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JasonBullishFriedbergCommentary Jason1 mention since May 17, 2024 Friedberg1 mention since May 17, 2024
Ohalo Genetics
privateBullishAgricultural biotech company using advanced plant breeding techniques to improve crop yield and traits.ohalogenetics.com ↗
2 takes · first discussed May 17, 2024
Where they land
Bullish
Who's weighed in
Takes
2
First discussed
May 17, 2024
Private company — no public price to score. We track what they said; valuation-mark tracking is on the roadmap.
Where they stand now
Jason commits alongside Chamath to invest $1M at a 10x cap in Ohalo after Friedberg's breakthrough demo.
E179 · May 17, 20241 call ↓
Friedberg reveals Ohalo's 'Boosted Breeding' breakthrough — a protein-based method that doubles a plant's chromosome set, yielding 50–100%+ gains in crop yield — arguing it creates durable moats through compounding variety improvement and could transform global food security.
E179 · May 17, 20241 call ↓
The discussion
The All-In hosts are collectively bullish on Ohalo Genetics, with Friedberg leading as the highest-conviction advocate. Friedberg, who appears closely involved with the company, champions its 'Boosted Breeding' technology — a protein-based method that doubles a plant's chromosome set to produce 50–100%+ yield improvements — arguing it builds durable competitive moats through compounding variety development and has meaningful implications for global food security. Jason expresses medium conviction, committing alongside Chamath to invest $1M at a 10x cap following Friedberg's demonstration, though his thesis is grounded more in confidence in the breakthrough than independent technical analysis. No disagreement between the hosts is evident from the supplied material.
How they got there
Friedberg reveals Ohalo's 'Boosted Breeding' breakthrough — a protein-based method that doubles a plant's chromosome set, yielding 50–100%+ gains in crop yield — arguing it creates durable moats through compounding variety improvement and could transform global food security.
the yield on some of these plants goes up by 50 to 100% or more. Just to give you a sense, like, In the corn seed industry, breeders that are breeding corn are spending $3 billion a year on breeding, and they're getting maybe 1.5% yield gai”43:28
iAbout these quotes
Quotes are machine-transcribed from the episode audio — use the Listen links to verify any take against the source, or the ⚑ link to report a problem. Takes marked unverified, low-conviction, or commentary-only never move stances, the index, or the funds.