All posts (494)
the pass
·5 min read
Wendy's FreshAI On Track for 500-600 Locations
the pass
·5 min read
DoorDash's $5B Six-Week Sprint Reframes Restaurant SaaS
the bottom line
·12 min read
The May 2025 Capital-Flow Recap: $5B+ Moved in Hospitality Tech
mise
·21 min read
The DoorDash Decade: Why May 2025 Is When Food Delivery Became Hospitality Infrastructure
the operator
·15 min read
NRA Show 2025 Takeaways: The Operator's Field Guide to What to Deploy Next
the bottom line
·11 min read
Restaurant SaaS Valuations After May: How the Rerating Actually Works
the pass
·5 min read
Lightspeed's Billion-Dollar Year, With a $556M Asterisk
vibe check
·17 min read
NRA Show 2025 Field Report: ToastIQ, Vision AI, and the Year Voice Stopped Being a Demo
the operator
·17 min read
The No Tax on Tips Act Just Passed the Senate. Here's the Operator's Checklist.
the pass
·6 min read
Samsung and SoundHound Put a Burger King Drive-Thru in the Middle of Chicago
the bottom line
·11 min read
The Cava Put: What Fast-Casual Investors Are Really Paying For
the pass
·5 min read
Cava Beats Traffic Gravity — and Chipotle
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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