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Facebook投資人盯上新型蛋黃醬市場

Facebook投資人盯上新型蛋黃醬市場

Beth Kowitt 2014年02月21日
阿里?帕托維是硅谷最成功的天使投資人之一,曾經率先投資過Facebook、Dropbox等成功的公司。現在,他有了新的目標,投資致力于采用技術創新方式開發素食的漢普頓河食品公司。它推出的第一款產品有望顛覆價值高達110億美元的蛋黃醬市場。

????漢普頓河食品公司推出的Just Mayo蛋黃醬使用豌豆蛋白,而不是蛋黃。

????身為一位投資人,阿里?帕托維橫跨兩個世界。一方面,對技術的激情引導他成為Dropbox和Facebook等公司的早期支持者。另一方面,對糧食和農業的強烈興趣使他成了邁克爾?波倫粉絲群的盟友。

????帕托維現在發現,像他一樣,雞蛋的植物替代品生產商漢普頓河食品公司(Hampton Creek Foods)也同時棲息在這兩個空間。帕托維和他的孿生兄弟哈迪一起向這家公司本周宣布的第二輪融資計劃(Series B)投資了100萬美元。

????此輪融資共募得2,300萬美元,最大一筆投資來自亞洲首富李嘉誠旗下的香港風投基金維港投資公司(Horizons Ventures)。其他投資者包括雅虎公司(Yahoo)聯合創始人、前CEO楊致遠和谷歌公司(Google)的杰西卡?鮑威爾。第二輪融資推動漢普頓河食品公司的總投資額達到了3,000萬美元。

????一些動物蛋白替代品生產商正在實驗室中潛心研究依托于動物細胞的“種肉”技術(又名“陪替氏肉”,“培養肉”,“試管肉”),漢普頓河食品公司則采用了另一種方式。這家公司不是在嘗試復制某種來自動物的東西,而是主要致力于開發雞蛋化學用途的替代品。

????“我認為,這家公司的透明度大大減輕了消費者接受其產品的心理壓力,”帕托維說?!八⒉皇窃趧撛炷撤N人工動物,而僅僅是用一種更有利于環境,更具經濟性的方式改變了配方?!?/p>

????漢普頓河食品公司創始人兼首席執行官喬希?蒂特里克說,全球每年的雞蛋產量逾1萬億,在美國,三分之一的雞蛋最終用于生產餅干、松餅和蛋黃醬。蒂特里克決定把113億美元的全球蛋黃醬市場作為他的主要目標。Just Mayo是這家公司推出的第一款產品,它放棄了蛋黃,轉而使用一種豌豆(豌豆的品種多達上千個)的蛋白質作為乳化劑。

????“我們開發食物所采用的系統方式更接近生物技術或軟件公司,”蒂特里克去年對《財富》雜志(Fortune )說?!熬捅举|而言,我們是一家致力于食品開發的技術公司。”

????

????Hampton Creek's Just Mayo mayonnaise uses protein from yellow peas in place of egg yolk.

????As an investor, Ali Partovi straddles two worlds. On one side is the passion for technology that led to him to be an early backer of companies such as Dropbox and Facebook (FB). And on the other is an intense interest in food and agriculture which aligns him with the Michael Pollan crowd.

????Now in Hampton Creek Foods, a startup that makes plant-based egg alternatives, Partovi has found a company that, like him, inhabits both spaces. Partovi and his twin brother, Hadi, together invested $1 million in Hampton Creek's Series B financing that was announced this week.

????The round closed at $23 million and was led by Hong Kong-based venture capital firm Horizons Ventures, which is run by Li Ka-shing, reportedly Asia's wealthiest person. Other investors in the round included Yahoo (YHOO) co-founder and former CEO Jerry Yang and Jessica Powell of Google (GOOG). The Series B financing brings Hampton Creek's total funding to $30 million.

????Hampton Creek takes a different approach to animal protein alternatives than other companies in the space, some of which are working on growing meat in a lab from animal cells (a.k.a. "petri meat," "cultured meat," "in vitro meat"). Rather than trying to duplicate something that comes from an animal, Hampton Creek is focused primarily on creating substitutes for the chemical uses of eggs.

????"The transparency of it is what I think makes it much less viscerally difficult for consumers to embrace," Partovi says. "It's not like there's some kind of artificial animal being created. It's just changing the recipe around in a way that makes it environmentally and economically better."

????More than one trillion eggs are laid every year, and in the U.S. a third of them end up in things like cookies, muffins, and mayonnaise, says Hampton Creek founder and CEO Josh Tetrick. Tetrick decided to make the $11.3 billion global mayo market his primary target. The company's first product, Just Mayo, uses the protein of one of the thousands of varieties of yellow peas as an emulsifier rather than egg yolk.

????"We take a systems approach to food more akin to biotech or a software startup," Tetrick toldFortune last year. "At our heart we're a technology company pioneering in food."???????????

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