All posts (494)

Sachem Head Names Four to PFG's Board. Activists Discover Broadline Distribution.

the pass

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4 min read

Sachem Head Names Four to PFG's Board. Activists Discover Broadline Distribution.

Olo's Last Public Friday: The $2B Thoma Bravo Case Study

the bottom line

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10 min read

Olo's Last Public Friday: The $2B Thoma Bravo Case Study

Loman AI Raises $3.5M. The 'Never Miss a Call' Thesis Just Got Cheaper to Underwrite.

the pass

·

4 min read

Loman AI Raises $3.5M. The 'Never Miss a Call' Thesis Just Got Cheaper to Underwrite.

EU AI Act GPAI Obligations Kicked In Aug 2. September Is When Hospitality SaaS Realizes.

the pass

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4 min read

EU AI Act GPAI Obligations Kicked In Aug 2. September Is When Hospitality SaaS Realizes.

Vibe Check: Should You Sign a Voice-AI Contract This Quarter?

vibe check

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16 min read

Vibe Check: Should You Sign a Voice-AI Contract This Quarter?

Westminster Shrugs: The September 3 Hospitality-Tax Debate and What It Didn't Deliver

the pass

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5 min read

Westminster Shrugs: The September 3 Hospitality-Tax Debate and What It Didn't Deliver

The Drive-Thru Voice Stack in 2025: A Buyer's Framework After Vox, Loman, Presto, SoundHound

the operator

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17 min read

The Drive-Thru Voice Stack in 2025: A Buyer's Framework After Vox, Loman, Presto, SoundHound

Voice Goes Drive-Thru Native: Vox AI's $8.7M Seed and the 'No Human in the Loop' Bet

the pass

·

6 min read

Voice Goes Drive-Thru Native: Vox AI's $8.7M Seed and the 'No Human in the Loop' Bet

DoorDash's $1B Ad Business Is the Trade Most Missed

the bottom line

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9 min read

DoorDash's $1B Ad Business Is the Trade Most Missed

The Four Margins of the AI-Era Restaurant

mise

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25 min read

The Four Margins of the AI-Era Restaurant

UK Hospitality Has Shed 84,000 Jobs Since the Budget — UKHospitality Sounds the Alarm

the pass

·

5 min read

UK Hospitality Has Shed 84,000 Jobs Since the Budget — UKHospitality Sounds the Alarm

Wingstop's Record 129-Store Quarter Shadows a 1.9% Comp Miss

the pass

·

4 min read

Wingstop's Record 129-Store Quarter Shadows a 1.9% Comp Miss

Featured More

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

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9 min read

What the DoorDash/SevenRooms Deal Actually Buys

the bottom line

·

11 min read

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