Deep Dive

Living Landscape: Climate Tech

By Cory Anderson, Kyle Harrison

Updated

August 10, 2023

Reading Time

25 min

This market map is intended to be dynamic - login to Figma to leave comments and we'll update periodically.

Carbon-Based Products

Aether Diamonds: Sequestered carbon dioxide used to create diamonds for jewelry.

Air Company: Conversion of sequestered carbon to alcohols and fuels sold as perfumes, sanitizers, and jet fuel.

Monolith: CO2 free, methane pyrolysis to create carbon black (used for rubber goods) and hydrogen fuel for vehicles and energy storage.

Twelve: Plug-and-play devices using water and sequestered CO2 to replace fossil fuels and create feedstocks for manufacturing plants.

Air Protein: Air, water, and renewable energy are combined in cultures to produce protein which is then purified, dried, and used to create a wide variety of meat-like products.

Waste Management & Recycling

AMP Robotics: (Full Memo) Computer vision and robotics combined to identify and sort recycled material while removing contaminants.

Trove: Recommerce platform helping brands evaluate, buy back, and resale products to reduce waste.

Bolder Industries: converting end-of-life tires into carbon black, oil, steel and energy.

Evrnu: Creating forever recyclable clothing from textile manufacturing waste materials and end-of-life textiles and clothing.

New Materials

Solugen: (Full Memo) Developing bio-based chemical goods through engineered enzymes to replace the petroleum based goods like water conditioners, plastics, fertilizers, etc.

Bolt Threads: Bio-based materials replacing traditional silk, leather, skincare, and other cosmetics.

Keel Labs: Ocean-focused textiles company converting plants like seaweed into yarn.

Checkerspot: Bio-based and recycled materials company using everything from algae to reclaimed fiberglass to produce everything from skis to fabrics and lubricants.

MycoWorks: Harnessing the power of mycelium (fungi) to create leather alternatives.

Natural Fiber Welding: Bio-based production of leather alternatives, fabrics, footwear insoles, foams, and more, with a focus on easy end-of-life materials.

RWDC Industries: Replacing single-use plastics like bags and utensils through microbial fermentation.

VitroLabs: Instead of leather alternative, VitroLabs uses a small cowhide biopsy to grow leather in a bioreactor in a fraction of the time it takes for a cow to grow.

Ecovative Design: Using mycelium (fungi) foundries to create packaging, foam, clothing, meat substitutes, and more.

Carbon Capture & Release Prevention

Carbon Clean Solutions: modular point source carbon capture systems for manufacturing plants.

Crusoe Energy Systems: Discourages flaring by using excess natural gas from energy companies to power anything from data centers to cryptocurrency mining.

Svante: solid sorbent carbon capture filters for industrial flue gas streams.

Verdox: Efficient CO2 capture device using voltage instead of heat to filter the gas out.

Kairos Aerospace: airborne and spaceborn Methane emission detection to prevent leakage.

Remora: Tailpipe emission capture for semi-trucks, sold to long-term carbon storing company and as credits. Profits are split with customers so the devices pay for themselves.

Energy Generation

Solar

Aurora Solar: (Full Memo) Quick, remote designs for roof-top solar systems using aerial imagery built alongside a payments and proposal platform.

Nexamp: Community solar company allowing residents to subscribe to local solar farms in exchange for credits reducing their monthly electricity bills.

Heliogen: This solar thermal energy company uses mirrors to concentrate sunlight on a receiver which is then converted to heat energy to produce electricity on demand through steam.

Mosaic: Democratizing residential solar and home improvements by connecting 3rd party contractors with customers through a financing platform.

Erthos: Earth mounted solar panels (no walls or roofs needed), cutting down on cleaning costs, disaster risk, building costs, and more to achieve the same electricity generation.

Raptor Maps: large scale solar project management, optimizing efficiency through ML and aerial photography.

First Solar: Solar panel production with up to 19% efficiency.

SunPower: vertically integrated solar panel producer offering consultation, pricing, and design help.

SolarEdge Technologies: Energy technology company spanning across solar panels and solar optimization along with energy storage and EV charging.

Tesla: Best known for design and monitoring visibility, Tesla solar panels combine with the Powerwall battery and Tesla app to give homeowners control over their energy production.

Hydrogen

Plug Power: Replacing conventional batteries with hydrogen fuel cells for equipment, vehicles, and backup generators.

Bloom Energy: Modular fuel cell stacks powered by solid oxide technology which converts natural gas, biogas, or hydrogen into electricity without combustion.

Syzygy Plasmonics: Eliminating fossil fuel combustion from chemical manufacturing by using light to power energize chemical reactions, allowing reactors to switch to cleaner fuel sources like hydrogen.

BayoTech: Reducing the barriers of switching to hydrogen fuels by producing it locally leading to low costs and delivery times.

Electric Hydrogen: Industrial scale hydrogen electrolizer equipment that is easily scalable due to the modular system design, enabling abundant hydrogen fuel production on-site.

Infinium: Combining CO2 and green hydrogen to produce low carbon electro fuels such as eDiesel used in large scale transportation without engine modifications.

Hydra: “Hydrogen-as-a-Service” company specializing in truck fleet retrofitting and hydrogen refueling stations.

Fusion & Fission

Helion: (Full Memo) Shipping container sized fusion systems using deuterium and Helium-3 in hopes of producing unlimited energy without the need for heat or steam.

CommonWealth Fusion: Traditional ARC tokamak designed fusion energy reactors based on plasma physics and magnets.

NuScale Power: small modular reactors (SMRs) to replace nuclear fission projects with smaller, safer, more efficient reactors ready for commercialization.

General Fusion: Investing in magnetized target fusion (MTF) to create limitless energy.

ITER: International collaborate project based in France, where countries are coming together to build a tokamak reactor using magnetic confinement fusion (MCF) to prove viability.

Zap Energy: Fusion energy without the need for magnets or lasers, made possible through sheared-flow-stabilized Z-pinch, using electricity to create magnetic fields strong enough to compress matter.

Avalanche Energy: Employment of the Orbitron method to product fusion energy by confining high-speed ions.

Wind

Windscape AI: Wind energy optimization through AI monitoring weather patterns by way of pressure sensors to predict wind gusts.

Other

Quaise Energy: Developing advanced drilling technology to harness geothermal energy from up to 12 miles underground at a lower cost and shorter timeline.

Fervo Energy: Geothermal energy with less land and capital impact due to horizontal drilling techniques.

Amogy: Extracting clean energy from ammonia through a proprietary catalysts which converts ammonia into hydrogen for use in fuel cells.

Lumen Energy: SaaS for commercial structures to assess, finance, and implement clean energy systems at scale, allowing for the generation of revenue.

Battery & Energy Storage

Batteries

Form Energy: Through iron-air batteries, Form Energy can store grid scale energy for up to 100 days at a competitive cost.

Stem: AI driven analytics for battery storage optimization, solar monitor and control applications, and utility scale energy trading.

Highview Power: Liquid air energy storage (LAES) for grid demand management and long-term energy storage.

Energy Vault: This simple, yet complex approach to storage known as gravity-based energy storage uses excess energy during non-peak hours to raise large weights which can be lowered to produce energy during deficits.

Antora Energy: Transferring excess solar and wind energy into thermal batteries by way of intensely heating carbon blocks which can dispatch heat and energy during deficits.

e-Zinc: Replacing traditional batteries with low-cost, high-density zinc metal energy storage.

EnerVenue: Extremely modular energy storage vessels focusing on long-term durability and zero maintenance.

Mitra Chem: Focused on iron based cathodes leading to a 90% decrease in battery production time allowing for battery supply to meet current demands.

Noon Energy: Long duration energy storage through flow battery technology.

Quidnet Energy: Bypassing the need for elevated terrain, Quidnet Energy converts subsurface rock laters into energy storage reservoirs, known as geomechanical pumped storage.

Titan Advanced Energy Solutions: Ultrasound focused battery inspection company providing real-time battery defect detection and algorithm based pattern tracing.

VoltaGrid: Turnkey backup energy storage systems to provide microgrid reliability with reduced emissions.

Malta: Using electro-thermal energy storage systems, Malta converts electricity into heat within molten salt and cold within chilled liquid for long-term energy storage.

Zitara: Battery performance optimization software using physics and ML for predictive insights and enhanced longevity of energy storage.

Home Batteries

Span: Home energy storage and management with a focus on integration with legacy hardware, easy manageability through the app, and cost savings.

Tesla: Home energy storage with a vertical business also offering EVs, solar panels, and consumer technology apps for customizability.

Lunar Energy: Home backup battery to increase resilience, also offering compatability with solar panels.

Sila Nanotechnologies: Using nanoengineered silicon particles, the company produces lithium silicon batteries, replacing graphite anodes and lowering to cost of batteries.

Group14 Technologies: Developing performance based silicon anodes for lithium-ion batteries.

Battery Recycling

Redwood Materials (full memo): Recovering valuable lithium-ion battery materials at up to 95% efficiency rates using high heat ovens, for recycled anode and cathode use.

Ascend Elements: Its hydro-to-cathode process uses water to recycle valuable battery materials for cathode production.

Nth Cycle: Partners with recyclers, miners, and refiners to offer on-site electro-extraction, recovering minerals from electronic waste and scrap materials.

Battery Material Extraction

EnergyX: Direct lithium extraction technology enables EnergyX to extract lithium from brine more efficiently at a lower impact.

KoBold Metals: (Full Memo) Metals exploratory company leveraging AI and Earth crust data to identify deposits of critical materials, decreasing drilling of unsuccessful mines.

Lilac Solutions: Eliminating the need for evaporating ponds with a new lithium extraction techniques from brines.

First Mode: Cleaning industries from mining to manufacturing by retrofitting and electrifying facilities and machinery for governments, companies, and individuals.

Transportation

Electric Vehicles (EVs)

Proterra: Developer of electric transit buses and battery systems for heavy-duty vehicles.

Inspiration Mobility: EV asset financing for commercial fleets.

Revel: With the goal of electrifying public transport in cities, Revel has built charging infrastructure and shared electric fleets spanning cars, mopeds, and more.

Tesla: Pioneer of EVs making luxury cars mainly focused on advanced technology like self driving, design, and electrification through supercharging, solar, and more.

Rivian: Manufacturer of EV trucks and SUVs, aiming to capture the large American market for large vehicles.

Lucid Motors: EV manufacturer focused on the luxury and high performance or sports car market through partnerships with Aston Martin.

Polestar: EV producer originally focused on racing, now producing consumer vehicles and partnering with Volvo.

BYD: Electric mobility company with products spanning automobiles, buses, bicycles, trucks, and forklifts based out of China.

NIO: China based designer and producer of premium designed EVs.

Aptera: Aerodynamic focused auto manufacturer intent on building the most energy-efficient EV with up to 1,000 miles of range combined with hood placed solar panels.

Other Vehicles

Arc Boats: Develops luxury, all-purpose consumer electric boats with hydrofoil technology for high speeds and efficiency.

Pure Watercraft: Electric outboard motors allowing for emission-free propulsion, easily adaptable to boats using traditional, combustion outboard motors.

Kodiak Robotics: Autonomous driving fleets of electric long-haul trucks.

Lightship RV: Develops electric RVs with solar panels and battery storage for off-grid travel and adventure.

Monarch Tractor: Completely electric, driver optional tractors focused on agricultural efficiency.

Parallel Systems: Decarbonizing freight by adding autonomous, electric freight to existing railroad tracks.

Superpedestrian: Shared, urban mobility through electric scooters.

EV Charging

ChargePoint: International EV charging network with over 240K ports with a software platform for easy manageability by the location owner.

Electrify America: Fast-charging network built across the US offering single charges and memberships to EV owners.

ChargeLab: EV Charger Operating system for charger manufacturers, turnkey installers, and network operators.

ChargerHelp!: Charing station support providing on-demand repairs and maintenance of EV charging stations.

Tesla: The company has built a network of 45K+ superchargers across North America, previously only for Tesla owners but now serving the broader EV market.

Fermata Energy: Bidirectional charging technology allowing EVs batteries to supply the grid, buildings, and homes while compensating the EV owners.

SparkCharge: No-installation-needed EV charging using portable DC fast chargers designed to operate without the grid, anywhere they are needed.

EV Battery Technology

Ample

Factorial Energy: Producing solid-state batteries with an energy density 50% larger than the average lithium-ion battery, leading to longer drive ranges.

Liminal Insights: Leverages ultrasound and ML to analyze battery cells in a non-destructive way to enhance quality, performance, and affordability of EV batteries.

Zitara: Battery performance optimization software using physics and ML for predictive insights and enhanced longevity of energy storage across an entire EV fleet.

Sila Nanotechnologies: Using nanoengineered silicone particles, the company produces lithium silicone batteries, replacing graphite anodes and lowering to cost of batteries.

Proterra: Developer of electric transit buses and battery systems designed specifically for heavy-duty vehicles by housing the technology in commercial grade material.

Air Transportation

Ampaire: Plug-in hybrid-electric airplanes, currently with 9 seats and just over 1K miles of range with low emissions.

ZeroAvia: Hydrogen-electric aviation manufacturer targeting planes with 19 seats and 300 nautical miles of range by 2025.

Universal Hydrogen: Developing accessible hydrogen fueling infrastructure through modular capsule transport, to support the aviation transition.

Boom Supersonic (Full Memo): supersonic passenger aircraft manufacturer using sustainable aviation fuel (SAF) mad from algae, waste oils, forest residue, and other feedstocks.

Vertical Aerospace: Building electric vertical takeoff and landing (eVTOL) aircrafts for urban mobility.

Heart Aerospace: Focused on electric and electric-hybrid regional air travel, offering a 30 passenger plane by 2028.

Beta Technologies: Passenger and cargo eVTOL manufacturer also providing charging stations to power its vehicles.

Wright: Decarbonizing many industries including aviation (100 passenger electric planes for 1 hour travel), combat portable generators, electric plane motors for other manufacturers.

Grid & Infrastructure

Arcadia (Full Memo): Unifying global utility data on energy usage, cost, and more to power decision making for individuals and businesses.

NovoGrid: Grid visibility software for renewable energy developers allowing easy connection to the local grid, asset performance monitoring, and flexible control of energy flows.

Singularity Energy: Giving grid operators, utilities and others grid emissions data and ML predictions, allowing for real-time decision making to optimize costs and carbon emissions.

WeaveGrid: Promoting rapid EV adoption by connecting utilities, original equipment manufacturers (OEMs), and consumers to ensure there is ample energy to charge the growing fleet.

Amperon: Electricity AI analytics platform generating more accurate net demand forecasts for retailers, public power utilities, energy traders, and more.

LineVision: Non-contact sensors combined with predictive analytics to increase the safety of power lines and prevent outages and natural disasters.

Camus Energy: Making renewable energy easier to integrate by helping grid operators monitor, forecast, and control relationships with local resources.

David Energy: Retail energy provider integrated with smart home devices, EVs, billing systems, and more to deliver tailored energy programs and pricing.

Leap: Connecting energy providers to the wholesale market to increase grid resiliency while generating revenue for distributed providers.

LevelTen Energy: Renewable transaction infrastructure accelerating connections and deals between energy buyers, sellers, advisors, and financiers

Phaidra: Virtual power plant (VPP) AI co-pilot improving site stability and efficiency.

Enode: Brings 400+ energy devices into one platform so consumers can save money, take control, and reduce emissions in a single place.

Tesla: Large batteries integrated with Tesla’s software allow energy retailers to maximize the value of their stored energy and manage microgrids through various autonomous systems.

Scale Microgrids: Provides comprehensive microgrid solutions by being an energy consultant and capital partner, allowing sites to bypass traditional hurdles.

Salesforce Energy & Utility Cloud: Extends Salesforce Customer 360 for the energy and utilities industry. It helps businesses establish presence online, and manage operational efficiency.

Data & Finance

Insurance

Kettle: Reinsurance underwriting platform to reinsure insurers anticipating climate change induced events and destruction.

Arbol: Using weather data indicies to inform a climate risk pricing platform, allowing for risk adjusted underwriting operations.

Omnidian: Residential and commercial solar system management and lifetime performance assurance.

Plover Parametrics: Software for insurers to quickly design and manage parametric insurance products

Supply Chains & Logistics

ClimateAi: Enterprise climate resilience platform which uses supply chain and logistics data to inform expansion decisions, predict problems, and recommend solutions.

SupplyShift: Bringing transparency to supply chains by connecting buyers and suppliers on one platform focused on responsible sourcing, ESG risks, and sustainability reporting.

Nautilus Labs: Advancing ocean commerce efficiency through AI driven predictions to lower fuel consumption and collaboration software for stakeholders.

Bearing.ai: Carbon Intensity Indicator (CII) rating prediction and analysis through AI to ensure maritime shipping vessels are within compliance.

Remora: Tailpipe emission capture for semi-trucks, sold to long-term carbon storing company and as credits. Profits are split with customers so the devices pay for themselves.

Risk Analysis & Prevention

Floodbase: Satellite data leveraged to create real-time flood mapping while also analyzing local flood exposure for unaffected areas.

Jupiter: Climate disaster risk analytics for asset owners to ensure accurate capital planning, site selection, logistics, and more.

First Street Foundation: Making flood, wildfire, wind, and extreme heat risk data accessible.

Torch Sensors: Early fire detection sensors which can identify flames as small as 2x2 feet.

Rain Industries: Fire detection, response, and containment by pairing existing fire detection systems with its autonomous aircrafts stationed around high-risk areas.

Gridware: Grid health monitoring system built of small sensors attached to power poles integrated with a visualization platform.

Pano AI: AI to detect, confirm, and plan responses to wildfires quicker.

OroraTech: Wildfire risk assessment and detection through a satellite network.

Decarbonization

Aspiration: Eco-friendly banking tool offering cash management, verified carbon credits, non-fossil fuel investment accounts, and more.

Turntide: Decarbonizing energy-intensive industries by electrifying industrial vehicles, making buildings and agriculture sites more efficient, and more.

Project Canary: Collects data for energy organizations for insights surrounding risk assessment, emissions, and decarbonization leading to greater performance.

Xpansiv: Making environmental commodity prices transparent through a global marketplace and market data updated every 30 minutes.

Bend: Public site for companies to track, query, and upload their CO2e emissions data for anyone to view.

Investment Analysis

Measurabl: Platform built for real estate investors to measure, manage, disclose, and act on ESG data.

Clarity AI: Integrated within a company’s tech stack, Clarity AI can analyze and report on sustainability impacts, risks, and regulatory compliance.

One Concern: Tool for capital markets, insurance, and real estate representatives to evaluate potential damage to infrastructure and the subsequent downtime.

Built Environment: Creation

Construction & Materials

Brimstone: Carbon-negative, cost-competitive Portland cement and cementitious materials.

Boston Metal: eliminating the need for coal in steelmaking through molten oxide electrolysis (MOE), producing zero-carbon green steel.

Electra: Producing low-emission clean iron for use in steelmaking through a low-temperature, electrochemical-hydrometallurgical process.

Tangible Materials: Centralizing carbon management for embodied carbon projects to easily track and report emissions.

Sublime Systems: Low-carbon lime used for cement production through an electrochemical system using renewable energy and calcium.

Heirloom: Carbon-negative cement created sequestering CO2 through direct air capture (DAC) and embedding it in cement.

Financing

Banyan Infrastructure: Sustainable infrastructure financing platform for banks, lenders, and developers to quickly drive capital to renewable energy projects.

Built Environment: Operating

Energy Efficiency, Decarbonization, and Retrofitting

Tado: Smart thermostat system to reduce energy consumption.

Dandelion Energy: Geothermal heat pumps compatible with existing infrastructure in common residential homes, replacing furnaces and AC units.

Aeroseal: Air duct and vent sealing to increase efficiency of new and existing HVAC systems.

BrainBox AI: AI system which learns, adjusts, and optimizes HVAC systems based on usage, weather, energy markets, and other factors.

BlocPower: Making real estate energy-efficiency projects easy by bringing project scoping, financing, management, and maintenance under a single umbrella.

Gradient Comfort: Replacing home window AC units with space-saving units based on heat pump technology using climate-friendly refrigerants.

Menlo Micro: Optimizing electronic switches by combining electromechanical and solid-state switches, making home appliances and outlets more efficient.

Redaptive: “Energy-as-a-Service” provider which funds and installs energy-generating and energy-saving assets.

Rondo Energy: Converting Low-cost, intermittent electricity into heat by warming heat batteries which can deliver the heat when buildings require it.

Therma°: Combines AI, IoT sensors, and equipment controls to manage HVAC and refrigeration systems, reducing energy and food waste.

OhmConnect: Flattening the energy demand curve through a free platform which incentivizes users to decrease energy consumption when the grid is struggling to meet demand.

Sealed: From qualification to assessment and installation, Sealed handles home upgrades including air sealing, insulation, HVAC, and other smart home technology.

Kestrix: Accurate building retrofit assessments through thermography (captured by drone imagery) and AI which identify heat leaks.

Thalo Labs: Software and hardware systems to measure GH emissions, capture CO2 at the source, and decrease future emissions.

First Mode: Cleaning industries from mining to manufacturing by retrofitting and electrifying facilities and machinery for governments, companies, and individuals.

Carbon Management

Carbon Dioxide Removal (CDR)

Living Carbon: Genetic engineering to decrease energy waste and fungal composition by trees thus improving growth and carbon capture.

Charm Industrial (full memo coming soon): Takes the CO2 captures by biomass (e.g. agricultural waste), converts it into carbon-rich liquid, and pumps it into retires oil wells.

Heirloom: Carbon-negative cement created sequestering CO2 through direct air capture (DAC) and embedding it in cement.

Climeworks: CO2 removal by way of direct air capture (DAC) fans using a carbon filter and low-temperature heat.

Carbon Engineering: CO2 removal by way of direct air capture (DAC) fans using potassium hydroxide.

LanzaTech: Carbon recycling technology which uses microbial gas fermentation to convert pollutants into building platform chemicals (blocks for necessary products).

Global Thermostat: CO2 removal by way of direct air capture (DAC) fans using a carbon filter and low-temperature heat.

Noya: CO2 removal by way of direct air capture (DAC) fans with low energy demands.

Climate Robotics: Infield pyrolysis processing system to generate bio char, both sequestering carbon and improving agricultural soil health.

Carbon Credit Marketplaces

Patch* (Full Memo): Unified platform for companies to assess, purchase, manage, and integrate carbon credits spanning many project types.

Pachama (Full Memo): Nature-based carbon credits verified through satellite imagery, Lidar, and more and sold to businesses and individuals.

Watershed (Full Memo): B2B platform and tools to help enterprises measure, report, reduce and, offset their emissions.

Commons: Personal carbon emissions tracker leveraging transactions to calculate a personal footprint, recommend reductions, and offer carbon credits to offset the rest.

Nori: Carbon credit marketplace for businesses to purchase offsets specifically focused on regenerative farming practices.

Stripe Climate: Automated contributions to carbon removal projects through partial allocation of revenue.

EcoCart: Carbon neutral checkout integration for any e-commerce business allowing customers to quickly offset emissions at checkout.

NCX: Preventing deforestation through carbon credits which incentivize large land owners to not cut down trees.

Carbon Accounting & Reduction

Watershed (Full Memo): B2B platform and tools to help enterprises measure, report, reduce and, offset their emissions.

Persefoni (Full Memo): Helps businesses measure, report, and reduce carbon emissions with an emphasis on regulatory requirements and easy tracking.

Pledge: Tools for transportation and logistics companies to understand, report, and reduce emissions without the need for complex integrations.

Sinai Technologies: Tools for emissions measurement, scenario analysis, and decarbonization strategy all to report and reduce emissions.

Carbon Direct: Decarbonization platform with tool to measure, reduce, and remove carbon as well as services to build equitable climate action plans.

Planet FWD: Quick carbon footprint calculations of individual products (or a company) so sellers can reduce emissions and report back to their customers.

Yard Stick: Hardware and software to measure, report, and verify soil carbon on farms, ranches, and more.

Normative: Analyzes a businesses transactions in the accounting system to calculate a carbon footprint, identify reduction opportunities, and more.

Commons: Personal carbon emissions tracker leveraging transactions to calculate a personal footprint, recommend reductions, and offer carbon credits to offset the rest.

Reforestation

Mast Reforestation: Seedlings optimized for post-wildfire reforestation planted with drones and tracked while using carbon credits for funding.

Terraformation: Forest carbon accelerator which helps early land restoration teams gain the skills and funding necessary to be successful.

Dendra Systems: Restores ecosystems through field ecology, satellite imagery, and AI all used to aid and track aerial seeding programs.

Food Engineering & Waste Prevention

Food Engineering

Impossible Foods (Full Memo): Plant (soy and potato) based meat alternatives including beef, chicken, pork, and more.

Beyond Meat: Meat alternatives made of plants like peas, mung beans and rice spanning steak and beef to chicken and jerky.

Meati: Mycelium (mushroom root) based meat alternatives, currently offering variations of chicken and steak.

Upside Foods: Cultivated meat grown by taking a single cell of meat, feeding it nutrients over a two to three week period, then harvesting it.

Air Protein: Protein made with nothing but air, water, and energy through a technique called air fermentation, resulting in a protein rich flour used to create meat products.

Atomo Beanless Coffee: Coffee alternative made using upcycled nutrients like date seeds, grape, tea for caffeine, and more instead of coffee beans, decreasing water use, emissions, food waste, and deforestation.

Minus Coffee: Beanless coffee made from cocoa nib, cherry, brown sugar, and more to avoid heavy water use, emissions, and more that are threatening the coffee industry.

C16 Biosciences: Sustainable alternative to oils and fats, beginning with palm oil, through fermentation.

MycoTechnology: Specializing in alternative protein enhancement using mushroom mycelia to provide ingredients to better nutrition, taste, texture, and more.

Nature’s Fynd: Microbe-based fermented proteins for meat and dairy substitutes from breakfast patties to cream cheese.

Nobell Foods: By engineering plants to grow the dairy protein casein, Nobell Foods has created a plant-based cheese with the feel of dairy cheese.

Perfect Day: Precision fermentation used to generate whey protein without lactose, cholesterol, hormones, or pesticides.

Plantible Foods: Plant-derived proteins from the aquatic, nutrient dense plant lemna which requires 10x less water than soybeans and 100x less than beef.

New Age Eats: Plant-based pork sausages with the taste and feel of real pork.

Source Global: Renewable water supply through Hydropanels which use solar power to extract clean water from the air.

Farm Emission Reduction

Blue Ocean Barns: Reducing livestock emissions with Brominata, a red seaweed-based supplement which causes cattle to retain more nutrients instead of burping methane.

Symbrosia: Red seaweed-based cow feed additive, reducing livestock methane emissions by over 90%.

Beta Hatch: Converting mealworms and their byproducts into protein and nutrients for plant soil and animals.

Food Waste Prevention

Upcycled Food Association: Nonprofit with a mission to prevent food waste, often through consumer product certifications.

Full Harvest: Works with food suppliers to identify edible surplus and imperfect produce that would otherwise go to waste to help these suppliers sell to food manufacturers.

Apeel: Plant-derived post-harvest solution to keep produce fresh for longer by creating an optimal microclimate around the produce to reduce food waste.

Mori: Protective layer made of silk protein to keep meat and produce fresh by slowing dehydration, oxidations, and microbial growth.

Hazel Technologies: Produce “shied” to slow respiration rates and increase the produce’s resistance to natural gases and fungi that accelerate spoiling.

Afresh: Grocery inventory management and forecasting platform focused on fresh produce.

Mill: Kitchen bin that transforms leftovers into food grounds for chickens to be picked up from the owners home at their convenience.

Agriculture

Regenerative Farming

Pivot Bio: Fertilizer that captures nitrogen from the air, converts it into ammonia, and directly feeds the roots on corn and other cereal crops.

Vestaron: Peptide-based insecticides for agriculture, animal health, and other non-crop related applications, made without fossil fuels and safe for pest predators.

Indigo: Using microbes to boost crop performance and stress tolerance then helping farmers benefit from their improvements with registry-issues carbon credits.

Kula Bio: Biofertilizer which pulls nitrogen from the air, into the soil, and into plant roots, all while keeping excess nitrogen in the soil to avoid runoffs.

Climate Robotics: Infield pyrolysis processing system to generate bio char, both sequestering carbon and improving agricultural soil health.

Nitricity: on-site nitrogen fertilizers production with renewable electricity instead of fossil fuels.

Precision Agriculture

Carbon Robotics: AI-driven robots that use lasers for precision weeding and thinning in specialty vegetable crops, simultaneously monitoring field conditions for future assessment.

Sound Agriculture: Plant growth optimization through nutrient efficiency (allowing plants to collect more of the available nutrients) and on-demand breeding.

Aigen: AI field robots that navigate, weed, and assess row crops without chemicals, reducing workload and fuel reliance due to solar attachments and regenerative braking.

Advanced.Farm: Robots that replace manual farm labor including hand picking and packing produce.

Arable: Ground-truth sensors combined with data analytics to provide insights on plant yield and quality, pesticide and water usage, supply chains, and more.

Orchard Robotics*: Empowers growers with crop load management and enhanced fruit quality, while providing packhouses and marketers yield estimates and planning solutions.

Ambrook: Accounting and finance tools for farmers to reduce their workload and create easy paths to government sustainability programs.

Vertical & Indoor Farming

Bowery Farming (Full Memo): Vertical farming and AI in controlled environments to enhance yields, producing 100x more food per acre with minimal water and pesticide use.

Plenty: Zero-pesticide produce grown at indoor, vertical farms without the need for sun or soil due to LED lights, hydroponic systems, and autonomous machinery.

Aero Farms: Vertical farming enhanced by a cloth-based growing medium for plant roots and autonomous aeroponic technology.

BrightFarms: Indoor farming done without pesticides and GMOs, requiring less water, land, and shipping fuel.

Infarm: Modular vertical farms relying on real-time monitoring to optimize crop nutrition all while reducing shipping emissions.

80 Acres farms: Fully automated growing facilities relying on AI to ensure the highest plant yields without the need for pesticides.

Agricultural MRV

TerraDot: soil carbon sequestration measurement system with a focus on high integrity for carbon buyers and project developers.

Yard Stick: Hardware and software to measure, report, and verify soil carbon on farms, ranches, and more.

Perennial: Soil MRV platform for project developers to baseline, monitor, and sell carbon offsets while those in the food supply chain can track and rate their emissions.

Regrow Ag: Integrated with farm management platforms and satellite imagery to power sustainable insights, crop growth insights, and its MRV platform.

CIBO Technologies: Uses satellite imagery and AI to verify field practices, simulate ecosystems, and provide insights on emissions factors for land management.

*Contrary is an investor in Patch and Orchard Robotics through one or more affiliates.

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Authors

Cory Anderson

Senior Fellow

Associate Product Manager @ Salesforce working on its climate and energy teams. Cory has built products in a range of fields from cybersecurity to sales enablement and business tooling at companies of all sizes. Cory hopes to continue his career building solutions to tackle carbon emissions and global health. He’s also written several memos for Contrary Research.

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Kyle Harrison

General Partner @ Contrary

General Partner @ Contrary. Kyle leads Contrary’s investing efforts for companies from seed to scale. He’s previously worked at firms like Index and Coatue investing in companies like Databricks, Snowflake, Snyk, Plaid, Toast, and Persona.

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