David Lee

CFO, WEBTOON Entertainment · 2 appearances on the record.

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David J. Lee is an executive who helped take WEBTOON Entertainment public on NASDAQ and oversees its subsidiary, Wattpad. He is widely recognized for his tenure as COO and CFO of Impossible Foods from 2015 to 2021, during which he raised over $1 billion and scaled commercial operations.

16statements → 13claims → 7claims resolved → 86%fully supported → 4.12/5average certainty → 2.31/5average debate potential →

6 supported 0 partly supported 1 contradicted 6 not checkable as stated how the 13 claims stand · each chip opens the sources

2 predictions · 11 assertions · 2 insights · 1 disclosure · every statement was checked. The predictions and assertions are the 13 claims: statements the public record can support or contradict. 7 are resolved, and 6 name no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how David argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Assertion Supported
Lee: Animal farming lobby is much bigger than the NRA
“Animal farming, in my case, is arguably the most well-funded lobbying organization in the United States, much bigger than the NRA, by far.”
David Lee Jan 2, 2019 ▶ 15:41 a16z Podcast | Reinventing Food

Their most notable contradicted claim

Assertion Contradicted
David Lee: Animal farming emits as much greenhouse gas as all transportation
“Animal farming produces more greenhouse gases than almost any sector, the same as all forms of transportation combined, period.”
David Lee Jan 2, 2019 ▶ 6:33 a16z Podcast | Reinventing Food

Expressed certainty vs assessment result

none yet certainty 1
none yet certainty 2
none yet certainty 3
100% certainty 4
50% certainty 5

weighted support: a fully supported claim counts one, a partly supported claim counts half. Each filled bar is clickable and opens exactly those claims; "none yet" means nothing said at that certainty level has resolved yet

How they sound: speaking style how? →

248 words/min while actually speaking · 7.3 um and uh per 1k words

No argument clarity score for David Lee: no usable question→answer exchanges on raw tape (a fair score needs 8+). We do not score a sample that small. Roundtable and news formats yield far fewer direct exchanges than interviews.

Measured by listening to the audio itself: 2,045 words across 2 episodes of raw-level tape, transcribed verbatim with every um and uh kept, each one attributed only where the alignment onto our timed stream is unambiguous. These are measurements of speaking style. We do not rank them: across this corpus, fluency and argument quality are nearly uncorrelated (ρ≈0.2), and smooth talking does not signal clear thinking. How it's measured →

Everything David Lee said on the a16z Podcast that made the record, most notable first. Filter by type, assessment or year in the ledger →

Prediction Not checkable as stated
Lee: Future generations will be horrified that people ate animal meat
“One day, little kids will look at their parents, shocked and horrified, and say, I cannot believe you all used to eat meat, meat of dead animals.”
David Lee Jan 2, 2019 ▶ 18:27 a16z Podcast | Reinventing Food
Assertion Not checkable as stated
Lee: Blind taste tests show Impossible Burger matches beef for meat eaters
“We know empirically, tested blind versus a cow were as delicious to a meat eater.”
David Lee Jan 2, 2019 ▶ 7:35 a16z Podcast | Reinventing Food
Assertion Supported
Lee: Animal farming lobby is much bigger than the NRA
“Animal farming, in my case, is arguably the most well-funded lobbying organization in the United States, much bigger than the NRA, by far.”
David Lee Jan 2, 2019 ▶ 15:41 a16z Podcast | Reinventing Food
Assertion Not checkable as stated
David Lee: Impossible Foods requires no new tech leaps for price parity
“We don't have to make any more leaps in technology to get there.”
David Lee Jan 2, 2019 ▶ 17:15 a16z Podcast | Old Food, New Tech -- 'Clean Meat'
Assertion Contradicted
David Lee: Animal farming emits as much greenhouse gas as all transportation
“Animal farming produces more greenhouse gases than almost any sector, the same as all forms of transportation combined, period.”
David Lee Jan 2, 2019 ▶ 6:33 a16z Podcast | Reinventing Food
Assertion Not checkable as stated
Lee: 75% of Impossible Foods consumers are actually meat eaters
“Three quarters of the people eat our product are meat eaters.”
David Lee Jan 2, 2019 ▶ 7:22 a16z Podcast | Reinventing Food
Assertion Supported
David Lee: Impossible Burger uses 95% less land and 74% less water than beef
“Every time a meat eater picks our burger versus a burger from a cow, they save 95% of the land, they save 74% of the water, They produce an eighth of the greenhouse gases for the alternative.”
David Lee Jan 2, 2019 ▶ 7:24 a16z Podcast | Reinventing Food
Insight
Lee: Early food startups must hire top lobbying firms to compete
“You have to have the best lobbying group on your payroll as a young pre-revenue startup if you want to compete.”
David Lee Jan 2, 2019 ▶ 15:52 a16z Podcast | Reinventing Food
Assertion Supported
Lee: Impossible Burger reduces land, water, and greenhouse gas usage significantly
“If they begin to just substitute one burger from a cow for a delicious impossible burger, you'll save 95% of the land that's consumed to make a burger from a cow a quarter of the water an eighth of the greenhouse gases.”
David Lee Jan 2, 2019 ▶ 7:26 a16z Podcast | Old Food, New Tech -- 'Clean Meat'
Assertion Supported
Lee: Heme is the exact molecule responsible for red meat's flavor and color
“Heme is the exact same molecule in our product That makes a burger from a cow red, and more than the color, it is when you cook red meat from a cow, it's the flavor catalyst.”
David Lee Jan 2, 2019 ▶ 15:11 a16z Podcast | Old Food, New Tech -- 'Clean Meat'
Assertion Not checkable as stated
Lee: Millennials are top ground beef consumers and driving food trends
“The millennial is the largest consumer in my business of ground beef, but they're also the ones that are setting trends, and the way they're setting them is not the way many of us mass marketers serve them.”
David Lee Jan 2, 2019 ▶ 2:43 a16z Podcast | Reinventing Food
Assertion Supported
David Lee: 40% of ice-free land is used for animal farming
“40% of the ice-free land today is used in the production of animal farming.”
David Lee Jan 2, 2019 ▶ 10:40 a16z Podcast | Reinventing Food
Insight
Lee: Food is emotional; logical arguments fail to shift consumer habits
“Food is unique. It's fundamentally an emotional experience. You cannot browbeat rationally any consumer to do, quote unquote, the rational or correct thing. You gotta make people crave your product.”
David Lee Jan 2, 2019 ▶ 8:16 a16z Podcast | Old Food, New Tech -- 'Clean Meat'
Prediction Not checkable as stated
Lee: Radical transparency in food origins will arrive within ten years
“Yeah, I think that in five, 10 years, you're going to find a radical transparency on the origin of food, The impact it has beyond the person who consumes it, but on the environment. And as well, you know, what it means, what statement food brands mean to the c…”
David Lee Jan 2, 2019 ▶ 23:00 a16z Podcast | Old Food, New Tech -- 'Clean Meat'
Assertion Supported
Lee: Millennials Are the Largest Demographic of US Burger Consumers
“The millennial who is determining food trends, who uses social media, who, by the way, is the largest consumer of burgers in the US”
David Lee Jan 2, 2019 ▶ 9:11 a16z Podcast | Old Food, New Tech -- 'Clean Meat'
Disclosure
Lee: Impossible Foods uses repurposed potato protein for bind and caramelization
“Potato has a protein that's thrown away today in the processing of starch. Well, we found that that particular protein is really great at creating that bind and that caramelization on a burger when you put it on a flat top grill”
David Lee Jan 2, 2019 ▶ 14:26 a16z Podcast | Old Food, New Tech -- 'Clean Meat'

Appearances (2)

EpisodeDateSpeaking time
a16z Podcast | Reinventing Food Jan 2, 2019 4m
a16z Podcast | Old Food, New Tech -- 'Clean Meat' Jan 2, 2019 5m
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