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Rage Bait and EPG: How David Protein Engineered a $2.25 Billion Valuation in 2 Years
David Protein's parent company, Medici Brands, recently reached a >$2 billion valuation, becoming one of the fastest CPG brands to do so. How did they…
Sep 9
•
Eshan Samaranayake
5
1
How an Ingredient Giant Turns Longevity Science Into Products
dsm-firmenich's Vincent van Buul on the shift from lifespan to cellspan, why the dose has to fit the format, and what separates a real longevity…
Sep 7
•
Eshan Samaranayake
4
1
How Coffee Made Without Coffee Became an Ingredient Business
Prefer's Jake Berber on selling price certainty, building for the mass market, and what it takes to close deals with large F&B brands and manufacturers
Sep 2
•
Eshan Samaranayake
4
1
August 2026
Where Food Companies See Opportunity in Metabolic Health
What recent research from Tate & Lyle, ADM, Kerry, Cargill and others tells us about the opportunity beyond GLP-1s.
Aug 24
•
Eshan Samaranayake
5
1
We Can Measure More of the Body Than We Know How to Use
Measuring what happened is getting easier. Knowing what it means and what to do about it is harder. Nutrition is where that gap gets more difficult.
Aug 20
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Eshan Samaranayake
4
1
1
How Physical AI Agents Automate Harvest Timing and Pollination
Polybee's Siddharth Jadhav on delivering ROI inside one crop cycle, running autonomous drone fleets across multiple countries, and earning a grower's…
Aug 11
•
Eshan Samaranayake
4
1
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
•
Eshan Samaranayake
6
2
July 2026
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
•
Eshan Samaranayake
7
2
1
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
•
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
•
Eshan Samaranayake
4
3
Ozempic Comes for Dogs, and Tonne-Scale Cultivated Duck That's 99% Cheaper
Also: Stenon's €18M for real-time soil nitrogen, ProFuse's $1.5M play to screen muscle drugs for the GLP-1 era, and the first EU-approved whole mycelium…
Jul 7
•
Eshan Samaranayake
4
2
1
June 2026
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
•
Eshan Samaranayake
10
3
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