The agriculture section is disheartening. What is the VCs worlds' obsession with cellular ag and mushrooms? Totally missing the forest for the trees here. Global calorie supply is dependent on the Haber-Bosch process i.e. Nitrogen fixation. The next big agricultural breakthrough will be some form of nitrogen fixation: 1. That is not affected by a reduction of fossil fuels 2. Is on par with Haber-Bosch in terms of ele…
> Does not require a massive shift in consumer preferences This is getting more and more irrelevant by the day. If “climate tech” fails to “fix” climate change (a goal which I believe to be impossible), then it’s not going to matter what people’s preferences are — the choices are going to be made for them and it won’t matter what they like/dislike.
But keep in mind that if two companies provide N-fixing technology, and one of them doesn't require changes in consumer preference, then they will be the winner