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What the podcasts are saying about
TOST
In-depth coverage
5
Mentions · 7d
9
Mentions · 30d
9
Mentions · 90d
7
Episodes
Latest attributed ideas · most recent first
17 JULTHE COMPOUND AND FRIENDS · 09:30
SaaS and software stocks are bottoming out
“The sharp rebound in major software-as-a-service (SaaS) companies suggests the AI-driven disruption fears were overdone, signaling a potential local bottom.”
In depth · 4/5Verify in source →
17 JULTHE TWENTY MINUTE VC · 01:55
Software incumbents will survive the AI transition
“The bull case argued for legacy software incumbents is that their distribution, data, and balance sheets will protect them from being rendered redundant by AI.”
Core thesis · 5/5Verify in source →
17 JULTHE TWENTY MINUTE VC · 05:30
Public markets offer superior value over privates
“The guest argued that a valuation disconnect has made certain high-quality public tech companies far more attractive than their private market counterparts.”
In depth · 4/5Verify in source →
17 JULTHE COMPOUND AND FRIENDS · 07:45
Toast positioned as AI hospitality winner
“The host argued that Toast is an attractive investment because it is poised to be the primary distributor of AI tools to the restaurant industry, rather than being disrupted by AI.”
In depth · 4/5Verify in source →
16 JULTHE COMPOUND AND FRIENDS · 04:15
ServiceTitan is a sticky old-economy software play
“The bull case presented for ServiceTitan is that its hybrid hardware-software model makes it an incredibly sticky industry standard for the construction and home services sectors.”
In depth · 4/5Verify in source →
4 JULTHE COMPOUND AND FRIENDS · 01:30
Incumbents to win AI software transition
“The guest and host argued that deeply embedded incumbent SaaS providers with established workflows and customer trust are highly resilient to AI disruption and will successfully integrate AI tools.”
In depth · 4/5Verify in source →
4 JULTHE COMPOUND AND FRIENDS · 04:15
Toast dominates hospitality point-of-sale market
“The host argued that Toast has effectively won the restaurant and hospitality point-of-sale market, creating an incredibly sticky ecosystem with high switching costs.”
Substantive discussion · 3/5Verify in source →
4 JULTHE COMPOUND AND FRIENDS · 01:50
Market brutally punishes minor earnings misses
“The current market environment exhibits extreme asymmetry, rewarding positive earnings surprises only slightly while severely punishing any negative surprises or minor guidance misses.”
Explored · 3/5Verify in source →
4 JULON THE MARGIN · 00:00
Organic demand drives Bitcoin payment adoption
“The guest argued that Bitcoin point-of-sale adoption will succeed through organic merchant demand driven by fee savings rather than direct pitches to payment processors.”
In depth · 4/5Verify in source →
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MENTIONS & DEPTH REFLECT PODCAST DISCUSSION VOLUME · NOT A RATING, FORECAST, OR RECOMMENDATION