I’ve rebuilt supply chains on four continents and worked directly with Jeff Sachs to make aid solutions stick in Africa. What I can tell you is this: food security is the lowest priority of every commercial entity involved in it right now — and that gap between what’s being promised and what’s being built is exactly where the next global crisis lives.

*Plantir receives the USDA contract to monitor all farming

https://www.farmweeknow.com/general/palantir-secures-usda-contract-to-consolidate-farmer-data-modernize-programs/article_d0f29758-39c3-4f53-a849-8b773053e783.html

Big Ag and Big Tech are in a turf war — and food security is the casualty.
The major agricultural companies that control global food supply are digging in harder than ever because they believe AI and platforms like Palantir will disrupt their hold on supply chains. Tech companies see that disruption as a profit opportunity — they’re buying in like private equity, cutting labor costs, then flipping the company. Nobody in this equation is asking: what happens to the actual food supply.

Climate is breaking supply chains, and no one is fixing them.
While Big Ag fights to maintain control and tech companies race to take share, the supply chains themselves are becoming more fragile every season. Hot zones are getting hotter. Water scarcity is accelerating. The physical infrastructure of how food moves from farm to table is not being fortified — it’s being fought over. The people without water don’t have a hope in hell, and the conversation about that is being drowned out by profit projections.

AI is making water and energy scarcity worse — not better.
Data centers that power AI are enormous consumers of water and energy. In Africa, where water scarcity is already catastrophic, China and other major powers are building AI processing centers — drawing on the same scarce resources the local population depends on. Africa is asking: what about us? It’s a question that’s not being answered anywhere in the global AI conversation.

The UN talks in platitudes. The private sector talks in profit. Nobody is executing.
After working in Africa with implementation teams, I’ve seen the same failure model repeat itself: write big checks, build a cement block of nothing, and move on. The UN lacks the practical capability to implement at scale. The private sector lacks the incentive to prioritize food security over returns. The people with real implementation experience — who understand both the problem and the profit opportunity — are not in the room.

There IS a food security business model — and it’s sitting in the supply chains.
The real opportunity is in redefining supply chains from the ground up — building resilience against climate, cutting out the middlemen who extract value without adding it, and creating the infrastructure that both feeds people and generates sustainable profit. This isn’t charity. It’s strategy. The companies that figure this out first will own the most essential market on earth.