All posts (494)
vibe check
·16 min read
Hi Auto's $15M and the Quiet Consolidation of Voice AI's 'Second Tier'
the operator
·16 min read
Chef Robotics, Embodied AI, and the Meal-Assembly Bet: How Rajat Bhageria Turned Production Data Into a Moat
mise
·23 min read
The Inflection: How March 2025 Reset the Rules of Hospitality AI
the pass
·5 min read
Lightspeed's Capital Markets Day: A Three-Year Plan to Prove SaaS in Hospitality Is Investable
the pass
·5 min read
UK Hospitality's £3.4bn April Cliff: Inside the Spring Statement Reaction
the operator
·19 min read
Chipotle's Ava Cado Playbook: How Operators Should Think About AI in Hiring
the pass
·5 min read
Lightspeed Slashes FY25 Outlook, Blames Consumer Pullback
the pass
·5 min read
NYU IHIF Unveils Its 2025 Program — and a Quieter AI Thesis Than Expected
the bottom line
·12 min read
Yum/Nvidia and the Restaurant-Tech Multiple Reset
the bottom line
·9 min read
Chipotle's AI Hiring Machine Is the Year's Most Under-Priced Labor Story
the pass
·5 min read
Hunter Hotel Investment Conference: AI Quietly Takes a Seat at the Deal Table
vibe check
·17 min read
What the EU AI Act Prohibitions Mean for Hotels and Restaurants
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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