One interesting thought emerged from the panel at Taiwan Tech Day:
The AI opportunity for SEA and Taiwan will not be about building smarter models or cheaper compute; it will be about finally solving the long tail that SaaS left behind.
For mom-and-pops, SaaS often wasn’t feasible: high onboarding costs, high cost-to-serve, and low willingness to pay when human labor is a cheaper alternative.
Some YC startups are already onto this (see Berry, Frigade, and Unisson).
If you’re a local startup thinking along the same lines, come run a few small experiments with us.
