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Comment Re:Options are the Problem, Not the Goal (Score 1) 222

I can assure you there are LOTS of people prefer the taste of meat.

That's a straw man argument. I didn't claim otherwsie, and I agree with you.

The crux of my argument is that people who like the taste of meat won't buy fake-meat instead of real-meat on a consistent basis unless there's a price advantage.

Comment Re:Options are the Problem, Not the Goal (Score 1) 222

Here's my reasoning: The TAM for a vegan food product is all the humans. The SAM is those that can afford the product. This marketing-ese ignore the fact that no vegan would buy something that tastes like meat, vegetarians aren't particularly interested in something that tastes like meat, and omnivores would only buy faux-meat regularly if there's a price advantage.

There was a spurt of interest intially as a fad "gosh it really does taste like cow".

But the only reliable long term price-insensitive market is people who are meat-intolerant but like the taste of meat. Not a large market.

Solution: commoditise by dropping the price a lot, and compete on price.

Comment Re:Didn't say why (Score 3, Interesting) 42

Also didn't say that the PDK for the same process on the two fabs won't be identical.

Close, but you you won't be able to run the same design on either fab at whim, but have to pick either the TW or the USA fab at design start.

Freescale had this issue with their TSMC/Austin dual sourced processes back in the day. And everyone wanted to pick the TSMC fab because it was cheaper.

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