All posts (494)
the pass
·5 min read
Vox AI's $8.7M Seed Is the European Answer to Drive-Thru Voice
the operator
·15 min read
The Phone Is the New Front Door: A $3.5M Bet on Small-Restaurant Voice AI
the pass
·5 min read
Chipotle's Quiet Kitchen Upgrade Is Shipping in 60 Stores — Here's the Spec
the bottom line
·9 min read
Sweetgreen vs. Cava: The Unit-Economics Divergence
the pass
·5 min read
IHG Crosses 1 Million Rooms — and a Different Kind of Scale Lesson
vibe check
·15 min read
The Voice-AI Restaurant Stack Just Got Crowded — A Buyer's Playbook
the operator
·19 min read
Inside McDonald's 'Edge': What Google Cloud Bought the Golden Arches
the pass
·5 min read
Digi Just Bought Jolt for $145.5M and Stitched IoT to Checklists
the bottom line
·10 min read
The Big Three Distributors Print: Who Actually Owns the Independent Restaurant
the pass
·5 min read
Dishoom Gives Up Its Independence: L Catterton Checks In for the US Play
the pass
·5 min read
KKR Leads the $600M Olo Debt Syndicate, and Private Credit Becomes the Restaurant-SaaS Exit Door
the pass
·5 min read
PFG's Full Year Landed Soft on EPS but Loud on Independent Volume
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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