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  "documentTitle": "Ginkgo Bioworks (DNA)",
  "authorId": "58_Scorpion_Capital",
  "authorName": "Scorpion Capital",
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  "presentationDate": "2021-10-06 00:00:00",
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      "kind": "callout",
      "text": "There's no real business there; nothing tangible; lack of any product success after 13 years is red flag",
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      "kind": "quote",
      "text": "No meaningful product has come out Ginkgo. “Maybe Ginkgo will be successful at some point, but when the rubber meets the road, you look at what products are out there. Who has been successful using your technology that has led to a meaningful product? And the answer is there isn’t any.”",
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      "kind": "quote",
      "text": "“There’s no real business there”; nothing tangible; lack of any product success after 13 years is red flag. “I think the big hiccup or red flag right now is you could say, where are those products? ... And they don’t have that story. They don’t have those products.”",
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      "text": "Former director surprised at lack of product success even in easy products like flavors and fragrances... “I’m actually surprised that there haven’t been more product announcements... You’d think it shouldn’t be too difficult to do to succeed on some of them to have a story to tell.”",
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      "text": "“I think the big hiccup or red flag right now is you could say, where are those products? For a company that’s been around for 13 years, if I was going public, I’d have this long list of amazing products—they don’t all have to be billion-dollar products, but something that looks tangible that says, we have succeeded and provided value to our partners and provided a good return on investment. And they don’t have that story. They don’t have those products. And so, do you believe that they are going to build those products and are going to have some success? Or do you believe that it’s just a smokescreen? There’s no real business there.” — Former director-level employee",
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      "text": "Source: Scorpion Capital consultation calls with experts",
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      "text": "We quote three different ex-employees whose commentary can only be described as devastating",
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