AI and robotics represent the next agricultural revolution, promising productivity gains on the same scale as historical breakthroughs like mechanization and synthetic fertilizers.
The economics of indoor and vertical farming are currently unviable for the mass market, relegating the sector to niche, high-value applications.
A data-centric approach is paramount in AgTech; FarmWise's competitive advantage is built on its massive, proprietary dataset of plant images which trains its AI models.
The most scalable path for agricultural robotics is through partnerships with established OEMs to integrate smart software and sensors into existing machinery, rather than solely building new machines.
There is currently no conclusive scientific data to determine whether GMOs are harmful or safe, making it an unresolved issue.
1900-1920
Boyer references this period as the origin of the Haber-Bosch process, a foundational technological revolution in agriculture that dramatically increased productivity.
1900-2020
Uses this century-plus timeframe as a benchmark to illustrate the massive productivity gains in farming, such as a 5-6x increase in corn yield per acre and a drop in the agricultural workforce from 40% to 2% of the population.
Recent Past
FarmWise shifted its business model, adding direct machine sales to its historical service-based, per-acre pricing model.
Past 12-18 months
Boyer observes a significant downturn and a wave of bankruptcies in the indoor farming industry, reinforcing his skeptical view of its economic viability.
Present
FarmWise is actively pursuing partnerships with agricultural OEMs to integrate its software and data capture systems into other manufacturers' machines.
Next couple of months
States that FarmWise is planning an imminent expansion of its business into Europe.
▶The Next Agricultural RevolutionMay 2026
Boyer frames AI and robotics as the next major leap in farm productivity, on par with historical revolutions like mechanization and the Haber-Bosch process. He uses historical data on yield increases and labor reduction to contextualize the scale of this expected impact.
Investors should view FarmWise not just as a hardware company but as a key player in a paradigm shift that could unlock significant new efficiencies in the global food supply chain.
▶Data as a Defensible MoatMay 2026
Boyer emphasizes FarmWise's transition to a centralized AI model trained on a massive, proprietary dataset of nearly a billion plant images. This data-centric approach is presented as crucial for achieving high accuracy and adaptability across different crops.
The core value proposition and competitive advantage for FarmWise may lie more in its unique datasets and software stack than in its physical robotics, suggesting a future focused on data-as-a-service or software licensing.
▶Pragmatic Growth and ScalabilityMay 2026
Boyer details a multi-pronged business strategy that includes direct sales, service models, and geographic expansion, but most critically, partnerships with agricultural OEMs. This strategy aims to integrate FarmWise's intelligence into existing farm equipment, rather than solely relying on selling its own machines.
The focus on OEM partnerships indicates a scalable, potentially capital-light strategy that could accelerate market penetration by leveraging existing agricultural machinery distribution channels, de-risking the hardware aspect of the business.
▶Skepticism Towards Indoor FarmingMay 2026
Boyer expresses strong skepticism about the economic viability of indoor and vertical farming for the mass market, citing a recent wave of bankruptcies in the sector. He positions it as a niche solution for specific high-value use cases, like growing berries out of season in a major city, rather than a replacement for traditional agriculture.
This contrarian view on a hyped sector suggests a grounded, economics-first approach to AgTech, which may be a positive indicator of his leadership and FarmWise's focus on sustainable, profitable business models.