why aren't all 6 resolved? a statement only gets an assessment when the public
record can support or contradict it. opinions and what-ifs never can, and 0 checkable
ones are still open, waiting for their date. predictions held up or didn't;
assertions are supported or contradicted. on every card:
▮▮▮▮▮ certainty ·
▮▮▮▮▮ debate potential. speakers are clickable
Disclosure
Mastercard delivered under $1M in volume for Airwallex despite $1B projection
“And Mastercard supposed to give us a billion dollar volume from the Mastercard same product, but we got less than a million dollar.”
Jack Zhang May 26, 2025 ▶ 49:23 Airwallex CEO & Co-Founder, Jack Zhang: The Angel That Turned $1M into $1BN · 20VC with Harry Stebbings
Assertion Contradicted
Orloff: LendUp built the only direct Visa and MasterCard mobile integration
“We rebuilt the entire experience for credit card, and we're the only direct connection to Visa and MasterCard directly to your mobile phone.”
Assertion Partly supported
Franceschi: Brex built its complete financial plumbing in-house without vendors
“We spent so much time in the early years building our whole financial infrastructure from the ground up, like down to the way we talk to MasterCard, down to the way we move money on ACH, down to the way we do, you know, global money movements, settlements, eff…”
Insight
Universal checkout must be built by an independent third party
“The problem that we've had over the last 10 years is that everyone's been building their own authentication and their own payment forms and their own registration forms, and they're doing it first party, which is a terrible experience for consumers, right? Rep…”
Assertion Supported
Tencent's investment in Airwallex brought in Sequoia and Mastercard
“So we got the investment the day after that. And then obviously you know, Sequoia and then Mastercard also came in with the, with Tencent.”
Jack Zhang May 26, 2025 ▶ 47:01 Airwallex CEO & Co-Founder, Jack Zhang: The Angel That Turned $1M into $1BN · 20VC with Harry Stebbings
Assertion Supported
Kiip Launched Its Loyalty Platform With MasterCard as Its Lead Client
“We released our loyalty platform a few months ago with MasterCard as our lead client, and we've got a bunch more announcements in the coming month.”