Agtech VC preferences...

...and some liinks, incl. AI landscape

Next episode: DMT MoA, vector knowledge hippocampus (it's not a metalcore band, I promise!) and mental models I've long mentioned.

Pack your cow reactors, Billy!

Okay, let's start without a prelude (not that I advise that - on the contrary oh shut up at long last), here's a more readable and concise summary of technologies Agtech VCs look into investing ⇒ I'd view this as an ~informed view of trends to come and overall vertical future directions:

Agriculture and Farming:

  • Agricultural water recovery (Christian)

  • Computational agroecology (Lauren)

  • Crop genetics and biostimulants to improve yield, resilience and nutrition (Marika King)

  • Data collection and decision-making support solutions for the farming industry (Piotr Grabowski)

  • Regenerative agriculture (Frédéric Krebs, Gil Hosky, Erin Culley, Marika King, Steve Molino, Erika, Paul Rous, Lauren Abda, Jonathan, Daniel, Laura Hodgkiss)

  • Technologies that speed up the adoption of regenerative farming practices (Erika)

Alternative Proteins:

  • Cell cultivation (Jonathan)

  • Cell-cultured meat (Marika King)

  • Fermentation-based alternative fats or spinning technologies to make fibers that mimic muscles (Marika King)

  • Plant-based proteins (Greg Michel)

Energy and Climate:

  • Carbon capture/carbon removal/methane removal (Frédéric Krebs)

  • Carbon mineralisation (David)

  • Carbon-negative proteins and food ingredients (Hadar Sutovsky)

  • Carbon sequestration technologies with outstanding teams (Erika)

  • Clean high-temperature heat for industrial use cases (Christian)

  • Climate Fintech (Yael)

  • Climate risk analysis (Josef Seidl)

  • Climate software that combines ML and AI technologies, can help to improve the traceability of high-quality carbon credits. (Laura Hodgkiss)

  • Climate x Agtech: Innovations in animal feed to reduce methane emissions, fertilizers that fix nitrous oxide, and enhanced rock weathering for carbon sequestration

  • Efficient approaches to hydrogen electrolysis (Christian)

  • Fusion (Alexandre)

  • Low carbon air conditioning solutions (Puja Balachander)

Food Waste Reduction:

  • Nutritious, functional and high-value ingredients through upcycling of sidestreams and other solutions to reduce food waste (Marika King)

  • Sidestream valorization/upcycling of waste streams into vital inputs into other alt protein applications (Steve Molino)

  • Technologies to extend product shelf life (Lauren Abda)

  • Upcycling food that would otherwise be wasted (Lauren Abda)

Packaging and Materials:

  • Biodegradable packaging (Erin Culley)

  • New materials and technologies in the sustainable packaging space (Gil Hosky)

  • Sustainable packaging (Frédéric Krebs, Gil Hosky, Erin Culley, Dominique, Paul Rous)

Data and AI:

  • AI's influence on climate and food tech (Alexandre)

  • AI and data services to improve precision agriculture (Paul Rous)

  • AI Technologies e.g. for optimizing resource usage, emission leak detection or real estate investment planning (Josef Seidl)

  • AI tools to predict and deal with climate risk (Yael)

  • Deep learning model application to materials science and synbio (David)

  • Generative AI for biological intelligence (David)

Yeah, so somebody's been too lazy to read in whole and just distills the article...

Linkies-twinkies

Single mingle

Being forever alone may not be THAT bad, Bella DePaulo notes:

  • Many single people are just as happy or happier than married or partnered people;

  • Single people have the freedom to live life the way they want to and are often more integrated into their communities than married people;

  • Single people also connect more with families, neighbors, and friends, and are more available to assist others;

  • Singlehood satisfaction tends to increase after midlife. This goes in line with overall life satisfaction rising after 40s?

A nice quote: “The dangerous part of some of these societal messages is that it makes it seem like romantic relationships are some kind of a quick fix,” he says. “It’s important to get right with yourself first—to develop emotional stability and build a life you’re happy with, consistent with your values. Otherwise, a romantic relationship is just a recipe to make two people miserable instead of one.”

Optimizing complex systems

Stakeholders are those with skin in the game. No, not the ones waiting to stake a vampire. And designing a system that satisfies all requirements stated is sometimes a daunting task. As with, say, relationships, it's a tight uh oh interplay of trade-offs and OMGs.

  • One problem is that stakeholders hold different views on the system's goals - hence they may even describe the requirements in different ways, with no obvious method of normalizing that;

  • A way to overcome the aforementioned problem is to describe the system's goals as metrics with thresholds/constraints;

  • Another potential bummer is planning for unintended consequences, or sometimes perverse consequences - ideally we've got to have several laws that make the system adaptable to those, but who cares?

Products that monetize

The Product Strategy Playbook from McKinsey Alum - Free PPT Templates

Zoe Chew's spewing gold, as usual - now on value categories a product can deliver:

Functional Value: Create practical benefits for users by incorporating relevant technical features into your product:

  • Speed: Offer a faster way to accomplish a specific user’s goal

  • Performance: Easy to use and user-friendly

  • Friction removal: Reduce obstacles and unstuck the user’s journey

  • Technical benefits: More accurate and secure

Monetary Value: Combine functional value with monetary value by helping customers save money, avoid losses, and increase savings:

  • Affordability: Attract price-sensitive customers with high-quality products at affordable prices

  • Reduce expenses: Eliminate middlemen, complex cost structures or hidden fees

  • Great savings: Offer discounts for bulk purchases or long-term subscriptions

  • Loyalty program: Offer point-based rewards, exclusive discounts, and perks to frequent customers

Emotional Value: Increase product value by creating strong pleasant experiences for customers. Consider how your product makes customers feel after they use it.

  • Reduce stress: Simplify people’s lives by removing complexities

  • Reduce uncertainty: Remove doubts by providing transparent detail about how your product or service works

  • Increase confidence: Provide a guarantee or promise that your product will deliver the desired results

  • Remove fears: Assure customers by addressing their concerns

Social Value: Fulfill a person’s social status or social needs by creating a sense of community around your product and providing additional support, guidance, and resources.

  • Belongings: Create a sense of community around your product by building an engaged online community where users can connect with like-minded people.

  • Motivation: Provide additional support, guidance and resources to help users when they are stuck.

  • Recognition: Provide rewards or celebrations when they achieve certain milestones.

I'd put this right near NFX's Network effects' manual on usefulness, and would strongly advise doing a checklistey list when designing a product.

Current AI landscape

by NFX

AI 75 Hot List

The spreadsheet itself:

Tiny habits for ... anything

Some nice free slide decks with tiny/atomic habits (they're too similar) for almost every gripe one usually has, from lack of focus to introvert lives...


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