Radical Obsession with Quality

The incumbents agree. As one example, Square (full disclosure: a partner of Homegrown) is building agents on both sides of the counter. Inside the business, Managerbot went to open beta in April 2026. It's an agent built into the Square Dashboard that watches sales and labor by location, flags inventory shortfalls before a shift, builds staff schedules from sales forecasts, and drafts marketing campaigns. It suggests each action and the seller approves it. Facing customers, Square launched ChatGPT and Claude integrations in July. Diners can browse menus, order and pay inside the AI chat, and the orders flow straight into the seller's existing Square system with no setup and no marketplace commission.

Emerging players like Owner.com are also building agent-first experiences. Billing themselves as the "AI CMO and CTO" for independent restaurants, it builds and runs each restaurant's website, online ordering, branded app, CRM and marketing, and its AI answers phones, takes orders, creates promotions and responds to reviews around the clock without a human. The model is working: Owner passed $100M in ARR and raised $240M at a $2.3B valuation in August 2026. It now plans to take the same system to salons, spas and independent grocers. CEO Adam Guild's framing: AI that does "the jobs many small business owners have never been able to afford."

Yet another example comes from Thanx, a loyalty and guest-engagement platform for restaurant brands. Thanx is turning its CRM data into agents that run marketing on their own. ThanxAI launched in September 2025 with agents that the company describes as "virtual employees." Given a business goal, they pull from 200+ guest attributes to build targeted segments and plan campaigns

In one telling pilot, Taco Bell franchisee Charter Foods asked an agent to identify stores that should stay open later; late-night sales rose 20% off its recommendations.5 Meanwhile, YC-backed Zavo is building an "agentic POS" from scratch — finance agent, manager agent, customer agent — with 400+ businesses onboard within months of launch, and Palona AI (founded by ex-Meta/Google AI leaders) has partnered with Goodcall to turn the restaurant phone line into a POS-integrated, revenue-generating AI channel in English and Spanish, 24/7.7 What a time to be alive.


The 2036 picture. Every sub-100-unit brand runs a small staff of agents: a procurement agent negotiating and ordering, a finance agent forecasting cash daily, a labor agent building schedules against demand curves, a guest agent handling most phone calls and follow-ups. The GM's job evolves from doing this work to supervising it (see Trend 7). Critically, this is the great leveler: agents give a 6-unit brand the analytical infrastructure that only 600-unit brands could afford in 2020. We are seeing operators do all of this today already, and we can already see statistically significant and positive results in their performance data.