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Why Three Industries Wanted the Same $3.8B Nutrition Brand
P&G agreed to pay $3.8B for a premium nutrition brand growing 30% a year, six days after reporting 1% growth of its own. Who else wanted it, and what…
Aug 6
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Eshan Samaranayake
6
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The Healthspan Shift and Who Is Capturing It
As the focus on human health shifts from extending lifespan to healthspan, seven ways companies are claiming it and what the incumbents are buying.
Jul 30
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Eshan Samaranayake
7
2
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The Ingredient Giants Are Flexing Their Scaling Muscle
Also: Savor's $32M CO2 butter with AAK, Rize's $31M for low-emission rice, and Japan's $6.2B new-foods bet
Jul 23
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Eshan Samaranayake
4
1
How a $2B Agtech Unicorn Builds Product
Halter's Toby Hurley on owning the execution layer, earning the right to simplify, and the whole-farm "quantum leap"
Jul 13
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Eshan Samaranayake
4
2
Ozempic Comes for Dogs, and Tonne-Scale Cultivated Duck That's 99% Cheaper
Also: €18M for real-time soil nitrogen, $1.5M play to screen muscle drugs for the GLP-1 era, and the first EU-approved whole mycelium protein.
Jul 7
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Eshan Samaranayake
4
2
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Ag and Climate Tech Don't Have a Capital Problem, They Have a Capital Stack Problem
Renaissance Philanthropy's Joshua Elliott on treating the capital stack as one toolkit, when philanthropic capital fits startups, and why funders should…
Jun 30
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Eshan Samaranayake
10
3
Precision-Fermented Egg Protein Orders Jump 550%, and EU Rewrites Gene-Editing Rules
Also: Döhler acquires cocoa-free chocolate startup, Rainbow Crops raises €9.7M for AI-guided multiplex editing, and Singapore's new synbio lab to speed…
Jun 23
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Eshan Samaranayake
10
2
$23M for Ag Knowledge AI Can't Skip, and $23M to Turn Eggs Into Biologics Factories
Also: Bayer's bioinsecticide deal with Aphea.Bio, Lacto Japan locks in Leaft's Rubisco protein, and Tate & Lyle widens its sweetener book weeks before a…
Jun 16
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Eshan Samaranayake
5
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Nestlé Bets on Biotech for Infant Formula, and €300M to Boost Europe’s Agricultural Independence
Also: $36M for an AI that measures how materials behave, Syngenta brings a rice biofungicide to Southeast Asia, and Ingredion buys a carrot-pomace…
Jun 9
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Eshan Samaranayake
6
1
$533M Doing What Ag Tech VCs Won't
Also: $24M for precision-fermented dyes ahead of the synthetic ban, Infinite Roots buys Bosque, and China’s first open-source AI model for crop…
Jun 2
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Eshan Samaranayake
10
1
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