AI x电子商务革命

February 2025 Global startup and venture capitalintelligence platform.Dealroom.cois a global intelligence platform fordiscovering and tracking the most promisingcompanies, technologies and ecosystems. Clientsinclude many of the world’s foremost organizationssuch as Sequoia, Accel, Index Ventures, McKinsey,BCG, Deloitte, Google, AWS, Microsoft, Stripe.Dealroompartners closely with local techecosystem development agencies and enablers, tocreate a comprehensive multi-dimensionalblueprint of the tech ecosystem, including capital,talent, innovation, entrepreneurship and overalleconomic dynamism. Investing in the AI-enabled Futureof Ecommerce.Prosus is a global technology company, unlocking an AI-first world for its 2 billion customers.With investments inmore than 100 companies across the world, Prosus buildslocal ecommerce champions in growth markets.With leading positions in Food Delivery, Classifieds andFintech, Prosus has created its own unique technologyecosystem, driving innovation, knowledge sharing andgrowth across its portfolio.Through the Prosus Ventures team, the Group invests innew technology growth opportunities withinAI, socialand ecommerce platforms, fintech, B2Bsoftware,logistics, health, blockchain, agriculture andmore.The team actively backs exceptional entrepreneurs whoare using technology to improve people’s everyday lives. “Welcome to The Future of Ecommerce in the Age of AI.This comprehensive report offers a data-driven analysis of thetransformative trends, challenges, and opportunities shapingecommerce in the next decade.Marketplace platforms have emerged as a dominant economic force globally,revolutionising how businesses and consumers interact. Now, artificial intelligencerepresents a seismic technological shift, poised to reshuffle the deck once again.In this rapidly evolving landscape, AI adoption is no longer optional—it's imperative.Companies leveraging AI are accelerating their relevance to consumers, enhancingpersonalisation, and driving unprecedented growth.At Prosus, we're committed to leading this AI-driven transformation. We invite you tojoin us on this exciting journey as we explore the limitless possibilities AI brings to theworld of ecommerce.” FabricioBloisiCEO TheDeepSeekmoment for Ecommerce-Key TakeawaysDeepSeeklaunch will drive accelerated valuecreation at the application layerOne of the biggest implications of theDeepSeekrelease is that we're closer to the value accrualinversion between apps<> infrastructure thanmany expected.DeepSeekhas shown that models andinfrastructure are already rapidly commoditizing.Most value creation will occur in the applicationand data layer. The world should get ready for awhole new generation of apps to emergeThe future of ecommerce is AgenticNew AI applications helps superchargemarketplace network effects. AI helpsdrive liquidity with more listings, higherconversions to transaction, and morerepeat purchasesIn the Age of AI, only the biggest platformswill have the (data) scale required to winThe next frontier: Agentic AI will makeautonomous purchasing decisions for usEcosystems best positioned to winThe true value of any application lies in itsdata and metadata—the oxygenfuelingAI’s potential.Ecosystem plays unlock unique set ofvast, interconnected data at scale, primedfor AI innovation.To thrive in this era of agentic AI,companies must adapt their tech stacksaccordingly.Page /4 1. State of Marketplaces Page /7Imagine having immediate access to …7mcars12mproducts8mhouses18mworkers400krestaurantsWhy? Marketplaces are great at solving big consumer needsSource:Adapted from Forerunner;Dealroom.co Page /8▊Public EV▊Private EVRelevance of Marketplaces is reflected by all time high valuationsGlobal combined Marketplace Enterprise Value by ownershipSource:Dealroom.coData as of Dec 19 th 2024. Page /9Valuation ($)Number ofcompaniesExample companies1 Trillion +1100 Billion+450 Billion+610 Billion+215 Billion+171 Billion+36Online marketplaces have created some of the biggest outcomesSource:Dealroom.coData as of Dec 19 th 2024. Page /11SectorConsumer spendingGlobal startup & scaleup activity▊.Digital▊.OfflineHousingRent & mortgage 65%, Interior &maintenance 16%, Energy 18%Already researched o nline but still transacted offline. N ewmodels likeiBuyingand fractional ownership co uld helpdigitis efurtherHealthGov’t funded 64%(1), Insurancepremiums 22%, out-of-pocket 14%Rigid market, but Covid-19 has opened the f loo dgatesto innovate fastFoodGroceries 53%, Alcohol &tobacco 30%, Restaurants 17%Was slow to migrate online (<10%) but nowdigitis ingfastMobilityCar purchase 34%, Fuel &maintenance 56%, Public 10%Consumers still s pend 90% on car ow ners hip. T he remaining10%of mobility is mostly booked online.EducationGov’t funded 87%(1)Out-of-pocket 13%Education still 90%+ offline but s tarting todigitis eLock down could instigate rapid systemic changeTravelFlights 33%, Packagedtravel 33%, Hotel 33%Online penetratio n aro und 50%. But even “offline” p