Agribusiness Matters

Agribusiness Matters

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Agribusiness Matters
Agribusiness Matters
State of Agritech - 7th February 2024
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State of Agritech - 7th February 2024

Venky Ramachandran's avatar
Venky Ramachandran
Feb 07, 2024
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Agribusiness Matters
Agribusiness Matters
State of Agritech - 7th February 2024
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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,

David Friedberg
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,

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