5 Interesting Learnings from Toast at $6.5 Billion Run-Rate: 22%+ Growth, Profitable, No Deceleration. But AI Is Just Getting Started

Summary

AI Vertical SaaS is hot now. Toast is … a dominant vertical SaaS leader becoming AI-first. Toast is running at a ~$6.5 billion revenue run-rate. At its core Toast is a payments business, with a high-margin software business as a subset inside it, a fintech lender attached, and increasingly an AI agent platform, all wrapped... Continue Reading

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