Shows
Agtech - So What?Agtech trends: bundling, unbundling, LLMs and more with Shane Thomas and Matthew Pryor‘Bundling’ is a well-known business strategy, especially in tech, where it’s not only used to increase sales and move slow-selling products, but also to tie customers into an ecosystem (such as Apple or Microsoft).So what about all the unbundling that’s been happening in agtech recently? While historically we’ve seen seed companies offer bundled options, such as seeds, crop management, and data products, there is now a trend towards ‘unbundling’ in agriculture. This is exemplified by Corteva’s recent decision to unbundle its seed and crop protection divisions into two publicly traded companies. Similarly, Farmers Business...
2025-10-1532 minAgtech - So What?Making Sense of Recent AgTech Acquisitions with Shane ThomasDespite a persistent sense of uncertainty in the AgTech market lately, we’re still seeing startups get acquired– even if information about those acquisitions is opaque. Case in point: Syngenta recently purchased Intrinsyx Bio, a biologicals company, for an undisclosed sum. Why do companies conceal this information? And in this moment when everyone has their eyes peeled for some indication of where the market is headed, what can we learn from exits? Sarah sits down this week with Tenacious Ventures’ Matthew Pryor and Shane Thomas, author of Upstream Ag Insights, to do a deep dive into the...
2025-05-2835 minAgtech - So What?Solving for Adoption and Channel in AgTech… So what? with Shane ThomasThere are a few topics in agtech (and in the tech startup world more broadly) that are truly perennial– problems that must be solved again and again in new and innovative ways as markets, customers, and businesses evolve. Adoption is one of those challenges, and go-to-market strategies are another. We’ve been thinking about the challenge of adoption a lot recently, and also what changes in the marketplace will mean for the retail channel and product distribution for agtech in particular. Today, Sarah sits down with Tenacious Ventures’ Matthew Pryor and Shane Thomas, author of Upstream Ag Insight...
2025-03-0536 minAgtech - So What?2025 in AgTech… So what? with Shane ThomasAs the new year gets underway, we’ve been thinking about the likely ups and downs ahead for the agtech world. We’ve been searching for insights in the recent announcement that FMC’s corporate venture capital division is shutting its doors, and thinking about what a trend in CVC pullbacks might mean for the lay of the land in agtech. We’ve also been taking time to think about the agtech companies that currently stand out in today’s tough market conditions, and what it is that sets them apart from the pack. Today, Sarah sits down with T...
2025-01-2233 minAgtech - So What?AgTech News …So What? March 2024 with Shane ThomasThis week, we’re breaking down the freshest announcements from the agribusiness, agtech, and global ag policy worlds to share insights and ask “so what?” Sarah is joined this week by Tenacious Ventures Managing Partner J. Matthew Pryor and Shane Thomas, author of Upstream Ag Insights.For more information and resources, visit our website. The information in this post is not investment advice or a recommendation to invest. It is general information only and does not take into account your investment objectives, financial situation or needs. Before making an investment decision you should read the...
2024-03-2029 minAgtech - So What?AgTech News …So What? January 2024 with Shane ThomasThis week, in a new experimental format, we’re breaking down the freshest announcements from leaders in the agribusiness, agtech, and ag production worlds to share insights and ask “so what?” Sarah is joined this week by Tenacious Ventures Managing Partner J. Matthew Pryor and Shane Thomas, author of Upstream Ag Insights. What John Deere’s announced partnership with Starlink means for farmers, ag retailers, and the future of connected agtechWhat Jigsaw Farm’s evolving status as a vanguard of climate-smart agriculture tells us about future trouble in carbon and methane emission-reducing plansHow ag software roll-ups might be evolving as...
2024-01-2438 min
Agtech - So What?Bonus Ep: The Three Fears of Farm DataOur latest bonus podcast episode is an experiment.Rather than organize the contributions that usually make up an episode, we decided to hit record on one of the conversations that are always happening internally at Tenacious Ventures.It’s a snapshot into how we think, form and test our assumptions, and decide on what might be next.It also captured the team taking on a pretty hot topic on the mind of everyone in agtech battling with adoption and scaling digitally-native solutions:Have we in agtech completely f*****d farmers by making them afraid of sh...
2022-05-1129 min
Agtech - So What?The agtech adoption dilemma: IrrigationWe have the technology to measure and improve water efficiency on farms, yet adoption remains low- why is this?This episode explores our hypothesis in our recent report: that the problem is not with the technology, but rather with a limited understanding of the nuances of farmer psychology.We explore how tech developers, both startups and incumbent firms, can design business models that encourage irrigation tech adoption. We also discuss how farmers can make sure they’re getting the information they need to implement irrigation technology that will have a positive impact on the bottom line.This ep...
2021-03-2432 min