All posts (494)
the pass
·4 min read
Sachem Head Names Four to PFG's Board. Activists Discover Broadline Distribution.
the bottom line
·10 min read
Olo's Last Public Friday: The $2B Thoma Bravo Case Study
the pass
·4 min read
Loman AI Raises $3.5M. The 'Never Miss a Call' Thesis Just Got Cheaper to Underwrite.
the pass
·4 min read
EU AI Act GPAI Obligations Kicked In Aug 2. September Is When Hospitality SaaS Realizes.
vibe check
·16 min read
Vibe Check: Should You Sign a Voice-AI Contract This Quarter?
the pass
·5 min read
Westminster Shrugs: The September 3 Hospitality-Tax Debate and What It Didn't Deliver
the operator
·17 min read
The Drive-Thru Voice Stack in 2025: A Buyer's Framework After Vox, Loman, Presto, SoundHound
the pass
·6 min read
Voice Goes Drive-Thru Native: Vox AI's $8.7M Seed and the 'No Human in the Loop' Bet
the bottom line
·9 min read
DoorDash's $1B Ad Business Is the Trade Most Missed
mise
·25 min read
The Four Margins of the AI-Era Restaurant
the pass
·5 min read
UK Hospitality Has Shed 84,000 Jobs Since the Budget — UKHospitality Sounds the Alarm
the pass
·4 min read
Wingstop's Record 129-Store Quarter Shadows a 1.9% Comp Miss
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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