Toast

3 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Dec 1, 2021 by David Nadirzdin · said 8 times in 6 episodes since 2021 · across every show →

Mentions by year

brought up most by Nathan Latka (5), David Nadirzdin (1), Carl Turner (1), Adam Harris (1)

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Everything said about Toast, oldest first

Dec 1, 2021 negative
Opinion
Nadirzdin: Toast and Lightspeed Tech Stacks Fail Limited-Service Restaurants
“If you're looking at actual POS like toast, like light speed, like a touch bistro, for example, they were built and inherently servicing a full service market industry. So naturally their technology stack didn't grow and evolve. For what the actual limited ser…”
David Nadirzdin Dec 1, 2021 ▶ 3:30 Myr POS SaaS For SMB's hits $1.2m ARR, Raised at $7.5m Valuation with 400 Customers
Dec 1, 2021
Disclosure
Nadirzdin: MYR aims to partner with acquirers rather than rival Square
“We're, we don't have delusions of grandeur. We're not looking to go after square or toast or any of that. What we're trying to do is become an ISV that a payment acquirer is going to want to work with.”
David Nadirzdin Dec 1, 2021 ▶ 9:30 Myr POS SaaS For SMB's hits $1.2m ARR, Raised at $7.5m Valuation with 400 Customers
Dec 5, 2023 neutral
Assertion Supported
Harris: Toast and Shopify derive 50% of revenue from fintech
“If you look at toast as a publicly traded company or Shopify as another, you know, 50% of their revenue is coming from fintech solutions.”
Adam Harris Dec 5, 2023 ▶ 6:30 $100m in revenue selling software to 27,000 AirBNB hosts?
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