E125: How AI is unlocking $131B in SEA ecommerce

AI can unlock up to US$131 billion annual ecommerce GMV in Southeast Asia by 2030. With the increasing popularity of ecommerce, we launched a report studying how AI is already transforming the way we shop, and how it will continue to do so in the future.

In this episode, we talk about the average Southeast consumer’s journey with AI, how we use it, and why it can unlock US$131 billion in GMV by 2030.
Are consumers okay with AI listening in on conversations? Is AI listening to our daily conversations, and are consumers okay with it? How are consumers reacting to AI?Tune in to hear our thoughts!

Timestamps:

00:00:30 - Different ways AI is being used in ecommerce How platforms like TikTok recommend products you didn’t know you wanted

00:02:10 - How we, as consumers, use AI

00:03:45 - Does AI enhance the shopping experience?

00:07:30 - AI might not be as helpful as we think now?

00:10:45 — Is AI listening to us? The eerie side of hyper-personalized shopping

Featured materials:

Ecommerce in Southeast Asia report, Momentum Works https://momentum.asia/product/ecommerce-in-southeast-asia-2025/Transforming ecommerce with AI: Sell smarter, shop betterhttps://momentum.asia/product/transforming-ecommerce-with-ai-sell-smarter-shop-better/