54:57The eConomy SEA 2026 Report with Nitin Gajria, Cassie Wu and Florian Hoppe
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Guest: Nitin Gajria
Fresh out of the studio, this marks the 11th year of the e-Conomy SEA report with Nitin Gajria, Managing Director, Southeast Asia & South Asia Frontier Markets, Google; Florian Hoppe, Partner at Bain & Company; and Cassie Wu, Director of Investments, Asia Pacific (excluding China and India), Temasek. Generative AI reached 240 million users, or 60% of the working population, in three years — a milestone the Internet took ten years to hit.
Topics: Quotes of the Day · Introducing the e-Conomy SEA 2026 panel · Was Southeast Asia the most AI-curious region? · Consumer AI diffusion versus lagging enterprise adoption · 17% growth and the path to US$1 trillion · AI integrations lift e-commerce conversions by 10%

