Harry Duran
speaker
1,087 appearances
7 recordings
1 series
first heard Aug 2025
last heard 20 Apr
Harry Duran’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 6 in all, peaking in Oct 2025 with 2.
Appearances
Because if the tokens are doing the work now.
Yeah, I mean it just shows
Yeah, I mean it just
So I just wanna dive a little bit deep into what you found specifically around patents in China.
They filed seventy eight percent of the patents, but they were only granted one point four percent.
So I'm curious
What that finding changed about how you think about uh the competitive threat in that sector and what that means and how we should be viewing it in the West.
So one of the the signals that you found is that companies like Franca Mika and Climate Corporation had stopped filing patents and that proved to be a signal to something that was going to happen afterwards.
Can you talk a little bit about that?
Yeah.
Yeah, it's important to be able to track it and and obviously separate out the signal from the noise.
But uh I I thought that was interesting.
And then the other observation was Taylor Farms acquiring Farmwise's autonomous weeding business.
So that's a food company buying robotics.
Yeah.
And does do you see more of that happening or is that a sign of m just consolidation?
Makes a lot of sense.
And then there's this idea of the reverse acquisition where a tech company with capital buys uh an agronomy services firm with, you know, five hundred plus farmer relationships.
Is this something we're gonna see more of?
Companies doing this at scale?
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