The Signal: July 3, 2026

4 articles

5 Interesting Learnings from Toast at $6.5 Billion Run-Rate: 22%+ Growth, Profitable, No Deceleration. But AI Is Just Getting Started

Toast hits $6.5B run rate with 22% growth as AI adoption scales

- Toast reaches $6.5B revenue run rate with 22% YoY growth - Software margins hit 81% as AI usage expands to 40k locations - Adds 7k net new locations per quarter with record 30k+ in 2025 - Blended margin hits 27% with software growing 26% to $2.2B

SaaStr | ARMARM | Score: 85
The Rise of the “Claude Cowboy” in RevOps

Claude Cowboys ride into RevOps with agentic AI and low-code hacks

- Forrester identifies 'Claude Cowboy' as new RevOps archetype using agentic AI tools - These operators blend commercial savvy with rapid automation solutions - Low-code platforms enable quick fixes but may create long-term tech debt

Forrester Blog | AI SprinklerAS | Score: 78
Workday Says AI Agents Belong Closer to the Systems They Could Break - ERP Today

Workday's AI containment strategy reveals AI Sprinkler risks

- Workday warns uncontrolled AI agents can break core business systems - Recommends keeping AI closer to existing ERP controls

ERP Today | AI SprinklerAS | Score: 48
ZoomInfo Stock Jumps as OpenAI Integrates Data Platform Into Codex for Work - TIKR.com

ZoomInfo Stock Surges After OpenAI Integration

- ZoomInfo stock jumps 8% following OpenAI integration announcement - OpenAI integrates ZoomInfo data platform into Codex for Work

TIKR.com | AI SprinklerAS | Score: 45