Gabriel Wilmoth

Today’s soybean field trial visit was one of the most compelling we’ve seen with Phytalix biofungicide in Brazil. Same field, same management, same base fungicide program. Only difference: one section received 2 early-season Phytalix applications. Walking different parts of the field, the difference in plant health was striking and consistent.

@RyanHoliday Anyone else remember when Amazon would include bookmarks? I’ve kept this one for 20+ years for the same quote:

Do you believe it’s possible to raise 250bu corn on 100# or less of Soil applied synthetic N? No manure Jus soil applied N We did it on 146# last year and I rly want to get to 100# or less of soil applied N with 250bu corn. Anyone want to try with me this year?

If you work in AI and don’t understand these 10 concepts, you’re already behind: (thread)

@Camp4 @keyanasapp Strong work!

@keyanasapp mountainproject.com/v/107178024

When I punched out of the corporate world in 2018 at the peak of my career, my friends thought I was crazy. But my rationale was very simple and logical: I was 47 and didn’t want to spend the next 10 years behind a desk. Since then I’ve literally spent 1000 days outside instead of in an office. Who’s the crazy one? Ultimately, the single most important question in life is: How do you want to spend your time? Having control of your time is a privilege that is earned, but one thing’s for sure… You’ll never get there if you don’t: DEFINE the end state you’re building toward—most people haven’t. ALIGN your actions with it. Most people do things that take them further from their ideal end state, not closer—now THAT’S crazy! 🤪

Day 10 in Brazil. Every time I visit, I’m struck by the scale & sophistication of agriculture here.

Soybean field day hosted by IPACER, near Cristalina, Brazil. Featuring grower-guided, side-by-side trials of crop protection innovations, including biologicals. @AscribeBio’s Phytalix is included in 3 trials.

Perspective is everything. “Gold crashed 10%” vs “gold is at the same price it was a week ago.” Same data. Completely different emotion.

Botanical version of the Brazilian flag 🇧🇷

@pepemoonboy It feels totally different when you view it as “gold crashes 10%” vs “gold at the same price it was last week”

Almost everyone told me to take profits. And I get it. But this is where I’m stuck… Global uncertainty is only increasing. My thesis hasn’t changed. I still believe $GLD has another 30-50% upside this year. It’s clear people are running toward stores of value. The average person still owns no gold. I believe this move is being driven primarily by central banks and countries stockpiling gold, not retail FOMO. So if I truly believe there’s still significant room to run… Why would I sell now? For now, I’m holding. I’ll keep you all updated 😬

Looks like flight delays this weekend at RDU

Sioux Falls, you are up first! Feb 3. BW Fusion Roadshow is at the Canopy by Hilton in Sioux Falls with lead agronomist @JasonSchley. All-new content + all-new agronomy insights focused on nutrient efficiency and real ROI. If you skip this, you’re choosing to leave ROI on the table for your 2026 operation. Details + spot: bwfusion.com/roadshow2026

Dudes are always posting their trading wins. I’ll post a loss: my $350 long calls are about to get destroyed. Worst part is I saw the 1/23 tweet about the rep’s sale & thought, “I should probably close this.” …and didn’t.

Clawdbot hype is everywhere on my feed. If you’re intrigued too, here’s a quick self-test before you get swept up.

Highlight of my week. Got the 1st signal that Phytalix biofungicide might protect coffee plants from disease Untreated Left vs Treated Right

KKR just released an 88 page report on their 2026 outlook for public and private markets A few charts that caught my eye 1/ Nasdaq 100 performance following Netscape IPO and ChatGPT launch are following similar trajectories

Hoping this will work but here is a link for our @United_Prairie 2025 Trial Results book. Lots a data here and personal thoughts on things. I know I’ve had questions on where the results are from certain trials from season, so here is everything. Thanks dropbox.com/scl/fi/1mcwyhc…

“How we manage our fertilizer…is the low-hanging fruit to attain profitability in the upcoming year," says Darren Bond of Manitoba Ag

Finally some M&A news in biological crop protection with @BASF buying @AgBiTechAU. Great start-up co that has steadily made progress for more than a decade in Australia, Brazil, & US with a novel, biological control for devastating caterpillar pests. basf.com/global/en/medi…

The tools are out there if you want to learn a new language. Six months ago I decided to learn Portuguese. Went from nothing to handling simple conversations. ~30-45 mins/day across @duolingo, @Pimsleur, & @babbel — plus questions & clarifications in ChatGPT.