I'm trying to understand what Soylent's business moat is. My inclination is economies of scale to drive cost of goods down, like many food companies.

To that end, I don't see their product as all that unique or difficult to replicate, and I also foresee headwinds for them if/when they try to market to a broader base of consumers who already have powders, shakes, bars, and hundreds of other meal substitutes to choose from.