State of Agritech - 28th October 2025
In Today’s Edition:
1/ Reinforcing Loops and Beef Prices
How did the US beef industry transition from being a net exporter to a net importer? If US beef prices are skyrocketing to record highs, shouldn’t it lead to herd rebuilding? Does the USDA white paper “to fortify the American beef industry” address the systemic bottlenecks? Rainbow trout fed on mycoprotein from Cirkulär has reached the Swedish market, marking the world’s first commercially available fish raised on feed containing mycoprotein. Can mycoprotein take on this systemic bottleneck?
2/ Making Sense of Two Brothers Organic Farm’s Rs 110 Cr ($12 Mn USD) Series-B Fundraise
Has Two Brothers Organic Farm cracked the code when it comes to making organic retail venture fundable in India? What about Organic Mandya? Who is addressing the deep trust deficit (that shows up as a symptom of luxury belief) in organic certification and retail in India?
3/ Double-clicking on Nutrifresh’s Profitability and Polyhouse Unit Economics in India.
4/ ODOP (One District, One Product) Is A Recipe for Climate Chaos in Indian Agriculture
As India faces extreme weather events on 322 out of 365 days in 2024, why are we hung up on an outdated 20th century industrial logic (economies of scale through geographic specialization), when 21st century climate chaos demands the opposite (economies of scope through risk diversification) ?