When it comes to the future of protein, the stakes are pretty high. Protein sits at the center of the global food challenge, and innovating how we produce it is the key to sustainably feeding a growing population. Protein is also a massive, fast-evolving market where innovation and adaptation will drive the next wave of value creation. In our first “the seams” style episode of this season, S2G managing directors Matt Walker (Food & Ag), and Larsen Mettler (oceans), join Chuck Templeton to unpack the forces reshaping global protein production and consumption. They discuss surging demand, especially in seafood and poultry, structural supply chain risks from climate change and disease to cold-chain bottlenecks, and the opportunities in feed innovation, aquaculture, and plant-based and cultivated proteins. Drawing on cross-sector learnings from livestock breeding to AI-driven tools and full product utilization, Matt and Larsen share their visions for an abundant protein future where diverse systems work together to create a more resilient food supply chain.

Key takeaways:

1. Protein Demand Is Rising and Shifting: Larsen and Matt point out that global demand for protein is projected to grow 70% by 2050. In the U.S., growth is flattening, but consumption is shifting toward poultry as an affordable and efficient option. 

2. Supply Chains Are Under Increasing Pressure: Larsen speaks about how climate change, disease, and geopolitical shifts are exposing weak points in protein supply chains, from concentrated production to limited cold-chain infrastructure.

3. Feed Innovation Is Critical for Sustainability: Matt and Larsen share how new approaches, from algae-based oils to insect proteins, upcycling invasive species, and improving protein content of feed crops, are redefining how animals and fish are fed, reducing pressure on ecosystems.

4. Alternative Proteins Are Hitting Their Stride: Plant-based meat experienced hype but struggled with repeat customers. Now, companies are focusing on clean-label plant foods and hybrid approaches blending cultivated and plant-based products. 

5. Cross-Sector Collaboration Is Accelerating Innovation: Advances honed over decades in livestock, like better feed efficiency and stronger disease resistance, are now being applied in aquaculture. At the same time, cultivated meat and seafood companies are joining forces on regulatory approvals, while innovations in AI, feed, and full-product utilization are crossing sectors to build a more resilient and circular protein system.

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.

In this “The Experts” episode, Sanjeev Krishnan sits down with Damien Ma, founder of MacroPolo, to explore how China’s evolution from a manufacturing hub to a tech and industrial powerhouse may reshape global markets. They trace the arc from pre-Olympic optimism to today’s era of strategic competition, unpacking how China leveraged industrial policy, second mover advantage, and massive infrastructure investments to rapidly advance and sometimes leapfrog in critical sectors like AI, clean energy, and manufacturing. Damien offers an insider perspective on how China’s internal motivations around resource constraints, climate risk, and a desire for regional dominance are shaping its global posture. The conversation also dives into how entrepreneurs and investors in food, energy, and oceans should be thinking about the strategic implications of China’s rise when shaping long-term innovation and investment strategies. In the age of adaptation, a clear understanding of China’s evolution and current strategy is key to navigating today’s rapidly shifting geopolitical landscape.

Key takeaways:

1. From Optimism to Assertiveness Post-2008: Damien shares how the 2008 financial crisis marked a turning point in how China viewed the U.S., shifting from admiration to skepticism and how this disillusionment fueled a more self-confident and assertive Chinese economic strategy.

2. China’s Real Advantage is Scale, Not Cost: Damien explains that China’s edge today isn't cheap labor but scaled manufacturing, supply chain clustering, and a massive pool of skilled technicians. 

3. Leapfrogging Legacy Systems: Rather than compete in outdated tech ecosystems, China has repeatedly skipped ahead, failing in 3G but dominating 5G and bypassing credit cards to go fully mobile with QR codes. This second-mover strategy has allowed rapid dominance in key sectors.

4. China’s Role in Global Inputs and Deflation: From driving soy demand to dominating the market with low-cost EVs and solar panels, Sanjeev and Damien highlight how China is a central force in global pricing and supply dynamics. 

5. Underwriting China Is Now a Strategic Imperative
 Investors in food, energy, and infrastructure must consider China as a driving force behind global market dynamics. As Damien notes, ignoring China’s capacity, policy shifts, and export strategy could mean missing key market signals.

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.

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:

1. 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. 
2. 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.
3. 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.
4. 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.
5. 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.

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.

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:

1. 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. 
2. 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.
3. 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.
4. 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. 
5. 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. 

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.

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: 

1. 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.
2. 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.
3. 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.
4. 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. 
5. Focusing on Systems instead of Symptoms: A key theme in Jeff’s work is shifting from treating isolated symptoms to understanding the interconnected systems that drive health. By addressing root causes, functional medicine offers a more holistic and sustainable approach to well-being.

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.

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: 

1. 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. 
2. 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. 
3. 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.
4. 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.
5. 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.  

More on the Jagged Frontier

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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.

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:

1. 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.
   
   
2. 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.
   
   
3. 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.
   
   
4. Reframing Issues: Ayana emphasizes that using clear, relatable language helps build consensus and makes solutions more accessible to everyone, regardless of background or expertise.
   
   
5. Action Instead of Hope: Ayana argues that it's not about being optimistic – it’s about recognizing that we have the solutions and we just need to find ways to implement them. 

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.

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:

1. 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.
2. 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.
3. 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.
4. 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.
5. 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. 

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.

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:

1. 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.
2. 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.
3. 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.
4. 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.
5. 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.

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.

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:

1. 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. 
2. 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.
3. 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.
4. 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.
5. The Impact: Sunday is transforming lawn care at scale—reducing millions of pounds of synthetic inputs and conserving water. Beyond the environmental benefits, Sunday empowers users to reconnect with their land, drives consumer-level climate action,

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.

Welcome back to the S2G Podcast! The podcast will still feature in-depth insights into the food and agriculture, oceans, and energy sectors but with a fresh twist. 

This season, we're serving up three different formats: The Pitch, The Experts, and The Seams. 

In “The Pitch,” we'll interview company leaders, focusing on their pitch to customers. You’ll get insights into how these guests have scaled their businesses by solving a distinct pain point and designing a unique value proposition that resonates with customers.

“ The Experts” will feature conversations with experts who will share in-depth knowledge on the topics relevant to our work. 

 Last but not least, we have “The Seams,” where we'll focus on important intersections between industries, markets, and people driving system-wide change. We’ll explore how working at the seams of stakeholders, systems, and markets can help us identify scalable solutions, pinpoint risks and mitigants that may otherwise be overlooked, and create value-added partnerships. 

The first episode drops on April 17th! Tune in wherever you listen to podcasts. 

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.

If you are a retailer, CPG company, entrepreneur, investor, or just interested in the natural food space, we have a sugar-free, plant-based, adaptogen-rich, protein-packed treat for you. For our final episode of the season, we're excited to bring you a panel discussion from a webinar put on by Naturally Chicago, an organization doing amazing work to bring together the natural products sector through events, resources, and industry insights. The conversation featured panelists from SPINS, a company that helps brands, retailers, and their partners understand product data and shopper values to improve product innovation, and KeHE, a national food distributor focusing on organic, natural, fresh, and specialty products. The discussion was a very data-driven analysis of the natural products industry, which, as panelists pointed out, is seeing growth across metrics. The sector is expected to hit almost $320 billion this year and to grow at a rate of 5 percent annually over the next few years. The panel explored some of the most exciting growth areas in the sector and how CPG companies and retailers can capitalize on this momentum. We also hear from Chuck Templeton about some of his reflections on the natural food space and where he sees these trends going.

Key Topics: 

1. The Growth of the Natural Food Industry: The panelists discuss how demand for natural food products continues to grow. Consumers, especially Millennials and Gen Z, are more knowledgeable about how food choices impact wellness and want to take ownership of their health and incorporate functional foods into their diets. 
2. Aging Well: As we take a more proactive approach to health, there is a particular focus on how we age. The panelists point to the trend of preventative care and wellness becoming part of consumers’ personal brands.  
3. The Impact of GLP-1 on Natural Foods: The rise of GLP-1 is demonstrating how interconnected medicine and the food industry can be. The panelists discuss that as GLP-1s become increasingly prevalent, food companies will have to adapt to shifting dietary demands and needs as a result of these drugs. 
4. The Role of Sustainability in Product Development: The panelists discuss how incorporating sustainability aspects can set natural food brands apart. Chuck shares how he sees sustainability as an even bigger driver for CPGs and retailers than consumers.
5. Media of the Moment: The panelists and Chuck talk about the rapidly evolving landscape of media marketing and customer engagement. With the rise of social media, food companies must completely rethink how they reach customers and capitalize on these new opportunities. 

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.

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