[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.]  Jevgenijs Kazanins [@jevgenijs](/creator/twitter/jevgenijs) on x 10.9K followers Created: 2025-05-04 07:39:31 UTC Toast eyes the throne Inside Toast’s push to unseat the POS giants In December 2015, Bessemer Venture Partners wrote a $XXXX million check to a “company selling restaurant point of sale software”. The company was going after the incumbents, Micros and NCR, each controlling “roughly XX% market share”. At the time, the funding round valued it at $XXX million. That company was Toast $TOST. A decade later, Toast is a public company with a market cap of over $XX billion, but…the same incumbents still dominate the market. Toast is expanding internationally and pursuing new customer segments, and I believe, finally, it has the muscle to dethrone these incumbents. Toast is not a startup, and its stock is far from cheap, but the growth opportunity in front of it is still massive. Follow the link in the reply for my deep dive!👇🏻  XXXXX engagements  **Related Topics** [bessemer venture partners](/topic/bessemer-venture-partners) [$tost](/topic/$tost) [stocks technology](/topic/stocks-technology) [Post Link](https://x.com/jevgenijs/status/1918933492999520753)
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Jevgenijs Kazanins @jevgenijs on x 10.9K followers
Created: 2025-05-04 07:39:31 UTC
Toast eyes the throne Inside Toast’s push to unseat the POS giants
In December 2015, Bessemer Venture Partners wrote a $XXXX million check to a “company selling restaurant point of sale software”. The company was going after the incumbents, Micros and NCR, each controlling “roughly XX% market share”. At the time, the funding round valued it at $XXX million.
That company was Toast $TOST. A decade later, Toast is a public company with a market cap of over $XX billion, but…the same incumbents still dominate the market. Toast is expanding internationally and pursuing new customer segments, and I believe, finally, it has the muscle to dethrone these incumbents.
Toast is not a startup, and its stock is far from cheap, but the growth opportunity in front of it is still massive. Follow the link in the reply for my deep dive!👇🏻
XXXXX engagements
Related Topics bessemer venture partners $tost stocks technology