[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@treiner5](/creator/twitter/treiner5) "Waymo launch in Atlanta is early but tracking similar to LA through June and Austin continues to ramp faster than other markets with $UBER support. Los Angeles and San Francisco impacted by service halts due to riots so a bit messy this month"  [@treiner5](/creator/x/treiner5) on [X](/post/tweet/1945549858146062575) 2025-07-16 18:23:27 UTC 8265 followers, 7699 engagements "Here is the updated $TSLA vs @Waymo w/ $UBER service area in Austin today vs at launch. Material expansion from both but still a lot of ground to cover"  [@treiner5](/creator/x/treiner5) on [X](/post/tweet/1945888377829765520) 2025-07-17 16:48:36 UTC 8266 followers, 2668 engagements "2/ Front-of-House Operations (Beyond POS) Beyond the POS weve seen the proliferation of point solutions to assist with table management and guest service workflows. Many POS platforms like $TOST have these features integrated but they tend to be more basic or lack some of the customer-centric dominance players like #OpenTable have. This tends to me a smaller portion of the market though with niche point solutions or bundled solutions as part of the POS given a combined TAM for table management and guest service of $1-2B. Table Management Front-of-house tools help restaurants optimize the"  [@treiner5](/creator/x/treiner5) on [X](/post/tweet/1944780102669365432) 2025-07-14 15:24:43 UTC 8262 followers, XXX engagements "3/ Delivery Technology Third-party delivery has become a fixture in the restaurant business and a few giants dominate this arena. $DASH and $UBER eats together control the bulk of the U.S. food delivery market. These platforms connect restaurants to millions of consumers but they come with steep commission fees and often mediate the customer relationship. Most restaurants feel they must participate on DoorDash/Uber for the visibility despite the cost its a trade-off between reach and margin. To mitigate this some restaurants are turning to more restaurant-friendly delivery solutions. This has"  [@treiner5](/creator/x/treiner5) on [X](/post/tweet/1944780107077570875) 2025-07-14 15:24:44 UTC 8262 followers, XXX engagements "And Waymo pricing (vs average in market for Lyft Standard and UberX) continues to show premium $$ everywhere except LA. $LYFT definitely discounting and cheaper everywhere except LA. Generally: $UBER: priced at average market level $LYFT: -X% discount to average market fare @Waymo: XX% premium to average market fare"  [@treiner5](/creator/x/treiner5) on [X](/post/tweet/1945551351788048642) 2025-07-16 18:29:23 UTC 8265 followers, 5360 engagements "1/ Decoding the Restaurant Tech Stack Modern restaurants run on a complex technology stack that powers everything from the cash register to the kitchen and from employee scheduling to bookkeeping. Throughout the 2010s most restaurants either cobbled together point-solutions or stuck with a old all-in-one solution from legacy vendors. Today however the industry is witnessing a platformization of restaurant tech. Vertical software companies built specifically for restaurants (with $TOST as the leader) are offering integrated solutions across the stack. To start I put together a infographic of"  [@treiner5](/creator/x/treiner5) on [X](/post/tweet/1944780097539686619) 2025-07-14 15:24:42 UTC 8265 followers, 3500 engagements "Looking at $LYFT discounting for rides and as a % of avg fare in San Francisco things are mildly better vs Jan but still way higher. @Lyft is discounting more in SF than they are in any other city in the US"  [@treiner5](/creator/x/treiner5) on [X](/post/tweet/1945878327774130451) 2025-07-17 16:08:40 UTC 8265 followers, 2253 engagements "Are there any better examples in software than $DBX when it comes to linear deceleration Wildly consistent straight out of the gate since the IPO"  [@treiner5](/creator/x/treiner5) on [X](/post/tweet/1927452008333607371) 2025-05-27 19:49:03 UTC 8266 followers, 3836 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@treiner5
"Waymo launch in Atlanta is early but tracking similar to LA through June and Austin continues to ramp faster than other markets with $UBER support. Los Angeles and San Francisco impacted by service halts due to riots so a bit messy this month"
@treiner5 on X 2025-07-16 18:23:27 UTC 8265 followers, 7699 engagements
"Here is the updated $TSLA vs @Waymo w/ $UBER service area in Austin today vs at launch. Material expansion from both but still a lot of ground to cover" @treiner5 on X 2025-07-17 16:48:36 UTC 8266 followers, 2668 engagements
"2/ Front-of-House Operations (Beyond POS) Beyond the POS weve seen the proliferation of point solutions to assist with table management and guest service workflows. Many POS platforms like $TOST have these features integrated but they tend to be more basic or lack some of the customer-centric dominance players like #OpenTable have. This tends to me a smaller portion of the market though with niche point solutions or bundled solutions as part of the POS given a combined TAM for table management and guest service of $1-2B. Table Management Front-of-house tools help restaurants optimize the" @treiner5 on X 2025-07-14 15:24:43 UTC 8262 followers, XXX engagements
"3/ Delivery Technology Third-party delivery has become a fixture in the restaurant business and a few giants dominate this arena. $DASH and $UBER eats together control the bulk of the U.S. food delivery market. These platforms connect restaurants to millions of consumers but they come with steep commission fees and often mediate the customer relationship. Most restaurants feel they must participate on DoorDash/Uber for the visibility despite the cost its a trade-off between reach and margin. To mitigate this some restaurants are turning to more restaurant-friendly delivery solutions. This has" @treiner5 on X 2025-07-14 15:24:44 UTC 8262 followers, XXX engagements
"And Waymo pricing (vs average in market for Lyft Standard and UberX) continues to show premium $$ everywhere except LA. $LYFT definitely discounting and cheaper everywhere except LA. Generally: $UBER: priced at average market level $LYFT: -X% discount to average market fare @Waymo: XX% premium to average market fare" @treiner5 on X 2025-07-16 18:29:23 UTC 8265 followers, 5360 engagements
"1/ Decoding the Restaurant Tech Stack Modern restaurants run on a complex technology stack that powers everything from the cash register to the kitchen and from employee scheduling to bookkeeping. Throughout the 2010s most restaurants either cobbled together point-solutions or stuck with a old all-in-one solution from legacy vendors. Today however the industry is witnessing a platformization of restaurant tech. Vertical software companies built specifically for restaurants (with $TOST as the leader) are offering integrated solutions across the stack. To start I put together a infographic of" @treiner5 on X 2025-07-14 15:24:42 UTC 8265 followers, 3500 engagements
"Looking at $LYFT discounting for rides and as a % of avg fare in San Francisco things are mildly better vs Jan but still way higher. @Lyft is discounting more in SF than they are in any other city in the US" @treiner5 on X 2025-07-17 16:08:40 UTC 8265 followers, 2253 engagements
"Are there any better examples in software than $DBX when it comes to linear deceleration Wildly consistent straight out of the gate since the IPO" @treiner5 on X 2025-05-27 19:49:03 UTC 8266 followers, 3836 engagements