All posts (494)
the pass
·5 min read
Sierra Just Raised $950M at $15B. Every Hospitality CIO Should Reprice Their Voice-AI RFP
the pass
·5 min read
Sierra Just Raised $950M at $15B. Every Hospitality CIO Should Reprice Their Voice-AI RFP
the pass
·6 min read
DoorDash Is Not a Delivery Company Anymore
the pass
·6 min read
Resy's Real Roadmap: Amex Is Building a Dining Operating System, Not a Booking App
the pass
·5 min read
Hyatt's AI Wedding Guide Is the Boringest Important Product of Q1
the bottom line
·10 min read
The Hilton-Marriott-Hyatt AI Premium, Triangulated From One Week of Earnings
the pass
·5 min read
Hyatt's AI Wedding Guide Is the Boringest Important Product of Q1
the bottom line
·11 min read
The Hilton-Marriott-Hyatt AI Premium, Triangulated From One Week of Earnings
the bottom line
·9 min read
Hilton + Hyatt + Lightspeed: the 'C-shaped economy' and a quiet $81M restaurant-tech divestiture
the bottom line
·9 min read
Chipotle Q1: comps positive, AI talk modest, and the 32% loyalty number that should worry every fast casual
the operator
·21 min read
How Hilton wired Anthropic into the booking flow: a Q1 RevPAR read
the pass
·5 min read
Papa Johns 'Lou AI' + Toast Go 3 international: two AI launches on one Tuesday
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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