According to the “Southeast Asia Digital Economy Report” jointly released by Google, Temasek, and Bain, in less than three years, the number of generative AI users in Southeast Asia reached 243 million, covering 58% of the local working population. The popularity rate is 4 times that of mobile internet, yet only 1%-2% of users are willing to pay to subscribe to personal AI services, and AI commercialization relies more on enterprises to monetize it. Southeast Asian consumers are highly accepting of AI. According to the survey, 75% of consumers are willing to place orders with AI agents to compare prices, and 62% of consumers trust AI tools more than last year. However, the per capita AI usage intensity is only 10% of the US. Similarly, the benefits of AI on the enterprise side have also been shown: the report shows that AI can increase e-commerce conversion rates and customer unit prices. Shopee uses AI customer service to handle 80% of inquiries, reduces single-customer matchmaking costs by 30%, and AI advertising also significantly drives click-through rates and conversions. The report predicts that the GMV of the Southeast Asian digital economy will increase 17% year over year to 368 billion US dollars this year, and is expected to exceed 1 trillion US dollars in 2035. Circuits such as online travel, digital media, and online car-hailing takeout will also maintain steady growth.

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