Interesting post! I'd just push back on this statement: "Historically, animal agriculture has not been particularly disruptable. Extremely high capital requirements, low possibility of differentiation, and a commodity market has made it so that there very little churn in which companies are dominant."
I'd argue that the transition toward factory farming to begin with was one of the fastest and most pervasive disruptions imaginable. The system we have today looks nothing like it did 100 years ago, or even 75. And it can look radically different again much faster than that, I truly believe.
Interesting post! I'd just push back on this statement: "Historically, animal agriculture has not been particularly disruptable. Extremely high capital requirements, low possibility of differentiation, and a commodity market has made it so that there very little churn in which companies are dominant."
I'd argue that the transition toward factory farming to begin with was one of the fastest and most pervasive disruptions imaginable. The system we have today looks nothing like it did 100 years ago, or even 75. And it can look radically different again much faster than that, I truly believe.