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TOSTBULLDASHNEUTRALMIXEDORIGINAL IDEAFIRST ON TOST IN 30 DAYS

DoorDash POS threat seen as irrational for restaurants

The relative case argued is that restaurants are unlikely to switch from Toast to a free DoorDash POS due to unfavorable unit economics and high customer satisfaction with Toast.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE