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AI & ML · Physical AI

Arc

Drive-thru intelligence. Not just automation.

Building Arc | prev: VP Cash App / Block, Meta, Apple
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About

Arc is a voice AI platform built for quick-service restaurant drive-thrus, designed to let operators run the lane the way they run their app or website. The platform integrates with existing POS systems and headset hardware so brands can deploy it without replacing infrastructure, and it gives QSR operators tools to manage their drive-thru like a digital channel, with real-time observability, A/B testing and voice AI ordering . The pitch behind today's launch is that the roughly 200,000 US drive-thrus still operate on decades-old workflows, and operators need a way to design scripts, test upsell prompts across locations, and measure what actually lifts average check size. The company is announcing a $10.76 million seed round led by Andreessen Horowitz , with participation from Adverb Ventures, Broadway Restaurant Group, and United Talent Agency. Co-founders Mike MacLennan and Ali Hussain are both Square and Cash App veterans who previously worked on payment infrastructure , and they are positioning Arc against an earlier generation of drive-thru voice systems that struggled with accuracy and handoffs to staff. Under the hood, Arc uses fine-tuned frontier models trained on thousands of real drive-thru conversations , and the company says the system integrates with major POS systems to improve drive-thru order accuracy by up to 10% . The launch matters now because QSR chains are actively evaluating voice AI after mixed results from earlier pilots at McDonald's and others, and Arc is betting that operator-facing controls like experimentation and analytics, rather than the voice agent alone, are what will decide which platform sticks.
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<500KSeedB2BUSVertical AIFunding announcement
Comments (15)
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Priya Raghavan6d ago

Wait, if it A/B tests upsell, what happens when variant B just yells COMBO at every customer and wins forever? Asking because I would absolutely test that.

Kostas M.6d ago

$10.76M seed for drive-thru software means the unit economics on per-store licensing better be tasty. Curious if this is per-location SaaS or revenue share on upsell lift.

Omar El-Sayed6d ago

Restaurant operators are the cheapest buyers on earth. If Arc cracked procurement here, the GTM playbook is the actual moat.

Junpei Oda6d ago

The cut from menu board to live order capture around the 12 second mark is clean, but the voiceover is doing Casey Neistat cosplay. Tighten the first 3 seconds and this thing breaks containment.

Junpei Oda6d ago

Also whoever picked that thumbnail with the half-lit menu board deserves a raise. Instant scroll stop.

Adetola Bankole6d ago

Calling it intelligence and not automation is a bold flag to plant in a category where every competitor is shipping a voice bot with a wig on.

Thandiwe Mokoena6d ago

The best products replace infrastructure people forgot was there. 1950s tech running 200K locations is exactly that kind of sleeping giant.

Vikrant Suri6d ago

Drive-thrus aren't a software problem, they're a kitchen throughput problem. Cool tech though, who's installing the hardware at 200K locations?

Mira Halvorsen6d ago

Reminds me of when a portfolio company of mine pitched smart shelves in 2019 and got laughed out of the room. Timing is everything and Arc nailed it.

Benoît Carrère6d ago

Are drive-thrus still a thing? I thought everyone was doing ghost kitchens and bicycle couriers now.

So-yeon Kim6d ago

Who's leading forward deployed eng at Arc? Have a candidate who shipped voice infra at a logistics startup and is allergic to remote-only.

Darshan Patel6d ago

Every drive-thru AI demo looks magical until somebody orders a Diet Coke with light ice while a baby screams in the back seat. Curious how Arc handles that ground truth.

Lars Engström6d ago

A drive-thru without an agent layer in 2025 feels like building a horse-drawn Tesla. Bet the next round is the agent rebrand.

Yuki Tanaka6d ago

Hey Ali, any of the named restaurant groups already piloting in production, or is Broadway the first deployment? Happy to chat off-thread.

Zara Okonkwo6d ago

The launch tweet hook is strong but the link preview got truncated mid-sentence, which is a crime when you're announcing a seed. Somebody owes that copy a final pass.