State of Agritech - 7th February 2024
In Today’s Edition:
01/ Bear case follow-up analysis on InnerPlant
InnerPlant’s CEO Shely responds to my bull case analysis on InnerPlant Plus! A framework to guide strategic decision-makers to ‘see’ the forest along with the trees. And finally, the central question: Does Darwinian natural selection operate on organisms or ecosystems?
02/ Three Generations of Biologicals (Inera Vs SoluBio Vs PivotBio)
In which I meditate over the reining Prometheus of Agritech,
and his musings on three generations of biologicals and map a few key biological players through this lens.
01/ Bear case Follow-up analysis on InnerPlant
Couple of weeks ago, I published my detailed bull case analysis on InnerPlant and mapped the agribiotech platform strategies for the leading industry players such as Sound.Ag and Pivot Bio.
In my article, I also made some predictions on InnerPlant’s future partnerships.
“Very soon, drone partners will sign up, along with genomics AI platform players with strong ML/AI expertise who will crunch data to predict the next set of traits based on sentinel plot data.”
In response to my article, Shely Aranov, CEO, InnerPlant wrote,