Research
Data and analysis on capital, food, and health.
The $100B Question: Where AgTech Venture Capital Actually Went
Nearly half the '$100B agtech' was food delivery, not farming. An eight-segment optionality-vs-waste ledger, a claims audit, and why the 10x lives in a $5.7T healthcare system.
August 2, 2026Read
Alignment Architecture: the next thing to build in agriculture
In agriculture the science already works. What's missing is the instrument that lets the market, not the incumbent, capture the value.
August 2, 2026Read