Where is Asia’s smart money going?

North Asia is where the money is flowing: Japan, South Korea, Taiwan, and China all have clear AI-era narratives. As for Southeast Asia? Aleksey admits he struggles to find a bull case.

Meanwhile, AI capex keeps accelerating. South Korea is up 60% in a month, and investors are discussing the viability of a compute futures market where traders can buy GPU hours the way they buy oil futures.

60/40 also gets into:

• why India still can’t rival China operationally
• the real fallout from the Manus-Meta deal
• why nuclear energy is suddenly back
• the VC firm testing startup defensibility by rebuilding products in Claude Code over a weekend

Plus: the looming SpaceX, OpenAI, and Anthropic IPOs, and why they could reshape global tech markets overnight.