[one topic] The Evolving Role of the CEO
We’re living in an age of exponential stakes — for people, the planet, and the systems that connect them. As AI redefines what intelligence is and who holds it, as we face genocides in real time and prepare for 10 billion humans on a planet that’s lost 99.9% of its biodiversity over 4 billion years, the question of leadership has never been more urgent.
John Mackey’s piece on the evolving role of the CEO struck a chord this week. His call to make "What is the highest good I can do?" a daily question feels both radical and necessary. It's not about virtue signaling — it’s about holding power with responsibility, aligning the purpose of business with the trajectory of civilization. If CEOs aren’t asking the hard questions now, who will?
[one raise] Climate Bonds for Alternative Protein
This one flew under the radar — but it shouldn’t have. The Climate Bonds Initiative just greenlit criteria for alternative proteins to qualify for sustainable investment. This unlocks green bond financing for cultivated, fermented, and plant-based proteins — allowing companies to tap into a $5T global bond market. In plain terms: it's a signal that protein transition isn’t fringe. It’s infrastructure. It belongs in portfolios and in policy. Whether this will lead to lower capex costs or become a new ESG loophole depends on implementation — but the potential is huge.
[one product] Kate Farms x Danone
Danone and Kate Farms are teaming up to bring medical-grade nutrition into everyday diets — and the timing couldn’t be better. Kate Farms made its name with plant-based, clinically proven formulas designed for tube feeding and recovery. Now, it's expanding into broader wellness categories, and Danone sees it as a strategic fit.
This deal reminds us that health — not taste, not price, not even sustainability — is the most enduring consumer value proposition. Especially in a post-Ozempic world, where food is medicine again and “better-for-you” needs to be real, not rhetorical.