The S2G Podcast – Détails, épisodes et analyse

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The S2G Podcast

S2G Investments

Business & Entrepreneuriat

Société & Culture

Fréquence : 1 épisode/15j. Total Éps: 45

This is the S2G Podcast, where we talk to business leaders, investors, policymakers, and thought leaders who have a transformative vision for the future. We’ll explore how their experiences and perspectives offer lessons into scaling the food, agriculture, oceans, and energy transitions.

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How AI for Agriculture Can Outsmart Volatility

Saison 2 · Épisode 19

jeudi 4 décembre 2025 • Durée 40:06

Food prices keep climbing. Farmers are facing shrinking profit margins. Can AI really fix both, or is it just another Silicon Valley hype cycle? With all the talk about an “AI bubble,” we bring you a conversation about how AI is already shaping farm viability today and what it could mean for your grocery bill tomorrow.

In this episode of the S2G Podcast, Chuck Templeton sits down with Shail Khiyara, CEO of decision-intelligence company SWARM, and Adam Greenberg, CEO of greenhouse OS provider IUNU, to unpack how AI is being used today across fields, greenhouses, and supply chains. They dig into how digital twins, sensors, and machine vision can turn volatility into an advantage, cut waste, and boost margins for growers while helping keep food more affordable for consumers.

They discuss what it really takes to drive AI adoption in a sector built on thin margins and healthy skepticism, and how partnerships and long-term purchase agreements could reshape the economics of fresh, local food. Whether you’re an AI superfan or a skeptic, an ag insider, or just someone worried about your grocery bill, this conversation offers a grounded look at what a smarter, continuously learning food system might actually look like in practice.

Chapters:

03:55 SWARM and IUNU’s AI Solutions

08:59 Challenges and Mindset Shifts in AI Adoption

11:50 AI's Impact on Decision Making in Agriculture

14:10 Accelerating AI Adoption in Agriculture

25:29 The Cognitive Grid: AI's Future in Agriculture

27:31 Economic Impacts of AI on Farmers

32:08 Successful Partnerships and Future Outlook

36:38 Advice for Farmers on AI Adoption

This content is for informational purposes only, should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security, and is not directed at any investor or potential investor in any investment vehicle sponsored by S2G. Investing involves risk, including the risk of loss. Specific companies mentioned in this podcast are for educational purposes and should not be construed as an endorsement of any kind. S2G holds positions in the companies referenced, but this podcast is for information purposes only and is not intended to promote any such company. All views of the guests on this podcast are solely their opinions and do not reflect the opinions of S2G. Any past performance discussed is not indicative of future results. Chuck Templeton is a Managing Partner at S2G Investments. All Chuck's views, and the views of the guests on this podcast, are solely their opinions and do not necessarily reflect the opinions of S2G. The views expressed herein are opinions based on certain assumptions and subject to change.

For more important information, please see s2ginvestments.com/disclosures.

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Food Security Is National Security: Agriculture Policy for a New Era

Saison 2 · Épisode 18

jeudi 20 novembre 2025 • Durée 49:00

The Farm Bill, our country’s cornerstone for farm and nutrition policy, has long been a rare beacon of bipartisan success. But the recent deal to reopen the government quietly tacked on yet another extension of the 2018 Farm Bill that has had a series of extensions since 2023. So the question is: are we watching the end of big bipartisan legislation? Or is it time to rethink the playbook entirely, bringing in new stakeholders and connecting more of the issues that shape the system to build a broader coalition?

Consider the landscape we’re navigating. This year, USDA projects an agricultural trade deficit approaching $50 billion. Meanwhile, defense, Medicare, Social Security, Medicaid, and interest on the debt account for roughly 70% of federal spending. At the same time, 70% of Americans are overweight or obese, and the One Big Beautiful Bill proposes cutting $186 billion from SNAP over the next decade. These are enormous, interconnected challenges, and maybe the only way forward is to bring them to the same negotiating table and design solutions big enough to match the moment.

In this episode, Sanjeev Krishnan sits down with Randy Russell, President of The Russell Group, a bipartisan government relations firm focused exclusively on food and agriculture public policy, and Grant Leslie, S2G’s new Operating Partner for Government and Policy. Together, they break down how linking agriculture, nutrition, healthcare, and fiscal realities could unlock better outcomes for American producers, communities, and national security. But doing that requires a systems mindset. It means widening the tent. It means seeing farm policy as far bigger than agriculture alone.

And ultimately, the people who will succeed here will be the ones bold enough to think differently.

Chapters:

04:59 Randy Russell's Career Journey

06:43 The Rural-Urban Divide in Politics

09:52 State of American Agriculture

13:46 Challenges in U.S. Agricultural Policy

16:28 The Future of the Farm Bill

Powering Utility Resilience with Urbint

Saison 2 · Épisode 9

jeudi 24 juillet 2025 • Durée 34:59

In this “The Pitch” style episode we dive into how Urbint is transforming utility resilience with AI-powered solutions for storm response, damage prevention, and worker safety. Founder and CEO Corey Capasso joins S2G’s Chuck Templeton and Bala Nagarajan to discuss why utilities, which are facing numerous challenges from aging infrastructure to extreme weather and workforce turnover, need smarter, faster, and more adaptable solutions. They explore how Urbint is helping utilities move beyond phone calls and spreadsheets, equipping them with granular and actionable risk assessment and powerful emergency response tools that save lives and keep the lights on. They discuss why Urbint is a “painkiller, not a vitamin” for the utility sector and why the company is in line with S2G’s climate adaptation thesis. Urbint is proving that operational resilience isn’t just a nice-to-have but is a core driver of long-term viability and value in a rapidly changing utility landscape.

Key takeaways:

Adaptation is Becoming a Utility Imperative: With increasing storm frequency, aging infrastructure, and workforce shortages, utilities urgently need solutions that help them respond faster and operate more safely.
AI is Unlocking Real-Time Precision Risk Assessment: Corey shares that by transforming weather forecasts into actionable intelligence and enabling utilities to pre-stage work crews and resources, Urbint’s AI-powered product suite can reduce outage times, prevent accidents, and enhance worker and public safety.
Centering Relationships and Impact Communication: Despite the utility sector being a tough industry for a software company to break into, Bala and Corey underscore the value of deep industry ties, a clear impact narrative, and solutions that directly address utilities’ top priorities—worker safety, uptime, and storm readiness.
Multi-Product Strategies Can Drive Speed and Scale
By offering three distinct but complementary solutions, damage prevention, storm response, and worker safety, Urbint has been able to accelerate adoption across departments and reduce friction in large organizations.
Resiliency as a Strategic Advantage: As regulators and stakeholders increasingly tie utility performance to response times, outage metrics, and safety outcomes, Bala and Corey share how Urbint can offer a competitive edge and help utilities not just survive, but thrive in an age of climate volatility.

Navigating the Age of Adaptation with Sanjeev Krishnan

Saison 2 · Épisode 8

jeudi 10 juillet 2025 • Durée 36:20

In this episode of the S2G Podcast, Sanjeev Krishnan, Managing Partner at S2G, chats with Tonya Bakritzes, CMO at S2G, about why we’ve entered the Age of Adaptation—an era defined by volatility and disruption as well as immense opportunity.

From climate change and AI to geopolitical shifts and rising capital costs, Sanjeev breaks down the four forces reshaping markets and what it will take to build companies that don’t just survive, but thrive in this environment. In this conversation, we explore why resilience is no longer a vague concept but a measurable, investable opportunity, the need to price climate volatility into capital markets, the battery demand that comes with the rise of AI, and the delicate balance between supply chain sovereignty and dependence on Chinese manufacturing. If you want to understand the forces reshaping our world and how to build and invest in businesses that can thrive, not just survive, in this era of volatility, this episode is a must-listen.

Key takeaways:

Adaptation is Investable: Adaptation is no longer just about risk management—it’s a growth opportunity. Sanjeev explains why investing in resilience can deliver market-rate returns.
Four Forces are Reshaping the Market: AI, geopolitical shifts, a changing monetary regime, and climate volatility are rewriting the playbook for businesses and investors. Understanding these forces is essential to navigating today’s rapidly evolving landscape.
AI’s Dual Role in Productivity and Power Demand: AI is both a transformative tool and a driver of major new energy and battery needs. Sanjeev explores why AI will accelerate automation but also place huge demands on power infrastructure and critical minerals.
A U.S.-China Decoupling Will Be Expensive: Reshoring mission-critical manufacturing will take massive investment and could drive inflation. Sanjeev challenges us to think about what we really need to build domestically and who will bear the cost.
Anti-Fragile Businesses Will Win: Sanjeev emphasizes that companies that are built to absorb shocks, whether geopolitical, economic, or climate-related, will not just survive but potentially outperform.

How to Build a Proactive, Personalized, and Resilient Healthcare System with Dr. Jeff Bland

Saison 2 · Épisode 7

jeudi 26 juin 2025 • Durée 41:58

In this episode, Dan Ripma, Vice President on the food and agriculture team at S2G, sits down with Dr. Jeff Bland, biochemist, entrepreneur, and educator who is also widely regarded as the “father of functional medicine,” to explore the past, present, and future of the medical industry. Jeff shares his five-decade journey, from pioneering vitamin E research and leading Metagenics to launching the Institute for Functional Medicine and, most recently, Big Bold Health. He reflects on the limitations of a disease-centric system and the urgent need to prioritize function, resilience, and holistic thinking. Jeff also unpacks why the immune system may be the key to health and longevity and how new technologies are making personalized, preventative care more scalable than ever. Beyond being full of unique insights into the evolution of modern medicine and healthcare, this conversation is a crash course in spotting inflection points and taking the long view when it comes to innovation and systems change.

Key Takeaways:

The Era of Preventative Medicine Is Here: Jeff shows how a system focused on predictive prevention—not just reactive care—is opening the door to a wave of new business models in diagnostics, therapeutics, and food.
Technology Advancements and Data Will Be a Major Unlock: Jeff highlights how advances in technology are making personalized medical assessments more accessible and affordable—allowing us to analyze more data at lower costs. This shift is making personalized health not only scalable, but also investable. And with robust data, functional medicine has a path to becoming reimbursable.
The Immune System as the Next Frontier: Jeff emphasizes that immune system resilience, not just defense, is central to long-term health and longevity. His newest endeavor, Big Bold Health, is focused on immune system rejuvenation through nutrition.
Skating to the Puck: Jeff’s career is a powerful example of anticipating where an industry is headed—often years ahead of mainstream acceptance—and having the courage to meet the future before it's fully arrived, even when the ideas seem controversial or unconventional.

Beyond the Hype: A Business Leader’s Guide to AI with Justin Massa

Saison 2 · Épisode 6

jeudi 12 juin 2025 • Durée 39:04

If you are a business leader trying to get past AI chatter and buzzwords, this episode will help you cut through the noise. Chuck Templeton sits down with longtime friend and generative AI strategist Justin Massa for one of our most actionable conversations to date. Whether you’re trying to figure out what AI means for your business or frustrated by AI tools that don’t deliver, Justin offers clarifying frameworks, real-world case studies, and an accessible perspective on how business leaders can integrate generative AI to drive real, tangible value. In this episode, Chuck and Justin cover a wide range of topics from how to think about “the jagged frontier” of AI capabilities, when to use a frontier model versus AI products, how the technology will shape companies and industries, when AI agents might come into play, and how to transform your AI strategy from ad hoc experimentation to holistic transformation. This episode is packed with insights for anyone trying to navigate the tension between risk, opportunity, and speed in an increasingly AI-driven world.

Key Takeaways:

The Jagged Frontier: Justin introduces the concept of the jagged frontier, where AI outperforms in some tasks but fails in others, and its capabilities are continuously in flux.
CEOs Should Lead the Charge: According to Justin, CEOs must be direct users of AI tools. Think of learning AI like learning to ride a bike: no amount of theory substitutes for falling, getting back up, and finally figuring it out.
Frameworks for Implementation: Justin outlines three paths to integrating AI: as a technique (low lift), a jig (a custom-built tool for a specific job), or a tool (enterprise software, larger investment). Each has a different speed, cost, and return profile.
AI Ethics: According to Justin, there are three layers of ethics and governance when it comes to AI: creation, operation, and application. The application level in particular demands an ethics and governance policy that is constantly evolving.
AI Won’t Replace Your Team–But it Will Reshape How They Work: Justin shares that companies like Red Antler are already seeing employees “buy back” large percentages of their time using generative AI, and reinvesting it into creative, strategic work.

The Power of Possibility with Ayana Elizabeth Johnson

Saison 2 · Épisode 5

jeudi 29 mai 2025 • Durée 39:27

In this “The Experts” episode, Chuck Templeton sits down with Ayana Elizabeth Johnson, marine biologist, policy expert, author, and climate visionary. They discuss Ayana’s most recent book What If We Get It Right: Visions of Climate Futures, which uses a blend of interviews, essays, and art to imagine a world where climate solutions lead to healthier ecosystems and thriving communities. In this episode, Ayana challenges us to reframe climate action as an opportunity rather than a burden and emphasizes that focusing on what’s possible can inspire more people to get involved. Using strategies like a climate Venn diagram, or breaking down jargon to find common ground, Ayana shares how anyone can find their place in climate work and bring others into the fold. At the end of the episode, we hear from a few of our entrepreneurs about their visions for the future and how they think about centering themselves in their own climate Venn diagrams. Climate work can be challenging, but Ayana’s refreshing perspective makes it feel not just possible, but deeply motivating.

Key Topics:

Climate Action as an Opportunity: Ayana emphasizes the importance of focusing on the potential gains of climate solutions, like cleaner air, healthier communities, and better jobs, rather than the sacrifices involved. This positive framing can inspire broader support and faster adoption.
Crafting a Climate Venn Diagram: Ayana introduces the Climate Venn Diagram as a strategic tool to help individuals align their skills, passions, and climate needs. This tool can help ensure that efforts are both impactful and personally fulfilling.
The Power of Local Engagement: Rather than waiting for federal policies, Ayana advocates for grassroots action. Whether it's attending town meetings or influencing planning, so many important things happen on the local level and community involvement can build momentum for larger systemic shifts.
Reframing Issues: Ayana emphasizes that using clear, relatable language helps build consensus and makes solutions more accessible to everyone, regardless of background or expertise.

Turning Food Waste into Customer Savings and Retailer Profit with Flashfood

Saison 2 · Épisode 4

jeudi 15 mai 2025 • Durée 33:27

In this episode of the S2G podcast, Chuck Templeton sits down with Jordan Schenck, the newly appointed CEO of Flashfood, to discuss the company’s triple-bottom-line solution to a massive problem: food waste. Flashfood is flipping the script on grocery store surplus by turning what would have been fodder for landfills into affordable, high-quality meals for customers–all while boosting retailer foot traffic and revenue. Jordan shares how Flashfood is harnessing data to build strong customer relationships, honing in on messaging, and gearing up for growth. If you’re looking for a masterclass in transforming challenges into opportunities and designing solutions that work better for people and the planet, this episode is packed with food for thought.

Key Topics:

Data as a Competitive Edge: As Flashfood continues to build out the platform’s real-time data collection capabilities, it can offer retailers valuable, actionable insights into shopper behavior and product demand.
Building Brand Loyalty: Flashfood's model doesn't just move surplus food—it builds deeper customer loyalty by offering value and sustainability. Shoppers using Flashfood visit stores more frequently, making it a revenue-driving tool rather than just a sustainability effort.
Keeping Up with Consumer Expectations: No matter how much shoppers care about sustainability, they expect convenience. Flashfood addresses this by making it easy for consumers to purchase discounted items via a simple app, helping retailers meet evolving demands while also enhancing their brand image.
Flexibility for Retailers: Flashfood's platform integrates into existing store workflows, making it easy for grocery employees to list surplus items quickly. This operational simplicity is crucial for scaling the solution across retail environments.
The Human Element: Beyond reducing food waste, Flashfood’s platform makes groceries more affordable, especially for low-income families—an aspect that resonates with both customers and retailers.

Seth Goldman on Brewing Successful Food Brands with Trust, Transparency, and Fun

Saison 2 · Épisode 3

jeudi 1 mai 2025 • Durée 36:10

Over the last three decades in the natural foods business, Seth Goldman has launched category-defining brands, navigated major acquisitions, scaled mission-driven supply chains, and brewed a whole lot of tea. In this “The Experts” episode, Chuck sits down with the founder of Honest Tea, PLNT Burger, Eat the Change, and Just Ice Tea to discuss what it takes to build a values-driven company in a crowded, ever-evolving food landscape. From label confusion to regenerative agriculture, navigating evolving food trends, simplifying product messaging, staying resilient through market shifts, and determining the right exit strategy, Seth unpacks the challenges and opportunities for brands that aim to both do good and taste great. Whether you're building a brand, a team, or a category, this episode is full of practical wisdom and entrepreneurial fuel.

Key Topics:

Start Small, Then Break It Down: Seth started Honest Tea without any experience in the beverage industry. What made it possible, he says, was breaking it into simple steps. Sometimes just doing the next thing can be more powerful than a grand plan.
Trust Is Your Brand’s Most Valuable Currency: Seth believes that food brands have the most intimate relationship with consumers—people literally put your product in their bodies. That’s why trust, earned through transparency and third-party validation, is at the center of every brand he builds.
Mission Is Important, But So Is Fun: Mission is central to Seth’s work, but he also emphasizes that not everything has to be heavy. Whether it’s a video of him leaping over a Target store or playful packaging, bringing in levity helps create a more approachable brand.
The Supply Chain Is Part of the Brand Story: Seth spends time in tea farms, not just to check boxes but to build real relationships and understand the human impact. He shares how a computer center in India or a worm farm in Mozambique becomes part of the story—even if it’s not printed on the label.
Exits Are Choices: Seth stayed involved with Honest Tea for 11 years after the Coca-Cola acquisition. He reminds founders to ask themselves what success really looks like and to be careful about selling if they’re already doing what they love.

Making Lawn Care Empowering, Enjoyable, and Toxin-Free with Sunday

Saison 2 · Épisode 2

jeudi 17 avril 2025 • Durée 37:56

To kick off Season Two and introduce one of our new formats—The Pitch—Chuck Templeton sat down with Coulter Lewis, founder and CEO of Sunday, just in time for spring. Sunday is on a mission to help yard owners around the country reconnect with their little patch of earth through smarter, safer lawn care. If you’ve ever stood paralyzed in the garden aisle, unsure of what to buy or how to apply those bags of soil and fertilizer, you’re not alone—and many of those traditional products are loaded with synthetic chemicals at concentrations up to five times higher than what’s used on industrial farms. Sunday flips the script by creating custom lawn plans based on your unique soil, location, and climate, delivering easy-to-use, toxin-free products right to your door. Coulter believes lawn care shouldn’t be confusing or chemical-laden—it should be empowering, enjoyable, and safe for your family, pets, and planet. Chuck also spoke with Matt Walker, Managing Director on S2G's Food & Agriculture team, to discuss Sunday's business model and what he likes about the company.

Key Topics:

The Problem: Home lawns make up one of the largest cultivated landscapes in the U.S., yet they’re managed with outdated, chemical-heavy practices that far exceed even industrial agriculture in pesticide use.
Product Market Fit: Sunday identified a major gap between modern consumer values and outdated, chemical-heavy lawn care practices. By simplifying the experience and empowering everyday homeowners with accessible, science-based products, Sunday gave people the tools to align their environmental values with how they care for their own backyard.
The Solution: Sunday creates customized, data-driven lawn care plans that are easy to follow and free from toxic chemicals. By analyzing each customer’s property, climate, and soil—and delivering tailored, effective products directly to their door—Sunday empowers people to confidently care for their lawns in a way that’s healthier for their families, their land, and the planet.
Go To Market Strategy: Sunday offers a subscription-based lawn care solution that delivers personalized, ongoing support tailored to their property. While direct-to-consumer remains the core channel, Sunday is expanding through retail partnerships and professional service providers, making their data-driven, environmentally responsible products accessible wherever and however people care for their lawns.

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