Formation
Regenomics
What has to become economically legible before regeneration can pay for itself, and who is trusted to say so.
A standing thesis in four inversions: agriculture as infrastructure, regeneration as capital formation, resilience as productive value, and the landscape as the economic unit.
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The Four Inversions of Regenomics
A standing thesis in four inversions: agriculture as infrastructure, regeneration as capital formation, resilience as productive value, and the landscape as the economic unit.
Journal8 min read
Four Convictions Behind Regenomics
Reading the Market’s Four Themes Against the Standing Thesis
Regenomics · Agriculture · Regeneration · Value Capture
Journal14 min read
The Allocation Layer
Why Nature Assets are becoming the battlefield where food, water, energy, compute, and capital collide
Natural Capital · Value Capture · Agriculture · Regenomics
Journal6 min read
DOTCOM vs DOTAG: The Rise and Fall of AgriTech’s Billion-Dollar Bubble
The collapse of Plenty, AppHarvest, Bowery Farming, and AeroFarms after collectively raising over $2.7 billion can be attributed to several key factors, largely stemming from ov...
Agriculture · Venture Formation · Systems Thinking · Value Capture