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Culture War Roundup for the week of September 4, 2023

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Conceivably BYND could have gotten a little flywheel going and continued to innovate into healthier better options.

I sort of get what you're gesturing at. A flywheel represents the difficulty of spinning up a new market. You need to solve both supply and demand at the same time to get the engine running. Failure is catastrophic while success is a money machine. If there is an imbalance, the flywheel is bottlenecked and doesn't want to spin.

In this case, the flywheel represents the pseudo-meat market, I suppose. There have been meat substitutes and meat replacements before, but this is really a new kind of market and new kind of product. Maybe this particular market is cursed, but if the flywheel gets going, then maybe:

continued to innovate into healthier better options.

AKA the pivot

Think you got it. Not necessarily a pivot though. It’s more like Tesla.

Entering Market as basically custom handmade cars.

Develop experience building cars and improving battery tech. And marketing skill. Plus develop car programming.

Enter at more scale and cheaper price point. Repeat all the same process improvements.

Once again cut price point and increase operational scale.

For beyond it would have been make $300-400 million a year selling shitty vegetable meat. Invest that in better vegetable meat at more scale. Probably eventually add on some kind of lab grown meat. Use experience in day chicken to expand into all kinds of lab meats.