All posts (494)
the pass
·5 min read
DoorDash + Empire Company: Canada grocery just doubled and the unit economics are the story
mise
·26 min read
The Four Tables: Why the reservation system is the most contested square foot in hospitality
the pass
·5 min read
Toast sets May 7 earnings date; the Q1 setup nobody is writing is Toast Go 3 going international April 28
the pass
·4 min read
The share-of-stomach piece: c-stores and grocery are coming for the lunch daypart
the operator
·16 min read
How Ike's Love & Sandwiches picked Toast for its national-expansion stack
the bottom line
·11 min read
Inspire Brands picks its IPO bankers. Every franchised-QSR multiple gets re-anchored if this prices.
the pass
·5 min read
Bloomberg Businessweek covers OpenTable: Debby Soo's Q&A and why 'restaurants hated us'
the pass
·6 min read
OpenTable's 'system of record' takes effect — and the WA AG is already looking
the pass
·5 min read
ConverseNow × Deliverect: voice AI gets wired into the order-management plumbing
vibe check
·18 min read
Desk Review: Toast Drive-Thru — the bundle, the moat, and the 15-unit floor
the pass
·4 min read
Starbucks ChatGPT beta: prompt-driven discovery, but the order still completes inside Starbucks
the pass
·6 min read
Toast Drive-Thru ships: Delphi hardware + Incept AI + 55" confirmation screens, gated to 15+ unit chains
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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