All posts (494)
the bottom line
·10 min read
Olo is not a SaaS company anymore. Here's the multiple the math actually works at.
the pass
·7 min read
Sweetgreen Sold the Robot. Now What?
the pass
·5 min read
Cracker Barrel's Q2 was bad. The tariff line was worse.
vibe check
·16 min read
Desk Review: Toast AI Suite — the agentic platform we were promised, with caveats
the pass
·6 min read
Brussels Just Told Voice Agents to Wear Name Tags
the operator
·17 min read
Burrito Season is Ava Cado's stress test
the pass
·5 min read
The largest Freddy's franchisee just got larger — JRI buys HCI
the pass
·5 min read
Olo built the back end. Now it wants the front door.
the bottom line
·10 min read
Block's Q4: workforce cut by more than 40% — Jack Dorsey's 'intelligence-native' bet lands on Square sellers
the bottom line
·10 min read
The 12-Unit Cafe Valuation Primer: What Wingstop's Smart Kitchen Comp Means for Independents
mise
·27 min read
The Four Margins, Refined: An AI ROI Framework for Hospitality After the February 2026 Print Cycle
the pass
·6 min read
Burger King's 'Patty' — OpenAI in 500 Headsets, 'Friendliness' Coaching, and the Surveillance Debate
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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