AI
The Slow Collapse of SaaS
Field Note / AI / Cloud The Slow Collapse of SaaS SaaS still works. That is what makes the collapse harder to see. The
Research & advisory · Est. 2025
The mechanics of modern scale.
SkyHaven Group is a research and advisory practice working with operators and investors building at the intersection of AI, agriculture, energy, and supply chain.
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AgTech
Cacao Seed to Halloween Treat
The journey of your Halloween candy is a global story. It begins with 4.5 million tons of cocoa beans, 70% of which are farmed in West Africa. This post breaks down how those beans are roasted, ground, and conched into the $4 billion worth of M&M's, Reese's, and Snickers that define the holiday.
Energy
The Grid Is Becoming the First Real AI System
Forecasting in energy is shifting from estimating a single future to modeling distributions of possible futures under changing conditions. This piece describes
AgTech
AI-Ready Earth Observation: The New Engine for Agricultural Intelligence
A new class of data is revolutionizing agricultural productivity, sustainability, and resilience. Building on decades of evolution, from the 1990s birth of
AI
Energy Resilience Is an Operations Problem
The electric grid is being asked to support a level of load growth, volatility, and operational complexity that many utility systems were not designed to handle.
AI
Energy Asset Management Is the Foundation for Grid Resilience
Before an energy company can talk seriously about resilience, it has to know what it owns, where those assets are, how they are connected, what condition they are in, how they fail, what work is pending, and what the consequences would be if critical parts of the system were lost.
AI
Energy Companies Need a Better Operating Picture
For utilities, power producers, pipeline operators, industrial energy users, and infrastructure owners, the operating environment is becoming harder to manage.
AgTech
Inside AgTech Alchemy: A New Way to Gather, Share, and Grow in Agricultural Innovation
Episode Summary On this episode of Spilled Salt, host Moren Bellator talks with the three founders of Agtech Alchemy — Walt Duflock(Western
AgTech
Agtech Alchemy With Walt Duflock, Sachi Desai and Rhishi Pethe
Download the Agtech Alchemy Quarterly: https://agtechalchemy.substack.com/p/... GenAI Whitepaper (Rishi Pethe): https://www.rhishipethe.com/genai-in-ag Episode