Been watching as well, as a former foodtech founder. Loving the innovation happening, especially as it relates to actual food product like this. Very exciting time for FoodTech.
I was in their office almost 12 months ago to do some tech support, and they were killing it. It was an awesome warehouse style area with a great lab in the back. I hate mayo (but will sometimes like a restaurants Aioli or whatever) and tried a few samples of what they were working on. I liked it, if a non-mayo eaters' opinion matters.
Company was cool, seemed like a truly passionate group of group of people.
Massive market. Endless applications. This will be one of the most interesting companies of our time.
My understanding is that they intent to stick with developing alternative egg products until they have deep penetration.
Been following these guys for awhile and have been pretty impressed with their approach. Specifically I found their pitch deck (linked above in the Business Insider article) to be interesting and their view that they are at their core a tech company that makes food.
By all accounts things seem to be going very well for them, which is great. Working in the food industry it seems that far too often I hear about some awesome egg/dairy/meat replacement that will be a game changer and then it totally flops. Very cool to see someone living up their billing. I'm curious to see if they will stick with just the egg alternative or expand somewhere else.
CryptoPoops