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  "documentTitle": "Ginkgo Bioworks (DNA)",
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  "authorName": "Scorpion Capital",
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  "presentationDate": "2021-10-06 00:00:00",
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  "notes": "The slide uses highlighted text to emphasize key criticisms regarding the nature of the codebase as a simple database rather than a functional platform.",
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      "kind": "callout",
      "text": "Ginkgo is way outcompeted by Zymergen in that regard. Anybody who really wants a strain engineered should probably go to Zymergen.",
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      "text": "Half of Ginkgo’s project fail at front-end strain engineering... Ginkgo “Codebase” is just another DNA sequences databases... Nothing unique; lots of public sequencing databases online",
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      "text": "Former employees explained that codebase “is just a fancy word for a genetic sequencing database.” One indicated that “Zymergen has way more codebase than Ginkgo.” An executive at Synlogic, a key related-party “customer” of Ginkgo also described it as just another “sequenced database,” and added that Ginkgo’s isn’t even functional: “we can go on the internet right now and search sequences”; “I couldn’t tell you how unique it really is, to be honest.”",
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      "kind": "quote",
      "text": "“I mean, yeah, codebase is just a fancy word for a genetic sequencing database, and they're constantly trying to get more codebase and get more diversity. Another interesting thing is that Zymergen has way more codebase than Ginkgo. Their diversity is way higher, and that's part of why they were able to engineer that Synlogic strain and Ginkgo wasn't.” — Former Ginkgo employee; “The codebase is effectively a sequenced database...It's like accessing sequences; it's not functional.” — Synlogic executive; “We can go on the internet right now and search sequences. There are public databases for sure. So, there are lots of sequencing databases. I couldn't tell you how unique it really is, to be honest.” — Synlogic executive",
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      "text": "Source: Ginkgo presentation https://www.ginkgobioworks.com/wp-content/uploads/2021/05/Ginkgo-Bioworks-Investor-Presentation-May-2021.pdf; ; Ginkgo website https://www.ginkgobioworks.com/",
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