George Darrah, partner at Systemiq capital and a biologist by training, is revolutionizing how we invest in the intersection of nature and technology. We discuss the future of AI-driven biotech, the cost curves of genomic sequencing, and the portfolio companies transforming everything from soybeans to lab-grown fat.

Timestamps:

0:00 - Introduction and George’s roots in industrial farming.

0:51 - The investment thesis: Where tech meets the physical world.

2:17 - Defining "Decoding Nature" and moving biology out of the lab.

3:47 - Human genome cost curves and the shift to profitability.

4:23 - Case Study: InnerPlant and DNA-sensing soybeans.

7:40 - Hoxton Farms: Lab-grown pork fat and modular manufacturing.

11:21 - VC as a commercial proposition and returning money to LPs.

12:15 - AI as machine learning for unstructured nature data.

13:07 - Basecamp Research: Mapping remote ecosystems for new medicines.

18:24 - Why farming is the ultimate unhedged business risk.

24:07 - The future: GLP-1s and the convergence of food and health.