{ "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": 151, "pageCount": 158, "prevPage": 150, "nextPage": 152, "slideType": "villain_critique", "function": "expose_contradiction", "density": "overcrowded", "nDataPoints": 0, "notes": "The slide uses a Q&A format to substantiate claims of product failure.", "elementsJson": [ "headline_text", "paragraph", "callout_box", "footnote" ], "metadataConfidence": 1, "imagePath": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-101b5bfde4b8/151", "deckHref": "/decks/019dd923-622c-750b-8b9a-101b5bfde4b8", "deckJsonHref": "/decks/019dd923-622c-750b-8b9a-101b5bfde4b8.json", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-101b5bfde4b8#slide-151", "components": [ { "bbox": null, "kind": "callout", "text": "Former employees stated the equipment is plagued by data integrity issues that make it difficult to trust the output, and that internal BLI users were aware of \"way more problems\" than the average customer: \"data integrity was compromised\"; device conflicts; \"had to really, really analyze the data deeply and be very, very careful about the output.\"", "attrs": null, "subkind": null, "toolName": "Visual emphasis", "toolSlug": "visual-emphasis", "confidence": null, "componentId": "019dd953-2042-70a9-a1b0-1d92655e3c7f", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.06, "w": 0.88, "x": 0.07, "y": 0.25 }, "kind": "list", "text": "Data integrity is compromised and can’t trust the output; have to triple-check everything; buggy software; device conflicts affect data quality; internal users were aware of “way more problems” than the average customer", "attrs": null, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "91506632-f59d-4d25-b9d5-9cbf66f4982f", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.15, "w": 0.9, "x": 0.05, "y": 0.08 }, "kind": "paragraph", "text": "Former employees stated the equipment is plagued by data integrity issues that make it difficult to trust the output, and that internal BLI users were aware of “way more problems” than the average customer: “data integrity was compromised”; device conflicts; “had to really, really analyze the data deeply and be very, very careful about the output.”", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "92723d25-7c0a-4c9b-8487-1148c3d4ddce", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.12, "w": 0.88, "x": 0.07, "y": 0.57 }, "kind": "quote", "text": "Q: “Is the data coming out of the machine today trustable by the average customer?”\nA: “I would see more of the disadvantages because we were developing new assays, so obviously, we needed to change some key aspects of the system and of the software to achieve certain capabilities. We were encountering in an R&D setting way more problems or issues that we needed to solve.”", "attrs": null, "subkind": "testimonial", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "22cbe0cd-435e-4066-90b9-bbd5dcf8ffc6", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.15, "w": 0.88, "x": 0.07, "y": 0.32 }, "kind": "quote", "text": "A: “Sometimes data integrity was compromised—it was difficult to figure it out immediately. It was only when you were looking at the data after the experiment had been run that you would realize something maybe had not been acquired correctly or something like that. The software was occasionally buggy, but mostly maybe there was some kind of conflict in the way that the data was acquired that might have affected the quality of the data that was coming out.”", "attrs": null, "subkind": "testimonial", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "9b857416-3927-4635-8a24-8ddf86493652", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.08, "w": 0.88, "x": 0.07, "y": 0.48 }, "kind": "quote", "text": "Q: “So, there were data integrity issues, so you couldn’t necessarily trust the data coming out of it?”\nA: “Yes, or let’s say you had to really, really analyze the data deeply and be very, very careful about the output.”", "attrs": null, "subkind": "testimonial", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "c2a82765-d637-458e-b857-ce6285b1f65d", "frameworkName": null, "frameworkSlug": null }, { "bbox": null, "kind": "quote", "text": "\"Sometimes data integrity was compromised—it was difficult to figure it out immediately. It was only when you were looking at the data after the experiment had been run that you would realize something maybe had not been acquired correctly or something like that. The software was occasionally buggy, but mostly maybe there was some kind of conflict in the way that the data was acquired that might have affected the quality of the data that was coming out.\" — Former BLI employee", "attrs": null, "subkind": null, "toolName": "Authority citation", "toolSlug": "authority-citation", "confidence": null, "componentId": "019dd953-2042-70a9-a1b0-22979a5ef478", "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": "cecbbdc3-eb9e-447d-aa07-c43a90787316", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.03, "w": 0.65, "x": 0.05, "y": 0.04 }, "kind": "title", "text": "Part 2) Former BLI employees/executives: Equipment is plagued by data integrity issues", "attrs": null, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "abd71f5a-7a72-475b-a4f5-c548c6a1f271", "frameworkName": null, "frameworkSlug": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }