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Shane Thomas

@ShaneAgronomy

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Making sense of innovation in agriculture | @UpstreamAg - Weekly newsletter delivering essential news and analysis for agribusiness leaders

Canada
Joined February 2012
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@ShaneAgronomy
Shane Thomas
6 days
Pivot Bio Investor Day Highlights and Analysis. @pivotbio is on an ambitious path to become a $1 billion company by 2030, with a vision to evolve from nitrogen-fixing microbes into a comprehensive crop nutrition platform. Their strategy includes expanding their product range
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@ShaneAgronomy
Shane Thomas
15 days
RT @JanetteJoyB: I've gone full @ShaneAgronomy in my obsession with the book "The Wide Lens". Today, we look at one of its frameworks in….
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@ShaneAgronomy
Shane Thomas
23 days
Nick’s first two editions have been exceptional. I particularly liked today’s on CSL emphasizing subtraction:. “While most companies chase "diversification," Carlisle did the opposite. They got laser-focused on one thing they could dominate. Their portfolio pruning turned them.
@NickHorob
Nick Horob
23 days
Day 2 of Nerd Out on Business was just sent out
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@ShaneAgronomy
Shane Thomas
24 days
RT @ShaneAgronomy: Interesting quote from @FCCagriculture CEO Justine Hendricks:. “Root is more than a technology solution, it’s part of a….
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@ShaneAgronomy
Shane Thomas
24 days
@SKAgrologists would love @realagriculture to look at this.
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@ShaneAgronomy
Shane Thomas
24 days
Additionally, @SKAgrologists how do you look at AI driven advice? Will you and AIA make AI take an ethics exam? What happens if a farmer uses FCCs Root system and destroys a crop? Is FCC liable? Have you even considered what this looks like in the coming years? . I would love to.
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@ShaneAgronomy
Shane Thomas
24 days
Interesting quote from @FCCagriculture CEO Justine Hendricks:. “Root is more than a technology solution, it’s part of a broader effort to bring back something Canadian agriculture has lost: accessible, trusted and timely insight” . From announcement of their new AI agronomy.
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@ShaneAgronomy
Shane Thomas
26 days
Will GenAI replace agronomists?. Some say yes. Entirely. One VC even stated: “The 10,000 registered crop advisors in the US are going to be replaced 100% by AI.”. I have a different perspective. I think it will replace less than 10% of agronomists and trusted advisors. AI is.
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@ShaneAgronomy
Shane Thomas
1 month
RT @NickHorob: For years, I’ve loved scouring Yahoo Finance for financial statements and digging through quarterly and annual reports, tryi….
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@ShaneAgronomy
Shane Thomas
1 month
Biostimulants are growing in usage, but farmer satisfaction and intention to continue using them are not. That’s one of the critical takeaways from Stratus Ag Research’s latest Tracking Biostimulants: Grower Insight Survey Report, now in its third year. Other themes and
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@ShaneAgronomy
Shane Thomas
1 month
Great read. Highly recommend.
@JanetteJoyB
Janette Barnard 🌵
1 month
Roll 'em up. *no, I did not know there's a Snoop Dogg with the same title but different meaning until after I wrote this. *yes, I'm super curious where private equity works in animal protein and how that might change, esp as PE shakes up other industries.
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@ShaneAgronomy
Shane Thomas
1 month
RT @ShaneAgronomy: If Every Company is a Regenerative Ag Company, Then No Company is a Regenerative Ag Company.◼︎◼︎◼︎. “Regenerative ag” is….
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@ShaneAgronomy
Shane Thomas
1 month
RT @wheatgrowers: Great article and important for us to understand.
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@ShaneAgronomy
Shane Thomas
1 month
RT @JanetteJoyB: Yesterday I listened to @agtechsowhat podcast with Ron Widner on his wide lens framework in ag, and today read this articl….
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upstream.ag
Applying Ron Adner's frameworks and insights to agtech ecosystem development.
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@ShaneAgronomy
Shane Thomas
1 month
If Every Company is a Regenerative Ag Company, Then No Company is a Regenerative Ag Company.◼︎◼︎◼︎. “Regenerative ag” is everywhere— pitch decks, press releases, and investor calls. But if every ag company is regenerative…are any of them?. The term has become so broad it’s
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@ShaneAgronomy
Shane Thomas
2 months
RT @ShaneAgronomy: “It’s the biggest agtech deal in history.”. That’s how one exec described @AGCOcorp $2B acquisition of an 85% stake in….
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@ShaneAgronomy
Shane Thomas
2 months
RT @B2Bspecialist: Good article by @UpstreamAg | A look at M&A in agriculture. . Note: ⬆️Behind a paywall. I've ju….
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upstream.ag
A look at M&A in agriculture.
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@ShaneAgronomy
Shane Thomas
2 months
“It’s the biggest agtech deal in history.”. That’s how one exec described @AGCOcorp $2B acquisition of an 85% stake in PTx Trimble. But, less than a year later, AGCO wrote down that investment by nearly 18%. In agriculture, M&A is often framed as bold strategy. But more often,
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@ShaneAgronomy
Shane Thomas
2 months
Thoroughly enjoyed reading @JanetteJoyB 's Prime Future edition this week. A few things that stood out:. 1. This was my favorite: "The digital world exists in support of the physical world, not the other way around." . Metaverse investors could have been saved by those 15.
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@ShaneAgronomy
Shane Thomas
2 months
Precision ≠ Less: Rethinking AgTech’s Impact on Input Demand.◼︎◼︎◼︎. Precision doesn’t mean less. It means smarter. There’s an often accepted assumption in agriculture that precision technology = less input usage. The reality is more nuanced. Precision application and.
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