Post by Jack Zhang

Building Airwallex, Investing @ Capital 49

It took us over 6 years to reach $100M ARR, 9 years to reach 500M ARR, and only one more year to double it to 1B ARR at Airwallex. So, even though today is a big milestone, what I’m really excited about is getting to that next billion. Here’s how: Increased geo and product diversity Our growth is increasingly global. The Americas and EMEA now make up 35% of revenue, up from virtually zero just three years ago. This global reach is now a key engine for our business. We’re deepening our go-to-market presence across Europe, North America, and other key Asian regions, while moving further upmarket to serve larger, more complex customers. And when it comes to product diversity, roughly half of our customers now use multiple Airwallex products. AI acceleration A decade of building proprietary financial infrastructure now allows us to build meaningful value with AI. Fintechs that have invested in real infrastructure—licenses, payment networks, compliance, and data at scale—are best positioned to win the AI race in the CFO’s office. That is our edge. Brand equity investment The past decade was about building our products, our infrastructure, and the proof that Airwallex could scale globally. The next decade is about building brand equity — earning the trust of businesses and entrepreneurs everywhere. Because in the long run, brand creates the deepest kind of compound value. I’ve never felt more confident in our trajectory or our ability to reach the next stage of growth. A big thank you to our teams, customers, and partners for getting us here and taking us to the next level. Thanks to Leo Schwartz at Fortune for the opportunity to reflect on the milestone and what comes next. Links below to our announcement and the Fortune story: https://lnkd.in/gAGYprHS Airwallex announcement: https://lnkd.in/g9Nvd7-b My post on X: https://lnkd.in/g25DbeEg

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