{
  "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": 26,
  "pageCount": 175,
  "prevPage": 25,
  "nextPage": 27,
  "slideType": "competitive_analysis",
  "function": "name_villain",
  "density": "dense",
  "nDataPoints": 0,
  "notes": "The slide uses a 'villain' framing by labeling smaller competitors as 'bottom-feeder CRO's'.",
  "elementsJson": [
    "paragraph",
    "screenshot"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-622c-750b-8b9a-1a3bea94baf9/26",
  "deckHref": "/decks/019dd923-622c-750b-8b9a-1a3bea94baf9",
  "deckJsonHref": "/decks/019dd923-622c-750b-8b9a-1a3bea94baf9.json",
  "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-1a3bea94baf9#slide-26",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "A few Google searches for strain or microbial engineering, yeast expression services, microbial fermentation CRO, fermentation CDMO, etc. is all one needs to grasp the commodity, crowded nature of Ginkgo’s business – where large players like Lonza and Abbvie, and bottom-feeder CRO’s proliferating Google ads, compete on price.",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd953-2b62-723f-b687-85434969ed90",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.2,
        "w": 0.6,
        "x": 0.35,
        "y": 0.75
      },
      "kind": "image",
      "text": "Yeastech and Creative Enzymes website snippets",
      "attrs": null,
      "subkind": "screenshot",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "26f0f0db-ad6e-4043-8307-d52125882dbc",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.6,
        "w": 0.3,
        "x": 0.05,
        "y": 0.35
      },
      "kind": "image",
      "text": "Google search results for microbial fermentation services",
      "attrs": null,
      "subkind": "screenshot",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "711eddf6-2bf2-4434-bda5-a7be6c061f44",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.6,
        "x": 0.35,
        "y": 0.35
      },
      "kind": "paragraph",
      "text": "Abbvie: Microbial Fermentation. AbbVie Contract Manufacturing offers world-class fermentation capabilities based on more then 60 years’ leadership in fermentation.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "56c514ef-f49e-45eb-a497-ba13c79ac31f",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.6,
        "x": 0.35,
        "y": 0.55
      },
      "kind": "paragraph",
      "text": "Lonza: Microbial fermentation excellence. As a leading development and manufacturing service provider, we strive to match your requirements with a complete line of service offerings.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "7a77e35a-2b99-482a-84e1-43b9d24edbb9",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.15,
        "x": 0.05,
        "y": 0.95
      },
      "kind": "source-note",
      "text": "Source: Google searches",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "fde9cede-b00d-4ce2-9218-86b8d7127e20",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.2,
        "w": 0.9,
        "x": 0.05,
        "y": 0.05
      },
      "kind": "title",
      "text": "A few Google searches for strain or microbial engineering, yeast expression services, microbial fermentation CRO, fermentation CDMO, etc. is all one needs to grasp the commodity, crowded nature of Ginkgo’s business – where large players like Lonza and Abbvie, and bottom-feeder CRO’s proliferating Google ads, compete on price.",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "8f8ce816-173b-455c-97c0-8329df57f0f9",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Storytelling: audience calibration",
      "slug": "audience",
      "agent": "storyteller",
      "layer": "slide",
      "matchId": "531f0107-ecf5-4b4d-8d90-c2f2236f0d9a",
      "evidence": "identifies the target audience for Google searches, e.g., 'large players like Lonza and Abbvie'",
      "confidence": 0.7
    }
  ],
  "frameworks": [
    {
      "name": "antagonist-introduction",
      "slug": null,
      "matchId": "9e02d053-7183-4f0c-bee7-40725d27be15",
      "evidence": "The slide explicitly frames competitors as 'bottom-feeder CRO's' to undermine the target company's value proposition.",
      "confidence": 0.9
    }
  ],
  "arcBeats": [
    {
      "to": 29,
      "from": 7,
      "beatId": "e2f93575-983e-42f9-ba25-92d6aaff36aa",
      "arcName": "Overcoming the Monster",
      "arcSlug": "overcoming-monster",
      "beatName": "Villain Critique",
      "beatSlug": null,
      "evidence": "The deck critiques Ginkgo's founders and business practices.",
      "position": 0,
      "confidence": 0.8,
      "parentBeatName": null,
      "parentBeatSlug": null
    },
    {
      "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
}