All posts (494)
vibe check
·18 min read
Desk Review: Toast IQ at One Hundred Days — What the Four-Month Mark Actually Looks Like From the Outside
the pass
·4 min read
Chipotle's Q4 print is the canary: even AI-fluent fast casual can't out-tech a value recession
the bottom line
·10 min read
Six Months to August 2: The Deal-Desk Read on the AI Act and the Omnibus
mise
·25 min read
The Four Margins of AI Spend in Hospitality
the pass
·4 min read
January 2026 Operator Roundup: Five Things We Couldn't Confirm
the pass
·6 min read
Accor Drops the ALL App Into ChatGPT — Hospitality's First Direct OAI Integration
the pass
·5 min read
IHG's Hotel-Tech Momentum: Wei Manfredi In Context
the pass
·6 min read
Starbucks Comp Transactions Turn Positive — Niccol's 'Back to Starbucks' Cleared a Bar
the pass
·5 min read
UK Hospitality's AI Debate Gets a Webinar — and a Sharper Warning
the operator
·17 min read
Sysco's AI360 Hits 95% Weekly Active — A Field Operator's Read on the Sales-Tech That Actually Works
the pass
·6 min read
The OpenTable Squeeze, Heading Into Q4
the pass
·5 min read
Toast IQ Goes Multi-Unit — The Real Toast IQ Story Was Always Chains
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The Voice Agent Maturity Curve
mise
·12 min read
The Four Margins of a Restaurant
mise
·14 min read
The AI Premium in Hospitality M&A: Broker Story or Real Number?
the bottom line
·9 min read
What the DoorDash/SevenRooms Deal Actually Buys
the bottom line
·11 min read