Feb. 24 at 9:14 PM
$TOST When asked in regards to software being AI commoditized and Toast's moat.
CEO A. Narang: The Toast, Inc. platform, it is got software. It is got a broad software platform across, you know, powering operations, employees, guests, fin fintech, I think it is less well known. We power the network in these restaurants as well. And then we have got, as you mentioned, this large partner ecosystem that sits on top. And so part of the reason the average SMB restaurant tour picks Toast, Inc. is because we simplify all aspects, right, of the technology needs they have to help them run their business. Like, they love the all in one nature of our platform.
My take: AI can write a task or workflow here and there, but good luck connecting them all into a functioning all-in-one.