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Beyond Meat S-1

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281–290 of 439 posts

Re: Beyond Meat S-1

#281

I've seen this said before (I forget from who), but I honestly think that over the next few decades meat is going to go through a similar transition to tobacco. I don't think it's ever going to disappear completely, but I think it's going to become something most people only enjoy once in a while if at all. I also think that meat consumption is going to be viewed in a significantly more negative light over time.

Why? Do you think global warming considerations are going to be that mainstream? Tobacco has a lot of things going against it - it's bad for you in any amount and it gives off an unpleasant odor that stains fabric and walls. Not much of this applies to meat.

Red meat is a carcinogen & spoils quickly. There's the whole animal cruelty thing too.

If the imitations can get good enough and also beat on price to boot, that could seal the deal as well.

Re: Beyond Meat S-1

#282
Beyond meat works for financial reasons. Sunlight, pea plant, factory, paddy costs less at scale than sunlight, corn plant, cow, slaughter house, factory, paddy.

It does not work particularly well for dietary reasons. The calorie reduction will reduce inflammation if it is not offset by additional excess calories but the omega 3 fatty acid profile will not compete financially with fatty acid profile of algae or grass-fed protein. The beyond meat diet will therefore lead to more inflammation in the general population and increased rates of chronic illness including diabetes and brain disorders.

A moderate amount of protein and fat from Grassfed animals and oily cold water fish combined with moderate low inflammatory carbohydrate starches and loads of vegetables is the optimum human diet.

Every other diet has a negative externality of increased chronic illness. Health outcomes as measured by life expectancy are not better for the average middle income human who survived to the age of 5 in 2019 than they were for the equivalent dataset living 150 years ago in England.

And then you have the vegans. What is more precious? a virus, a amoeba, a bacteria, a prokaryote, a eukaryote, a fungus, a plant, a insect, a arachnid, a cephalopod, an invertebrate, a reptile, a bird, a mammal, a political ally, a community, a friend, a sibling, a parent, a child or a vegan's theory?

Rhetorical question. Human Parents minimise the suffering of their children and expect the favour to be returned in kind.

The choice between animal suffering and decreased probability of the onset of your child's future chronic illness is easy if enlightened. Beyond meat therefore doesn't work for economic reasons and is a fad of unknown duration.

The negative externalities of a vegetarian diet are currently obscured by the corn lobby and any other political factions currently profiting from the sale of inflammatory foods. They love the vegans chipping in. I often wonder if roadkill slowly dying keeps vegans up at night or If they are sleeping through it? And if if they are, how?

As for grassfed animals. Pastured land is marginal for growing starches or vegetables. Solutions are in development for the reduction in nitrate leaching and methane emission. The positive externalities of a low inflammation moderate carbohydrate, moderate protein grass/algae fed diet and the reduction in chronic illness outweigh the negative externalities of the methane. Put nuclear engines in cargo vessels to trade the meat around, methane problem neutralised, global health enhanced.

Food should be judged on it's toxicity to the general population and nothing else. It is the only objective measure and miraculously the economics results in humane farming practice and better human health.

Pretty hard to judge the toxicity of beyond meat and that's why I choose to eat whole ingredients that I process myself. I think they will make some money dependent on flavour, texture, marketing and distribution capability. Although kraft spent 1 billion relabeling their cheese about 10 years back so good luck competing against that. Eventually the human dietary truth will come out and misplaced idealism won't save the business from public knowledge. That could take 20 years but I think the inflammation and dietary literature is going to converge before then.

Bill Gates isn't a vegan.

Re: Beyond Meat S-1

#283
post #265

Earlier quoted context omitted.

What I did: stop purchasing meat from the supermarket. Stop eating meat at restaurants. Find a local farmer and source a whole animal to split with your friends. Visit the farm, meet the farmer. A whole beef is a few thousand dollars, and splits nicely into 8ths. We spent, I believe, ~$6.50/lb for organic, grass fed beef. It's more time and cost up front, but now we have a freezer full of meat to draw from when we ne…

I really admire your efforts, but "Find a local farmer and source a whole animal to split with your friends" is a really tall ask for many people I would argue. I personally would likely struggle to convince anyone I know to enter some kind of cooperative livestock purchase/kill/process/store arrangement. As a matter of curiosity, how willing is the average livestock farmer to enter into such an agreement with privat…

> a really tall ask for many people I would argue

I agree, but I don't think they were doing much beyond stating their own goals and methods. As a guide to what you can do and how you can attempt to go about it, I think it serves well.

> I personally would likely struggle to convince anyone I know to enter some kind of cooperative livestock purchase/kill/process/store arrangement. As a matter of curiosity, how willing is the average livestock farmer to enter into such an agreement with private individuals?

I imagine some butchers might provide cows where you can check the providence, at least in more populated areas. It wouldn't be quite as cheap as a cooperative project, but it would almost definitely be less time consuming, and supporting a free market for this good has additional benefits.

Re: Beyond Meat S-1

#284

Earlier quoted context omitted.

I guess this is a good place for a rant for some down votes. The concept that death is cruel is ridiculous to me. EVRYTHING DIES, every animal in nature either dies of starvation, freezing to death, dies in a conflict with their own species for breeding rights, or gets to be attacked and eaten alive by a predator. The entirety of nature revolves around life and death struggles. Dying isn't cruel, to think so is a rej…

How does your argument not apply to eating human beings, say those who would objectively have had a painful life, by first giving them a quality life before slaughtering them?

Seems pretty fair. Imagine you are in the Matrix and eventually when you die, it wasn't actually your real death, it was the harvesting of your meat in the real universe above. They gave you a pretty decent ride, eh? At some point we all have to admit we don't have full control of the universe - and we hope the universe will treat us kindly. Unfortunately, the universe itself, and the powerful within it, can become muddled - when men determines fate of others, as if they are Gods, then one must question their allegiance to `going with the flow.` It seems like most of us are only happy going with the flow of the all-powerful universe, not his second rate stooges... Pretty sure most vegetarian philosophy comes down to - if you want to act like a God when it comes to determining other's fates, be the God you'd want for yourself.

Re: Beyond Meat S-1

#285
post #22

I've always thought two things: - Subway should have leaned into their use of soy in their deli meat [1] and came in from the high end with it being the more expensive, high end, healthier, better for the environment product - There should be high end burger chain which give you an eighth of a pound real meat burger patty for taste reasons and an eighth of a pound vegetarian patty for health and environment reasons.…

> If everyone switched to such a solution, we could could our greenhouse gas emissions from burger production in half. We'd be eating less tasty burgers for no real reason. Even eliminating meat farming entirely would only reduce the average American's GHG emissions by about 3%: https://www.nytimes.com/2018/01/25/climate/cows-global-warmi... .

If you think 3% is insignificant, go ask your boss for a 3% raise.

Re: Beyond Meat S-1

#287

Earlier quoted context omitted.

Euthanasia and factory farming are apples and oranges. Cows can live up to 20 years, but are often killed at 18-24 months. They aren't killed with euthanasia, but panicked and terrified, with bolts to the skull and slit throats, right after seeing several other cows killed that way. Their lives before that are often miserable to keep costs down. Is that the least cruel option?

Cows aren't panicked and terrified, the hormone release from that would result in poor quality meat that has to be discarded. The slaughterhouses are humanely designed thanks to people like Temple Grandin. The cows are calm until the end.

"This is fine!"

https://i.imgur.com/c4jt321.png

Re: Beyond Meat S-1

#288
post #100

I've been vegan for 15 years, and I've tried all sorts of veggie burgers and mock meats available. Some of them are good, but pretty easy to tell they are not meat. When I first had the Beyond Burger last year (just plain with 2 thin slices of bread) it brought back a very strong memory of how meat used to taste. I wonder if most meat eaters would be able to tell it's not meat on a blind test. I'm curious to try the…

I am not vegetarian, but I like Beyond Meat and eat it pretty often, especially their sausage. But in my opinion it doesn't really taste or feel like meat at all. I'm OK with that, but if they really want to "fool" meat eaters, I think they have a ways to go.

Ya the Beyond Burger is a good veggie burger. The impossible burger is a really good meat substitute, particularly the new version.

Re: Beyond Meat S-1

#289
post #2

I have a stupid question: was there a regulatory change in the recent past that made it easier to file for IPOs? Or is this just a coincidence that all these S-1s were filed around the same time?

It is a trend. As companies IPO, more companies view IPOs as superior exit and capital raising options.

Re: Beyond Meat S-1

#290
post #278

Earlier quoted context omitted.

Firstly, that's ridiculous, vegetarians are definitely a minority on HN. And secondly, that's ridiculous, the people on that website are attributing all kinds of unrelated things to a "carnivore diet". Are you seriously trying to suggest that it's a cure-all?

If they find this compelling then I have some Doterra to heal their telomeres.

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