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Which podcasts are discussing TOST?
21 ATTRIBUTED IDEAS · 10 EPISODES · 5 SHOWS
The shows
Business Breakdowns
The Compound and Friends
The Twenty Minute VC
a16z Podcast
Motley Fool Money
Where the discussion went deepest
29 MAY29 MAYBUSINESS BREAKDOWNS · 10:00
Toast's competitive moat: hardware, distribution, network effects
“The thesis argued is that Toast's competitive advantage is structural, built on purpose-built hardware, a complex supply chain, feet-on-the-street distribution, and network effects that are hard for new entrants to replicate.”
Toast: Sticky SaaS - [Business Breakdowns, EP.247]
Core thesis · 5/5Verify in source →
29 MAY29 MAYBUSINESS BREAKDOWNS · 03:00
Toast as a category killer in restaurant software
“The guest argued Toast is the category killer for restaurant point-of-sale and software, serving as the mission-critical operating system for its customers.”
Toast: Sticky SaaS - [Business Breakdowns, EP.247]
Core thesis · 5/5Verify in source →
7 MAR7 MARTHE TWENTY MINUTE VC · 5:00
Buying software incumbents on the dip
“The guest argued they are buyers of established software stocks like Procore, Workday, and Toast, viewing the sell-off as an overreaction and an opportunity.”
20VC: Why the SaaS Apocalypse is BS | Why China Will Win the AI War | Why 50% of VCs Should Not Exist and are Tourists · with Mitchell Green
Core thesis · 5/5Verify in source →
14 JUL14 JULMOTLEY FOOL MONEY · 15:10
Debating Toast's moat amid point-of-sale competition
“The speakers debated Toast's long-term outlook, weighing strong ARR growth and integrated hardware-software moats against high restaurant industry churn and intense competitive pressure.”
Big Banks Cash In, IBM Crashes Out
In depth · 4/5Verify in source →
30 JUN30 JUNTHE COMPOUND AND FRIENDS · 59:30
Toast positioned as non-disruptable AI beneficiary
“The speaker argued that Toast is turning a technical bottom as markets recognize its direct access to hospitality point-of-sale systems makes it an AI winner, not a victim.”
Steroid Era With Spencer Jakab, the F***’s Going on With Strategy?, Margin Debt
In depth · 4/5Verify in source →
29 MAY29 MAYBUSINESS BREAKDOWNS · 07:30
Industry churn is a strength for the challenger Toast
“The case made is that the restaurant industry's high annual churn rate (~15%) is a positive for Toast as the challenger, giving it more at-bats to win new restaurant openings.”
Toast: Sticky SaaS - [Business Breakdowns, EP.247]
In depth · 4/5Verify in source →
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