Elon Musk | All-In Summit 2024
嘉宾：Elon Musk
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精读 · 按主题梳理核心观点、论证与案例。
§01Adyen's pitch: one platform, lower cost
The host introduces Adyen's co-CEO (Ingo Zhang in the transcript) and recites figures: nearly €1 trillion processed in 2023, €1.6 billion net revenue, €743 million EBITDA, a 46% margin. Ingo joined in 2011 as CFO and became co-CEO in May 2023.
Asked to build a long/short spread between Adyen and Stripe, he would go long both. He calls them the only two companies investing in financial technology and says most volume still sits with banks and incumbents.