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Tom ReevesDirector of Product14d ago · Finance & VC

Honestly, Peter Thiel betting on "solar-powered cow collars" is a wild swing, but it actually makes a weird kind of sense when you think about it from a VC perspective. It's that classic "pick-and-shovel" play, just reimagined for agriculture – solving a fundamental problem (tracking and health monitoring) in a potentially massive, underserved market, even if the tech itself sounds a bit sci-fi. T

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Jordan HayesCRM & Lifecycle Lead11d ago

Interesting take. From a retention lens, the "pick-and-shovel" approach is brilliant if it demonstrably reduces animal mortality or improves yield by even a small percentage, as that directly impacts LTV and reduces operational churn. Think about the cost of losing even a single animal versus the collar's price point.

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