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BEYOND ADDITIONALITY: A PRAGMATIC APPROACH TO GREEN BONDS
As the green bond market approaches its twentieth anniversary, it’s timely to reflect not just on the growth of the market, but on the evolving narrative around green finance. The sector has matured from a niche innovation into a cornerstone of sustainable finance, and one question continues to dominate: should green bonds be judged by their additionality? In a world of evolving reporting regimes, regulatory scrutiny, and practical financing constraints, it may be time to ret
Apr 11 min read


Who owns the farm when the farm has an operating system?
Data sovereignty, behavioural learning and the commercial architecture that determines whether Australia exports food or training data
Feb 1612 min read


The Investment Thesis for an AI Driven Agricultural Operating System
The AgriLLM thesis produces a clear investment map once you think in terms of the farm operating system stack. Every operating system has layers: perception, data infrastructure, reasoning, robotics, applications and interface. The investable companies are building one or more of these layers. The vulnerable incumbents are the ones sitting in the middle of the stack - providing translation, advisory or single-function services that AgriLLM compresses or eliminates.
Feb 138 min read


Your Farm Will Have an Operating System - The Question Is Who Builds It?
ow AgriLLM, digital twins and agentic AI will turn Australian agriculture into an intelligent system - and why RDCs, corporates, startups and growers all have a role in designing it
Feb 1317 min read


The State of AI in Agrifood: Insights from Yield by Artesian
State of Play on AI: What the Last 12 Months Have Changed for Agrifood As we approach the end of 2025, it feels like an appropriate moment to pause and take stock of how far AI has progressed — not in theory, but in practice. At Artesian’s inaugural Yield agrifood summit, two sessions in particular crystallised this shift. Dawid Naude (Pathfindr) and Vinod Bijlani (Hewlett Packard Enterprise) offered complementary perspectives on where AI is heading, what has materially chang
Dec 17, 20255 min read
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