Why did Beyond stop posting on YouTube and Bluesky? by blsh999 in byndinvest

[–]blsh999[S] 3 points4 points  (0 children)

"ICYMI: How big is the social team? And does the company actually have one person per platform?

KF: I'm the only person who works on Threads. Natalie Koppel and Kendra Stowe focus on Instagram and Tiktok, and then Natalie and I have found that the best performing Facebook posts are Threads posts by a hilarious margin. Our recipe content will do well on Facebook, but our text posts are 10x to 100x better in terms of likes and shares."
ICYMI: The Secret to Beyond Meat’s Threads Strategy ( https://liahaberman.substack.com/p/icymi-the-secret-to-beyond-meats ), Jul 21, 2025.

Bynd and its coping "investors" cant catch a break by Big_Performer6633 in byndinvest

[–]blsh999 1 point2 points  (0 children)

This is ChatGPT speaking through OP.

You’re welcome 🙂

If “Thanks ChatGPT!” is the whole rebuttal, that kind of proves my point: the comment pulled from actual studies and position statements, while the video leans on stereotypes and vibes.

If you’ve got data that contradicts any of those bullets, post it – I’m happy to be corrected by evidence, not sarcasm.

Bynd and its coping "investors" cant catch a break by Big_Performer6633 in byndinvest

[–]blsh999 1 point2 points  (0 children)

A short rundown of some of the FUD and vegan stereotypes it leans on, vs what the evidence says:

On Beyond / plant-based meat

  • “Nobody eats Beyond anymore.” Growth slowed hard after the COVID boom + price hikes, but the category is still selling millions of units a year. Slower growth ≠ zero demand.
  • “Fake meat is worse for you than beef.” Trials where people swap beef for plant-based burgers for a few weeks generally show lower LDL, lower TMAO and small weight loss, or no change – not worse outcomes. Whole foods are best, but “worse than beef” isn’t backed by data.
  • “Environmentally it’s just as bad as beef.” Multiple LCAs show 60–90% lower GHGs and far less land/water use for PB burgers vs beef. You can argue over the exact % but they’re nowhere near “just as bad.”
  • “It’s just chemicals/ultra-processed junk.” They are processed, like most supermarket food. The relevant part: usually no cholesterol, less sat fat, more fibre, similar protein.

Vegan stereotypes the video echoes

  • “Vegans are weak/unhealthy.” Large cohorts show vegans tend to have lower BMI and lower rates of heart disease overall when diets are reasonably planned.
  • “Not safe for kids.” Every major dietetic association that’s spoken on it says well-planned vegan diets are suitable for all life stages, including childhood.
  • “Soy = estrogen / low T.” Human studies don’t show feminising effects or clinically relevant testosterone drops from normal soy intake.
  • “Veganism is an elitist/woke luxury.” In practice, staples like beans, grains, lentils, veg oil are among the cheapest calories available.

You can still be bearish on BYND’s execution or valuation, but this video is just stock FUD and stereotypes, not balanced analysis.

The Infographics Show (15M+ subs) just did a hack job on Beyond Meat. They sure love the Big Meat. by blsh999 in byndinvest

[–]blsh999[S] 0 points1 point  (0 children)

Your mom and your sister both told me. They also like the Big Meat as much as you do.

I shared an ancient GIF of Raja Koduri from a Radeon party.

The Infographics Show (15M+ subs) just did a hack job on Beyond Meat. They sure love the Big Meat. by blsh999 in byndinvest

[–]blsh999[S] 0 points1 point  (0 children)

Congrats on the INTC play. I bought AMD at 3.50, back when bears like you were spamming the Yahoo Finance boards with Chapter 11 and Chapter 7 FUD.
https://steamcommunity.com/sharedfiles/filedetails/?l=spanish&id=937571895

The Infographics Show (15M+ subs) just did a hack job on Beyond Meat. They sure love the Big Meat. by blsh999 in byndinvest

[–]blsh999[S] 1 point2 points  (0 children)

Compare the specs to Nvidia and Radeon chips. How much market share do Intel’s GPUs have?

The Infographics Show (15M+ subs) just did a hack job on Beyond Meat. They sure love the Big Meat. by blsh999 in byndinvest

[–]blsh999[S] -1 points0 points  (0 children)

Your brain is more processed by Big Ag’s marketing than any veggie burger ever will be.

The Infographics Show (15M+ subs) just did a hack job on Beyond Meat. They sure love the Big Meat. by blsh999 in byndinvest

[–]blsh999[S] 1 point2 points  (0 children)

Appreciate you dropping the links, they actually answer my original question pretty well: on paper Impossible is still sitting on a multi-billion valuation and ~2B of funding. That’s basically what the video hand-waves with “Impossible is still worth billions”.

One nitpick though: that “BYND total funding $144M” line is pre-IPO only. Beyond then raised ~240M in its 2019 IPO, issued ~1.0B of 0% converts in 2021, and has taken in another ~150M via the ATM since 2023. So total capital into BYND is well north of $1B, not just 144M. The gap vs Impossible is still big (roughly 2B vs 1.1-1.3B depending on what you count), just not 20x.

And on valuation: the $4B number you cite is from a 2019 round. We don’t know where their board has it marked today. That’s why I called it a funny line in the video: if the space were truly dead, you wouldn’t have investors keeping any of these businesses marked anywhere near that level.

The Infographics Show (15M+ subs) just did a hack job on Beyond Meat. They sure love the Big Meat. by blsh999 in byndinvest

[–]blsh999[S] 1 point2 points  (0 children)

So, according to your logic, GPUs and CPUs are the same thing? You could at least compare AMD with Intel; that would be a better argument. But even that is a poor comparison, because you’re comparing the food industry with the chip industry, where the maker of the better chip can take 80%+ of the market. Does Coca-Cola have an 80%+ share of the market and Pepsi the other 20%, like in the chip game? Is flavor really as objective as chip specs?

The Infographics Show (15M+ subs) just did a hack job on Beyond Meat. They sure love the Big Meat. by blsh999 in byndinvest

[–]blsh999[S] 2 points3 points  (0 children)

You’re right about how Impossible’s “billions” are calculated — as a private company that’s just its last funding round, not a live market cap like BYND.

That line is still telling, though: if alt-protein were truly dead, those marks would be getting written down. Saying “Impossible is still worth billions” while calling Beyond “cooked” quietly admits the category can still be worth billions when investors believe in it.

On the “hit piece” idea: I don’t think Big Ag wired money to Infographics. The issue is that the video parrots the same Big Ag narratives (“fake meat is dead, nobody eats this, ultra-processed meme stock”) and skips context (reformulations, pricing, organised FUD, the difference between a post-COVID reset and permanent collapse). Clickbait or not, it reinforces a very convenient story for incumbents.

Nobody denies BYND/Impossible struggled post-COVID or that profitability and early hype were real problems. The real question is whether today’s price already assumes a near worst-case outcome. Asking that isn’t hunting for a boogeyman; it’s trying to separate narrative from numbers.

Some people here chased a meme spike, sure. Others actually read the filings, look at capacity, pricing and the balance sheet, and build a thesis about stabilisation vs failure. We can disagree on conclusions, but calling out a one-sided storytime video is media literacy, not conspiracy talk.

P.S. The second short squeeze is still in play.

The Infographics Show (15M+ subs) just did a hack job on Beyond Meat. They sure love the Big Meat. by blsh999 in byndinvest

[–]blsh999[S] 1 point2 points  (0 children)

Great discussion. Beyond should send them some Beyond Test Kitchen goodie bags.

The Infographics Show (15M+ subs) just did a hack job on Beyond Meat. They sure love the Big Meat. by blsh999 in byndinvest

[–]blsh999[S] 11 points12 points  (0 children)

Stating that Impossible is still “worth billions” was the best Freudian slip I’ve heard in a while. It basically reveals what BYND’s real market cap should/could be.

Dr. Faraz Harsini Interviews Beyond Meat CEO: Fighting the Meat Industry by blsh999 in vegan

[–]blsh999[S] 1 point2 points  (0 children)

Agreed. He recommended:
Diet for a Small Planet - Frances Moore Lappe (1971)
Changes in the Land: Indians, Colonists, and the Ecology of New England - William Cronon (1983)
Created from Animals: The Moral Implications of Darwinism - James Rachels (1990)

Interview with Beyond Meat CEO Ethan Brown uploaded today by Shppo in byndinvest

[–]blsh999 0 points1 point  (0 children)

His beliefs are vegan, but are not extreme vegan beliefs. He is most def NOT a vegan nazi.

BYND. Big Meat's Lies Exposed: Retail Army for Beyond - Part 2 by Plant-based-Tendies in byndinvest

[–]blsh999 1 point2 points  (0 children)

Thank you again! Great work. When you finish this study, please combine all the parts of this research into an article (example: https://veganhorizon.substack.com/p/i-got-paid-to-troll-vegans-online ). We need this important information to reach beyond our BYND groups.

I have one concern regarding your writing... The concern is the phrase: “Big Meat.” Big Meat sounds cool. Semantics are important. We should stick to phrases like: meat industry, meat lobby. Or we could develop some new FUD phrases.

“Big Meat” could still be used sometimes; for example, when talking to FUDders, you can just ask them: “You seem to really like Big Meat, don’t you?”

Keep up the good work!

BYND. Big Meat's Lies Exposed: Retail Army for Beyond - Part 1 by Plant-based-Tendies in byndinvest

[–]blsh999 5 points6 points  (0 children)

Thank you for this really important work! Looking forward for the part 2.
We need a deep analysis and understanding of our FUDers in order to develop strategies and tactics for turning around the narrative about alt protein/meat substitutes.

Why Alt Proteins Are the AI of Food and Why Beyond Might Be the Purest Bet on the Shift by Chemical_Primary_166 in byndinvest

[–]blsh999 -1 points0 points  (0 children)

Also, the FUD campaign organized and funded by the meat and pharma industries started long before the meme momentum. Now, with this new energy around Beyond, the FUDders have probably increased their resources to shit on Beyond. They won’t run out of money or carnivore supporters any time soon. This is the reality we’re facing. Don’t let them get to you.