{
  "docId": "019dd923-622c-750b-8b9a-1a3bea94baf9",
  "docSlug": "c358888161f0",
  "documentTitle": "Ginkgo Bioworks (DNA)",
  "authorId": "58_Scorpion_Capital",
  "authorName": "Scorpion Capital",
  "documentKindSlug": "activist-deck",
  "documentKindLabel": "Activist deck",
  "sourceTypeSlug": "short_seller",
  "sourceTypeLabel": "Short seller",
  "presentationDate": "2021-10-06 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.2941177,
  "pageNumber": 160,
  "pageCount": 175,
  "prevPage": 159,
  "nextPage": 161,
  "slideType": "testimonial",
  "function": "expose_contradiction",
  "density": "dense",
  "nDataPoints": 0,
  "notes": "The slide uses a pull-quote format to emphasize the lack of successful customer outcomes.",
  "elementsJson": [
    "paragraph",
    "quote_block",
    "footnote"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-622c-750b-8b9a-1a3bea94baf9/160",
  "deckHref": "/decks/019dd923-622c-750b-8b9a-1a3bea94baf9",
  "deckJsonHref": "/decks/019dd923-622c-750b-8b9a-1a3bea94baf9.json",
  "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-1a3bea94baf9#slide-160",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "I continually was asking during my entire tenure there, can you give me a list of successful delivery examples? - and indicated an inability to find \"even one or two examples of customers\" who are \"actually super happy with the strains that Ginkgo is producing.",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd953-2b63-72e1-b600-ea3347954dd3",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.9,
        "x": 0.05,
        "y": 0.38
      },
      "kind": "paragraph",
      "text": "Former employee couldn’t find examples internally of customers “that are actually super-happy with the strains that Ginkgo is producing,” despite asking multiple teams inside Ginkgo for the information; the ex-employee was concerned about personal reputational consequences and “didn’t feel comfortable” in “bringing on customers” if Ginkgo couldn’t deliver",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "8b9cc90f-1ac5-426c-861a-b05006e09052",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.35,
        "w": 0.9,
        "x": 0.05,
        "y": 0.5
      },
      "kind": "quote",
      "text": "“The other thing was there were huge issues with delivery. I think there’s a huge amount of hype,, and as far as I’m aware, there isn’t even, maybe even one or two examples of customers that have been paid, whether it’s circular or not, that are actually super happy with the strains that Ginkgo is producing. The Synlogic thing is one example of customers who aren’t happy. But I continually was asking during my entire tenure there, can you give me a list of successful delivery examples? When have we executed on a promise to a customer? And nobody could give me a single example. I thought that was very concerning because in my role, I was bringing on customers left and right, and I didn’t feel comfortable bringing on customers to a company that couldn’t deliver because my reputation was on the line...I asked people in all the different teams I was intersecting with and nobody gave me an example, so I started going to the technical team, with the folks who are actually executing on the customer projects...For me, from an ethical perspective, I just needed to know. I didn’t want, not only my reputation, but I didn’t want to engage my customers’ time that they could never get back in something that wasn’t going to work for them.” - Former Ginkgo employee",
      "attrs": null,
      "subkind": "testimonial",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "c753f4b4-7570-483e-bbca-1bdf9f996969",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "quote",
      "text": "\"The other thing was there were huge issues with delivery. I think there's a huge amount of hype,. and as far as I'm aware, there isn't even, maybe even one or two examples of customers that have been paid, whether it's circular or not, that are actually super happy with the strains that Ginkgo is producing. The Synlogic thing is one example of customers who aren't happy. But I continually was asking during my entire tenure there, can you give me a list of successful delivery examples? When have we executed on a promise to a customer? And nobody could give me a single example. I thought that was very concerning because in my role, I was bringing on customers left and right, and I didn't feel comfortable bringing on customers to a company that couldn't deliver because my reputation was on the line...I asked people in all the different teams I was intersecting with and nobody gave me an example, so I started going to the technical team, with the folks who are actually executing on the customer projects...For me, from an ethical perspective, I just needed to know. I didn't want, not only my reputation, but I didn't want to engage my customers' time that they could never get back in something that wasn't going to work for them.\" — Former Ginkgo employee",
      "attrs": null,
      "subkind": null,
      "toolName": "Authority citation",
      "toolSlug": "authority-citation",
      "confidence": null,
      "componentId": "019dd953-2b63-72e1-b600-ee9e4dc57e18",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.3,
        "x": 0.05,
        "y": 0.95
      },
      "kind": "source-note",
      "text": "Source: Scorpion Capital consultation calls with experts",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "b01a5fb1-428e-405c-b1ba-37264851ca3c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.25,
        "w": 0.9,
        "x": 0.05,
        "y": 0.08
      },
      "kind": "title",
      "text": "One ex-employee provided commentary we found particularly withering - “I continually was asking during my entire tenure there, can you give me a list of successful delivery examples?” – and indicated an inability to find “even one or two examples of customers” who are “actually super happy with the strains that Ginkgo is producing. The individual stated “there’s a huge amount of hype,” and conveyed discomfort from a personal reputational and “ethical perspective” in bringing on customers via personal relationships if Ginkgo couldn’t deliver for them.",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "90dfb9b1-7a9d-4ec7-acce-da6abf0f54fd",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [
    {
      "name": "ceo-quote-contradiction",
      "slug": null,
      "matchId": "1f1f020a-8792-4353-900e-83811b6687df",
      "evidence": "Uses a former employee's testimony to contradict the company's narrative of success.",
      "confidence": 0.9
    }
  ],
  "arcBeats": [
    {
      "to": 175,
      "from": 9,
      "beatId": "ffe290af-3a4f-4e06-8d60-dfbfc07d2e08",
      "arcName": "Overcoming the Monster",
      "arcSlug": "overcoming-monster",
      "beatName": "Expose Contradiction",
      "beatSlug": null,
      "evidence": "The deck presents evidence contradicting Ginkgo's claims and highlighting potential wrongdoings.",
      "position": 1,
      "confidence": 0.8,
      "parentBeatName": null,
      "parentBeatSlug": null
    }
  ],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}