AI fever leaves SEA’s consumer startups fighting for attention

东南亚消费类初创公司正遭遇AI热潮的“抢镜”效应——所有投资人和用户的目光都被AI项目吸走，传统生意模式备受冷落。简单说，现在东南亚创投圈就像一场注意力争夺战，AI项目好比自带流量的网红，而外卖、电商、社交等普通消费类公司则像默默无闻的小主播，即便产品本身不错，也很难吸引关注和资金。因为AI太火爆，大量资金和人脉都在向这个方向倾斜。对普通人而言，未来使用的App可能会变得更“AI化”，比如用AI推荐外卖或充当客服；但另一方面，许多非AI的实用小工具或服务可能因融资困难而消失或涨价。创业者也被迫面临选择：要么赶紧给业务套上AI的“外衣”，要么坚持原有路线却可能被边缘化。这场注意力争夺战，正在重塑东南亚创业生态的格局。

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