Showing posts sorted by date for query access speed. Sort by relevance Show all posts
Showing posts sorted by date for query access speed. Sort by relevance Show all posts

Friday, October 31, 2025

How Much Real Value Do Consumers Ascribe to "Nutrition Labels" of Any Sort?

Forgive me if I cannot get too exercised about the existence and usefulness of Federal Communications Commission broadband nutrition labels, one way or the other, as there is an argument to be made that they neither help nor hinder consumers very much. 


The reason is drop-dead simple: consumers aren’t dumb. They routinely use “lowest price” searches, so any supplier that bundles the add-ons risks being beaten by another provider that doesn’t do so. One might argue that so long as every supplier has to play by the same rules, there is no advantage to be gained or lost. 


But there is a supplier cost: time and money spent “explaining” all the component costs to every customer, on every interaction involving a potential purchase. 


In competitive markets, the widespread use of comparison apps and "find lowest price" features naturally pushes providers to list the lowest possible base price and separate out other costs (taxes, fees, equipment rentals). 


In a market where products or services are perceived as largely similar (like basic internet speed or a standard movie subscription), price becomes the primary differentiator. Providers, seeing their competitors list a low base price, are compelled to match or beat it to remain visible in the comparison results, leading to a competitive "race to the bottom" on the headline figure.


By segmenting the price into a low "base" and later "fees," providers make their initial offering appear more transparent or competitive than a competitor who lists a higher, all-inclusive price. The competitor with the truly all-inclusive price is penalized by being ranked lower in the comparison search results.


The “nutrition label” is supposed to help, in that regard, but one suspects few consumers are surprised by the fact that the advertised base price is not the total “all in” cost. 


Industry/Product

Advertised Base Price

Common Separated Fees/Costs (The "Drip")

Internet/Cable

Monthly Service Rate ($49.99/mo.)

Regulatory Recovery Fee, Broadcast TV Fee, Regional Sports Surcharge, Equipment Rental Fee (Modem/Router), Installation/Activation Fee.

Mobile Phone Plan

Monthly Data/Talk Cost ($30/mo.)

Regulatory Fees, E911 Service Fee, Universal Service Fund Fee, State/Local Taxes, Device/Installment Plan Payments.

Streaming TV/Content

Standard Monthly Subscription ($15.99/mo.)

Sales Tax (added at checkout), Platform Fees (if purchased via a third-party app store), Premium/Ad-Free Tier Upgrade Costs, Pay-Per-View/Add-on Movie Charges.

Event Tickets

Ticket Price ($50.00)

"Convenience Fee," "Service Charge," "Processing Fee," "Facility Fee," Delivery/E-Ticket Fee.

Software Subscriptions

Standard Plan per User ($10/user/mo.)

Setup/Onboarding Fee, Data Storage Overages, Premium Support Access, Migration Fees, Mandatory Annual Contract Surcharge.


Monday, September 29, 2025

AI Might Not Diminish Critical Thinking, But Vested Interests Often Do

One sometimes hear it argued that fewer homes will "get internet" because of changes to Broadband Equity, Access, and Deployment Program rule changes. One also hears arguments that increased use of artificial intelligence will reduce critical thinking skills. 


Sometimes those arguments are highly questionable. There are other reasons why reality, truthfulness or factuality can be challenged, and it has nothing to do with human critical thinking or using AI. Instead, the issue is vested economic interest. 


Advocates for local or state government, for example, have a vested interest in increasing the share of federal resources they can deploy to solve problems. And sometimes they have vested interests in particular ways of solving problems. 


Consider arguments for how to bring better home broadband services to rural areas. For decades, the preference has been for a particular solution, namely optical fiber to the home, with opposition to using other arguably more-affordable and immediately-deployable solutions including satellite service and using mobile networks rather than cabled networks. 


Nobody disagrees that optical fiber to the home is the most “future proof” solution, providing it is economically feasible. The problem is that feasibility often is precisely the issue. 


FTTH Deployment Environment

Typical Homes Passed per Mile

Cost per Mile (All-In)*

Cost per Location (Homes Passed)

Key Cost Drivers

Urban (High Density)

80 – 150+

$50,000 – $100,000

$500 – $1,200

Shorter drops, existing duct/conduit, shared trenching, many users per mile

Suburban (Moderate Density)

30 – 70

$40,000 – $80,000

$1,200 – $2,500

Mix of aerial and buried, moderate trenching cost, fewer homes per mile

Rural (Low Density)

5 – 20

$25,000 – $60,000

$3,000 – $10,000+

Long distances, expensive trenching, new poles/conduit, very few users per mile


Very-rural areas might require investment so high no payback is possible. 


That is the reason a rational argument can be made that FTTH should not be built “everywhere,” and that feasible solutions must include satellite or mobile network access. The argument that “work from home” is not possible unless FTTH is deployed is almost always false. 


I have “worked from home, full time” on connections including symmetrical gigabit per second broadband and on connections offering less than 100 Mbps downstream and single digits upstream. My work has never been adversely affected. 


To be sure, my work does not routinely involve upgrading large files on a sustained basis. But most of us do not require a home-based server role, do not create long-form 4K video content all day and need to upload those files continually. 


So if it is said that changes to BEAD rules mean “fewer households will get high speed internet,” the statement is misleading or false. Fewer households might get internet access using FTTH, but that does not mean they will not get internet. And whether such access is “high speed” or not depends on the definitions we choose to use. 


Beyond that, “high speed” might not actually provide any user-perceivable advantage beyond a few hundred megabits per second in the downstream direction. Whether it makes any difference in the upstream direction might be a more-relevant issue, but even there, actual users might not find their work from home impeded. 


We sometimes forget that society has any number of pressing problems to be solved, and internet access is just one of those problems. Investments we make in any area have opportunity costs: we cannot spend the money to solve additional problems. 


Any engineering problem involves choices. Any allocation of societal resources likewise requires choices. Those choices have consequences. 


It is a perfectly logical and appropriate issue to suggest that serving more people, right now,  is a value as great as serving them with a particular solution or capability. Likewise, being efficient in the use of public resources also is a value we tend to believe makes sense. Virtually nobody ever advocates “waste, fraud and abuse.” 


But as a practical matter, it might well be a waste of scarce resources to insist on one particular solution for all home broadband requirements, when other workable solutions exist. 


For every public purpose there are corresponding private interests. Critical thinking might be said to aid decision making when scarce resources must be committed. And that critical thinking might include weighing claims that certain approaches mean “fewer homes will get internet,” when the truth is that the claim only means “fewer homes will get internet using FTTH:

  • in areas where other providers already exist

  • where there are locations that might not actually require access (an area might have business users but no home users)

  • there are other reasons why subsidized service will still be available

  • In areas too expensive to serve using FTTH.


In our justified zeal to ensure that critical thinking skills are not diminished by AI, we should not forget that critical thinking skills often are ignored when vested interests interpret reality in ways that serve those interests.


Tuesday, September 16, 2025

Plant-Based Meat Products Show Substitution is Hard

It is a truism that substitute products, such as plant-based proteins that mimic meat, must have some obvious value that induces consumers to switch. That might be lower price, clear product advantages or something else.


So far, plant-based meat substitutes have not gotten the formula right. 




source: Good Food Institute

Many would-be buyers arguably still would prefer to substitute plant-based protein for meat. But product improvements and price issues have to be addressed.

So far, though advocates might be repeat buyers, the typical shopper has not found the expected product advantages, nor any cost advantage. 


Plant-based meat has carried a large price gap versus conventional meat of as much as 80 percent. Not many product alternatives with comparable characteristics or value to the target product are going to succeed with a price premium that large. 


But for many buyers, product attributes are not “equal.” Taste and texture seem to discourage buyers.  


Macro pressures (inflation, cost sensitivity) do not help, either. 


Year

Plant-based meat & seafood retail sales (USD)

Unit sales (million units)

Total plant-based retail food sales (USD)

Household penetration (% of U.S. households buying plant-based meat & seafood)

2022

$1.43 B (approx.) — industry retail estimate. The Good Food Institute

270 million units (GFI/SPINS). The Good Food Institute

$8.2 B (GFI/SPINS dataset for 2022). The Good Food Institute

19% (household penetration, 2022). The Good Food Institute

2023

$1.26 B (approx., derived from reported year-over-year change). The Good Food Institute

— (category showed declines vs 2022; SPINS/GFI tracked a drop but official 2023 unit number is in the GFI dataset). The Good Food Institute

$8.1 B (GFI/PBFA reporting for 2023). The Good Food Institute

15% (penetration, 2023). The Good Food Institute

2024

$1.17 B (GFI market overview / SPINS-based figure). The Good Food Institute

195 million units (GFI report: 195M units sold in 2024). The Good Food Institute

≈ $8.1 B (category roughly stable overall; plant-based meat & milk declines offset other growth). The Good Food InstituteThe Food Institute

13% (penetration, 2024). The Good Food Institute


But work continues on a number of fronts, experts say. So early obstacles might be overcome, optimists will insist. And some might argue that a few use cases, such as plant-based substitutes for ground meat (hamburger patties, sausages) have proven most successful so far. 


Category

Method

Purpose

Example Brands / Products

Taste

Protein purification & low-heat processing

Remove off-flavors (beany, grassy, bitter) from pea/soy proteins

Ripple Foods (pea milk), Beyond Meat’s pea protein refinement


Enzymatic treatment of proteins

Break down bitter peptides, improve solubility

Ingredion (Versawave proteins), Burcon NutraScience


Yeast & mushroom extracts

Boost umami and savory meat-like flavor

Quorn (mycoprotein), Unilever The Vegetarian Butcher


Maillard reaction precursors

Create cooked-meat aroma during cooking

Impossible Burger uses amino acids + sugars for aroma


Cultured fats for flavor release

Provide authentic meat fat flavor during cooking

Mission Barns, Lypid

Texture

High-moisture extrusion (HME)

Align protein fibers to mimic muscle

Beyond Meat, MorningStar Farms Incogmeato, Nestlé Sensational Burger


Shear-cell technology

Create long fibrous structures without high temp/pressure

Nutreco / Rival Foods partnership


Blending multiple proteins

Adjust chewiness & elasticity

Gardein (pea + wheat + soy), Lightlife


Encapsulated fats & emulsions

Simulate marbling & juiciness

Lypid PhytoFat, Beyond Meat marbling


Layered component assembly

Build steak/chicken textures with different layers

Meati (mycelium-based “whole cut”), Juicy Marbles (plant-based steak)

Visual realism

Natural colorants

Raw-to-cooked color shift

Impossible (soy leghemoglobin), Beyond (beet juice extract)


Visible marbling inclusions

Mimic animal fat streaks

Juicy Marbles, Chunk Foods


Heat-reactive appearance

Browning/grill mark simulation

MorningStar Grillers, Beyond Cookout Burger

Advanced / Hybrid

Precision fermentation

Produce animal-identical proteins (heme, whey, casein)

Impossible Foods (heme), Perfect Day (whey protein)


Cultured fat inclusion

Use real animal fat grown in bioreactors

Mission Barns, Hoxton Farms


3D food printing

Layer plant proteins for whole-muscle cuts

Redefine Meat, NovaMeat


Enzyme cross-linking

Modify protein gels for bite & elasticity

Enzymtec, R&D at Kerry


Hybrid plant + cultivated meat

Improve taste & realism while reducing animal content

Eat Just GOOD Meat, Upside Foods (future planned blends)


Product substitution can take any number of forms, including changes of technology, price, value, performance, problem solved or different materials or construction. 

Technology-driven substitution

New Product

Replaced Product

Why It Succeeded

Smartphones

Feature phones, standalone cameras, MP3 players, GPS devices

Combined multiple devices in one; convenience outweighed cost

Streaming services (Netflix, Spotify)

DVD rentals, CDs, broadcast TV, radio

On-demand access, personalization, lower friction

LED lighting

Incandescent & CFL bulbs

Lower energy use, longer lifespan, better performance

Digital photography

Film cameras & film processing

Instant review, no film cost, easy sharing

Price/value substitution

New Product

Replaced Product

Why It Succeeded

Private-label grocery brands

National branded packaged goods

Comparable quality at lower price; retail shelf control

Refurbished enterprise IT hardware

New OEM hardware

Lower capex; acceptable reliability for many workloads

Budget airlines (Southwest, Ryanair)

Full-service carriers

Lower fares, point-to-point routes

Performance/feature substitution

New Product

Replaced Product

Why It Succeeded

Cordless power tools

Corded power tools

Mobility, convenience, battery improvements

Electric vehicles

Internal combustion engine vehicles (for some segments)

Lower running costs, performance, environmental positioning

Solid-state drives (SSD)

Hard disk drives (HDD) in laptops

Faster performance, lower power, durability

Business process / B2B substitution

New Product / Service

Replaced Product / Service

Why It Succeeded

Cloud computing (AWS, Azure)

On-premise servers

Elastic scaling, reduced capex, speed of deployment

SaaS CRM (Salesforce)

Installed CRM software

Lower IT overhead, constant updates, remote access

E-procurement platforms

Paper-based or email-based purchasing

Speed, transparency, auditability

VoIP telephony

Traditional PBX systems

Cost savings, integration with software platforms

Material & ingredient substitution

New Product

Replaced Product

Why It Succeeded

Aluminum cans

Glass bottles for beverages

Lighter, cheaper to transport, unbreakable

Synthetic rubber

Natural rubber

Stable supply, price stability, performance in varied conditions

Plant-based milks (soy, almond, oat)

Dairy milk (for some buyers)

Lactose-free, perceived health/environmental benefits


Yes, Follow the Data. Even if it Does Not Fit Your Agenda

When people argue we need to “follow the science” that should be true in all cases, not only in cases where the data fits one’s political pr...