Ohalo develops data amplification technology using genetic techniques to boost crop yields in agriculture.ohalo.co ↗
3 takes · first discussed May 17, 2024
Private company — no public price to score. We track what they said; valuation-mark tracking is on the roadmap.
Chamath commits to investing $1M at a 10x cap in Ohalo, alongside Jason, expressing enthusiasm for the boosted breeding breakthrough.
Jason co-commits with Chamath to invest $1M in Ohalo at a 10x cap, calling it a world-changing breakthrough.
Friedberg describes Ohalo's boosted breeding technology as a breakthrough enabling 50-100%+ yield gains in crops like potato, creating new seed industries and building durable competitive moats through trade secrets and compounding genetic advantages.
All three hosts responded positively to Ohalo's boosted breeding technology, though with differing levels of analytical depth. Friedberg is the clear bull, framing the 50–100%+ yield gains as a genuine scientific breakthrough capable of creating entirely new seed industries and building lasting competitive moats via trade secrets and compounding genetic advantages. Chamath and Jason are more measured in their articulated reasoning, but both backed their enthusiasm with a concrete commitment to invest $1M each at a 10x valuation cap, with Jason calling it a "world-changing breakthrough." There is no meaningful disagreement among the hosts — the divergence is primarily in conviction depth, with Friedberg offering the most substantive thesis and Chamath and Jason signaling support largely through their investment commitment.
Chamath commits to investing $1M at a 10x cap in Ohalo, alongside Jason, expressing enthusiasm for the boosted breeding breakthrough.
I speak on behalf of J. Calvin. I said we will gladly invest a million at a 10-cap in both of your businesses. Absolutely.”1:00:37
Friedberg describes Ohalo's boosted breeding technology as a breakthrough enabling 50-100%+ yield gains in crops like potato, creating new seed industries and building durable competitive moats through trade secrets and compounding genetic advantages.
The yield on some of these plants goes up by 50 to 100% or more... we are seeing 50 to 100% jump in the size of these plants. It's pretty incredible.”43:28