--- title: ASR PE ห้อง 2 subtitle: date: วันอังคารที่ 20 พฤษภาคม 2568 เวลา 10.37 น. --- (ข้อความสดจากระบบถอดความเสียงพูดทางไกล) and compatible [เสียงปรบมือ] DIWAto many of the of the system existing system out there1 of the things that we did last year was to partner with the company called newum where Nu is a self-driving caruha research company right now and we actually partner with them in Singaporeandit's actually the first time that a passenger can bookuh self-driving vehicleon grabis is limited to certain area but you know there's a a research10 area that a person can book and actually get on a self-driving vehiclesoright healing will continue to beimportant for Thailandand important for for Southeast Asiaa drive we think a lot of the things that we are looking at a lot of future that we're seeing todayyou know we're talking about autonomous vehicle we're talking about electrical vehicle we talking about flying carsdronesa lot of things are being already being developeda lot of things are alreadyyou know um it's out there it's just not being in the mass market yet if you look at how Tesla has builta hugeuhin the USand to produce batteryyou know essentially reduce the cost of the batteryuh Co Cooperative batteriesand that will actually increase the ownership along reduce the cost of ownership for most passengersof course driversumso this is where we think we'll go right healing will continue to be important where you want toreduce the number of vehicles on the street improve the life of of the people travelingand improve the life of our driverssoI joined grab about 2 and a half years ago and since then there's been areally interesting right umisyou know every day is different every day is funum I know out there there are young upcoming upstarts startup people who are already in startuppeople who are thinking about doing a startup people are thinking about joining a startupI think my advice to you is very simplefind the ask yourself what problems you're trying to solve with your products and servicesask yourself what jobsyour product and services is trying to doand then craft your strategy and business model accordingly and your customers will comethank you for your time thank you for listeningwe Tangy in a cupforit was a coolall right thank you very much Mr B Tangy country headof grab Thailand for sharing economysharing economy sharing economy opportunities and challengesmore heat is the regional lead for the Strategicpractice across all Industries he's been working with Deloitte Consulting for 10 years that has worked in North America Western Europe and various parts of Asia including Singapore Hong Kong Indonesia Vietnam Malaysia Thailand China Korea and Japan now more heat serves as executive director of monitor delo Consulting he will speak about sharing economy opportunities and challenges so please welcome Mohitrotrathank youI guess personally the biggest challenge for me was really trying to figure out what to wear for this session a it's a Sunday and see to talk on a topic of digital so that you look relevant so I had to really dig my 1 of my old jeans put some holes in it even fold it a bit to look relevant for this sessionI also understand uh I'm the last man standing between you and your Pleasant Sunday afternoon so I'll try and really talk about 3 key things today by putting some taxonomy around around sharing economy reflect on some of the global Trends not just in the b2c sharing economy but also theto be part of sharing economy and see talk through some of the specific perspectives on how we see governments shaping up and some of the Strategic directions governments are takingand sharing economy as we saw from the previous speakers uh earlier today it's clearly transforming how we movehow we live and work and uh how we consume and there are different kinds of responses different markets have taken we recently did an analysis and saw there were only 9 markets in the world that have built a formal response to see how we can scale up sharing economy a lot of the responses today the size and scale of sharing economy is many a times in absence of a structured National policy to see how we can scale this upso it's really important when we put this into perspective to keep in mind what are the problems sharing economy is trying to solve if you think about it some of the countries have built formal responses to address the problem of youth unemployment some of the countries have built formal responses to drive productivity of various Industriessome of the countries have built formal responsesto ensure income inequality related issues can be addressedso while this is an emerging Trend that cannot be ignoredI think those markets that take a step back and say we really need a nationalformal response to itclearly going to address some practical issuesthat that the regions are facingso just from a from a taxonomy perspectiveuh we tried to keep the definition very simpleby looking at the 9x that have developed a formal response to sharing economythere were a few common elements in there I think first is a clear acknowledgementthat this is all about a socioeconomic systemperspective secondrealizing that sharing economy existed even before the digital platforms were therebut trying to be explicit here and defining it on the back of digital platformformsit's not just about individual oriented sharing economybut also the role businesses and governments are playingin in Sharing economyand lastly but very importantlyit's all about increased utilization of assets and promoting access over ownershipso when you keep that into perspective uh we we looked at Double clicking that broader definitioninto 3 key areasaccess to physical assetsaccess to the whole intangible storyand lastly but very importantlyelements of good redistribution thereso if you keep that at the back of your mind the next question largely comes out on on howbig this this play can beso with those 3 key buckets about physical assets intangiblesand goods redistributio we saythat by 2025 this is a 3.1 trillion dollar marketand a lot of that is growing on the back of a 270 billion as of last year do you you do the maths we are talking about 11x growththat kicks in over the next 10 yearsnow you could you could say a lot of that is coming on the back of some of the larger markets like Chinamarkets like the US and bunch of othersso we said let's just run some numbersfor 1 of the emerging economies in Southeast Asiaand see how does that Stack Upso we did 2 kinds of analysis the first was to say how big this isfor 1 of the markets in Southeast Asia and emerging economyand secondlet's talk about the whole issue around jobsI mean clearly most of the markets in emerging Southeast Asiaare thinking about Youth and employment as a big issueclearly lot becoming lot more prominent in in the urban urban side of the storyso we saidif you go go into bit more details for 1 of these marketsif governments build a formal structured response to sharing economyand support not just the b2c but also the B2B side of sharing economythis is a potential to drive 1.5% increase in GDP for that particular Market Secondly if you look at the whole issue around employment we said think about it from the perspective of Youth and the the non youth unemployment that existsclearly from an employment perspective and if you think about the size of the gig economy that's checking through the regionthis is a potential but I think a lot depends on how the government policies areput together to develop a structured response to this whole game and againnot just in the world of b2c but also in the world of B2Bthere was a recent survey that was done to look atthis whole play aroundhow local and and the opportunity for people to share their assets and and and skills in this playso we realized that globallyslightly more than 65% of of the people surveyedwould want to share their assets and our and are ready to use shared assetsand if you look at the numbers in Thailandthe numbers are slightly bigger than the global averagesso clearly there is a lot more willingness to do both sides of the story in terms of sharingand consuming shared assetsand Thailand ranks fifth in the world when it comes tothe whole play around willingness to share assetswhich meansthe grounds are very fertile for the market to look at how we want todevelop a structured responseto ensure that sharing economy can scale up fasterthen the bow play that's happening at the momentbecause clearly many of the markets around the world that are developing responsesto sharing economyhave derived a lot of benefits from thisright from playing up the whole play around digital literacyin India that was the 1 promptlysecondly if you look at the amount ofincomeyou know a lot of markets talk about income inequalityhow in Netherlands the sharers generated additional income on the back of thisyou know we talked about jobs a lot of the governments are struggling with how many jobs that can be createdwith the current growth that that these markets are are delivering uponin the UKthere are 5 million people that work in Sharing economyand lastly but very importantly for the greater good of the society if you think from a carbon emission perspectivethat's all the benefit sharing economy deliversand it's not just in the world of b2cif you look at the world of B2B part of sharing economy and taking some numbers herethink about the whole Logistics and the freight sector and the amount ofofthe freight that comes backwhich is empty back holesthere was a study done with acknowledged thatis a 15 percent capacity Improvementfor a market like Chinasecondly if you look at the whole Healthcare sector clearly silver economy is rising andputting greater pressure on the overall health care sectorthe potentialfor the medical equipments that exists and the unutilized capacity and improvements thatcan be done thereit's for phenomenaland lastly SMS which are the backbone of growth for majority of markets around the worldopportunity again to think about how SMS can leverage sharing economyand deliverbetter operational efficiency or some of the stats I wanted to call out to highlightthat lookthis isthe huge potential that exists if you think through sharing economy not just from the lensb2c but also the B2B part of sharing economybut clearly it's not going to happen by just bow their needs to be clearpoliciesand Regulatory positionings that need to be taken to make all of this workyou know often the types of issues that get called upon are are elements ofprotection of shared data elements that revolve around uh Insurance to promotetrust in Sharing economyand lastly but very importantlythe rights and safety nets of the Freelancers that existimagineas more and more people shift towards the freelance or gig economyimplications of that on the national Pension funds that existimaginethe size of the insurance sector how that's going to change with the rise of of sharing economythe whole issue around labor protection that many of the markets haveand the implications of that what happens with the rise of sharing economyso I think those areBig Ticket heavy strategic debatesthat need to happen if you truly believe we want a greater shareof the price that sharing economy can deliverfor specific purposesbecause every government is unique every Market is unique and there are specific problemspeople tend to solve for a choice that you will make if you think about sharing economy tosolve income inequalitywill be very different from a regulatory and policy perspectiveto the policy you will make if you're solving for productivity issues in the economyso it's very important to to say what is the problem we are trying to solve forand then work backwards around the set of choices you need to maketo address some of these big ticket issues that sharing economyoffers to to various countriesand clearly it's not going to happen just purely on the back of policies and regulationsit's really important we think through the underlying digital infrastructurethat needs to be trueto make all of this workand let me call outfew elements of thatinfrastructure that's geared to drive trust and inclusioninfrastructure that allows cross-industry collaborationyou see elements of that in many markets with cross-industry data sandboxesand not just sandboxes that are industry Centricthirdly the whole play around how do we spur local digital platformsand make it easier for them to talk to each otherand lastly but very importantlypromoting a cashless Society with initiatives that are slightly bigger and bolderthen Trump pay that you see over herethe 2 things I want to call out are are the stories the narratives that are being played outand some of the economiesyou see in markets like India and the UKeverything around the digital identitywhich is an important enablerto ensure the b2c and the B2B part of sharing economy scales upsecondly elements that revolve aroundwhat we callapisto make it easierwith once you publish National API standards that are cross-industry in natureto allow greater collaboration amongst innovatorsand incumbents in the marketplacea combination of which is needed to scale up sharing economyand when you put all that into perspective what we believe are there are 5 things that need to beto ensure that you can gain a greater share of the sharing economy price that outtherelet me list those 5 out and then I'm going to double click on each 1 of them to talk through these inmore detail and the kind of choices that you will need to make as you think through this storythe first is everything around policy and regulationsyou know very often there are policies and regulations that are get called uponpopulist measures without realizingthat actually if you think about policies and regulations from the lens ofyouth unemployment from the lens ofdriving productivity from the lens ofstrengthening a particular sector they could be very different outcomes that we can achievewhat sharing economy than than than withoutsecondly element of direct Market participation if you think aboutwhere are the maximum number of jobs and resources in a country it's with governmentsthe question is what role governments can play in driving direct market partscan they be a role model to allowgreater utilization ofunderutilized Assets in the governmentso direct Market participationyou see elements of that in some countries where the governments are saying we owned a lot of land andbase that's not necessarily used many a timeswe are willing to allow sharing of that land and spacefrom something as basic as co-working spaces to some of the othermore tangible assets that can be shared in this whole storyso direct Market participation by state-owned Enterprises and by governmentsor an important element that need to be considered and debatedto ensure scaling economy can be scaled up things around what is itthe policies that we have for government employees as they think about travelWhat policies do we havefor underutilized equipment in state-owned Enterprises to drive greatergrowth of sharing economythe third thing is is elements of literacy and awareness I guess the good news in Thailand being thefifth in the world when it comes toability to share and ability to consume shared assetmakes ita nice story herebut in many of the markets the whole play around literacy when it comes to trust safetysecurity driving awareness not just in the b2c worldwhich has been done really nicely by some of the bigger digital native companies that you heard earlier todaylet's not forget the role the B2B players in Sharing economy can playand and how we need to think about supporting them from a literacy and awareness perspective when itcomes to the world of SMS and other large corporatesthat are thinking through this equationboth the elements of innovation ecosystemyou know often we think about if you build an ecosystem for digital that's good enoughbut I think we need to take a step back and and really call outwhat are the key elements that are required in that Innovation ecosystemfor us it comes down to the following Mega 3 items elements of ecosystemthat drive experienceelements of ecosystems that drive offeringswhich is not just about being better faster cheaperand lastly but very importantly elements of ecosystem that drive innovation in the waybusinesses are configuredto drive that changeso fundamentally rethinking that how we drive that ecosystemplace that we can learn from elements that are prominent in South Korea12 months that are prominent in Israel and and the various other markets are some of the thingswhich will be really helpfulto make this the sharing economy real and larger in in the marketplaceand lastlyheredo we have National API standardsthat drive cross-industry collaborationwhen it comes toto the wholewhole playto make it easier for innovators to interact with governments and the larger corporateand secondly the roles digital identity can play in making this realvery often the equation of digital identity is a classical Battleground between should the government drive digital identityI should be driven by private sectorbe driven by the Telos or should it be driven by Banks and so and so forthso I think those are some of the hard questions and issues governments need to think aboutif they really want to solvenot just aaddress the greater prize out there but Saul bigger issues that exist such as Youth andemploymentissues around productivityissues around income inequality issues around strengthening a particular sector on an industryso those were the 5 things I really wanted to summarize uhthe presentation todayto to call out specifically what needs to be true if we as a marketwant to gain a greater share of of the sharing economy the good news there are 9 other marketsin the world that have developed their responsesthe bad news each of these responses were unique to their markets and the choices they madewhat unique to the situation of those marketsand I think at the end of the day if you want to developa structured response to sharing economy it's really about putting the elements of thesejigsaw puzzlesa policies and regulations be direct Market participationsee literacy and awarenessInnovation ecosystem and lastly but very importantly the digital infrastructurewhich is largely around identity and the whole world of apisthank youmoreholanow we will be handing you your souvenirthank you for joining usdigital Thailand Big Bang 2017make up and saidThailand Big BanghomeI'mcheckpointplayforforProload applicationGardenfuture lifedigital ecosystem digital community and Smart Citydigital ParkDigital Playgroundtake a broken base againforBluetooth mini tripodGlobal a travel kit look at me super car chargerforfordownload application digital Thailand big BanksforThailandFacebookum