Beyond Meat, Inc.

Chamath oppose ×2 ▼ on 🏛️ Florida's cultivated-meat ban spreads to other ranching states before federal preemption undoes it E228 · 2025-05-17 ▶ 1:21:35

If this product was exceptionally delicious, it would be widely consumed all over America, and this would never come to pass

Friedberg support ×3 ▼ on 🏛️ Florida's cultivated-meat ban spreads to other ranching states before federal preemption undoes it E228 · 2025-05-17 ▶ 1:19:49

And now, by the way, there's a house bill being proposed to do the same thing throughout the United States. Meanwhile, China and Europe are building cellular meat systems that are rocketing ahead.

Friedberg support ×2 ▼ on 🏛️ Florida's cultivated-meat ban spreads to other ranching states before federal preemption undoes it E186 · 2024-07-04 ▶ 42:40

It's also with the lab-grown meat or cultivated meat laws that they've passed. And other states are passing similar laws, which is limiting innovation in the state and limiting freedom to operate in the state in order to protect interests of individuals and corporations that already exist within that state.

Friedberg support ×2 ▼ on 📈 Cellular meat is uneconomic this cycle - alternative protein is a value trap E170 · 2024-03-15 ▶ 1:23:55

That is now the entirety of the rennet industry is recombinantly produced rennet. The entirety of cheese that we all consume is made using this genetically modified yeast that makes this enzyme that converts milk into cheese.

Chamath support ×2 ▼ on 📈 Cellular meat is uneconomic this cycle - alternative protein is a value trap E170 · 2024-03-15 ▶ 1:30:38

It still makes no sense, because the only reason they would do it is if they were afraid that the lab-grown meat was just so much cheaper and frankly so much tastier than what they make. And Friedberg, you've said this many times. We are so orders of magnitude away from it being...

Chamath oppose ×1 ▼ on 🏛️ Florida's cultivated-meat ban spreads to other ranching states before federal preemption undoes it E170 · 2024-03-15 ▶ 1:26:41

This is a dumb thing to legislate, and it is meaningless and unimpactful, and people should just decide based on what tastes better.

Sacks support ×2 ▼ on 🏛️ Florida's cultivated-meat ban spreads to other ranching states before federal preemption undoes it E170 · 2024-03-15 ▶ 1:28:35

I think it's really terrible when a bunch of incumbents in an industry get together and try to shut out the innovative solution by inventing some unproven threat that they turn into some sort of bogeyman.

Friedberg support ×3 ▼ on 🏛️ Florida's cultivated-meat ban spreads to other ranching states before federal preemption undoes it E170 · 2024-03-15 ▶ 1:27:04

it's very likely that we'll end up seeing some legislation here over the next couple of years if this technology is ultimately beneficial. The problem is now that Florida has done this, I guarantee you're going to see Texas, which is a huge ranching state, and many other states step up to do it.

Jason support ×2 ▼ on 📈 Cellular meat is uneconomic this cycle - alternative protein is a value trap E126 · 2023-04-28 ▶ 1:06:33

They're like... It's like eating something mushy that's 60% of an average hamburger. It's not worth paying double for, certainly, for somebody who's a hamburger eater.

Chamath support ×2 ▼ on 📈 Cellular meat is uneconomic this cycle - alternative protein is a value trap E126 · 2023-04-28 ▶ 1:01:42

I think it's just a very complicated, long drawn out process. And I just wonder if the people that are in these businesses, if they actually love food or not.

Friedberg support ×3 ▼ on 📈 Cellular meat is uneconomic this cycle - alternative protein is a value trap E126 · 2023-04-28 ▶ 1:03:37

So I want to just get back to the unit economics. The cost per kilogram or the cost per gram of the protein, we are still many orders of magnitude away on cellular meat. So the problems you're laying out are really down-the-road problems of optimization. Right now, we've got more fundamental problems on how do you actually get this stuff to be cost competitive.