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Fernando Palhares's avatar

Excellent analysis as always, Ariel! Your comments about the depreciating fixed assets reminded me a lot of how farming assets are used in different ways around the world.

For instance, in North America, it's not uncommon for a single farming operation to own an entire fleet of agricultural machinery (tractors, sprayers, combines, etc). The situation is very different in places like the Indian subcontinent or Africa, where plots are tiny in size and whole communities share the ownership, maintenance, and usage rights of a single tractor (which is many times smaller than a typical tractor in the USA, for instance).

One of the companies I love following is Hello Tractor, an African startup revolving around tractor-sharing powered by technology. Societal and infrastructure constraints power innovative business models around the world :)

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Anton Zaides's avatar

Thanks, really interesting!

I think one of the biggest challenges in the ag-tech world, is being useful the whole year, overcoming the seasonality of the business.

How do you see it evolving? What needs the farmers have in the off-season, and are not answered yet?

There is a lot of focus on the in-season - drones/scouting/satellites, etc.

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