Janette Barnard 🌵

Kinda obsessed with innovation in livestock, meat, & dairy, so I write a weekly newsletter for others who are too. Expert in nothing, curious about everything.

[Janette Barnard 🌵 @JanetteJoyB]

I'll get to some ideas on how AI might re-shape animal protein sometime soon, but first I needed to build my mental scaffolding for how AI might re-shape everything.

So that's today's Prime Future topic, putting AI into big picture context:

https://t.co/34AMBFhndf

[Janette Barnard 🌵 @JanetteJoyB]

In a portfolio of claims, which 20% drive 80% of value?

A look at a hyper-bougie vertically integrated protein business in England and the surprisingly disappointing economics.

https://t.co/kIIYjyHbQo

[Janette Barnard 🌵 @JanetteJoyB]

Side note: I didn’t intend for Prime Future to occasionally be an animal protein-themed travel blog, but here we are. Can’t stop, won’t stop.

[Janette Barnard 🌵 @JanetteJoyB]

There are few things in life that truly live up to their hype, but The Cotswolds region in England is exactly as idyllic as the Instagram influencers make it seem.

[Janette Barnard 🌵 @JanetteJoyB]

In this week's Prime Future, we look at the characteristics of England’s wool industry 800 to 1000 years ago, which actually symbolize what’s true of the greater livestock business across all time and places, forever and ever amen.

https://t.co/oGIP1XWYzz

[Janette Barnard 🌵 @JanetteJoyB]

257 weeks ago I wrote "The packers get Standard Oil'd. Then what?"

Headlines this week took me right back to that piece, with some updated context:
https://t.co/yPpkqT0Jsc

[Janette Barnard 🌵 @JanetteJoyB]

@ObrechtTyrel @bluecowboy99 @Merck

[Janette Barnard 🌵 @JanetteJoyB]

In the spirit of learning out loud, let's break down my own angel investing experiment from 2020, in which I invested $7,500 in 6 startups, and how that has informed my hypotheses about the role of angel investing moving forward — especially in agtech.

https://t.co/m7yQNxU2q3

[Janette Barnard 🌵 @JanetteJoyB]

@ObrechtTyrel 1000000% agree. We're in the earliest innings of this game.

[Janette Barnard 🌵 @JanetteJoyB]

@ObrechtTyrel Winning.

[Janette Barnard 🌵 @JanetteJoyB]

“It is not all that difficult to reach set targets if you do not have to count the cost. Any designer can design a desk that costs $5k, but only the most skilled can design a good, functional desk that will cost $100."

- founder of IKEA on....livestock?

https://t.co/hLtOx5xNMM

[Janette Barnard 🌵 @JanetteJoyB]

@ShaneAgronomy @UpstreamAg “The most successful incumbents in agriculture are not trying to act like software companies. They are leveraging slow-clockspeed realities to their advantage.” 🔥🔥🔥

[Janette Barnard 🌵 @JanetteJoyB]

@Sojourningsince The perfect framing!!!!

[Janette Barnard 🌵 @JanetteJoyB]

Farmers, ranchers, processors -- how are you using Claude so far?

[Janette Barnard 🌵 @JanetteJoyB]

@rockhillsranch 🔥

[Janette Barnard 🌵 @JanetteJoyB]

@freshy1973 perfect, thanks!

[Janette Barnard 🌵 @JanetteJoyB]

I just used Claude for excel to revamp my personal finance spreadsheet and, as a non-power user of excel, this felt like absolute magic. Like having one of my MBA classmates that is a power user actually doing my work for me.

[Janette Barnard 🌵 @JanetteJoyB]

@freshy1973 was that url correct? not working

[Janette Barnard 🌵 @JanetteJoyB]

@taylorcmoyer 💯

[Janette Barnard 🌵 @JanetteJoyB]

@taylorcmoyer What’s a specific example?