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The alternative protein market, including options like Beyond Burger and Impossible Burger, initially gained attention for eco-conscious decisions but encountered consumer hesitation due to taste and price disparities compared to traditional proteins. The challenge is balancing environmental benefits with consumer palatability and affordability.
San Francisco commercial real estate vacancy rates at 30% or higher indicate significant market challenges, similar to Gotham City's chaos. The prolonged recovery timeline for these vacant spaces suggests a potential turnaround period of five-plus years, dependent on market stabilization and company re-engagement.
While plant-based protein options aim to reduce the environmental impact of traditional animal proteins, concerns arise about the inclusion of processed ingredients like salt and saturated fats. Consumer shifts towards healthier and more natural food choices raise questions about the long-term success of heavily processed plant-based alternatives.
The spectrum of chemicals present in food products varies in health implications, from beneficial components found in salads to less desirable additives in sugary cereals. Understanding the distinctions between good and bad chemicals, as well as their effects on health, is essential in evaluating dietary choices and product compositions.
Synthesizing animal proteins using recombinant DNA involves inserting DNA that codes for proteins like insulin into bacterial or yeast cells. Companies like Genentech pioneered this approach to produce insulin at a mass scale, revolutionizing biologic drug manufacturing. The introduction of CRISPR technology in 2012 enhanced editing efficiency in microbe genomes for protein production. The challenge lies in increasing productivity to reduce costs per gram of protein, a crucial metric in competing with traditional animal-derived proteins.
The endeavor to create cellular meat faces obstacles in cultivating cells without the typical bone and tissue scaffolding. Fetal bovine serum was initially used to stimulate cell growth, reflecting the complexity and expense of developing cellular meat. Editing cells to replicate, growing them in tank suspension, and adjusting feedstock play key roles. While striving for identical cellular proteins to animal meats, taste variations may still persist, necessitating extensive research and development efforts to achieve cost competitiveness.
(0:00) Bestie intro!
(1:10) Google's mixed bag, Big tech leaves the growth phase, macro picture
(24:21) AI update: new projects, global enablement, early adoption
(37:38) SF CRE continues to collapse, Gotham City update
(47:52) Lab-grown meat: possibilities, potential impact, and major constraints
(1:06:47) Quick earnings button and RFK Jr's presidential bid
Follow the besties:
https://twitter.com/DavidSacks
https://twitter.com/GavinSBaker
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.google.com/finance/quote/GOOG:NASDAQ
https://www.cnbc.com/2023/04/25/google-authorizes-70-billion-buyback.html
https://www.cnbc.com/2023/04/20/alphabet-merges-ai-focused-groups-deepmind-and-google-research.html
https://abc.xyz/investor/static/pdf/2023Q1_alphabet_earnings_release.pdf?cache=0924cc
https://fred.stlouisfed.org/series/JTSJOL
https://fred.stlouisfed.org/series/CIVPART
https://www.lawnext.com/2023/04/harvey-ai-raises-21m-in-a-series-a-round-led-by-sequoia.html
https://www.wsj.com/articles/pricewaterhousecoopers-to-pour-1-billion-into-generative-ai-cac2cedd
https://twitter.com/friedberg/status/1651371655774584832
https://twitter.com/mckaywrigley/status/1651291367224807424
https://www.wsj.com/articles/san-francisco-commercial-real-estate-office-buildings-471742ea
https://twitter.com/Jason/status/1650974906916671493
https://www.wsj.com/articles/inside-the-struggle-to-make-lab-grown-meat-12cf46ab
https://www.cnbc.com/2023/04/27/amazon-amzn-q1-earnings-report-2023.html
https://twitter.com/RobertKennedyJr/status/1649190840198209537
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