{ "docId": "019dd923-622c-750b-8b9a-101b5bfde4b8", "docSlug": "a70fecd99534", "documentTitle": "Berkeley Lights (BLI)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2021-09-15 00:00:00", "orientation": "landscape", "aspectRatio": 1.2941177, "pageNumber": 103, "pageCount": 158, "prevPage": 102, "nextPage": 104, "slideType": "testimonial", "function": "expose_contradiction", "density": "dense", "nDataPoints": 0, "notes": "The slide uses a Q&A format and direct quotes to highlight negative customer experiences with BLI.", "elementsJson": [ "headline_text", "paragraph", "quote_block", "footnote" ], "metadataConfidence": 1, "imagePath": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-101b5bfde4b8/103", "deckHref": "/decks/019dd923-622c-750b-8b9a-101b5bfde4b8", "deckJsonHref": "/decks/019dd923-622c-750b-8b9a-101b5bfde4b8.json", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-101b5bfde4b8#slide-103", "components": [ { "bbox": null, "kind": "callout", "text": "BLI appears to have little knowledge of complex antibodies and can’t properly support customers", "attrs": null, "subkind": null, "toolName": "Visual emphasis", "toolSlug": "visual-emphasis", "confidence": null, "componentId": "019dd953-2042-70a9-a1ab-eb96410dde89", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.03, "w": 0.85, "x": 0.08, "y": 0.22 }, "kind": "paragraph", "text": "BLI staff believed their own hype but had little experience and know-how; couldn't answer customer questions", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "5d62288f-03e7-4595-85cc-fe8f33da5e02", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.04, "w": 0.85, "x": 0.08, "y": 0.45 }, "kind": "paragraph", "text": "Instrument is difficult to use; took scientists long time to get up to speed; was difficult to reach BLI for support and get a \"robust response\"", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "846bc85c-41ed-4caa-98a0-d85ad5e99e74", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.03, "w": 0.85, "x": 0.08, "y": 0.65 }, "kind": "paragraph", "text": "BLI appears to have little knowledge of complex antibodies and can't properly support customers", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "a0e560f0-385d-4cda-86f8-104cabba0173", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.12, "w": 0.85, "x": 0.08, "y": 0.49 }, "kind": "quote", "text": "The system is not intuitive in terms of using it. It took our scientists a while to really get up to speed... It was difficult to always reach back to San Francisco", "attrs": null, "subkind": "testimonial", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "2f115600-bb3e-46fe-829c-b4f7ddbaa5ce", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.06, "w": 0.85, "x": 0.08, "y": 0.68 }, "kind": "quote", "text": "Q: Did they even know what they were talking about? Did they even have the capability to properly support a customer like Harbour? A: For the simpler antibodies, yes. For the complex, no.", "attrs": null, "subkind": "testimonial", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "3e64e981-ca9e-4002-99c1-9718db1ef496", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.15, "w": 0.85, "x": 0.08, "y": 0.26 }, "kind": "quote", "text": "They probably believed that the machine could do whatever they envisioned it to do... they just didn't have the know-how or the knowledge to support those kinds of complex antibodies", "attrs": null, "subkind": "testimonial", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "747e72a5-4c9c-40f8-a22d-b678e4fc4f04", "frameworkName": null, "frameworkSlug": null }, { "bbox": null, "kind": "quote", "text": "“The system is not intuitive in terms of using it. It took our scientists a while to really get up to speed in terms of understanding how to use the system and the support.” — Harbour Biomed ex-executive", "attrs": null, "subkind": null, "toolName": "Authority citation", "toolSlug": "authority-citation", "confidence": null, "componentId": "019dd953-2042-70a9-a1ab-efdf4b40df53", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.02, "w": 0.3, "x": 0.05, "y": 0.96 }, "kind": "source-note", "text": "Source: Scorpion Capital consultation calls with experts", "attrs": null, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "35bb6aec-6cdd-40b7-8eaf-87370f949da7", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.12, "w": 0.9, "x": 0.05, "y": 0.08 }, "kind": "title", "text": "HARBOUR BIOMED (cont'd): BLI can't support the machine and seem out of their depth; little know-how or experience; couldn't answer Harbour's questions; support is poor and was difficult to reach staff.", "attrs": null, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "a4d34d5e-e238-440e-a462-2cf90d51ef63", "frameworkName": null, "frameworkSlug": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 150, "from": 42, "beatId": "172d6e2f-be3f-4802-92e5-e7e412ccdabe", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Testimonials from Customers and Former Employees", "beatSlug": null, "evidence": "The document presents testimonials from customers and former employees, providing first-hand accounts of the challenges and limitations of Berkeley Lights' product.", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "loops": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }