All posts (494)
vibe check
·15 min read
The Week Voice AI Stopped Being a Demo
the pass
·5 min read
Kroger Goes Live on DoorDash — the Largest Grocer Ever on the Platform
the pass
·5 min read
Freddy's Sells to Rhone for ~$700M. The QSR-Burger Exit Window Reopens.
the pass
·4 min read
Olo's Layoff List Is the New Restaurant-Tech Bellwether
mise
·24 min read
The Four Margins of Hospitality AI: A September 2025 Scoreboard
the pass
·4 min read
Lightspeed Names Google's Sameer Samat and Ex-ACI CEO Odilon Almeida to Its Board
the pass
·5 min read
Rakuten's Free AI Hotel Search: The OTA Stack Just Got an LLM Front Door
the operator
·17 min read
Marriott's Members Day Is the Direct-Loyalty Playbook. Here's How to Copy It.
the pass
·4 min read
Toast Changemakers: When a $150K Grant Program Is a Customer-Acquisition Channel
the bottom line
·9 min read
Darden Raises FY26 Guidance. The Casual-Dining Bull Case Gets Re-rated.
the bottom line
·12 min read
Sachem Head's PFG/USFD Push: The Math Actually Works
the pass
·4 min read
Darden Raises FY26 Outlook. The 'AI Premium' Is Invisible in the Numbers.
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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