I'm really bullish on the possibility of a wide range of competitors for any given meat alternative. There are probably 10+ different brands of prepackaged beef burgers at most grocery stores, and there's a lot more room for differentiation if you're building a product from scratch than if you're just deciding which cows to grind up and shape into a patty.

Do you mind sharing the name of the company you're referring to? I'm always looking to try new options and support companies in the space.