Arc

Yesterday, we launched publicly and announced our $10.76M seed round led by @a16z. The response from the restaurant community made it clear: operators are ready for this. @FortuneMagazine covered the story behind the launch and what we're building. Worth a read if you work in restaurants, hospitality tech, or AI. fortune.com/2026/05/26/ai-…

Founded by former Square and Cash App executives, Arc introduces real-time observability and voice AI to fast-food drive-thrus. restaurantnews.com/arc-ai-drive-t…

Excited to announce @meetarc's $10.76M seed, led by @a16z! Arc brings quick service restaurants into the AI era, starting with drive-thru voice agents. Founders @maclennanm + @alihussaincs shipped products for the real world at Block - and Arc is live serving customers 👇

Arc (@MeetArc), a voice AI startup that takes orders and optimizes business performance at drive-thru, has raised $10.76 million seed funding, Fortune learned exclusively. Andreessen Horowitz led the round. bit.ly/49Hem2b

Today @MeetArc announces our $10.76M Seed led by @a16z, with participation from @Adverbvc , Broadway Restaurant Group, and @unitedtalent. 200K US drive-thrus run on 1950s tech. Arc lets operators run them like modern digital channels: design the experience, A/B test upsell, see live AI insights. Higher tickets. Better accuracy. Happier crews. This is just the beginning, as we work to empower all kinds of local businesses with AI. Grateful to be backed by investors who deeply understand local commerce, AI, and the restaurant industry. Thanks also to an amazing group of angels including @thefriley, @saumil, @henrydelouv, @Mikegagent, and @jschwarz9.

Heading to the @NatlRestShow next week. If you wake up thinking about drive-thrus, I would love to compare notes. We have live deployment data on voice AI upsell, take rates, and offer A/B testing. DM to grab time or come say hi. #2026RestaurantShow

The numbers in this paper rest on a voice AI stack we purpose-built for the drive-thru: proprietary models trained on real DT orders; infrastructure that handles pauses, accents, and noise; buffering/endpointing built for speed. 95%+ order accuracy and independence, no confirmation board and faster order time.

At Square, our kiosk orders averaged 15 - 20% higher tickets than the counter. Optimized flow. Less social friction. No time pressure. So at @MeetArc, we asked: is that same latent demand sitting in the drive-thru?