PARTNERSHIP BRIEF · A1 × CURLESS 合作简报 · A1 × CURLESS

A1 × Curless · Strategic Partnership Brief A1 × Curless · 战略合作简报

Payments·eSIM·CEE Gateway for the Agent Era 支付·eSIM·智能体时代的 CEE 网关

A1 brings a CEE 7-country telecom backbone, dormant carrier-billing infrastructure (DCB), eSIM provisioning and a roaming footprint. Curless is the payment infrastructure for the Agent era. Together we can activate three direct monetisation paths within 90 days. A1 拥有覆盖中东欧 7 国的通信骨干网、闲置的运营商代扣(DCB)基础设施、eSIM 配置能力与漫游布局。Curless 是智能体时代的支付基础设施。双方在 90 天内可激活三条直接变现路径。

A1 · CEE 7-country backbone + DCB + eSIM + roaming A1 · CEE 7 国骨干网 + DCB + eSIM + 漫游 CURLESS · Agent OS + EU EMI (in progress) CURLESS · Agent OS + 欧盟 EMI(申请中)
Partner Login → 伙伴登录 → View 90-Day PoC 查看 90 天验证路径

Telcos are being re-rated as infrastructure+ 电信运营商正在被重新定价为 基础设施 +

Four reference deals defining the telco × payments × AI re-rating. The window for a CEE flagship is open right now. 四个定义"电信 × 支付 × AI"重定价的标杆交易。CEE 旗舰窗口正在打开。

M-Pesa × Safaricom

+€10B MARKET CAP

Telco user base → national payments rail, 50%+ market share; strongest telco-to-payments re-rating. 电信用户基础 → 国家级支付轨道,50%+ 市场份额;电信向支付重定价的最强案例。

Telefónica × Stripe

× 2024 · SMB CHANNEL

Telco distributes fintech to SMB clients; joint GTM motion across Spain. 电信向中小企业客户分销金融科技;西班牙全境联合 GTM 动作。

Orange × Visa

× AFRICA · 2024

Telco backbone × card scheme → cross-border remittance + agent commerce settlement. 电信骨干 × 卡组织 → 跨境汇款 + 智能体商务结算。

DT × Perplexity

MAGENTA AI · 2024+

Telco embeds AI agent into billing and care; subscriber ARPU lift across the base. 电信将 AI 智能体嵌入计费与客服;全用户基数 ARPU 提升。

Three pillars, three monetisation paths within 90 days 三大支柱,90 天内三条变现路径

Each pillar maps an existing A1 asset to a Curless rail with measurable Y1 economics. 每个支柱将 A1 既有资产映射至 Curless 轨道,并具备可量化的首年经济价值。

01 · Carrier Billing for Agents 01 · 智能体运营商代扣

A1 BRINGSA1 投入

DCB infrastructure (already in place, dormant) DCB 基础设施(既有、闲置)

Agent micro-payments (< €5) routed via phone bill — revives DCB after years of Google / Apple pressure. CEE prepaid mix is a natural fit. 智能体小额支付(< €5)通过话费账单结算 —— 在 Google / Apple 多年挤压后重新激活 DCB。CEE 预付费用户结构天然契合。

CURLESS BRINGSCURLESS 投入

Agent SDK with embedded DCB rail 内置 DCB 轨道的 Agent SDK

Curless Agent wallet uses DCB as default micro-payment rail; A1 earns transaction / GMV share. Curless Agent 钱包默认使用 DCB 作为小额支付轨道;A1 获得交易费 / GMV 分成

02 · eSIM × Agent Travel Commerce 02 · eSIM × 智能体出行商务

A1 BRINGSA1 投入

eSIM provisioning API + roaming footprint eSIM 配置 API + 漫游网络

Inbound travellers landing in Vienna complete eSIM activation with a single agent prompt; plugs directly into existing Curless VIE / ÖBB onepagers. 入境维也纳的旅客通过一句话智能体指令完成 eSIM 激活;直接对接 Curless 既有的 VIE / ÖBB 落地页。

CURLESS BRINGSCURLESS 投入

Agent travel orchestration · cross-scenario settlement 智能体出行编排 · 跨场景结算

Traveller agent books eSIM + airport transfer + ÖBB cross-border rail + hotel in one shot; A1 eSIM sell-through +30%. 旅客智能体一次性预订 eSIM + 机场接送 + ÖBB 跨境列车 + 酒店;A1 eSIM 售出量 +30%

03 · CEE Gateway Joint GTM 03 · CEE 网关联合 GTM

A1 BRINGSA1 投入

CEE 7-country enterprise sales force · local teams CEE 7 国企业销售团队 · 本地组织

AT + BG + HR + SI + BY + MK + RS enterprise base cross-sells Curless Agent Payment; analogous to Vodafone × Stripe UK. AT + BG + HR + SI + BY + MK + RS 企业客户基础交叉销售 Curless Agent Payment;对标 Vodafone × Stripe 英国合作

CURLESS BRINGSCURLESS 投入

Agent Payment SDK · GMV revenue share Agent Payment SDK · GMV 分成

Joint GTM motion — A1 sales takes Curless into accounts; revenue share on GMV back to the A1 channel. 联合 GTM —— A1 销售将 Curless 带入企业账户;GMV 分成回流至 A1 渠道

Three-phase joint PoC · Joint Year-1 Value 三阶段联合 PoC · 联合首年价值

Integration → Pilot → Launch. Commercials confirmed in 12 weeks; CEE GTM MoU signed before year-end. 集成 → 试点 → 上线。12 周内确认商务条款;年底前签署 CEE GTM 备忘录。

WK 1-4
Integration eSIM × Agent 集成 eSIM × 智能体
POC
WK 5-8
DCB wire-up Agent micro-pay DCB 对接 智能体小额支付
PILOT
WK 9-12
Commercials CEE GTM MoU 商务条款 CEE GTM 备忘录
LAUNCH
€15M
A1 Y1 uplift A1 首年增量
€8M
Curless share Curless 分成
€120M+
3-Yr joint 三年联合
DCB micro-pay share · eSIM sell-through uplift · CEE GTM GMV split.
Base-case assumptions, conservative on prepaid uptake.
DCB 小额支付分成 · eSIM 售出量提升 · CEE GTM GMV 分成。
基准情景假设,对预付费用户采用保守口径。

Built for telco partnerships — not against them 为电信合作而生 —— 不与之竞争

A protocol-neutral payment infrastructure for the agent era. Regulated in Europe. Aligned to A1's footprint. 面向智能体时代的协议中立支付基础设施。欧洲本地监管。与 A1 网络高度对齐。

NEUTRAL · NOT A BANK 中立 · 非银行

Protocol-neutral, not a bank 协议中立、非银行机构

Curless does not compete with any A1 BU — pure infrastructure layer. Works with OpenAI ACP, Google AP2, Visa TAP and x402. Curless 不与 A1 任何业务单元竞争 —— 纯基础设施层。兼容 OpenAI ACP、Google AP2、Visa TAP、x402。

AUSTRIAN EMI APPLICANT 奥地利 EMI 申请人

EU EMI in application 欧盟 EMI 牌照申请中

Locally regulated EU entity — full PSD2 / MiCA / DORA / GDPR coverage in scope. 欧盟本地受监管实体 —— 全面覆盖 PSD2 / MiCA / DORA / GDPR。

CEE GATEWAY ALIGNED CEE 网关对齐

CEE Gateway aligned CEE 网关高度对齐

A1's 7-country footprint overlaps 100% with Curless's cross-border agent routing. A1 的 7 国布局与 Curless 跨境智能体路由 100% 重合。

Next step · 30-min BD discovery call 下一步 · 30 分钟 BD 探讨电话

Sign in to access the full partnership data room — joint commercials, technical wire-up, and a 30-min call slot with the Curless BD team. 登录后可进入完整合作资料室 —— 联合商务条款、技术对接细节、与 Curless BD 团队的 30 分钟通话预约。

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peter@curless.ai · partners@curless.ai · telco.curless.ai