All posts (494)

Hi Auto's $15M and the Quiet Consolidation of Voice AI's 'Second Tier'

vibe check

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16 min read

Hi Auto's $15M and the Quiet Consolidation of Voice AI's 'Second Tier'

Chef Robotics, Embodied AI, and the Meal-Assembly Bet: How Rajat Bhageria Turned Production Data Into a Moat

the operator

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16 min read

Chef Robotics, Embodied AI, and the Meal-Assembly Bet: How Rajat Bhageria Turned Production Data Into a Moat

The Inflection: How March 2025 Reset the Rules of Hospitality AI

mise

·

23 min read

The Inflection: How March 2025 Reset the Rules of Hospitality AI

Lightspeed's Capital Markets Day: A Three-Year Plan to Prove SaaS in Hospitality Is Investable

the pass

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5 min read

Lightspeed's Capital Markets Day: A Three-Year Plan to Prove SaaS in Hospitality Is Investable

UK Hospitality's £3.4bn April Cliff: Inside the Spring Statement Reaction

the pass

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5 min read

UK Hospitality's £3.4bn April Cliff: Inside the Spring Statement Reaction

Chipotle's Ava Cado Playbook: How Operators Should Think About AI in Hiring

the operator

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19 min read

Chipotle's Ava Cado Playbook: How Operators Should Think About AI in Hiring

Lightspeed Slashes FY25 Outlook, Blames Consumer Pullback

the pass

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5 min read

Lightspeed Slashes FY25 Outlook, Blames Consumer Pullback

NYU IHIF Unveils Its 2025 Program — and a Quieter AI Thesis Than Expected

the pass

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5 min read

NYU IHIF Unveils Its 2025 Program — and a Quieter AI Thesis Than Expected

Yum/Nvidia and the Restaurant-Tech Multiple Reset

the bottom line

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12 min read

Yum/Nvidia and the Restaurant-Tech Multiple Reset

Chipotle's AI Hiring Machine Is the Year's Most Under-Priced Labor Story

the bottom line

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9 min read

Chipotle's AI Hiring Machine Is the Year's Most Under-Priced Labor Story

Hunter Hotel Investment Conference: AI Quietly Takes a Seat at the Deal Table

the pass

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5 min read

Hunter Hotel Investment Conference: AI Quietly Takes a Seat at the Deal Table

What the EU AI Act Prohibitions Mean for Hotels and Restaurants

vibe check

·

17 min read

What the EU AI Act Prohibitions Mean for Hotels and Restaurants

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

·

9 min read

What the DoorDash/SevenRooms Deal Actually Buys

the bottom line

·

11 min read

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