Cultivated Meat

topic on 2 shows · 15 statements across 5 episodes

Catalyst All-In

15 statements about Cultivated Meat, every show

CATALYST Opinion
Datar: 'Cellular Agriculture' Is Preferable Because Meat Is Not a Sector
“Well, my favorite term is cellular agriculture because I don't think meat is a sector.”
Isha Datar Feb 27, 2025 ▶ 4:41 Cultivated meat’s “trough of disillusionment”
CATALYST Prediction Not checkable as stated
Datar: Cultivated meat is in the 'trough of disillusionment' but will happen
“We're in this kind of trough of disillusionment, as they call it in the hype cycle terminology, where people are like, what do you mean this thing will never happen, it's been way too long, when actually, it will happen, it's just, now we've kind of set oursel…”
Isha Datar Feb 27, 2025 ▶ 8:28 Cultivated meat’s “trough of disillusionment”
CATALYST Insight
Datar: Growth media is the largest ongoing cost in cultivated meat
“The media that you're feeding the cells is probably going to be the thing that costs the most. Same, same like with animals. It's like the feed that's the biggest contributor to the cost of a cow.”
Isha Datar Feb 27, 2025 ▶ 21:22 Cultivated meat’s “trough of disillusionment”
CATALYST Opinion
Datar: Commercial cultivated meat manufacturing requires hundreds of millions in CapEx
“I would say tens of millions of dollars could make something that's really great right now that would be useful for the whole field. Hundreds of millions, we'd start getting into more, like, manufacturing, you know, in a, like, way that is more than, like, a c…”
Isha Datar Feb 27, 2025 ▶ 25:17 Cultivated meat’s “trough of disillusionment”
CATALYST Insight
Datar: Lack of shared facilities in cultivated meat causes redundant capital waste
“What's happening now is the companies are all building their own separate facilities. There's no standardization. If one works, great. If one doesn't work, like, no one would know why it doesn't work, and then it doesn't prevent the next person from spending t…”
Isha Datar Feb 27, 2025 ▶ 30:34 Cultivated meat’s “trough of disillusionment”
CATALYST Opinion
Datar: Cultivated meat regulatory approvals are investor milestones, not commercial rollouts
“I don't always know if the approvals are like the most significant thing. Like to me, they kind of read like a investor milestone more than a, oh, this is just like the last stop before we blow our product up on the market kind of thing.”
Isha Datar Feb 27, 2025 ▶ 33:16 Cultivated meat’s “trough of disillusionment”
CATALYST Insight
Datar: Cultivated sashimi avoids cooking unpredictability inherent to cultivated meat
“There's a big scientific process, like food science transformation that happens when you cook something. And cultivated meat, you don't know exactly how it might perform in a pan. You hope it's going to be exactly the same as the cells from an animal, but you …”
Isha Datar Feb 27, 2025 ▶ 37:24 Cultivated meat’s “trough of disillusionment”
CATALYST Opinion
Datar: Cultivated meat may fail while lab-grown milk and eggs succeed
“Cellular agriculture as a concept is so much bigger than meat, and it's very possible that things like milk proteins or egg proteins or just ingredients in our food Are actually going to make a bigger difference for the climate and for nutrition and food and a…”
Isha Datar Feb 27, 2025 ▶ 39:31 Cultivated meat’s “trough of disillusionment”
CATALYST Assertion Supported
Grunwald: Cultivated meat costs fell at least 99.9% over past decade
“They've reduced the costs, like, I guess I would say certainly at least 99.9% in the last decade. Probably closer to 99.99%.”
Mike Grunwald Jan 23, 2025 ▶ 26:58 The climate-ag grab bag
ALL-IN Prediction Not checkable as stated
Friedberg: Commercially viable cultivated meat is still 10 years away
“Yeah, we're 10 years out.”
David Friedberg Mar 16, 2024 ▶ 1:30:56 E170: Tech's Vibe Shift, TikTok ban debate, Vertical AI boom, Florida bans lab-grown meat & more
CATALYST Insight
Cultivated meat may be an easier psychological leap than processed plant-based meat.
“You know, in some respects, I would argue that maybe it's even an easier mental move for folks than it is consuming soybean or wheat products that Taste like beef.”
John Baumgartner Sep 28, 2023 ▶ 35:25 Reviving the stagnant plant based meat market
CATALYST Prediction Not checkable as stated
Cultivated meat will inevitably reach price parity if venture funding continues flowing.
“As long as they're willing to kind of stay in the path, you are going to see that cost curve come down. So it's only a matter of time before you see, you know, price parity kick in.”
John Baumgartner Sep 28, 2023 ▶ 36:00 Reviving the stagnant plant based meat market
CATALYST Assertion Supported
Specht: CE Delft study shows path to single-digit dollar per kg cultivated meat
“So there was a study that came out last year from a consultancy called CE Delft that looked at a few different scenarios for cost reduction and found a path towards getting in the sort of single dollar, dollars per kilogram range and that, that agrees with int…”
Liz Specht Apr 14, 2022 ▶ 42:43 Alternative protein: it’s what’s for dinner
CATALYST Assertion Supported
Specht: China's Five-Year Plan explicitly prioritizes cultivated meat
“In China's recent five-year strategy, they called out cultivated meat explicitly as something that, that is a priority area.”
Liz Specht Apr 14, 2022 ▶ 46:15 Alternative protein: it’s what’s for dinner
CATALYST Assertion Supported
Specht: Cultivated meat is commercially available only in Singapore
“Cultivated meat is only available in Singapore at the moment but we know that that is working its way through regulatory assessment and food safety assessment in multiple other countries at present.”
Liz Specht Apr 14, 2022 ▶ 47:17 Alternative protein: it’s what’s for dinner

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