Fateh Mann

A strawberry startup has raised $370M. Hero product at launch: eight strawberries for $50 at Whole Foods. Last year I wrote about Fruitist, $150M raise, $1B+ valuation, $400M in sales. The thesis: fresh produce + brand + premiumisation. Oishii is the same thesis, with a different approach. World's largest indoor vertical strawberry farm. Robotics. AI-controlled environment. Natural bee pollination. Pesticide-free. Year-round. But the vertical farming sector has been a graveyard. AeroFarms. AppHarvest. Bowery Farming. All gone. Billions destroyed. Overhyped engineering ambition that couldn't survive real unit economics. Oishii survived by doing the opposite. Most vertical farms chased leafy greens, hard to get premium pricing. Today: $5–$15 per pack. 18 US states. A Premium Preserves line. Every vertical farming failure competed on price. Oishii is betting you don't need to in a K-shaped economy where the top of the market keeps growing.

Demography is Destiny❗️ Karachi 1941 —Almost 50% Hindus Karachi 2023 —Only 1% Hindus Jihadists killed, raped, converted & took over the land. Some Hindus lucky ones could come to India during partition but leaving their everything.

1/ Owing to high barriers to entry, India’s lodging and hotels industry has become a cartel that raises prices at will and fleeces customers. India’s luxury hotel average daily rate (ADR) in Mumbai and Delhi now rival those of New York and London. Absurdly enough, the financial press sometimes celebrates this as some triumph of Indian hospitality. It is nothing of the sort. High prices are the unmistakable stamp of a supply-constrained market in a low income country, which should actually have a very competitively priced and deep pool of lodging options. The hotel industry is a structural failure being hyped as a success.