All posts (494)
the bottom line
·9 min read
Voice AI's Capital Floor Got Raised: VoiceRun's $5.5M Is the Small End of a Loud Quarter
the pass
·4 min read
Toast Sets a Feb 12 Q4 Date. Three Lines Will Move the Tape.
vibe check
·18 min read
Desk Review: SevenRooms After Six Months Inside DoorDash
the pass
·4 min read
Toast On Fortune's Most Admired — A Vanity Headline With a Real Read-Through
the operator
·19 min read
Sweetgreen's Infinite Kitchen Reckoning: The Operator Math When Same-Store Falls 9.5%
the pass
·4 min read
The MLK Day Tape: How Restaurant Tech Trades Through a Holiday Lull
the bottom line
·10 min read
Restaurant Stocks Open 2026 Down: Reading the Tape Before Q4 Earnings
the pass
·4 min read
Hilton's 26th Brand Is an Apartment — Not an AI
the pass
·5 min read
Toast's Marketing Stack vs. Resy's Loyalty Rails: Same Operator, Two Pitches
the pass
·5 min read
VoiceRun Raises $5.5M to Build the 'Coded, Validated' Voice Agent — Restaurant Tech Is the Wedge
the operator
·15 min read
IHG Hires Its First SVP of AI — And Why It Picked a McDonald's, Google Cloud Veteran
the pass
·6 min read
Chipotle Loses Its President — and the AI Bet Just Got Lonelier
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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