Dec. 20 at 6:46 AM
$BABA $BIDU 300$. Coming.
South-east Asia's position
On the question of regional impact, almost everyone that Tech in Asia spoke to believes that South-east Asia is less exposed to a violent Al correction than the US.
Chan of Sourcy argues that startups in the region are already accustomed to operating under constraints. High costs and limited access to capital have pushed many teams towards open-source models, self-hosted infrastructure, and efficiency-focused design.
A global pullback, he says, would accelerate trends that are already underway.
East Ventures' Cauca agrees, pointing out that Al adoption in South-east Asia has been pragmatic rather than speculative. He says that any downturn would likely result in a "flight to quality," with investors favouring well-governed companies that can demonstrate real revenue and defensible business models.
