Research

Data and analysis on capital, food, and health.

interactive report

GLP-1s: Insured Benefit or Healthy Lifestyle Incentive

An employer can keep covering GLP-1s as an insured benefit, or pay a qualified metabolic-health incentive wrapped in clinical scaffolding. An interactive four-year model of both: what each costs, what the incentive returns, and how the value compounds as successes accumulate and persist.

August 24, 2026Read
interactive report

The Biomarker Decoder Ring

The viral biomarker comparison chart, revised by its author, as one searchable matrix: 61 markers across 13 providers, the markup between a lab and you — and the argument the chart started, kept in place.

August 14, 2026Read
interactive report

The Atlas, Priced

Sixty-one conditions moved on one molecule. An interactive atlas of the 42 whose risk fell and the 19 whose risk rose, each priced against what the United States spends on that disease area every year.

August 14, 2026Read
interactive report

The Bundle Nobody Sells

A family of four spends about $55,000 a year on food and healthcare together. An interactive ledger of what a whole-food, low-chronic-disease household costs instead, and why nobody sells the bundle.

August 14, 2026Read
interactive report

Food Has 100% Market Share

Two molecules earned $71 billion in 2025 while four hyperscalers spent $410 billion. An interactive ledger of the GLP-1 cascade, the 42 conditions one molecule touches and what they cost the U.S. each year, and the household bundle nobody sells.

August 12, 2026Read
interactive report

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
essay

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