Toast · 2029 · Lost as a feature

Toast becomes a module in Oracle Simphony.

Five calm quarters. Then owners stop renewing plans they never open, and DoorDash's free agent books their tables.

The Buyer: Oracle adores a terminal fleet. 180,000 locations at 1.6x revenue. Simphony always wanted the little restaurants.

The Buyer: Your agent becomes a Simphony feature. We'll mention it in the release notes. Page 40.

Outcome: Lost as a feature

You charged for an agent DoorDash gave away. Owners text whichever agent is free, so the plan you protected stopped renewing.

One path that gets here

A · Then Toast IQ does all of it. $499 moreA · Fold Toast IQ into every plan. Outbuild DoorDash

Play it yourself

Other endings where you lose as a feature

2028The agents found kitchens without a fee.2029The owners kept their agents. They swapped terminals.2029Thoma Bravo takes Toast private at a discount.

All 12 endings · The cast · The thesis