00 Introductions 01:08 Is the rise of AI-driven, small companies true? 08:40 The human vs. AI edge in building startups 13:56 Tech talent at risk of replacement by AI 24:18 When capital still matters 29:30 The impact of AI-native companies on VC funds 39:34 State of LP fundraising in Southeast Asia 48:46 Trump's April 2 tariffs in Asia 57:00 Grab/GoTo acquisition rumors Give us feedback or nominate topics & speakers at 6040podcast@techinasia.com 60/40 is co-hosted by: Prashanth Ranganathan, Peter Bithos, and Maria Li. Special thanks to our guest, Hsu Ken Ooi. A podcast by Tech in Asia, a member of The Business Times.

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