อวสานธุรกิจไทย? เราควรบังคับ แพลต์ฟอร์มต่างชาติ-อีคอมเมอร์ซ เปลี่ยนเจ้าของ?
Summary
The legacy businesses that underpin Thailand’s economy are being squeezed by multinationals — Apple, Google, NVIDIA, Meta, and Chinese platforms like TikTok and the e-commerce sites.
The first point is the rise of the tech giants, several of which are larger than the economies of small countries combined.
The second is the difficulty facing small countries in a borderless business world where the rules are set by the largest players.
The third is TikTok as a case study in state-versus-platform confrontation, and whether forced change of ownership is a real answer.
The conclusion is that the future of Thai business turns on whether the decision to adapt and defend its ground is made now.
Key points
Platforms do not compete with Thai firms head-on
They restructure the whole market rather than take customers one at a time.
Small countries have almost no leverage alone
Market size is power, and Thailand has too little of it to set the rules.
TikTok is the global test case
The US attempt at forced divestment is a precedent other countries are watching.
Forced divestment carries a cost
Measures like this can damage overall investor confidence.
Doing nothing is also a decision
Left alone, the end of Thai business stops being a question.