The Ledger

Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.

3statements match

0resolved → 1open predictions → 0held up → 0didn’t hold up →

why aren't all 3 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable

Prediction Not checkable as stated

Plant-based meat growth will require a 20-year generational horizon, not three years.

“We speak to investors, and we say, look, we're positive on the long-term growth of this plant-based category. We literally mean Generational. 20 years. This is not going to happen in, you know, a two or three, you know, year investment horizon for a lot of fol…”

John Baumgartner Sep 28, 2023 ▶ 26:35 Reviving the stagnant plant based meat market

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

Prediction Open · timeframe Sep 2028

Private-label plant-based meat will eventually capture a high-teens market share.

“So our thought process is you'll probably see private label ramp over time to a high teens percent of the market, more or less where it is in plant-based beverages and the rest of the food industry.”

John Baumgartner Sep 28, 2023 ▶ 37:59 Reviving the stagnant plant based meat market

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