Omni Agent War: Toast

Your agent ships. DoorDash's is already in every kitchen.

You built Toast's agent for the owner's texts, priced per cover, a year after DoorDash put a free one in every restaurant.

Toast Agent ships to warm reviews. Owners already text DoorDash's, which costs nothing and fills tables with delivery orders.

The CFO: We still own the terminal! Every card still taps us! That's a moat, right? Tell me that's a moat.

OMNI: NOT SO FAST! A moat around a card reader. Adorable. I've started paying with links.

  1. A. Bring the board the per-cover cohort. One slide. Maybe your last.
  2. B. Sell the agent to Google. Keep the counters. Take the money. The readers stay ours.