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SEA’s $157B E-commerce Market: Unequal Growth?

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Southeast Asia’s regional E-commerce GMV has hit USD$157 billion, but the market has reached a point where three platforms control most of it. Weihan Chen of Momentum Works joins the show to reveal why the record numbers hide a "growth without equilibrium".

Tune In To Find Out:

  • The AI Myth: Why artificial intelligence is reinforcing platform monopolies rather than democratising the marketplace for small-scale sellers.

  • The Take-Rate Gap: Why "official" 13.5% platform fees don’t reflect other costs that push the real burden on brands above 30%.

  • Moats vs. Commodities: Why physical delivery is now just a baseline requirement and the specific strategic value of "Orchestration" in the quick commerce war.

  • Content as the Storefront: How video and live streaming transitioned from marketing tools to core sales channels, now accounting for 32% of total GMV.

  • Renting vs. Owning: The defensive necessity of the Brand.com strategy and why established brands must stop "renting" customers from platforms that can change algorithms overnight.

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