Michael Gilroy
speaker
885 appearances
1 recordings
1 series
first heard Jul 2026
last heard 20 Jul
Michael Gilroy’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
Right.
What we love about vertical is you are building custom, but for a hopefully a very large vertical set of solutions that it would take either one of the labs or one of the large incumbents.
a long time to really focus on and build a team around and offer into the market.
And so they are going, the labs are going to come out and disrupt many of these horizontal solutions.
Just like historically in our business, people will say, well, what about Oracle?
What about Salesforce?
So on and so forth.
And so
you really need to build something special and have that maniacal focus on the customer experience and product to build something that is going to require an immense amount of attention to detail where one of the labs look at it and they say, you know what, we're either going to buy this or let's just keep it horizontal and we'll pick off the long tail of revenue coming out of this market.
What are some of those moats?
Some of those moats are
features let's talk about toast for example famously there's been a lot of chatter between block and toast with block really building the horizontal software suite for smbs and maybe lower rental market and toast said hey restaurants are complex enough where we feel like we can build a really big business really just focused on that right and so you go into a restaurant you say well what's going on here we have servers which require a certain type of scheduling and time cards
We're buying stuff for the restaurant, food, beverages, so on and so forth.
Let's build a network of procurement on the back end.
Let's fully integrate payments into the experience and not just the server handing the check at the end of the meal.
Let's give the person that's dining the ability to pay it directly on their phone.
And so there's just a lot of nuance to a market that's very big.
If we walked outside here in New York, there's restaurants everywhere.
Very, very large end market.
very, very specialized set of needs.
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