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richard

T2 · manager / operator

Forestry engineer with university truffle research and 2 years at dedicated truffle research center. Former agricultural consultant. Founded My Truf for vertically integrated truffle production, manufacturing, and global direct sales. Technical partner in Monferran.

1 call·1 name·100% bull·last heard 6 months ago·SeedRocket TV
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

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$MY-TRUFMy Trufposition

Truffle producer bypasses French/Italian middlemen to sell direct globally at 3-4x farmgate price

Vertical integration from cultivation to manufactured products (conserves, inoculum, substrate) captures full value chain; direct shipping to 5 continents achieves €700-800/kg in Spain, 2x in Switzerland, 3-4x in Australia vs €300-400/kg farmgate.

SeedRocket TV2026-04episode →

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  • $MY-TRUF

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  • AI Hardware & Chip Architecture1
1 total
$MY-TRUF
My Truf
HIGHrichard·SeedRocket TV·6 months ago·Why techies are investing in agriculture - SeedRocket Discussion· position
Truffle producer bypasses French/Italian middlemen to sell direct globally at 3-4x farmgate price
Vertical integration from cultivation to manufactured products (conserves, inoculum, substrate) captures full value chain; direct shipping to 5 continents achieves €700-800/kg in Spain, 2x in Switzerland, 3-4x in Australia vs €300-400/kg farmgate.
"Yo cuando fundamos My Truf el objetivo no era eso, era tener una una producción y intentar con manufactura llegar lo más lejos posible para darle el mayor valor añadido... este añ…"
21:50
8
AI Hardware & Chip Architecturetailwind
OpenAI's custom silicon bet aims to cut AI infrastructure costs
Richard Ho argues that OpenAI's development of multi-generational custom silicon represents a long-term bet to lower overall AI infrastructure costs, suggesting that in-house chip design could reduce reliance on third-party suppliers and improve margins.