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十字路口Crossing

At the crossroads of technology and business, this show connects AI founders, researchers, and investors in China and the US to unpack frontier shifts and new opportunities.

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十字路口CrossingZH · 50 min

11 年,110 亿美金,然后呢?|对话 Airwallex 吴恺:AI 时代,下一站 1000 亿

Koji吴恺

Airwallex以13亿美元ARR、90%增速和约七成毛利支撑110亿美元估值,并押注AI把十类金融SaaS整合为一个agent入口。从20多万客户到100万、单客年贡献1万美元是千亿路线图,但Stripe等潜在对手与流量和数据博弈仍待验证。