Spyke

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Go on then

Not the most fair comparison. Cattle herd is smallest it's been in 60+ years and prices haven't gone high enough to reduce demand enough that the herd can rebound yet. You'll see higher beef prices for another 2 years before things calm down again.

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Beef prices soar to all-time high

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Correct, and greater consolidation. This has already been a long trough in the cyclical cycle. A ton of older ranchers are looking at the prices and just selling with no intent to calve another herd. Not a ton of young people lined up behind them. But economics will dictate that the herd is built back up in another 2-3 years as always.

fuck_ai

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This could be the start of the bubble pop.

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The profits. They know current AI is LLM but the goal is to drastically increase computing power to crunch your data against you and dynamically price your life against you. Ad revenues aren't growing anymore and they need another way to make more money off the massive piles of data they have.

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Fake moo

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So wrong here. They grind trimmings, the same trimmings that are ground into ground beef that sits in the counters of your local retailer. I sell this shit and can guarantee you the McDonald's system is not my last option, those trimmings all make it into the food supply. Also you can't feed cow parts to food animals ,it's a BSE risk.

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Fake moo

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Hate to break it to you but your local supermarket and big grocery chain uses cow beef for ground beef also. Same stuff as McDonald's. You guys are perpetuating old info (circa 2012) that has to do with XF trim and LFTB.