FitBiomics转发了
??? 5 hot takes on the Expo West + MISTA + Future Food Tech marathon (+ why I don’t care about RFK) 1) After all the GLP-1 friendly products at Expo, I was primed for the GLP-1 panel that opened the MISTA symposium. The panel featured dietitian Cate Ward, PhD, RD who shared stories of her patients with morning sickness-like symptoms and malnutrition on these drugs. GLP-1 drug side effects are an underdiscussed topic so I appreciated Cate's insights. I still expect growth to self-limit as people avoid the drugs over side effects. But there's no going back. We know now that regulating satiety, not enforcing willpower, is what works for weight loss. Food-as-medicine will pick up this opportunity, and the two growth curves will cross in 2026. 2) Can AI make better food? At FFT, Alexandre B. discussed how AI can stimulate creativity and eliminate trial and error. For cost reduction, manufacturing, etc, AI is a no-brainer. The jury is still out on AI for ideation of recipes and flavors. Are they tastier/healthier than our human intuition about food? The true test will be if an AI-informed product can outsell a control, as judged by real consumers. 3) Best moment at MISTA was Ian Roberts reminding us that, for many populations, “Better For You” isn’t about having better ingredients – it’s about having food, period. 4) Brands are going B2B, and B2Bs are launching brands. FoodTech startups are seeing corporates as their ideal customers in the long run. In the short run, launching a brand is still the fastest way to get revenue and product feedback. The challenge is these are two different businesses with different team DNA, but can be pulled off by talented founders. 5) What I didn’t see: Pet food. Expo West and Future Food-Tech are too quiet on this space. But pet food is where alternative proteins will find scale first, and is a fast growing segment for new brands. Pet food needs to be in the broader food system conversation. How do we get this done? Lastly, I heard so much worrying about RFK and policy uncertainty. But the fundamentals remain the same: climate change and pandemics are threatening the global food system; cocoa and egg prices are just a taste of what’s coming; global politics are increasingly unfriendly to trade. FoodTech is building the solution. The same technologies to futureproof our food system will bring healthier and more delicious products, and enhance longevity and healthspan. The next 4 years are a blip against these megatrends. In the meantime, US founders can commercialize freely in countries that are net importers of food and don’t have cultural baggage about “lab grown”. So keep calm and keep building ??????♂? PS. Thanks Steven Finn for capturing my first time eating cultivated meat at Mission Barns! And HUGE congrats to Natalie Rubio for winning the Supply Change Capital pitch competition! ?? Startups to watch: Akarso Bio FitBiomics Mothership Materials ZOLX Deco Labs New School Foods Maia Farms
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