The $10 Trillion AI Revolution: It’s Bigger Than the Industrial Revolution
Southeast Asia emerges as a critical battleground in Sequoia's $10 trillion AI revolution, with over $30 billion committed to regional AI infrastructure in 2024 alone. The region's 675 million digitally-native population could capture nearly $1 trillion in AI-driven GDP growth by 2030—representing 13-18% economic expansion. While global tech giants establish Asian AI headquarters across Singapore, Thailand, and Malaysia, Southeast Asia faces a paradox: massive infrastructure investment alongside a local funding winter. The region is positioned as an AI consumption hub and testing ground rather than an innovation leader.