融资6000万美元后，帷幄科技叶生晅说商业模型才是一切的原点

Core Viewpoint - The article discusses the success of a SaaS company, Wailuo Technology, which has completed a $60 million Series C funding round, emphasizing the importance of profitability over grand visions in the current AI-driven market [1][2]. Group 1: Company Overview - Wailuo Technology defines itself as an "enterprise AI for business," focusing on implementing AI solutions in specific verticals [7]. - The company has developed AI products for various sectors, including smart name badges for bank tellers that utilize AI for sales training and customer analysis [8]. Group 2: Hardware vs. Software - The founder believes that starting with hardware was a strategic decision, providing a competitive edge in supply chain capabilities that newer companies cannot match [11]. - The company’s products have not fundamentally changed; rather, AI has enhanced production efficiency [13]. Group 3: Market Expansion and Funding - The recent funding round included significant investments from Southeast Asian firms, highlighting the scarcity of toB or AI companies in the region [15]. - The founder plans to expand into Japan and Western markets, noting that Asian companies are often undervalued compared to their American counterparts [16]. Group 4: Business Model Insights - The founder emphasizes that the essence of business is profitability, arguing that many innovative ideas do not translate into profitable ventures [25]. - The article discusses the challenges of toB businesses, which require deep service and long-term relationships, contrasting them with toC businesses that focus on high traffic [23]. Group 5: Market Dynamics and Opportunities - The founder identifies market changes, such as those brought by electric vehicles, as opportunities for growth, suggesting that economic downturns can create unique business prospects [30]. - The article highlights the importance of adaptability in business strategies, particularly in the context of international trade and competition [30].