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The Spoon

Daily news and analysis about the food tech revolution

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Adam Yee Makes Us Dumplings and Talks About Building His Startup at SKS Japan

Ever since longtime food entrepreneur and podcaster Adam Yee announced his new better-for-you dumpling brand Sobo Foods, I’d been hoping to head to California to try the tasty-looking Asian comfort food.

But as it turns out, I won’t have to make that trip to the Bay area to sample his curry potato and the plant-based pork and chive dumplings since I had a chance to taste some cooked up by Yee himself in Tokyo. Yee was in town for SKS Japan, the global food tech summit hosted by The Spoon and SigmaXYZ, to speak on a session and hand out dumplings to curious event attendees.

Above: Yee at SKS Japan

It was Yee’s first time at the event after trying to get in last year and (as you’ll hear in the interview) getting COVID in Cambodia. I’m glad he made it because, well, dumplings, and also, he’s got some great insights into the broader food tech scene. We discuss why Yee and his cofounder started Sobo, the company’s go-to-market strategy, and more. Click play below to listen to Adam and my conversation and below and stay tuned for more interviews from SKS Japan this week and next.

A Conversation with Adam Yee about his new Sobo Foods, a better-for-you Asian comfort food brand.

Take a Peek at TechMagic’s Robot Ramen Restaurant in the Heart of Shibuya

Last year when I visited Tokyo, I ate at a fully robotic pasta restaurant called E Vino Spaghetti. from a Japanese startup called TechMagic.

Built by a Japanese startup TechMagic, the restaurant’s pasta robot was able to make a plate of pasta in less than two minutes from the time an order was sent in via the digital order kiosk. The robot prepped the sauces and toppings, heated the noodles (which are pre-cooked and frozen, standard for noodle and pasta restaurants), combined it all in a spinner, and then delivered the meal down along a conveyor belt to the plating station where a human added final garnishes and did a final quality check. The machine also cleaned the prep bowls when it was done.

Building an almost entirely automated restaurant that pumped out a place of pasta in less than two minutes was an impressive trick for a young startup for TechMagic, so much so that I suggested that maybe when I returned to Japan this year for Smart Kitchen Summit Japan, the company may have another robot restaurant in Tokyo to show off.

And lo and behold, they did! The latest restaurant powered by a TechMagic is called Oh My Dot, an automated ramen noodle restaurant in the Shibuya district. The way it works is you order your ramen via a touch screen, choosing from a variety of different flavors ranging from sesame to spicy hot soup to curry. Once your order is entered, the robotic arm starts picking up the flavor modules and dropping them into the ramen cup. From there, the broth and noodles are added, and the last stop for the cup of hot ramen is with the human server to add garnishes and make a final quality check before it’s handed over to the customer.

You can watch it all below in a video shot by The Spoon’s Smart Kitchen Summit Japan partner, Hiro Tanaka:

As I wrote last year, the idea to build food robots first came to TechMagic founder Yuji Shiraki when he visited his 90+-year-old grandmother. Shiraki saw she could not cook for herself and so started to think about how a home cooking robot might help her. However, he soon realized that Japanese kitchens were too small to build the type of robot he envisioned, and he started thinking about building robots for restaurants. It wasn’t long before he quit his job as a management consultant and founded TechMagic.

That was five years ago. Since then, the company has raised $23 million in funding (including a $15 million Series B last September), received a patent for its pasta-making robot, and plans to create its own chain of robot-powered franchise restaurants.

In addition to the ramen robot restaurant, the company also was showing off a new stir fry robot, which you can see below (also shot by Tanaka).

Kroger Begins Testing Cake Printing Robot From Beehex at Location in Ohio

Late last month, grocery giant Kroger began to trial the use of a cake-printing robot made by Beehex in the Gahanna, Ohio, location, The Spoon has learned.

The new Cake Writer machine, which will allow consumers to input a custom message and watch as the cake is decorated in minutes on the spot, is made by 3D food printing startup Beehex. Depending on the message, the decoration process will take two to fourteen minutes. The machines will be loaded with hundreds of different pre-made designs and fonts for the customer to choose from.

Beehex CEO Anjan Contractor told The Spoon that the startup plans to install 10 Beehex Cake Writer machines in the Columbus market next year and has plans to install up to 350 machines in the future with Kroger.

Contractor says that a typical machine costs roughly $10 thousand when produced at scale, and the ongoing costs include $50 a month for cloud database management and about $5-6 for each 20 oz cartridge of frosting.

httpv://www.youtube.com/watch?v=shorts/yNbBofgCp4s?feature=share

I don’t know about you, but I would gladly pay for a customized cake. We just celebrated a birthday in our family, and I had to buy a tube of frosting and scrawl the name on the top of the cake with my atrophied handwriting. A customized image with legible writing is something I’d pay for.

You can check out the Cake Writer in action below in the video provided by Beehex.

Ninja’s Thirsti Drink Machine Shows Why It Went Public While Other Countertop Brands Go Out of Business

When I first got the email this morning from the Ninja PR rep, I got excited and thought maybe the company had gone and created a drink replicator similar to the one from Cana.

“SharkNinja’s First Hydration System, Ninja Thirsti, Allows Users to Create Thousands of Drinks at the Touch of a Button,” the press release declared triumphantly.

Ok, Ninja, you’ve got my attention.

Reading further, it became clear that the new Thirsti machine isn’t going to create any drink – coffee, tea, juice, beer, wine – at the push of a button. Instead, we have a machine taking on the Sodastreams and Philips of the world with a new home fizzy drink maker, only with a couple of interesting twists, including the ability to mix two flavors at once and vary the level of carbonation and flavor intensity. The new Thirsti will sell for $179 and will soon be available at major retailers like Walmart, Best Buy, and Amazon.

The product isn’t a bad one – in fact, it looks like an improvement on what you can get from others in the category – it just isn’t a make-anything personalized drink machine like the Cana. But, unlike the Cana, the Thirsti will ship and be available at a competitive price point (the Cana was going to sell for $900).

In other words, the product was made for today, not the future, with a slightly different twist on what’s out on the market. And as I write those words, I may have just summarized SharkNinja’s guiding North Star principle because it seems the company does it repeatedly.

They did it when they offered up their Creami countertop ice cream and smoothie maker in 2021, which the NY Times compared to a professional machine in the Pacjojet in its ability to whip frozen treats in a similar fashion as a professional machine in the Pacojet (though with a few red flags).

They did it again when they entered the BBQ/smoker space, creating an interesting-looking outdoor grill and smoker, about which Home & Garden had to say the following: “Many grills have multiple cooking functions, but there isn’t anything on the market quite like the Ninja Woodfire Outdoor Grill. Not only does it grill, but it can roast, bake, air crisp, dehydrate, broil, and best of all – smoke meats and vegetables to perfection.”

And we can’t forget how the company was one of the first to offer a combination air fryer and pressure cooker in 2018, a year before Instant Pot got around to offering the product combo.

And it’s these products that are, in a sense, why Ninja is going public while others are puttering along with lesser market share and, in some cases, going out of business.

If you’d asked anyone back in 2019 who would go public in 2023, most would have pointed to Instant Pot, not SharkNinja. But today, it’s SharkNinja that is growing revenue (it had $3.76 billion in the 12 months ending in March) while Instant Brands is reorganizing its business under chapter 11 and laying off employees.

The spin out comes six years after SharkNinja was acquired by Chinese small appliance entrepreneur (and Joyoung founder) Wang Xuning, who used private equity financing to do the deal and create a new company in JS Global Products with SharkNinja at the center. Now, years later and with hundreds of patents to its name, SharkNinja has plans to go public.

The countertop appliance business is a very tough one to compete in. Still, Ninja has thrived due to its willingness to create new mashup concepts for products, often with interesting design choices, all packaged around unique and memorable brand names for each line. This contrasted with companies like Instant Brands, which would at times create products that seemed derivative of its initial ideas, or like Gourmia and other copycat brands, whose knockoff products didn’t have the same quality feel or brand line cohesiveness.

So while Ninja hasn’t offered a drink replicator, give them time. They’ve shown they can surprise us, and maybe someday, that will be with something straight out of the pages of science fiction.

Vebu Scores Deal (and Investment) With Chipotle to Trial Avocado Processing Robot

Last week, Mexican food fast-casual chain Chipotle lifted the curtain on a new avocado processing robot called the Autocado. The new prototype robot, developed in partnership with food robotics innovation studio Vebu, will slice, core, and peel avocados before human hands mash them into Chipotle’s famous avocado dip.

The robot is being trialed at the Chipotle Cultivate Center in Irvine, California. According to Chipotle, the new machine could potentially cut guacamole prep time by 50%, which they say will help restaurant staff concentrate more on customer service and hospitality.

The Autocado works by having an employee load it with a case of ripe avocados, up to 25 lbs at a time. Each avocado is then vertically oriented and moved to the processing device, where it is halved, cored, and peeled. The flesh of the fruit is gathered in a stainless-steel bowl, ready for manual mashing and seasoning.

If Chipotle decides to deploy the Autocado widely across its restaurant locations, it could save a significant amount of person-hours that the chain spends each year producing guacamole. Chipotle expects to use 4.5 million cases of avocados across its US, Canada, and Europe outlets this year, the equivalent of more than 100 million pounds of fruit. The company believes the cobotic’s precision processing could increase yield and reduce food waste, leading to significant cost savings.

For Vebu (formerly Wavemaker), the deal is a nice feather in its hat for a company best known for the Flippy burger robot. Chipotle announced they would invest in Vebu through its Cultivate Next venture fund as part of the deal. This isn’t the first robot-oriented investment for Cultivate Next, which has invested in Hyphen, a maker of automated makelines for restaurants.

You can check out the Autocado in action below.

The Chipotle Autocado Avocado Processing Robot

DiGiorno Debuts Pizza Vending Machine, and It Looks a Whole Lot Like Basil Street Pizza

This week, Nestlé frozen pizza brand DiGiorno debuted its first-ever pizza vending machine, the DiGiorno To Go.

When I looked at the machine and watched the video of the DiGiorno to Go in action, I thought the machine looked familiar. That’s when it struck me: This DiGiorno To Go looks like a re-skinned Basil Street pizza machine. Take a look for yourself:

See what I mean?

My guess is this IS the same system. Readers of The Spoon may remember that Basil Street put its assets up for sale last year. While it’s never been disclosed who bought the company’s technology and associated IP, we now know whoever it was has (seemingly) is working with DiGiorno. For all we know, Nestle/DiGiorno may have purchased the assets.

In describing the project in the video below, Nestlé employee Bill Marks says that DiGiorno “did manage to partner with a hot pizza vendor to cocreate a hot pizza vending machine.” Vague, sure, but Marks’s job in the marketing video is not to go into the corporate machinations or details that brought Basil Steet’s technology to DiGiorno.

Either way, the pairing of Basil Street with a big frozen pizza brand like DiGiorno makes sense. I can see these branded machines popping up in cafeterias, public spaces like airports, or even grocery stores.

According to DiGiorno, pizzas from DiGiorno To Go will cost $9 and be ready in about three minutes. And yes, that is how long it took for a Basil Street machine to prepare a pie.

We’ve reached out to DiGiorno to see if we confirm whether this is, in fact, the Basil Street machine and will report back anything we hear. In the meantime, you can watch the Basil Street DiGiorno pizza vending machine in action below.

DiGiorno To Go Vending Machine

Spinn Coffee is Burning Through Cash, But Says It Will Reach Profitability as It Raises More Money

Spinn, the maker of a grind and brew coffee machine that uses centrifugal force to extract brewed coffee, is currently raising money via Wefunder to fund ongoing operations.

The company, which we followed closely in the past to determine when and if they’d finally ship their product, looks like it’s shipping lots of machines nowadays, albeit at a fairly significant loss per unit. And now, with the company’s disclosures via WeFunder, we have a pretty good idea of the company’s current sales volume and its overall financial picture.

Here is some of what we learned:

Sales

The company sells a decent number of coffee machines. According to their disclosure, they had revenue of $9.375 million in the calendar year 2022, which translates – at an assumed $800 per machine – about 11,718 or so coffee machines sold last year. The number is probably slightly lower since the company also makes revenue selling coffee to its customers.

The company’s sales were a significant leap over its 2021 number when it had annual revenue of $4.1 million, and it forecasts $13 to $17 million in sales in 2023.

Expenses

The bad news for Spinn is it is still losing a lot of money. According to the disclosure, Spinn had a net loss of $8.95 million in 2022, compared to a loss of $12.3 million in 2021. The company says it had a 22% gross margin in 2022, which is the total left over after the cost of the machines and related services. Where it’s going deep into the red is with the operating expenses, which led to a negative 95% net margin (derived by dividing the profit or, in this case, loss by revenue). In short, in 2022, their total cost of doing business was almost twice as much as their annual revenue. In other words, the company would have needed to make over $18 million in revenue on the same overall expenses to break even.

According to the company, as of May of this year, their burn rate is currently $657 thousand per month, which translates to about $7.9 million annually.

Financing

With that kind of burn rate, the company needs to keep lots of cash on the books, something it has managed to do for the last couple of years via a mix of venture funding and debt.

In 2021 the company raised two venture rounds: $24 million (May 2021) and $12.5 million (October 2021). Last year, the company secured $10.5 million in debt financing from Silicon Valley Bank and Triplepoint Capital. They also secured an additional $2.85 million in SAFE financing, a form of convertible note that is later converted to equity.

But while the company has managed to raise a lot of money, it looks like the till is starting to get a little low. The company had about $1.3 million cash on hand as of May 2023, or roughly two months of money to fund its current burn rate. This short runway makes the company’s recent efforts to raise via WeFunder critical, and the good news is they have raised about $3.55 million via small equity investments via the platform as of today.

The company says they are also currently raising another venture round of $15 million, of which they claim that they have $6-$7 million “soft-circled,” which means they have that much in soft commitments from potential investors but have yet to nail down final terms or issue a term sheet.

Other Interesting Data Points:

  • 11M+ servings made & 65,000 active users – I assume the 65 thousand users are total user profiles and not machines sold, but still, that’s a decent number.
  • Ninety thousand bags of coffee sold & 120+ local roasting partners – at about $20 a bag, that’s about $1.8 million (cumulative) in coffee sales.

So Will They Make It?

That’s the big question. The company has some decent sales momentum, but ongoing sales demand depends heavily on continued spending on marketing and selling machines at or below their current price points of $800 – $999 per machine.

To reach profitability, the company will need significantly higher sales volumes so its accumulated gross margin can overtake its somewhat more fixed operating expenses. Spinn’s management thinks they can do it in 17 or so months, but to get there, they’ll need to raise enough new financing to fund their ongoing burn rate in the meantime.

Another complication is they also have to pay back their lenders in 2024. Unlike equity funding, the company’s debt requires that it be paid back by the maturity dates, which are March and August of next year. If they can’t pay it back and fail to renegotiate new terms with the lenders, the banks can seize the company’s assets.

The bottom line is it looks like the company is currently in a race against the clock to ramp up sales, which means its survival will depend almost entirely on how they do this holiday season when the company does the bulk of its business.

As a Spinn owner, I hope they can make it. I paid for my Spinn way back in 2016 (it was finally delivered in 2020) because back then, I felt plastic-based pod machines were pretty horrible for the planet, and grind and brew was the future of single-serve home coffee. I still think that, and while Spinn has a lot more competition nowadays than it did back then, I still think if it can scale its manufacturing and get over the financial hump, it could be an interesting company to follow well into the future.

As Jobs Disappear, Could Restaurants Become a Battleground For Pushback Against AI & Automation?

Last month, after 29 months straight of job gains, the number of total available restaurant jobs dropped. It wasn’t a huge dip – 800 jobs – but compared to the previous month’s gain of 24 thousand and monthly gains as high as 81 thousand at the beginning of the year, the dip was somewhat surprising, especially as restaurant sales have slowly but surely inched upwards throughout the year.

Could this be a temporary setback? Perhaps, but there’s also a possibility that it’s an early indicator of a long-term, potentially irreversible decline in the restaurant industry’s job market as emerging technologies come into play.

And by new technologies, I primarily mean automation and artificial intelligence. All one has to do is scan the headlines for the past 12 months to find that the restaurant industry has caught automation fever. Big chains ranging from Chipotle to Sweetgreen to McDonald’s are experimenting with ways to automate their restaurants.

And then there’s AI. Last month Wendy’s announced a new partnership with Google in which they are piloting a new generative AI solution called Wendy’s Fresh AI in a drive-thru in Columbus, Ohio. The company said this is the first of what could potentially be many locations that use the technology. Mcdonald’s has also been trialing AI technology, which its execs believe, in some ways, is better at handling customer interactions than humans.

“Humans sometimes forget to greet people, they forget, they make mistakes, they don’t hear as well,” Lucy Brady, McDonald’s chief digital customer engagement officer, told CNN. “A machine can actually have a consistent greeting and remain calm under pressure.”

This wave of new tech goes beyond robotic arms and simulated voices taking orders at the drive-thru. There’s been a recent surge – accelerated during the pandemic – in digital kiosks, mobile ordering apps, and QR code ordering at tables. These have resulted in an increased number of digital touchpoints designed to speed up the process and, to some extent, reduce reliance on human intervention.

It’s hard to fault the operators. A significant number of restaurant employees permanently exited the industry during the pandemic, and since then, operators have struggled to fill vacant positions. Despite offering higher wages and improved benefits, many open positions remain unfilled due to a lack of interest. If employees are hard to find, why not let technology take over?

Which brings us back to how we humans will be impacted by all this new technology. Workers are increasingly tasked with working alongside all this new tech, transforming job descriptions into something that can sound like working an IT help desk. Others find that technology is increasingly eating away at opportunities at the human connection aspect of the job they enjoy.

“Those points of connection get lost in mobile ordering,” said one former Starbucks barista. “So, it’s just like, ‘Here’s your order, bye.”

Then there’s the threat of job extinction as automation and AI take hold. While no big chains have deployed robotics or AI so widely that they’ve eliminated key positions in the front or back of house, it’s only a matter of time before early pilots become the primary engine of production. Sweetgreen has essentially proclaimed its new bowl-making robot is the future, and both Wendy’s and McDonald’s have hinted at broader applications of automation and AI.

As we teeter on the precipice of an automated and AI-powered restaurant industry, are we beginning to see signals of pushback stemming from job loss fears? There are subtle signs. When Chili’s showed off their trial of the Bear Robotics server in a video on Facebook last year, some commentators pushed back. “Quit trying to erase people!” wrote one. Another commented, “Another reason why I will never set foot inside of a Chili’s. You cannot replace a human in the hospitality industry.” Others are penning editorials saying that while operators may benefit from automation, workers and customers lose.

In certain instances, workers displaced by new technology have begun to retaliate. As detailed in our interview with restaurant operator Andrew Simmons, he struggled when a former employee who resisted the deployment of automation at his San Diego area pizza restaurant started making negative comments on social media and called in complaints to the local health department.

Are these initial pushbacks a sign of a larger anti-technology movement? That remains to be seen, but ignoring these early indications of a neo-luddite movement would be ill-advised, according to one professor.

“The various signals currently circulating in public discourse are not immediately obvious, nor are they specifically anti-technology or anti-progress,” wrote Sunil Manghani, a Professor of Theory, Practice & Critique at the University of Southampton and Fellow of the Alan Turing Institute for AI. “Yet, arguably, the signals are of a nascent sense of ‘protest’. Just as Hobsbawm reminds us, the Luddites were not opposed to machines in principle, but rather to those machines that were threatening their livelihoods and communities, we will likely start to see opposition not to software in principle, but various instances of software; opposition, then, to how and who deploy new technologies in the particular.”

Today resistance may manifest in an employee fighting back here or there or the occasional social media pushback against new automation. However, these intermittent signals could become the norm, especially if job numbers continue to decrease while more restaurants deploy robots and AI. Some studies say that over 80% of restaurant jobs could be handled by robotics, and some experts see millions of jobs being replaced through AI or automation within a decade.

And, of course, it’s not just restaurant jobs. Other lines of work, from creative to industrial, are threatened by new technology. And as more and more workers see unionization as the front line to a fight for more equitable pay, it’s also apparent – as evidenced by the Writers and Actors guild strike – the biggest fear about making a living in the future is whether or not employees will be replaced by technology.

Still, the restaurant industry, perhaps more than any other, is ripe for an automation and AI takeover, which is why I think that it could become the central battleground for the pushback in the form of an automation neo-luddite movement. Restaurant chains are the second biggest employer in the US, and two – Mcdonald’s and Yum Brands – are two of the top three employers in the country. Although Andrew Yang’s campaign warning of societal destabilization due to robotics and AI didn’t gain much traction in 2020, there’s a good chance he was ahead of his time, and we may see future politicians campaigning on an anti-automation platform with restaurants as one of the primary areas of focus.

Readers of The Spoon know we’re not anti-technology around here. In fact, we’ve covered just about every food robot out there and will continue to do so. But as we see more signals about potential pushback against the rise of automation and AI, I think it would be wise for the restaurant industry to begin to get ahead of this growing issue and think about how to balance new (and often necessary) technology with taking care of their employees.

Otherwise, they risk losing control of the narrative as more people organize to resist the impending AI and robot invasion.

Come hear experts talk about the impact of automation and AI on food jobs at The Food AI Summit on October 25th.

Dispatches from Israel Food Tech Ecosystem: Daphna Heffetz, CEO of Wanda Fish

Daphna Heffetz is the CEO and Co-Founder of Wanda Fish, a cellular agriculture company aimed at producing cell-based fish meat, starting with bluefin tuna. We talked about making cell-based fish entirely out of plant materials, the problems our oceans face today, and why Wanda Fish will only sell to high end restaurants to start. 

J: Tell me about your background and how you came to be the CEO and co-founder of Wandafish. 

D: I have been around for a long time in the biotechnology industry but focusing on life sciences. Almost two years ago, the Kitchen Hub approached me and tried to interest me in establishing Wanda Fish. I didn’t know enough about the issues of the ocean at that time, so I started to read and speak to several people. 

J: Can you tell me more about what Wanda Fish does and what makes it unique from other cell-based fish products? 

D: What we are doing is a variety of cultivated fish filets. Our strategy is to have a premium product that originates from the top fish species like bluefin tuna and yellowtail. We produce a whole-cut fish filet consisting of muscle and fat cells and make it similar to the fish itself by taking all the elements from the fish itself. We first take a one-time single sample of the fish tissue and never go back to the fish. We separate required cells, mainly muscle, and fat, which compose the fish filet and grow them in the same manner they would grow in the fish body. We are doing it in the lab initially and later on in a hygienic manufacturing facility in a bioreactor. All the elements are plant-based, no animal is used as the animal components are replaced with plant-based ones. We don’t add any supplements or additives because all the cells are taken from the fish and have the elements from the fish itself. 

J: What is the significance of the problem that Wanda Fish solves? 

D: The reason it’s so needed is because the population of the world is growing so rapidly. Also, the ocean is becoming very much polluted and 80% of its pollution is manmade. Also, there is unregulated fishing which is causing many types of fish to be endangered. More than 70% of the oxygen we all breathe is from the ocean. 

J: What stage is Wanda Fish currently at? 

D: It is already in the lab stage but in process development and gradual scaling. We are working with tabletop bioreactors that have all the elements of big bioreactors. 

J: Who are the ultimate customers? 

D: The product at the beginning will be served to restaurants. However, at the next stage, it will be sold in retail and you can get it in the supermarket. 

J: What is the reason for this strategy? 

D: More companies that are more advanced in us that started in 2017 or 2018 are also looking to sell to restaurants. One of the reasons for that is that it’s like a clinical study, you are selling to people, and you get feedback. Also, this helps spread branding. And most of all, in restaurants, the selling price is higher. Even before having price parity, you can sell to restaurants without losing money because the price point is much higher. 

J: Is there a specific type of restaurant that you are selling to? 

D: Because we are focusing on the top fish species, we are looking to start in high-end restaurants. This will be everywhere, hopefully in Asia and Japan and in the U.S. and Israel. We are going to do sales in countries based on the economic and regulatory situation. 

J: What are the challenges of adapting to sell in different markets? 

D: Unique market education. Because we won’t be the first in the market since there are a couple of companies ahead of us, still in production, market education will be minimal when we enter the market. In principle, there are some voluntary organizations, like GFI, that have done market and consumer research on the consumer world already. Through them, we have ideas of market acceptance. 

J: What do the next few years look like for you, and what are the goals that you are trying to hit? 

D: We are progressing with bluefin tuna as our first product and gradually scaling up with cost reduction and price parity. This can be done by increasing the density of cells in the bioreactors, lower-cost ingredients, and recycling of the medium. We are starting the regulatory process in several territories and hoping to collaborate with big international food suppliers. 

J: When do you think you’ll be ready for market? 

D: This will take a couple of years, but the goal is to be in the market in 2026.

Cultivated Meat is On Sale, But It’s Pricey. A New Study Shows How to Bring the Cost Down

Now that the cultivated meat industry has achieved the long-awaited milestone of going on sale to consumers in the US, the focus will increasingly turn to whether it’s possible to make meat outside the animal more affordably. After all, it’s cool to make meat using a process that sounds straight out of pages of a science fiction novel, but most of us can’t afford to dine in restaurants run by some of the world’s most famous chefs.

So how do we go from prices that rival the world’s most expensive cuts of meat to a more approachable price per pound? According to a new techno-economic analysis (TEA) from bioreactor startup Ark Biotech, using current methods – in other words, with technology and processes primarily developed by a pharmaceutical industry where drugs can cost thousands of dollars per ounce – we can get to about $29.5 per pound for cultivated meat. That’s (kind of) progress, but when you consider that’s what you’d pay for a pound of filet mignon at a butcher, it’s clear that that price per cut will not cut it.

To navigate from filet mignon prices to something closer to that of ground chuck, Ark outlines four ways to do that in the analysis:

  1. Reduce the cost of media
  2. Improve biomass yields
  3. Optimize the bioprocess
  4. Reduce capital spend (depreciation), primarily through larger bioreactors

The TEA breaks down how much each lever currently contributes via the legacy production process:

From there, they analyze how to cost-optimize the price along all four cost levers:

Reduce the Cost of Media

Media is the most significant cost driver today. Ark believes that the price can be reduced by “decreasing media production costs (e.g., procurement, recipe), and (2) increasing the cell mass per unit of media (growing more meat with the same amount of media).” They also explore further cost reductions through other methods, including recycling media and developing ‘fit for purpose recipes’.

Improving Cell Mass

Increasing the cell density and growing more mass per liter of input is another way to decrease the overall cost per pound or, in other words, improve the overall production yield. Ark’s analysis goes into significant technical detail on how to do so, including by optimizing cell lines naturally or through genetic modification.

Optimizing the bioprocess

Another significant lever to reduce the overall cost of cultivated meat is to optimize the bio-production process, which means selecting the optimal mode in which nutrients are supplied to the cells in the bioreactor. According to Ark, there are four primary methods for providing nutrients to cells in the bioreactor (batch, fed-batch, perfusion, and continuous), and the choice of the technique involves tradeoffs in capital expense vs. ongoing cost of goods sold.

Bigger Bioreactors

The most significant capital expense in cultivated meat production is the bioreactor, those giant metal vats which grow cultivated meat. While larger bioreactors have larger price tags, the capital cost per unit of cultivated meat decreases as production volume increases. Factoring in that the costs of running a bioreactor are largely fixed, the short-short is that bigger bioreactors mean lower prices per pound of meat produced.

The analysis concludes that to get to pricing that approaches the commodified price of traditional ground beef, a combination of improvements (i.e., lever adjustments) is needed. Exhibit 1 shows how much progress each lever will contribute to reducing the cost per pound of cultivated meat.

It goes without saying that Ark has a significant amount of self-interest in arriving at these conclusions. Still, from what I can see, the analysis is a reasonably thoughtful assessment of what drives the costs of cultivated meat and where the industry needs to go to lower the price per pound.

Of course, they go into much greater detail in the full report, so I’d suggest those interested check it out.

MIT & NVIDIA Researchers Are Building Tech That Could Enable Better Kitchen-Robot Precision

This week, a group of researchers from MIT and NVIDIA are showing off a system that one day may be pivotal in helping our robot chef make dinner without making a mistake.

While robotic planning systems are good at developing high-level plans, they often fail when confronted with highly-complex environments. Because of this, the group wanted to create a task-planning system that performed well in complicated scenarios with many obstacles.

The project focused on developing a task and motion planning (TAMP) algorithm to help robotic systems solve mobile manipulation problems in difficult environments. The core of the algorithm is PIGINet, which the group describes as a transformer-based learning system that, for each proposed task plan, helps the system more quickly understand the success probability of a given motion trajectory.

Today’s robotic system task planners often fail when faced with the reality of highly complex and infinitely variable real-world scenarios, getting bogged down in processing how to navigate through the unique physical geometries of their environments. The seemingly infinite variety of small things in a kitchen – random items on a counter, the different locations of a pot on a cooktop, open doors and drawers – may be easy for a human to handle but can give a robot fits. With the PIGINet transformer, the system will be able to more quickly process through and understand the success probabilities of each course of action due to the specific start state and the given obstacles within.

According to the group, the PIGINet transformer-enabled task planner gives the robot a better chance of success by better understanding the various scenarios and each’s feasibility before they are executed. Their initial experiments showed that using PIGINet substantially improves planning efficiency, cutting down runtime by 80% on problems in relatively simple scenarios and up to 50% in more complex ones.

While the group’s initial effort focused on kitchen and food-planning tasks, it believes its system can be applied to other tasks within and outside the home.

While there have been a lot of venture capital dollars and product development hours spent on developing kitchen robotics, you can see by this project and those similar to it just how early we are in developing truly advanced kitchen automation. The kitchen is one of the most complex and variable work environments, and creating a robot that doesn’t simply automate a single repeatable process is extremely difficult. With projects like this one and EPIC Kitchens, we are laying the foundation for our robot chef future.

You can watch a video on their project and how it works below:

PIGINet: Sequence-Based Plan Feasibility Prediction for Efficient Task and Motion Planning

The Spoon Weekly: The Edible Barcode

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For the last few years, there’s been lots of excitement about blockchain’s potential to finally bring end-to-end transparency to the food system. After all, once we have an incorruptible record of where food comes from, we’ll be able to track it from the time it leaves the farm until it arrives on our plate, right?

As it turns out, realizing the dream of registering our food on a decentralized ledger and getting everyone across the food system to use it is a lot harder than it sounds. Add to that the doubts that have surfaced over the past year-plus about blockchain and the broader crypto world, and web3 hasn’t really delivered on becoming the food transparency magic bullet.

But even before web3 stumbled, did it ever really have a chance to truly track our food throughout the food system? Except for maybe a cow here and there with a driver’s license, food commodities don’t usually come with digital ID cards that allow you to automatically identify its point of origin. In fact, over its lifetime, a grain of wheat may travel thousands of miles across a number of factories and kitchens until it lands on your plate. 

But what if you could insert the identification into the food itself, where the food has a unique identifier baked (or sprayed, or mixed) inside or onto that can be identified no matter where it goes along the food value chain? That’s the idea behind a form of digital tag from a company called Index Biosystems, which has developed what they call a form of invisible barcode in the form of baker’s yeast. 

The way it works is the company creates what they call a BioTag by mixing baker’s yeast in extremely trace with water, then spraying or misting it onto a product such as wheat. BioTags are incredibly sticky once applied and remain attached to the surface of the grains, withstanding the milling process while remaining detectable in flour. From here, the BioTab becomes, in a sense, an invisible bar code that the company or one of its customers can read using molecular detection techniques such as PCR and DNA sequencing.

Index Biosystems isn’t the only company working on the idea of the invisible, integrated, and edible bar code. In 2020, a group of Harvard researchers wrote about their idea for an edible “bar code,” which they described as a scalable microbial spore system that identifies object provenance in under 1 hour at meter-scale resolution. According to the researchers, the spores would be identifiable for up to three months and multiple stops down the supply chain. The year before, SafeTraces announced they’d patented a system that took DNA strands drawn from seaweed that would turn into DNA bar codes readable throughout the food supply chain. 

DNA-powered identification systems are a compelling idea for a food world in which pathogens and food-borne illnesses have become a big problem. Companies early to this space (like SafeTraces) may have been a bit early, but now, as DNA identification systems have become commonplace and tools have become accessible by almost everyone, I have to wonder if the day has arrived for the embedded edible bar code. 

Researchers at Cal Poly Are Studying The Social Impact of AI & Robotics on the World of Food

Last fall, a group of researchers at Cal Poly was awarded a $700 thousand grant from the National Science Foundation (NSF) to study the social and ethical impacts of AI and cooking automation.

The study will last four years and explore the benefits and risks to individuals and the impact on family and communal relationships, creativity and culture, economics and society, health and well-being, and environment and safety.

The study is led by Andy Lin, a philosophy professor and director of the Ethics + Emerging Sciences Group at Cal Poly.

“Robot or AI kitchens would automate a special place and communal activity in the home, so that immediately warrants critical attention,” Lin said in the announcement. “Outside of the home, restaurants are one of the most essential and oldest businesses, given the primacy of food. They are the bedrock for an economy, the soul of a community, and the ambassador for a culture. But the pandemic is causing a seismic shift in the restaurant industry, and robot kitchens could be a tipping point that forces many restaurants to evolve or die in the coming years.”

Check out the news (and how your’s truly is involved) over on The Spoon.

We’ve Added New Speakers for our Food AI Summit!

As you may have heard, this October we’re hosting the Food AI Summit, a new event focused on how AI will transform our food system. 

The conference, which will take place on October 25th in Alameda, California, will convene scientists, investors, entrepreneurs, and others who are building the future of food using AI together for a day of keynote talks, interactive sessions, product demonstrations, and networking. 

We’re continuing to build a great list of speakers, and this week we’ve added longtime food AI innovator Riana Lynn of Journey Foods. Lynn joins others like Jasmin Hume of Shiru, David Lee of Inevitable Tech, and Kevin Yu of SideChef. We’ve got more great speakers on the way, including maybe you! If you think you have an interesting insight or are building something that will change the world, feel free to fill out the speaker inquiry form and let us know!

Also, if you’d like to sponsor the event, we’d also like to hear from you as well! Just fill out this form, and we’ll be in touch.

And, of course, we’d love to see you in Alameda in October! Our Spoon community is the engine that makes our events and website go, and we are excited to connect with you IRL and talk about this exciting space! If you’d like to attend, we have a special discount just for newsletter subscribers. Just enter NEWSLETTER in the coupon code when buying a ticket for $100 off an early bird ticket. 

Check out The Food AI Summit Website. You can read the full announcement on The Spoon. 

The Consumer Kitchen

SEERGRILLS Unveils the Perfecta, an ‘AI-Powered’ Grill That Cooks the ‘Perfect Steak’ in Two Minutes

AI is seemingly everywhere nowadays, so it was only a matter of time before it would show up at the backyard BBQ to help us cook the perfect steak.

That’s the vision of a UK startup named SEERGRILLS, which debuted the Perfecta this week, which the company describes as the world’s first AI-powered grill. The grill combines high-temperature infrared cooking with its AI system called NeuralFire, which automates the cooking process.

According to SEERGRILLS CEO Suraj Sudera, the AI works through a combination of sensor data, cook preferences inputted by the user, and intelligence built into the software around different food types.

“The device will capture the starting temperature of, say, chicken breast and adjust the cooking in line with the preferences you’ve inputted in the device,” said Sudera. “Whether it’s a three-inch or five-inch chicken breast, it doesn’t matter. It will be whatever adjustments it needs, just like your cruise control on your car will adjust to keep you at the preferred speed.”

When a cook is done, users can rate the quality of the cook, which informs and optimizes the NeuralFire algorithm for the next cook. Suraj says that SEERGRILLS is also constantly updating its food database, so if, say, a new type of steak from Japan becomes popular, the AI engine will be updated to optimize the cook for that meat type. The company says its AI will also optimize to reach each type of meat’s sear and doneness, as well as help to perfect the Maillard reaction.

Read the full story on The Spoon. 

ARE YOU A SALES PRO WHO LOVES FOOD TECHNOLOGY?

If you have experience selling sponsorships for events and building multifaceted ad and brand campaigns for some of the world’s biggest food companies, we’d love to hear from you! A great opportunity to be involved in the world of food tech! Just drop us a line with a resume or link to your Linkedin, and we’ll be in touch!

Cultivated Meat

José Andrés Serves Up Cultivated Chicken in Honor of Willem van Eelen, The ‘Godfather of Cultivated Meat’
 

A couple of days after the first sale of cultivated meat this weekend in San Francisco, news of José Andrés serving up GOOD Meat on the opposite coast landed in my inbox.

According to the release, Andrés served charcoal-grilled cultivated chicken last night to a hand-picked group of diners. The dinner included cultivated chicken marinated with anticucho sauce, native potatoes, and ají Amarillo chimichurri, and precedes China Chilcano’s menu debut of the dish, which will be served weekly in limited quantities and by reservation only later this summer.

The meal was served in honor of the late Willem van Eelen, known as the “godfather of cultivated meat,” on what would have been his 100th birthday yesterday, July 4, 2023. After hearing a lecture on preserving meat, van Eelen, a WW2 prisoner of war, came up with the idea of creating meat outside of the body of an animal. Over the following decades, van Eelen would start businesses to save money to pursue this idea while working on it and filing for patents. He would pass away in 2015 at the age of 91, just two years after Dutch startup Mosa Meat would be the first to realize his idea with their cultured meat hamburger.

Read the full story on The Spoon. 

Big Week For Cultivated Meat: Dutch Government Approves Tastings, UPSIDE’s Chicken Debuts at Crenn

It’s been an eventful few days for cultivated meat.

After getting the final regulatory green light from the USDA to serve cultivated meat to U.S. consumers, UPSIDE Food’s cultivated chicken showed up on menus for the first time this weekend at Bar Crenn. The event, hosted on Saturday, July 1st, marked the first time cultivated meat has gone on sale in the U.S.

Here’s how the special menu, prepared by famed French chef Dominique Crenn, was described by the press release sent to The Spoon: Diners at this historic meal were served UPSIDE Foods’ cultivated chicken, fried in a Recado Negro-infused tempura batter and accompanied by a burnt chili aioli. Served in a handmade black ceramic vessel adorned with Mexican motifs and Crenn’s logo, the dish was beautifully garnished with edible flowers and greens sourced from Bleu Belle Farm. It reflects the global benefit that Chef Crenn sees in cultivated meat – with UPSIDE Chicken from the Bay Area in California, tempura from Japanese traditions, and an infusion of Recado Negro from Mexico’s Yucatan.

Read the full story on The Spoon.

Coffee Tech

Ansā’s New Roaster Uses Radio Waves To Roast Coffee on The Countertop

While we know fresh-roasted coffee tastes better, by the time store-bought beans make it into our coffee machines, chances are they were roasted months ago. But what if we could roast the beans right before they enter the brewer?

If a new company called Ansā has its way, coffee roasting will come to our office breakroom with its new e23 microroaster. The e23 takes green beans sent from the company and roasts them on the countertop without any smoke or ambient heat associated with traditional gas-fired roasting systems.

So how does the company’s roaster work? According to Ansā, the company uses dielectric heating, which usually refers to microwave heating-based systems. According to the company, the system’s computer vision (provided via a built-in camera) coordinates roasting with precision application of the radio waves to transmit the energy to individual beans, creating a highly precise and homogeneously applied roast.

Read about Ansā’s tech on The Spoon.

The Meataverse

Yes, I’ve Entered the Meataverse

Last year, when news got out that Slim Jim had gone and registered the term meataverse, we all had a good laugh.

Over a year later and a few notches down the Gartner Hype Cycle, the salty meat stick company has finally launched its web3 world effort to get people to go online and collect digital art of cartoon meat sticks. The company, which, in a sarcastic nod to Facebook’s new corporate name, has periodically rebranded itself as MEATA on Twitter and described the effort in its trademark finding as something providing “services featuring virtual goods, virtual food products, and non-fungible tokens,” along with “providing a metaverse for people to browse, accumulate, buy, sell and trade virtual food products.”

But now, they’ve gone and done it by Jim, and I’m going along for the ride. Sure, it sounds ridiculous and something an adult who doesn’t eat Slim Jims would probably avoid wasting his time on, but here I am, the proud owner of GigaJim #1070.

Read about Mike’s adventure in the Meataverse over at The Spoon.