7 Comments
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Marius Stoian's avatar

Thanks for this, I've been looking at TOST for a while! Nice to have the history in one piece!

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Eric Flaningam's avatar

Fascinating business!

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Andy's avatar

Mannn your articles are always on point and I love seeing your graphics , in fact I’ve used your spacex graphic b4 in a presentation about vertical integrators - how do you generate those graphics?

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Robert Hacker's avatar

This is an excellent article on how to build a company. Very detailed, very insightful! You should look for more ways to distribute this writing/knowledge beyond Substack.

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Eric Flaningam's avatar

Open to ideas! Word of mouth is the primary growth driver so feel free to share with friends:)

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Snapback50's avatar

You Missed PAR. PAR certainly deserves a mention as the largest player in the multi unit fast food space. It is going to be a bit tougher for Toast to go after that space. IMHO!

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Eric Flaningam's avatar

Absolutely right, should’ve deserved a mention. The competitive analysis should probably be a whole article!

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