Odell is calling out Swan based on… what evidence, exactly? He doesn’t even hint at some smoking gun other than “feels.” Cory’s response is appropriate. I suspect there will be a strategic release of information when the time is right, as determined by Swan leadership. I’m not an investor in Swan or Ten31, but if I was invested in the latter, I’d be a bit concerned that Odell is spending some of his reputation by trying to take Cory down a peg. Hell, I’m concerned about it simply as a longtime Odell fan.
No one is trying to "take down" anyone. If you are in the business of putting out press releases claiming x capital deployed into projects then it's only natural that the market will seek to verify that. I would understand if 50% of that capital couldn't be disclosed due to founders yet to come to market and therefor commercial in confidence is critical. But 100% of 2023 investments have no known publicly announced associations? Anyway let's hope Swan have some nice public announcements to come to improve transparency. For the record I like Swan and the people there and I also have a lot of respect for Odell.