What is $OLO

"that moment would represent Olo becoming the majority order channel for that customer... the dawn of digital ordering primacy. We're now seeing Olo restaurant customers who are processing 100% of their transaction volume through the Olo" - @nhglass ImageImageImage
"QSR brands have grown over the years through franchising, leading to disparate technology systems across franchisee operator groups and manifesting in the kind of non-homogeneous environments for which $OLO was purpose-built"
$OLO on Dark/Ghost Kitchens Image
Table Service 2.0 Image

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More from @JerryCap

22 Apr
The Basic Laws of Human Stupidity

h/t @Kap_Attack_ for a fantastic must read book recommendation
"The following pages are in fact the result of a constructive effort to detect, know and thus possibly neutralize one of the most powerful, dark forces which hinder the growth of human welfare and happiness"
First Law: Always and inevitably everyone underestimates the number of stupid individuals in circulation.
Read 20 tweets
20 Apr
OnlyFans Grew 5x in 2020

a16z Marketplace 100 2021 Report

info.a16z.com/rs/382-JZB-798…
Fastest-Growing Marketplace Companies
whatnot, good dog, mercato, Outschool, dumpling
Read 4 tweets
26 Jan
My Notes on Statistical Consequences of Fat Tails

Real World Preasymptotics, Epistemology, and Applications

By @nntaleb
"Insurance can only work in Mediocristan; you should never write an uncapped insurance contract if there is risk of catastrophe. The point is called the catastrophe principle."
"{thick tailed}, extreme events away from the centre of the distribution play a very large role. Black Swans are not "more frequent", they are more consequential. The fattest tail distribution has just one very large extreme deviation, rather than many departures from the norm"
Read 25 tweets
24 Nov 20
1) I am as conservative as anyone on a clean balance sheet but does $TDG suggest $HEI is just way way too underlevered?
2) Is this too backward looking?Monetary policy (or anything really) doesn't have to play out the way it did in March in the next crisis (did $TDG raise debt post-Fed support?).
3) What are the biggest differences between business models/revenue splits that allow $TDG to carry so much more debt.
Read 4 tweets
23 Nov 20
I just finished "The Cancer Code" by Jason Fung (@drjasonfung) easily the best book I've read this year.

Highly recommend. Image
Telomeres, Telomere cap, Hayflick limit Image
Atomic bomb survivor cancer rates increased only modestly, with "life expectancy shortened by months, not years".

Chronic exposure is what matters. ImageImageImage
Read 14 tweets
9 May 20
1) $CSU Annual General Meeting Highlights

“It's a lot more fun to be providing utilities with software right now than providing gyms with software"
2) Everybody is working from home and watching $NFLX
3) “Took action prior to the shutdown… Surprised at how well its gone which leads to questions of how many office we need to leave open”
Read 15 tweets

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