What's next for US ag drones? UPSIDE Foods' new venture, Ag's great repricing, Can AI find the next stevia? Planetary health 101, Saga Robotics bets big on US vineyards


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This week… What happens when a market built on foreign tech is told it must go domestic, almost overnight? Elaine Watson explores what’s next for the US ag drone sector.

Elsewhere, as world leaders assemble in Davos at a time many are backsliding on ESG, Jenn Marston asks: What is planetary health, and why does it matter for the global economy, and Mark Brooks addresses ag's "great repricing."

Plus:

- Beyond cultivated meat? UPSIDE Foods to spin off new life sciences business

​ - Structural color: A novel approach to replacing titanium dioxide?

- Can AI find the next stevia? ​2nd Nature mines ag side streams

And finally… Can AI shift agriculture "from assumption-driven decisions to outcome-driven" ones? Phospholutions CEO Hunter Swisher weighs in.

Have a fantastic week! Louisa, Jenn, and Elaine.

And a big thanks to this week's sponsor:

Made in America: FCC decision sparks scramble to localize ag spray drone production

What happens when a market built on foreign tech is told it must go domestic—almost overnight? Elaine Watson

Exclusive: UPSIDE Foods looks beyond cultivated meat to life sciences with cell culture media spin-off Lucius Labs

"The legacy approach to cell culture media is outdated, inefficient, and expensive," says the firm. Elaine Watson

Guest article: Agriculture’s great repricing: beyond the downcycle

The irony is that what frustrates short-term capital is what makes agriculture one of the most resilient and mispriced systems in the global economy. Guest contributor Mark Brooks

The most impactful AI in farming 'will not feel revolutionary,' says Phospholutions boss. It will feel 'dependable'

AI can shift agriculture "from assumption-driven decisions to outcome-driven ones," says CEO Hunter Swisher. Jennifer Marston

Saga Robotics bets big on US vineyards with new GM, fresh capital for UV-C ‘bots: ‘Chemical free winegrowing is the holy grail’

During the 2025 California wine grape season, the firm increased treated acreage tenfold and expects to nearly triple it again in 2026. Elaine Watson

Brazilian ag giant SLC Agricola scales use of unmanned crop sprayers with Pyka

‘The ability to spray at night is probably the single largest value proposition,’ says Pyka CEO Michael Norcia. Elaine Watson

2nd Nature mines ag side streams for next-gen sweeteners with AI

The startup will launch its first products for commercial sampling this quarter: non-caloric natural sweeteners and umami flavor enhancers. Elaine Watson

Can structural color replace titanium dioxide in food? Mirra bets on the butterfly effect

The whitening agent has been banned in food sold in the EU since 2022, and many US firms are under pressure to remove it. Elaine Watson

'If planetary boundaries are the guardrails, soil is the road itself': in conversation with Holganix

Chief strategy officer Tim Weaver explains the critical role soil plays in crop production, boardrooms, and balance sheets. Jennifer Marston

Planetary health 101: what it is, why it matters for the future of the global economy

Climate-driven health risks could cost the global economy $1.5 trillion in lost productivity by 2050, says the WEF. Jennifer Marston

AgriFood Signals: Yield Energy launches farm-based grid platform, new $500m farmland fund

Plus: Gates Foundation funds AI pilot for coffee farmers. Jennifer Marston

Why more food and beverage giants are flocking to Missouri

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Exclusive: SenseUP raises $3.5m to advance dsRNA-based biopesticides that address cost, stability hurdles

The challenge is finding microbial hosts that will both protect the dsRNA and produce it cost effectively in high amounts, says the firm. Elaine Watson

What it actually takes to become 'regenerative organic'—even if you've been doing it for a century

Lundberg Family Farms' focus on soil health, conservation, and organic growing stretches all the way back to the 1930s. Jennifer Marston

New human clinical study puts botanicals into the GLP-1 spotlight

The research has generated interest from firms in food & supplements as consumers seek natural alternatives to GLP-1 drugs. Elaine Watson

Beyond Meat’s new protein drink feels like a cry for help

Substack

Opinion | The world is adjusting to an unreliable United States

Washington Post

For the world’s food supply, federal funding cuts have long-term impacts

New York Times

The glyphosate problem in regenerative agriculture

LinkedIn

Can we save wine from wildfires?

New Yorker

‘Trade chaos hurts farmers,’ Tariff turmoil upends planning for 2026 growing season

AgTechNavigator

The NYT's pro-big ag pundit gets it right on manure, but misses the mark on herbicides

Johns Hopkins Center for a Livable Future

We’ve never understood how hunger works. That might be about to change.

MIT Technology Review

HwyHaul marks 7 years with AI-powered leap toward autonomous freight - Featuring Hwy Haul!

Freight Waves

Agritech companies in India with supply chai solutions - Featuring DeHaat!

Business Connect

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AgFunderNews

AgFunderNews reports on the evolution of the global food and agriculture system. By going beyond the headlines, we analyze the people, companies and technologies aiming to improve human and planetary health. Publishing daily, our team of award-winning journalists delivers deeper insight on the growing foodtech, agtech and climate tech industries. A multimedia publication, AgFunderNews is a division of AgFunder, one of the world’s most active agrifoodtech venture capital firms.

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