Toast, every mention
49 scenes, the whole family · ← back to Toast
tap a year for its mentions
every year anyone Harry Stebbings 43Aman Narang 11Jason Lemkin 9Mitchell Green 5Jason Calacanis 5Alex Rampell 5Ara Mahdessian 3Larry Aschebrook 2Sheel Mohnot 1Rory O'Driscoll 1
Verbatim, from the transcripts: the passages where Toast comes up
Zuckerberg Back on X Challenging Codex & Claude Code | SK Hynix’s $26BN IPO · 20VC with Harry Stebbings
- ▶ 1:13:05 Harry Stebbings Seventy million ARR Toast competitor, not growing.
Anthropic vs The Pentagon: Who Wins? | The Data Center Arms Race | The Ultimate Stock Picks · 20VC with Harry Stebbings
- ▶ 1:12:21 Rory O'Driscoll They're not stupidly priced, and they got decent growth, and I put Toast and Intuit in there because the software, but with a huge slug of transactions that aren't going to be replaced by AI.
Mitchell Green: Why 50% of VCs Should Not Exist · 20VC with Harry Stebbings
- ▶ 2:01 Mitchell Green Um, we're big investors in Toast, which we've been buying back. 2 times in the scene
- ▶ 54:31 Mitchell Green It surprises me that more people don't, but I think, like, early stage venture is extremely different than going to back, going to buy Atlassian right now, or going to buy Workday, or going to buy Salesforce, or going to buy, you know,… 2 times in the scene
Citrini Research Breakdown: Agents, "Ghost GDP", Consumer Spend | Figma Earnings Beat · 20VC with Harry Stebbings
- ▶ 15:47 Jason Lemkin Um, and two, then there's a meta challenge for the Shopify's Monday's HubSpot's and Toast's and others, which is, you can't afford the human to do it. 2 times in the scene
20Growth: How Wix Built a $100M Marketing Machine | Why LTV is BS and Why Time Return On Investment is the Most Important Metric | How to 10x Your Growth: What is the Next Great Channel with Omer Shai, CMO @ Wix
- ▶ 3:24 Harry Stebbings Used by product teams at companies like Toast, Vimeo, Klaviyo, and many more, Reforge helps teams ship more features than actually get used.
- ▶ 1:00:00 Harry Stebbings Used by product teams at companies like Toast, Vimeo, Klaviyo, and many more, Reforge helps teams ship more features than actually get used.
20Product: Is the Design Phase Dead in a World of AI | Has Claude Code Crushed Anthropic Already | What Roles of a PM Are Less and More Important with AI | How the Best Product Leaders Tell Stories with Noam Lovinsky, CPO @ Superhuman
- ▶ 1:00 Harry Stebbings That's why product teams at Canva, Deliveroo, Toast, Decathlon use Jira Product Discovery. 2 times in the scene
- ▶ 42:40 Harry Stebbings That's why product teams at Canva, Deliveroo, Toast, 2 times in the scene
Alex Rampell: The Best Founders Materialise Capital, Customers & Labour | The Future of Venture · 20VC with Harry Stebbings
- ▶ 16:07 Alex Rampell Which is as hard, if not harder, than getting their first five employees because, um, you know, kind of imagine this company Toast. 3 times in the scene
- ▶ 57:26 Harry Stebbings It's like a toast for Europe, but a little bit better.
- ▶ 1:14:19 Alex Rampell Toast, Vertical SAS proved this, or kind of V-one. 2 times in the scene
Why VC Today is Worse than 2021 · 20VC with Harry Stebbings
- ▶ 32:25 Jason Calacanis I have, and you just, you really need, you know, you can say Toast is a vertical SaaS company, but it's the largest vertical there is in B to B is restaurants, right? 5 times in the scene
BVP Partner, Byron Deeter: The Future of Venture - Why Chanel vs Walmart is BS · 20VC with Harry Stebbings
- ▶ 10:51 Byron Deeter And as I think back on our vertical SaaS investments, you know, like a Shopify, um, or a Service Titan or a Toast, when they added payments, it became that big Next Horizon unlock for them and really doubled the TAM and the market caps for…
- ▶ 55:57 Harry Stebbings Founders always find the second that the payments for toast, which completely unlocks a business that was never there before.
Chime IPO: Are IPOs Hotter Than Ever? · 20VC with Harry Stebbings
- ▶ 52:52 unnamed speaker People don't realize Paychex, Toast, a few others.
Larry Aschebrook, Founder & MP @GSquared: How We Lost Money on Uber and Made Millions on Lyft · 20VC with Harry Stebbings
- ▶ 42:19 unnamed speaker Toast was our largest position in that fund. 6 times in the scene
- ▶ 1:02:09 Larry Aschebrook Toast. 2 times in the scene
- ▶ 1:15:29 Harry Stebbings We've got a toast as well.
Mitchell Green, Founder @ Lead Edge Capital: Why Traditional VC is Broken · 20VC with Harry Stebbings
- ▶ 34:42 Mitchell Green Like if you, if you're growing, like I think in toast, for instance, it was like when we invested in
Aman Narang: 5 Lessons Scaling Toast to $14BN Market Cap | E1192 · 20VC with Harry Stebbings
- ▶ 0:05 Aman Narang Toast wouldn't exist without Android and cloud and embedded payments. 2 times in the scene
- ▶ 2:46 Aman Narang The first job is TOS is the second job really I've ever had.
- ▶ 6:18 Aman Narang I mean, when we started Toast, I remember the first six months, like, Nicole and Heather and Amy were like, what are you guys doing on your couch all day?
- ▶ 8:07 Harry Stebbings Does running toast get easier?
- ▶ 10:02 Aman Narang And, ah, for toast, we made a bunch of starts and stops there.
- ▶ 10:58 Harry Stebbings Was that immediate in terms of when you released product into market with toast, did you immediately feel like there was early product market fit or was it a iteration game to go, ah, we actually have customer demand?
- ▶ 12:46 Harry Stebbings And when you look at your numbers today, I think it's like 70% of, 75% of new locations are, like, go to toast, and like 25% is actually, like, switches, so to speak. 6 times in the scene
- ▶ 18:53 Aman Narang Like, I remember, like, modeling out what Toast could look like without the full platform and the fintech capabilities and the payments, and it was like, well, it's going to be kind of hard to scale because you're selling door to door with…
- ▶ 26:11 Aman Narang You know, one of the things at Toast that was interesting was, and this is still an issue today, is how much do you want to do?
- ▶ 30:28 Harry Stebbings Like Toast Capital, we have amazing researchers, I'd love to pretend like it's all just me. 5 times in the scene
- ▶ 30:44 Harry Stebbings Question for you, totally not what I was going to ask, is Toast a fintech business or a SaaS business? 4 times in the scene
- ▶ 35:05 Aman Narang Many actually, where we've tried, and the one thing that's great about Toast, back to like zones to win horizons, 3 times in the scene
- ▶ 37:54 Harry Stebbings I, I, I love the toast business as you know. 3 times in the scene
- ▶ 41:47 unnamed speaker Like in Cambridge, Massachusetts, you'd think toast is maybe the only point of sale. 4 times in the scene
- ▶ 45:31 unnamed speaker It's been often about like, that's the one rule that we've kind of stuck to, which is the central nervous system has to be toast.
- ▶ 56:39 Harry Stebbings So what's been the most memorable near death experience for Toast? 3 times in the scene
- ▶ 1:02:51 Aman Narang For me, it's all about toast and life at home.
- ▶ 1:03:48 Harry Stebbings I am, as we've discovered, a massive Toast fan. 10 times in the scene
Ara Mahdessian: ServiceTitan Would Not Be the Success if We Raised VC Earlier | E1175 · 20VC with Harry Stebbings
- ▶ 5:56 Ara Mahdessian Bessemer was also an investor in Toast, in Shopify, all these great companies that we were trying to mimic their journey. 2 times in the scene
- ▶ 48:25 Ara Mahdessian You know, for example, Tui, or Toby at Shopify, or, you know, Chris from Toast, who are so relevant to what we do in vertical sass, but then, of course, you know, like, people like Satya, et cetera, who I could learn so much from.
Jason Lemkin: PluralSight S*** the Bed & The Next IPO Candidates | E1160 · 20VC with Harry Stebbings
- ▶ 54:02 Jason Lemkin Toast, 32% growth at 1.3 billion. 2 times in the scene
Jason Lemkin: Why Pricing is Worse Than Ever and There is More Funding Than Ever | E1157 · 20VC with Harry Stebbings
- ▶ 17:35 Jason Lemkin If they're like, you know, Toast has this, and whoever has this, and we got to do this, and our, and our POS is terrible, and I've got to integrate this, you just want to hear that, you'll, you'll, you'll see the same magic you see in any…
- ▶ 57:53 Jason Lemkin If you read Toast, it was brutal for them to get to a hundred percent NRR. 2 times in the scene
Jason Lemkin & Rick Zullo: How "Mark to Market" Corrupted Venture Capital | E1052 · 20VC with Harry Stebbings
- ▶ 22:56 Jason Lemkin In one year companies that are incredibly tough to be profitable and like toast went from negative to positive in one year.
Ilir Sela: How I Founded Slice Pizza & Became One of Macedonia’s Largest Employers | E1044 · 20VC with Harry Stebbings
Sheel Mohnot: How I Got Married in the Metaverse; Founder vs Product vs Market | E1035 · 20VC with Harry Stebbings
- ▶ 45:09 Sheel Mohnot So like, if you're Toast, um, which is a point of sale system for restaurants, and you want to add more and more products, so they've added a payroll product, they can add a bank account product.
Jackie Reses: The Most Powerful Woman in Finance; Making $50BN for Yahoo on Alibaba | E996 · 20VC with Harry Stebbings
- ▶ 56:03 Jackie Reses Toast is one.
Kyle Harrison: Why 75% of Active Investors Will Disappear in the Next Few Years | 20VC #940 · 20VC with Harry Stebbings
- ▶ 58:19 Kyle Harrison Toasted this on the restaurant upside persona does this with user identity.
20VC: Why the Traditional Seed Fund Model No Longer Works, Why Multi-Stage Funds Investing at Seed Bring Signaling Risk but also Less Pressure, The One Criteria All Potential Sales Hires Need to Have and The Clear Signs of 10x Sales Hires with Jason Lemki
- ▶ 49:50 Jason Lemkin Maybe the most recent public one is a company called owner.com to oversimplify maybe as a next generation toast.