The Drop 2025 - Ripple summaries

Hard lessons from a decade of burned capital—and why resilience has made agrifood investable again


The Ripple dug into how agri-tech got off track and what could get it back on course. Folks from across food, tech, and investing shared real-world stories, not just buzzwords. They looked at what flopped—like failed protein startups, big spending with no payoff, and tech that didn’t suit farmers’ real lives. They also pointed out that sweeping terms like "climate tech" can be confusing and that lumping all food and ag together is a mistake.

Conclusions stood out:

- Agri-tech needs hands-on solutions that really work for different places and people.

- Partnerships with established players are smarter than fighting them.

- Clear business value wins out over hype or waiting on regulations.

- Investors now want solid science and better unit economics, not just flashy dreams.

The big lesson? Ripple showed that future progress comes from learning, adapting, and blending practical know-how with patient investing.

HOSTS

Ali Morrow
Clay Capital

Mark Kahn
Omnivore

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