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The May 2025 Capital-Flow Recap: $5B+ Moved in Hospitality Tech

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12 min read

The May 2025 Capital-Flow Recap: $5B+ Moved in Hospitality Tech

Restaurant SaaS Valuations After May: How the Rerating Actually Works

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11 min read

Restaurant SaaS Valuations After May: How the Rerating Actually Works

The Cava Put: What Fast-Casual Investors Are Really Paying For

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11 min read

The Cava Put: What Fast-Casual Investors Are Really Paying For

Earnings Week Unpacked: Where the AI-and-Hospitality Multiples Expand From Here

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13 min read

Earnings Week Unpacked: Where the AI-and-Hospitality Multiples Expand From Here

Why Investors Should Stop Treating Toast and Block Like the Same Trade

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10 min read

Why Investors Should Stop Treating Toast and Block Like the Same Trade

What the McDonald's CEO Is Actually Saying About AI in 2025 (and What He Isn't)

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10 min read

What the McDonald's CEO Is Actually Saying About AI in 2025 (and What He Isn't)

The Yum Brands–Byte by Yum Afterimage: How a February Launch Is Shaping April's AI Conversations

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8 min read

The Yum Brands–Byte by Yum Afterimage: How a February Launch Is Shaping April's AI Conversations

Wingstop's Smart Kitchen vs. Olo's Catering Pilot With Chipotle: Two Competing Visions of Where AI Lives in the Stack

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13 min read

Wingstop's Smart Kitchen vs. Olo's Catering Pilot With Chipotle: Two Competing Visions of Where AI Lives in the Stack

The DoorDash AI Photo Problem: TODAY.com Surfaces a Consumer-Trust Risk Just as Merchants Get AI Tools

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8 min read

The DoorDash AI Photo Problem: TODAY.com Surfaces a Consumer-Trust Risk Just as Merchants Get AI Tools

The FreshAI 168: Wendy's Commits, McDonald's Wavers, and the Test of Who Really Has Scale

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9 min read

The FreshAI 168: Wendy's Commits, McDonald's Wavers, and the Test of Who Really Has Scale

The April Fundings Sweep: A $130M Check-Stack That Says Investors Picked Their Voice AI Horses

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10 min read

The April Fundings Sweep: A $130M Check-Stack That Says Investors Picked Their Voice AI Horses

The TCPA's April 11 Deadline Is the First Real Regulatory Test for Restaurant Voice AI

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12 min read

The TCPA's April 11 Deadline Is the First Real Regulatory Test for Restaurant Voice AI

Featured More

The Voice Agent Maturity Curve

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12 min read

The Four Margins of a Restaurant

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14 min read

The AI Premium in Hospitality M&A: Broker Story or Real Number?

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9 min read

What the DoorDash/SevenRooms Deal Actually Buys

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11 min read

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