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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.
 • Eshan Samaranayake
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.
 • Eshan Samaranayake
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…
 • Eshan Samaranayake
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.
 • Eshan Samaranayake
Legibility Is the New Shelf Space: What Happens When AI Filters Food Before You See It
The shift from persuasion to proof is clear. The question is who captures value inside it.
 • Eshan Samaranayake
Agritech Didn't Fail in Southeast and South Asia. The Capital Did.
Lessons from ‘The Opportunity for AgriTech Investment in Southeast and South Asia’ report by Beanstalk AgTech and Briter Bridges.
 • Eshan Samaranayake
‘Physical AI’ in Agriculture: Real Technical Shift or Just a New Label for Ag Robotics?
It's partly marketing. But underneath the label is a real architectural shift in how robotic intelligence is built and deployed.
 • Eshan Samaranayake
Agrifood Has Plenty of Tech and Not Enough Systems Thinking
The architecture problem the sector keeps misdiagnosing as a company problem
 • Eshan Samaranayake
The Great Unbundling: Ag Is Breaking Apart at the Top, While Consolidating Within Segments
Lessons from Verdant Partners’ 2025 Global Food & Agribusiness M&A Review & Outlook
 • Eshan Samaranayake
Agrifood Returns Are Low, but the Winners Keep Winning
Here’s what they do differently.
 • Eshan Samaranayake
Between Ozempic and Oat Bran: Can Biomimetic GLP-1 Supplements Bridge the Gap?
If they do, what does it mean for the food industry?
 • Eshan Samaranayake
VC Math in Agrifood Tech: What It Takes to Return the Fund
How ownership, dilution, and exits shape fund returns through an agrifood lens.
 • Eshan Samaranayake
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