Thanks for writing this wonderful post. I’ve been following and supporting GFI for a while and I actually looked at working in Alternative Protein (I’m a PhD chemical engineer and spend most of my career doing scale-up research) - but it is surprisingly hard to get into, and so I ended up working with a pretty amazing direct air capture start-up.
Alternative Protein has so much potential to be a win/win/win/win for the world—climate, land-use, water, nutrition, animal-suffering, preventing famines—it’s a total no-brainer … except to the lobbies who want to preserve the status quo. It is shocking that we don’t spend 100 x what we currently spend on bringing this technology to the market.
Over the past 3 years, while I haven’t been working on alternative protein, I have been learning so much (not intentionally!) that may be relevant to the challenges you describe. I won’t try to capture it all here, but would be happy to talk to one of your scale-up team members.
Let me briefly explain what I’ve learned:
Aggressive scaling is possible and you can get it funded. DAC is an even less attractive market than Alternative Protein in many ways, but there is a way to get investors and regulators on board. But it’s not trivial. It requires going beyond the business-as-usual approach and focusing on scaling. Basically, one company that says “we’ll let all those other people figure out the details—we’re going to scale—fast! - and we’re going to be ready to use the best technology that the others develop. In other words, instead of waiting until you’re “ready” to scale, you scale in parallel with the technology growth. This can be compelling for investors, because you have a tangible time-line within which you plan to be profitable. (Yes, I know this is massively over-simplified and so on, but I can share real examples of where this strategy has worked and how).
There is EU Funding at the right scale. One of my side-roles while I was between roles was as an “expert” reviewer for EU Horizon projects. They have “flagship projects” which get up to ~ 20 million euros of funding—these are designed to get the first full-scale production plant build for technologies that struggle to scale. I reviewed proposals in a different area, but I’m sure that alternative protein can have potential in some ways. Writing these proposals is hard work and very tedious, but it can be the breakthrough that is needed.
Legislation is a vital part of the battle. The recent farcical ruling in the EU that products cannot be called meat-names if they’re not meat is an example of what can go wrong. (I live in Brussels but I’m not really in the policy / lobbying network, but I see people who are in the climate space, and it is very powerful. Less in the sense that you can influence major policy decisions, but more in the sense that you can influence which initiatives a quite junior commission officer might decide to support with the 100 million euros they have to invest in some particular objective. Do you have people on the ground, in PLux, chatting to people about how alternative protein is a great way to help the climate, to reduce animal suffering, to provide food security for the EU, … ??
I think Rutger Bregman is a big supporter of Alternative Protein. Certainly one of the co-leaders of his program is. It would be interesting to see if there’s a way that he would consider Alternative Protein as a topic for the next generation of the School of Moral Ambition. This would give a big injection of resources and support in the non-technical aspects, like legislation and funding. If you have a tangible proposal of what this might look like, I know my contact in his org would get it to him.
Many scale-up projects fail at the zeroth step (this from my long industrial career) because they have not clearly defined the one (or two, or three) technical obstacles that, if solved, would enable scale-up. This is also a reason that Horizon applications fail. You need an absolutely ruthless analysis of all the assumptions you’re making, and a “devil’s advocate” review before you can then say “if we could solve this, we could scale this technology.” But once you get it down to the point where you need just one or two innovations, it starts to become more interesting to investors and research funders.
I wish I had time to follow and deeply understand the technology behind alternative protein—I followed a few lectures and read some articles, but I’m not a biochemical engineer, and so I don’t pretend to have the necessary technical mastery. But there are already lots of amazing scientists and engineers working on the technical challenges. If you think it’d be useful to chat to someone from a more hard-nosed scale-up perspective, let me know.
Thank you so much for this insightful comment. I really appreciate how much time and effort you put into sharing these reflections, and it’s encouraging to hear from someone with significant scale-up experience who’s thinking about these challenges so thoroughly.
I’ve shared your comment with our scale-up team in Europe, and they found your perspective incredibly valuable. A lot of what you mentioned really resonates with how we’re approaching things at the moment. For example, we’re already working with the School for Moral Ambition as part of their fellowship program, and in other capacities too.
If you have the time, our team would love to chat with you directly to discuss your insights above. You can reach us at europe-philanthropy@gfi.org, and we’ll make sure the right person gets in touch.
Thanks again for engaging so thoughtfully. It’s fantastic to see people from adjacent fields taking an interest in helping alternative proteins scale successfully.
Hi Alex,
Thanks for writing this wonderful post. I’ve been following and supporting GFI for a while and I actually looked at working in Alternative Protein (I’m a PhD chemical engineer and spend most of my career doing scale-up research) - but it is surprisingly hard to get into, and so I ended up working with a pretty amazing direct air capture start-up.
Alternative Protein has so much potential to be a win/win/win/win for the world—climate, land-use, water, nutrition, animal-suffering, preventing famines—it’s a total no-brainer … except to the lobbies who want to preserve the status quo. It is shocking that we don’t spend 100 x what we currently spend on bringing this technology to the market.
Over the past 3 years, while I haven’t been working on alternative protein, I have been learning so much (not intentionally!) that may be relevant to the challenges you describe. I won’t try to capture it all here, but would be happy to talk to one of your scale-up team members.
Let me briefly explain what I’ve learned:
Aggressive scaling is possible and you can get it funded. DAC is an even less attractive market than Alternative Protein in many ways, but there is a way to get investors and regulators on board. But it’s not trivial. It requires going beyond the business-as-usual approach and focusing on scaling. Basically, one company that says “we’ll let all those other people figure out the details—we’re going to scale—fast! - and we’re going to be ready to use the best technology that the others develop. In other words, instead of waiting until you’re “ready” to scale, you scale in parallel with the technology growth. This can be compelling for investors, because you have a tangible time-line within which you plan to be profitable. (Yes, I know this is massively over-simplified and so on, but I can share real examples of where this strategy has worked and how).
There is EU Funding at the right scale. One of my side-roles while I was between roles was as an “expert” reviewer for EU Horizon projects. They have “flagship projects” which get up to ~ 20 million euros of funding—these are designed to get the first full-scale production plant build for technologies that struggle to scale. I reviewed proposals in a different area, but I’m sure that alternative protein can have potential in some ways. Writing these proposals is hard work and very tedious, but it can be the breakthrough that is needed.
Legislation is a vital part of the battle. The recent farcical ruling in the EU that products cannot be called meat-names if they’re not meat is an example of what can go wrong. (I live in Brussels but I’m not really in the policy / lobbying network, but I see people who are in the climate space, and it is very powerful. Less in the sense that you can influence major policy decisions, but more in the sense that you can influence which initiatives a quite junior commission officer might decide to support with the 100 million euros they have to invest in some particular objective. Do you have people on the ground, in PLux, chatting to people about how alternative protein is a great way to help the climate, to reduce animal suffering, to provide food security for the EU, … ??
I think Rutger Bregman is a big supporter of Alternative Protein. Certainly one of the co-leaders of his program is. It would be interesting to see if there’s a way that he would consider Alternative Protein as a topic for the next generation of the School of Moral Ambition. This would give a big injection of resources and support in the non-technical aspects, like legislation and funding. If you have a tangible proposal of what this might look like, I know my contact in his org would get it to him.
Many scale-up projects fail at the zeroth step (this from my long industrial career) because they have not clearly defined the one (or two, or three) technical obstacles that, if solved, would enable scale-up. This is also a reason that Horizon applications fail. You need an absolutely ruthless analysis of all the assumptions you’re making, and a “devil’s advocate” review before you can then say “if we could solve this, we could scale this technology.” But once you get it down to the point where you need just one or two innovations, it starts to become more interesting to investors and research funders.
I wish I had time to follow and deeply understand the technology behind alternative protein—I followed a few lectures and read some articles, but I’m not a biochemical engineer, and so I don’t pretend to have the necessary technical mastery. But there are already lots of amazing scientists and engineers working on the technical challenges. If you think it’d be useful to chat to someone from a more hard-nosed scale-up perspective, let me know.
Hi Denis,
Thank you so much for this insightful comment. I really appreciate how much time and effort you put into sharing these reflections, and it’s encouraging to hear from someone with significant scale-up experience who’s thinking about these challenges so thoroughly.
I’ve shared your comment with our scale-up team in Europe, and they found your perspective incredibly valuable. A lot of what you mentioned really resonates with how we’re approaching things at the moment. For example, we’re already working with the School for Moral Ambition as part of their fellowship program, and in other capacities too.
If you have the time, our team would love to chat with you directly to discuss your insights above. You can reach us at europe-philanthropy@gfi.org, and we’ll make sure the right person gets in touch.
Thanks again for engaging so thoughtfully. It’s fantastic to see people from adjacent fields taking an interest in helping alternative proteins scale successfully.
All the best,
Alex