Every day, $7 billion in food moves through a system held together by spreadsheets, phone calls, and prayers. Growers wait 60+ days for payment. Distributors can’t verify what’s in their own warehouses. Regulators operate blindly until something goes catastrophically wrong.
The cost? $400 billion in waste. Supply chains that collapse under pressure. Capital constraints that crush small operators while institutional giants consolidate power through sheer financial weight.
Here’s what changes that: data infrastructure at the transaction layer.
Imagine a system where every pallet of produce carries a verified digital twin. Where compliance isn’t paperwork, it’s proof embedded in the flow of commerce. Where a small grower in California gets paid the same day as a national distributor because verification, settlement, and finance happen in real time.
This is not a theory. It’s being built through the acquisition of processing facilities and cold-storage assets, each one producing the operational data that trains AI models to predict, optimize, and orchestrate food movement at a national scale. The physical network becomes the data network.
The economic logic is direct: acquire the infrastructure, capture the organic data, and build the intelligent operating system that connects everyone else.
When you control the data layer of a $2.58 trillion economy, you’re not building software. You’re building critical infrastructure, the kind that governments depend on, and that becomes too essential to fail.
Global food security won’t be solved by charity. It will be solved by an infrastructure that ensures efficiency, transparency, and liquidity.
If you see the same fracture points we do, the opportunity isn’t incremental; it’s systemic. Let’s rebuild the food economy from the transaction layer up.