Reflections on AgTech: Robotics, Digitization, and Alternative Inputs

Last year, we published a report entitled, "Trends Shaping the Future of Food in 2023." It turns out 2023 was quite the year with many market, geopolitical, and policy twists and turns. In this episode, we check in with S2G team members who contributed to the report to get their take on how these trends evolved in 2023 and into 2024. We interview Arthur Chow about robotics, Cristina Rohr about digital agtech, and Matt Walker about alternative crop inputs. 

Key Takeaways:

1. Agricultural Robotics: Agriculture robotics companies are making substantial strides in delivering on promises and expanding their offerings. The shift towards platform solutions, as well as partnerships that enable robotics-as-a-service models, are reducing some of the barriers to adoption. 
2. Integrated Digital Ag Tech Solutions: The integration of digital agriculture solutions is enabling companies to quantify the cross-value chain benefits of climate-smart agriculture. Strategic partnerships and robust data infrastructure are pivotal in fostering adoption and optimizing environmental and economic outcomes.
3. Rising Demand for Alternative Input Solutions: The demand for alternative input solutions, such as biologicals, is on the rise, driven by market shifts away from traditional chemicals and consumer preferences for environmentally friendly options. Companies are focused on substantiating the efficacy of these solutions while integrating them seamlessly into existing farming systems.

Resources:

Arthur's Bio
Cristina's Bio
Matt's Bio

Reflections on 2023 Agtech Trends
Reflections on 2023 Food and Agriculture Supply Chain Trends
Reflections on 2023 Food Tech Trends

This content is for informational purposes only, should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security, and is not directed at any investor or potential investor in any investment vehicle sponsored by S2G. Investing involves risk, including the risk of loss. Specific companies mentioned in this podcast are for educational purposes and should not be construed as an endorsement of any kind. S2G holds positions in the companies referenced, but this podcast is for information purposes only and is not intended to promote any such company. All views of the guests on this podcast are solely their opinions and do not reflect the opinions of S2G. Any past performance discussed is not indicative of future results. Chuck Templeton is a Managing Partner at S2G Investments. All Chuck's views, and the views of the guests on this podcast, are solely their opinions and do not necessarily reflect the opinions of S2G. The views expressed herein are opinions based on certain assumptions and subject to change.

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