OpenAI to Delay Trillion-Dollar IPO to 2027?
OpenAI’s anticipated initial public offering, originally slated for 2024, may be pushed back to 2027 as the company weighs a $1 trillion valuation against a lower‑priced, earlier listing. According to a New York Times report, executives have two paths: wait another year to chase the trillion‑dollar target, or go public sooner at a reduced price. CEO Sam Altman has publicly declared any valuation below $1 trillion a non‑starter, underscoring the firm’s confidence in its growth trajectory. Washington officials have simultaneously pressed OpenAI to stagger the rollout of its next‑generation model, GPT‑5.6, citing national‑security risks. The company plans a limited preview for select partners, with government‑by‑government approval for each user. The move mirrors a recent directive that forced Anthropic to suspend exports of its latest models. If OpenAI delays, the market could see a prolonged valuation gap between AI startups and traditional tech giants, while heightened regulatory scrutiny may shape product timelines and investor expectations across the sector.
S2E527: Asian Stocks Drift, Oil Slips: Markets Weigh AI Valuation Jitters Against Easing Gulf Ten...
Asian markets ended mixed on June 24, 2026, as investors weighed lingering AI‑valuation jitters against easing geopolitical risk in the Gulf. MSCI’s broadest Asia‑Pacific index outside Japan nudged up 0.4%, while South Korea’s KOSPI rebounded 3.5% after a 10% plunge yesterday,...
Can SIA Save Air India?
The video examines whether Singapore Airlines (SIA) can turn around Air India, in which it owns a 25.1% stake. It frames the discussion around the airline’s deep operational and financial woes and the strategic partnership with Tata Group. Air India is...
A Fully Live Fed, Historic BOJ Hike and Singapore's Stagflation Problem
The episode dissected three intertwined macro themes: the Federal Reserve’s shift to a fully live FOMC under Chair Kevin Warsh, the Bank of Japan’s historic rate hike to a 31‑year high, and Singapore’s emerging stagflation dilemma. Warsh’s abandonment of forward...
Can SIA Save Air India, Will Changi T5 Cement SG’s Aviation Lead? | 5 Questions with Shukor Yusof
The interview with aviation analyst Shukor Yusof focused on Singapore’s aviation sector, examining its post‑COVID resilience, the strategic implications of Singapore Airlines’ (SIA) stake in Air India, and the long‑term role of the upcoming Terminal 5. Yusof emphasized that despite global...
Why Therme Is Building a S$1 Billion Wellness Facility in Singapore
Therme is investing S$1 billion to build a large‑scale wellness complex in Singapore, positioning the city‑state as the gateway for its Asian expansion. The project promises walk‑in attractions, spa and massage services at prices lower than traditional providers, aiming to democratise...
Where Does Berjaya's Future Lie After Vincent Tan’s Huge Sell-Downs?
The video examines the strategic crossroads facing Berjaya Corp after founder‑owner Vincent Tan sold a substantial portion of his equity. The sell‑down, valued at roughly $1.5 billion, trims Tan’s stake below a controlling level and injects cash that the conglomerate...
Between a War and a Rate Hike: Asia’s Volatile Wednesday
The Business Times podcast highlighted a volatile Wednesday as renewed US‑Iran hostilities sparked a sharp sell‑off in Asian equities and pushed investors to focus on pending US inflation numbers. The MSCI Asia‑Pacific index outside Japan fell about 3%, with Japan’s Nikkei...
CPF Life vs ILP: A False Choice?
The podcast dissects a common mis‑selling narrative that pits Singapore’s CPF Life annuity against private Investment‑Linked Policies (ILPs). Advisors often tout “capital guaranteed on death” for ILPs, urging seniors to under‑fund the Basic Retirement Sum (BRS) and divert the remainder...
AI Bull Run Powers Asia Stocks to Record Highs Despite Flaring Gulf Hostilities and Crypto Tumble
The Business Times podcast highlighted a mixed‑signal market day on June 3, 2026, where an AI‑driven rally lifted Asian equities to fresh peaks despite escalating Gulf tensions and a sharp cryptocurrency decline. AI‑focused indexes in Taiwan and Japan posted record highs, propelling SoftBank...
For Temasek, AI Not Just LLM Companies: Teo Chee Hean
In a recent interview, Temasek chairman Teo Chee Hean outlined how the sovereign wealth fund is reshaping its investment thesis to account for AI’s broader ecosystem and heightened geopolitical risk, while still maintaining a diversified global footprint. He stressed that Temasek...
Marco Polo Marine Powers On: A Conversation with Its CEO
The Mark to Market podcast features Marco Polo Marine CEO Shaun Lee outlining the company’s strategic shift from traditional offshore oil‑gas support to offshore wind, focusing on Taiwan and broader North Asian markets. Lee describes how, after a 2018 debt restructuring,...
Can ByteDance’s Custom Chips Power TikTok’s AI Ambitions?
ByteDance, the parent of TikTok, is reportedly designing its own central processing units to meet the exploding compute demands of its AI initiatives, according to three sources familiar with the project. The move reflects a broader industry shift as soaring chip...
Iran Deal Hopes Fade as US Strikes Temper Risk Appetite; Oil Rebounds, Stocks Mixed
The Business Times market focus highlighted that optimism for a near‑term US‑Iran peace deal evaporated after US forces carried out defensive strikes in southern Iran, curbing risk appetite while pushing oil higher. Brent crude surged more than 2% in Asian trade,...
Who Are Buying Private Homes and How Do Agents Stay Relevant?
The Property BT podcast explores why Singapore’s private housing market stays vibrant despite a shaky macro‑economic backdrop. Host Leslie interviews Kelvin Fong, CEO of PropNext, Singapore’s largest real‑estate agency, to dissect buyer demographics, launch dynamics and the evolving role of...