--- title: ASR PE ห้อง 2 subtitle: date: วันอังคารที่ 20 พฤษภาคม 2568 เวลา 10.37 น. --- (ข้อความสดจากระบบถอดความเสียงพูดทางไกล) so essentially how it works is collection of data is from grab using the GPS data and then the the data is being analyzed at the back end the travel speed um you know how fast you travel where is congested and then with those data is passed on to use right now we have partnership with the government of Malaysia Philippines um and we continue to want to partner with other governments in Southeast Asia as we get more and more data another example of traffic Manila traffic is as bad as Bangkok um you know it's a 58 million a day problem and using our data that we shared with World Bank we came up with some interesting data and now we found that the best time to travel is on Monday morning at 400 a.m. well if you're able to wake up at 4 AM no that's the best time to travel worst time to travel is actually on Wednesday 7 p.m. the maximum speed on average is about 30 plus in in in uh in Philippines and it's about 55 in Singapore the most interesting section is actually at the S side is 1 of the most uh it's almost a backbone of of uh Manila you know if you party which days are most dangerous to do so so these are interesting data that we continue to provide to the government of Southeast Asia partner with them and and so that they can improve the traffic is uh traffic condition in in the cities so where we are I grabbed we continue to push the boundary find ways to increase the efficiency of travel bigger continue to find ways to provide more convenient and comfortable services our customers and increase the earnings of our partner drivers and we continue to use many things including um you know infrastructure that that this both mostly in the cloud system and compatible to many of the of the system existing system out there 1 of the things that we did last year was to partner with the company called new um where Nu is a self-driving car uh a research company right now and we actually partner with them in Singapore and it's actually the first time that a passenger can book uh self-driving vehicle on grab is is limited to certain area but you know there's a a research 10 area that a person can book and actually get on a self-driving vehicle so right healing will continue to be important for Thailand and important for for Southeast Asia a drive we think a lot of the things that we are looking at a lot of future that we're seeing today you know we're talking about autonomous vehicle we're talking about electrical vehicle we talking about flying cars drones a lot of things are being already being developed a lot of things are already you know um it's out there it's just not being in the mass market yet if you look at how Tesla has built a huge uh in the US and to produce battery you know essentially reduce the cost of the battery uh Co Cooperative batteries and that will actually increase the ownership along reduce the cost of ownership for most passengers of course drivers um so this is where we think we'll go right healing will continue to be important where you want to reduce the number of vehicles on the street improve the life of of the people traveling and improve the life of our drivers so I joined grab about 2 and a half years ago and since then there's been a really interesting right um is you know every day is different every day is fun um I know out there there are young upcoming upstarts startup people who are already in startup people who are thinking about doing a startup people are thinking about joining a startup I think my advice to you is very simple find the ask yourself what problems you're trying to solve with your products and services ask yourself what jobs your product and services is trying to do and then craft your strategy and business model accordingly and your customers will come thank you for your time thank you for listening we Tangy in a cup for it was a cool all right thank you very much Mr B Tangy country head of grab Thailand for sharing economy sharing economy sharing economy opportunities and challenges more heat is the regional lead for the Strategic practice 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 Deo Deo Consulting he will speak about sharing economy opportunities and challenges so please welcome Mohit rotra thank you I 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 session I 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 the to 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 taking and sharing economy as we saw from the previous speakers uh earlier today it's clearly transforming how we move how 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 up so 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 Industries some of the countries have built formal responses to ensure income inequality related issues can be addressed so while this is an emerging Trend that cannot be ignored I think those markets that take a step back and say we really need a national formal response to it clearly going to address some practical issues that that the regions are facing so just from a from a taxonomy perspective uh we tried to keep the definition very simple by looking at the 9x that have developed a formal response to sharing economy there were a few common elements in there I think first is a clear acknowledgement that this is all about a socioeconomic system second realizing that sharing economy existed even before the digital platforms were there but trying to be explicit here and defining it on the back of digital platform forms it's not just about individual oriented sharing economy but also the role businesses and governments are playing in in Sharing economy and lastly but very importantly it's all about increased utilization of assets and promoting access over ownership so when you keep that into perspective uh we we looked at Double clicking that broader definition into 3 key areas access to physical assets access to the whole intangible story and lastly but very importantly elements of good redistribution there so if you keep that at the back of your mind the next question largely comes out on on how big this this play can be so with those 3 key buckets about physical assets intangibles and goods redistribution we say that by 2025 this is a 3.1 trillion dollar market and a lot of that is growing on the back of a 270 billion as of as of last year do you you do the maths we are talking about 11x growth that kicks in over the next 10 years now you could you could say a lot of that is coming on the back of some of the larger markets like China markets like the US and bunch of others so we said let's just run some numbers for 1 of the emerging economies in Southeast Asia and see how does that Stack Up so we did 2 kinds of analysis the first was to say how big this is for 1 of the markets in Southeast Asia and emerging economy and second let's talk about the whole issue around jobs I mean clearly most of the markets in emerging Southeast Asia are thinking about Youth and employment as a big issue clearly lot becoming lot more prominent in in the urban urban side of the story so we said if you go go into bit more details for 1 of these markets if governments build a formal structured response to sharing economy and support not just the b2c but also the B2B side of sharing economy this 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 exists clearly from an employment perspective and if you think about the size of the gig economy that's checking through the region this is a potential to drive 1.6 the number of jobs in the gig economy but I think a lot depends on how the government policies are put together to develop a structured response to this whole game and again not just in the world of b2c but also in the world of B2B there was a recent survey that was done to look at this whole play around how local and and the opportunity for people to share their assets and and and skills in this play so we realized that globally slightly more than 65% of of the people surveyed would want to share their assets and our and are ready to use shared assets and if you look at the numbers in Thailand the numbers are slightly bigger than the global averages so clearly there is a lot more willingness to do both sides of the story in terms of sharing and consuming shared assets and Thailand ranks fifth in the world when it comes to the whole play around willingness to share assets which means the grounds are very fertile for the market to look at how we want to develop a structured response to ensure that sharing economy can scale up faster then the bow play that's happening at the moment because clearly many of the markets around the world that are developing responses to sharing economy have derived a lot of benefits from this right from playing up the whole play around digital literacy in India that was the 1 promptly secondly if you look at the amount of income you know a lot of markets talk about income inequality how in Netherlands the sharers generated additional income on the back of this you know we talked about jobs a lot of the governments are struggling with how many jobs that can be created with the current growth that that these markets are are delivering upon in the UK there are 5 million people that work in Sharing economy and lastly but very importantly for the greater good of the society if you think from a carbon emission perspective that's all the benefit sharing economy delivers and it's not just in the world of b2c if you look at the world of B2B part of sharing economy and taking some numbers here think about the whole Logistics and the freight sector and the amount of of the freight that comes back which is empty back holes there was a study done with acknowledged that is a 15 percent capacity Improvement for a market like China secondly if you look at the whole Healthcare sector clearly silver economy is rising and putting greater pressure on the overall health care sector the potential for the medical equipments that exists and the unutilized capacity and improvements that can be done there it's for phenomenal and lastly SMS which are the backbone of growth for majority of markets around the world opportunity again to think about how SMS can leverage sharing economy and deliver better operational efficiency or some of the stats I wanted to call out to highlight that look this is the huge potential that exists if you think through sharing economy not just from the lens b2c but also the B2B part of sharing economy but clearly it's not going to happen by just bow their needs to be clear policies and Regulatory positionings that need to be taken to make all of this work you know often the types of issues that get called upon are are elements of protection of shared data elements that revolve around uh Insurance to promote trust in Sharing economy and lastly but very importantly the rights and safety nets of the Freelancers that exist imagine as more and more people shift towards the freelance or gig economy implications of that on the national Pension funds that exist imagine the size of the insurance sector how that's going to change with the rise of of sharing economy the whole issue around labor protection that many of the markets have and the implications of that what happens with the rise of sharing economy so I think those are Big Ticket heavy strategic debates that need to happen if you truly believe we want a greater share of the price that sharing economy can deliver for specific purposes because every government is unique every Market is unique and there are specific problems people tend to solve for a choice that you will make if you think about sharing economy to solve income inequality will be very different from a regulatory and policy perspective to the policy you will make if you're solving for productivity issues in the economy so it's very important to to say what is the problem we are trying to solve for and then work backwards around the set of choices you need to make to address some of these big ticket issues that sharing economy offers to to various countries and clearly it's not going to happen just purely on the back of policies and regulations it's really important we think through the underlying digital infrastructure that needs to be true to make all of this work and let me call out few elements of that infrastructure that's geared to drive trust and inclusion infrastructure that allows cross-industry collaboration you see elements of that in many markets with cross-industry data sandboxes and not just sandboxes that are industry Centric thirdly the whole play around how do we spur local digital platforms and make it easier for them to talk to each other and lastly but very importantly promoting a cashless Society with initiatives that are slightly bigger and bolder then Trump pay that you see over here the 2 things I want to call out are are the stories the narratives that are being played out and some of the economies you see in markets like India and the UK everything around the digital identity which is an important enabler to ensure the b2c and the B2B part of sharing economy scales up secondly elements that revolve around what we call apis to make it easier with once you publish National API standards that are cross-industry in nature to allow greater collaboration amongst innovators and incumbents in the market place a combination of which is needed to scale up sharing economy and when you put all that into perspective what we believe are there are 5 things that need to be to ensure that you can gain a greater share of the sharing economy price that out there let me list those 5 out and then I'm going to double click on each 1 of them to talk through these in more detail and the kind of choices that you will need to make as you think through this story the first is everything around policy and regulations you know very often there are policies and regulations that are get called upon populist measures without realizing that actually if you think about policies and regulations from the lens of youth unemployment from the lens of driving productivity from the lens of strengthening a particular sector they could be very different outcomes that we can achieve what sharing economy than than than without secondly element of direct Market participation if you think about where are the maximum number of jobs and resources in a country it's with governments the question is what role governments can play in driving direct market parts can they be a role model to allow greater utilization of underutilized Assets in the government so direct Market participation you see elements of that in some countries where the governments are saying we owned a lot of land and base that's not necessarily used many a times we are willing to allow sharing of that land and space from something as basic as co-working spaces to some of the other more tangible assets that can be shared in this whole story so direct Market participation by state-owned Enterprises and by governments or an important element that need to be considered and debated to ensure scaling economy can be scaled up things around what is it the policies that we have for government employees as they think about travel What policies do we have for underutilized equipment in state-owned Enterprises to drive greater growth of sharing economy the third thing is is elements of literacy and awareness I guess the good news in Thailand being the fifth in the world when it comes to ability to share and ability to consume shared asset makes it a nice story here but in many of the markets the whole play around literacy when it comes to trust safety security driving awareness not just in the b2c world which has been done really nicely by some of the bigger digital native companies that you heard earlier today let's not forget the role the B2B players in Sharing economy can play and and how we need to think about supporting them from a literacy and awareness perspective when it comes to the world of SMS and other large corporates that are thinking through this equation both the elements of innovation ecosystem you know often we think about if you build an ecosystem for digital that's good enough but I think we need to take a step back and and really call out what are the key elements that are required in that Innovation ecosystem for us it comes down to the following Mega 3 items elements of ecosystem that drive experience elements of ecosystems that drive offerings which is not just about being better faster cheaper and lastly but very importantly elements of ecosystem that drive innovation in the way businesses are configured to drive that change so fundamentally rethinking that how we drive that ecosystem place that we can learn from elements that are prominent in South Korea 12 months that are prominent in Israel and and the various other markets are some of the things which will be really helpful to make this the sharing economy real and larger in in the marketplace and lastly here do we have National API standards that drive cross-industry collaboration when it comes to to the whole whole play to make it easier for innovators to interact with governments and the larger corporate and secondly the roles digital identity can play in making this real very often the equation of digital identity is a classical Battleground between should the government drive digital identity I should be driven by private sector be driven by the Telos or should it be driven by Banks and so and so forth so I think those are some of the hard questions and issues governments need to think about if they really want to solve not just a address the greater prize out there but Saul bigger issues that exist such as Youth and employment issues around productivity issues around income inequality issues around strengthening a particular sector on an industry so those were the 5 things I really wanted to summarize uh the presentation today to to call out specifically what needs to be true if we as a market want to gain a greater share of of the sharing economy the good news there are 9 other markets in the world that have developed their responses the bad news each of these responses were unique to their markets and the choices they made what unique to the situation of those markets and I think at the end of the day if you want to develop a structured response to sharing economy it's really about putting the elements of these jigsaw puzzles a policies and regulations be direct Market participation see literacy and awareness Innovation ecosystem and lastly but very importantly the digital infrastructure which is largely around identity and the whole world of apis thank you more hola now we will be handing you your souvenir thank you for joining us digital Thailand Big Bang 2017 make up and said Thailand Big Bang home I'm checkpoint play for for Pro load application Garden future life digital ecosystem digital community and Smart City digital Park Digital Playground take a broken base again for Bluetooth mini tripod Global a travel kit look at me super car charger for for download application digital Thailand big Banks for Thailand 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