Functionality shift b2b ingredient reinvented

​The hosts:

​Matteo Leonardi, Grey Silo Ventures

​Bodil Siden, Kost Capital

​What is this Ripple about?

​Is a new category of foodtech companies emerging?

​⁠Why this topic timely or urgent in 2026

​GLP-1 frenzy + healtier choices, UPF backlash. New food-tech is needed, but VC capital stack has demostrated misalignment. Can new ventures still be VC-backable?

​⁠Key questions or challenges being explored

• ​What are the pivots we've seen from food ingredients startups to address new manufacturers needs for changing consumer behaviors

• ​Are these new propositions venture backable or will foodtech always be perceived as unfavorable for VC?

• ​What are the lessons learned from the first wave of investments?

​⁠The key tension or debate at the heart of this discussion

​Whether new food-tech propositions can be VC funded and generate the much-needed returns the industry still needs to see.

​Who would get the most value from attending this Ripple?

​Generalist investors (who shyed away from food-tech after recent failures), founders still looking to build / pivot in the space, LPs questioning wether food-tech funds could still make sense