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Deep & Emerging Tech·November 2, 2026·1 min read

What AgTech founders get wrong about ROI

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When a specialist AgTech investor is publicly stressing ROI, it’s a sign that farmers and agribusiness buyers are done funding science projects. If you’re selling into ag, your deck needs payback periods, labor and input savings, and risk reduction in dollars per acre—not just yield uplift claims.

Deep & Emerging Tech

Industry experts warn that slow US power grid expansion could stifle its AI boom and give China an edge, as China builds power infrastructure faster

Compute roadmaps that ignore transmission constraints are now fiction—US grid buildout is running at roughly one-quarter the needed pace while China leans into power infrastructure as a strategic lever. If you're planning multi-hundred-MW AI campuses in the US, you need a parallel strategy for grid interconnect risk, on-site generation, and jurisdictional diversification.