Time for a debate.

eCommerce pulled forward 10 years of growth during COVID-19, and now offline commerce is going through a similar transition. Two companies to track in this space are $TOST and $LSPD.

At first look, they are commodity PoS (point-of-sale) digital cash register businesses, with two very different strategies.

$TOST wants to be an all-in-one commerce OS so restaurants can manage ordering, delivery, and even payroll.

$LSPD is growing through acquisitions across B2B commerce.