food-systems
2 articles
- The Agricultural Technology Convergence: AI as the Farm Operating System, Biological Inputs, and the Labor-Driven Automation Wave
AI is not a point solution in agriculture — it is the centralized operating system that coordinates biological inputs, autonomous robotics, and precision delivery. The labor shortage is the catalyst, but the margin opportunity is in the integrated data layer.
- The Refrigerant Phase-Out: Where the Quota Squeeze Bites and Where It Does Not
The EPA AIM Act is cutting HFC refrigerant production to 15% of baseline by 2036. The quota squeeze is real, but the capex burden and rent extraction split sharply by scale — natural refrigerants bypass both the quota and the patent toll.