“Incumbents Might Be Replaced During AI Takeoff, Including in Animal Agriculture” by Hazo

I used an LLM to help draft this post and it likely contains >10% AI-generated text, but I’ve edited/rewritten it extensively and endorse it. TL;DR It's unclear how much the intelligence explosion will directly affect agriculture, because it's one of the least cognitive-labor-intensive industries. But the industrial explosion that may follow could make even animal agriculture susceptible to disruptive innovation (possibly the only time in history that's true). This suggests that during AI-takeoff current incumbents could be replaced by AI-native startups. Given this, advocates should weigh influencing current companies less, take AI-native ag startups (and disrupting the industry themselves) seriously, and treat "AI-pilled" alternative protein as a distinct strategy. Disruptive Innovation We're possibly at the early stages of an intelligence explosion, which many believe will radically change the economy. How exactly the transition will work is less clear. There are two broad possibilities: one is that current companies (e.g. Tyson in the context of animal agriculture) will navigate the AI-transition, adopt new technologies, become AI-native in the relevant ways, and continue to dominate their respective industries in the future. The other is that a separate AI-native startup will directly compete against incumbents via disruption innovation. Disruptive innovation, as [...] --- Outline: (00:21) TL;DR (01:01) Disruptive Innovation (05:12) AI-pilled agriculture (09:15) Practical Ramifications --- First published: June 9th, 2026 Source: --- Narrated by TYPE III AUDIO . --- Images from the article: Apple Podcasts and Spotify do not show images in the episode description. Try Pocket Casts , or another podcast app.