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This file was generated by Descript 

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victoria_3_10-23-2025_090814:
Welcome back to The Chemical

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Show Where Leaders Talk Business.

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Today I am speaking with Mike
Fanelli, who is the Chief

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Technology and Innovation Officer.

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It's a long title.

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We'll just call him the
CTIO for Science Co.

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squadcaster-db0e_1_10-23-2025_100814: Co.

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victoria_3_10-23-2025_090814: Mike leads
a group of 2000 science co explorers

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and change makers across the group's
key strategic platforms including

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battery materials, green hydrogen and
renewable materials, and biotechnology.

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So all very innovative areas, while
also guiding commercial activities,

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operations, capital planning,

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squadcaster-db0e_1_10-23-2025_100814:
capital

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victoria_3_10-23-2025_090814:
partnerships, and alliances

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with four business incubators.

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So Mike is a busy guy, super excited that
he could find time to talk with me today.

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And you know.

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Basically, to put it succinctly,
Mike's in charge of this innovation,

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Enogen for Science Co, and we're
gonna be talking about that and more.

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Mike, welcome to the Chemical Show.

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squadcaster-db0e_1_10-23-2025_100814:
Show.

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Thanks, Victoria.

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Glad to be here.

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victoria_3_10-23-2025_090814:
Really glad to have you.

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squadcaster-db0e_1_10-23-2025_100814: you.

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victoria_3_10-23-2025_090814:
start with your origin story.

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What got you interested in chemicals
and polymers and ultimately brought

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you to where you are at Science Co.

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squadcaster-db0e_1_10-23-2025_100814: Cup?

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So it's kind of, it's
kind of a funny story.

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So I, I, you know, since I was a kid,
I've always loved science, right?

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I remember, you know, as a kid,
any science book I could get

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my hands on, it didn't matter.

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I would love to read it.

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Uh, I had a, a little chemistry set.

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Well, actually it wasn't that little,
it was about five foot across at a door.

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You know, I would do all kinds
of chemical experiments, uh,

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when I was probably 10 years old.

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I would set things on fire and my
parents would get upset and, and,

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uh, so I've always had this passion
around science and passion around

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chemistry and, and technology.

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how I got into this industry
was kind of by chance I, you

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know, wasn't planning on it.

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I honestly, I went to college.

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I.

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didn't really know what I wanted
to do when I graduated, uh, I

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graduated in the early nineties.

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The job market was really tight, a
friend of my father's who, my father

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was a hairdresser, and he, he cut hair.

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He cut this guy's hair for, for decades.

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He was a headhunter.

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And he calls me up and he said, Hey,
Mike, I got a great opportunity, uh,

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for you with this chemical company.

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Uh, it's in the mail room.

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It's a summer job in the mail room, right?

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And I, I said, ed, you know.

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I got a college degree.

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I'm not working in the mail
room, I can't do it right.

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And he said, okay.

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You know, at the end of the summer
he came back and he said, Hey,

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they made it a permanent job.

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So it's a full-time mail, mail room job.

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And I said, okay, ed, nothing's changed.

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I said, great, it's full-time work, but I
still don't wanna work in the mail room.

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Uh, but he kept trying to, he kept telling
me how great a company it was and that

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this is exciting and they're doing new
stuff and, you know, I liked chemistry.

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And I said, okay.

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I said, I'll tell you what.

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I'll come in for an interview.

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And here I keep in mind, I
was a 22-year-old kid, right?

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And I said, I, I'll come in
for an interview if they're

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willing to pay for an MBA.

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And he laughed and he said, Mike,
come on, because no one pays

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for a, a male boy to get an MBA.

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I said, ed, that's my, that's my deal.

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So he went to the VP of of human resources
and the VP said, I'll tell you what.

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He goes, I wanna meet this guy.

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If I hire him, I'll pay
for him to get an MBA.

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So I went in for the interview.

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the interview went well.

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They hired me and I started my
MBA within a few months of, of

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joining, uh, joining the company.

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victoria_3_10-23-2025_090814:
That is an amazing, bold story.

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squadcaster-db0e_1_10-23-2025_100814:
Well, that's, that's how I started.

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I was, I was the mail boy, literally,
uh, the mail boy bringing mail to all

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the executives I just, I worked my way
up, you know, when I was in there, I, I,

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we went through a big restructuring at
the beginning uh, so there was a lot of

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people that were leaving and I would get
all this industry mail that would come in

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and they would tell me to throw it out.

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And I didn't, I threw a lot of it,
but I kept it and I, that's all I did

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was read the industry magazines and
when I had questions, I went to the

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executives and asked them, what does
this mean or what does that mean?

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And I think that helped
me build a relationship.

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People realized I didn't want to go, uh,
and be in the mail room my whole life.

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So, was also a male boy getting an
MBA, so it kind of sent the message

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and I moved out of the mail room
within probably four or five months.

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I got into customer service.

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I moved into sales.

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So, and I moved throughout the whole
whole company, you know, every few years.

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I, I moved to Europe in, in 2006.

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I, uh, became the president of our
specialty Polymers, GBU in 2018.

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And then when the company split
the, uh, ve and, uh, VE split into

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Science Co and sve, I became the CTIO.

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So I've had this really, you know,
exciting, you know, career and, and,

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uh, it's never been a, you know, 32
years and I've never been, uh, bored.

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I've never had a boring day.

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victoria_3_10-23-2025_090814:
I, I love this.

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I mean, from male boy to C-Suite.

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There is a headline right there.

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But also I think it's just
this, it, it demonstrates this.

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Idea of a growth mindset, right?

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You're starting someplace, but you're
still, you're reading like, okay, well

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squadcaster-db0e_1_10-23-2025_100814: well

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victoria_3_10-23-2025_090814:
I'm, I could throw this away,

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but this looks interesting.

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Let me read and learn
and discuss and grow.

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Um, and that of course is central to
your career and what you do today with,

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with Science Co and innovation, I'm sure.

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squadcaster-db0e_1_10-23-2025_100814:
sure.

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Absolutely.

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victoria_3_10-23-2025_090814: Yeah.

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squadcaster-db0e_1_10-23-2025_100814:
Yeah.

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victoria_3_10-23-2025_090814: So let's
talk a little bit about Science Co.

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Um, and for,

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squadcaster-db0e_1_10-23-2025_100814: for,

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victoria_3_10-23-2025_090814: I've
told you this and I don't mind

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telling everyone for the first year
I mispronounced the name 'cause

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I didn't understand what it was.

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Um, but I think we're in this
place where people know who Science

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Co is maybe so tell us more.

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squadcaster-db0e_1_10-23-2025_100814:
we're almost two years old now, so we're

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not, we're not quite at two years, end of
this year, we'll hit, uh, hit two years.

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and we're, Uh, about 13,000 employees.

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We have manufacturing sites,
uh, 60 manufac manufacturing

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sites around the world.

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you said earlier, uh, 2000 research
and development scientists, so

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you might say, how, how does a
2-year-old company end up with, you

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know, that, that size organization?

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Right.

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Um, we have 160 year history,
so as I, I mentioned earlier, we

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were part of the solve a group.

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and uh, back at the end of 2023,
we split the company into two.

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So Sovi was a, was a large multi,
you know, national, I'd say

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diversified chemical company, right?

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So we had commodities, we had specialties,
and over the previous, you know, four

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or five years, the company was, was,
you know, fixing the portfolio and, and,

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you know, divesting certain parts of
it and getting it ready for this split.

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we got to a point where we had
achieved our previous growth strategy.

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Um, early and it, and we were prepared to
now split the company into a, a commodity

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business, which remained Solvay and then
this new company that was the specialty

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business, which became, uh, science Co.

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So, know, pretty exciting,
journey, if you will.

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And now, you know, I could sit here and
I could explain to you all the wonderful

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products that we, we have, right?

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But that would take hours.

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I'd be

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victoria_3_10-23-2025_090814: Yeah.

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squadcaster-db0e_1_10-23-2025_100814:
do it, but I don't think

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we have the time in the

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victoria_3_10-23-2025_090814: Hmm.

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squadcaster-db0e_1_10-23-2025_100814:
Um, but I would tell you we

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have, we have two legs, right?

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So we have a performance and care leg,
uh, and then we have a materials leg.

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The easiest way to explain it would
be to say, if it flies, we are on.

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It doesn't matter whether we're
talking commercial aircraft, whether

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we're talking, talking spacecraft,
uh, urban air mobility, the new

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air taxis or defense, uh, aircraft.

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Everything that flies for the
last 30, 40 years has had a

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science cool material on it.

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If it

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victoria_3_10-23-2025_090814:
That's amazing

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squadcaster-db0e_1_10-23-2025_100814:
amazing.

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victoria_3_10-23-2025_090814:
and, and I didn't know that.

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Like I was that, so yeah.

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That's cool.

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squadcaster-db0e_1_10-23-2025_100814:
we are, we have, uh, one of the

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largest composite businesses,
and it's not just our composites

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business, but we have lubricants, we
have elastomers, we have, polymeric

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materials that are all over the plane.

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Coatings, you name it, we're, we're in it.

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Uh, and I was saying if, if it
drives, we're, we're in it, right?

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So almost every car on the road,
about 80% of the cars on the road

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have a science co material in them.

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And again, it doesn't matter whether it's
an ice engine, uh, whether it's a hybrid

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vehicle, a fuel cell vehicle, vehicle,
or a, full battery electric vehicle.

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Our materials make them lighter,
uh, make them more, fuel efficient,

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whether it's electricity or, or,
uh, petroleum, it doesn't matter.

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We make them more fuel efficient.

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We make them lighter.

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We make 'em safer.

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In the space of, healthcare, our
materials actually save lives.

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So I'll give you an example.

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Hemodialysis.

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So patients that have kidney
failure have to have their

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blood filtered every few days.

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The membrane is made out of a science
co material, and, and, uh, there's,

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there's millions of patients around
the world that would not be able to

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survive without science CO's technology,
uh, water filtration, hundreds, you

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know, hundreds of millions of people
are, are drinking clean water that

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are made by, uh, our membranes.

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are, in reverse osmosis systems taking,
uh, uh, salt water and turning 'em

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into, uh, potable water that, that
you can drink, uh, electronics, right?

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We love our mobile devices.

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We love our laptops.

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We love our phones.

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We love our tablets.

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ai, we'll talk about a AI I hope
at some point in this interview,

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victoria_3_10-23-2025_090814: Absolutely.

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squadcaster-db0e_1_10-23-2025_100814:
absolutely.

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Uh, AI and quantum computing wouldn't
be possible without semiconductors,

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and you cannot make a semiconductor
without science coast materials.

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victoria_3_10-23-2025_090814:
That's really cool.

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squadcaster-db0e_1_10-23-2025_100814:
cool.

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And if you, if you, this morning in the
shower, if you, if you use the shampoo

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or conditioner, uh, probably 25% of the
population used a science go material,

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that was biodegradable by design.

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We make surfactants, we make materials
for cosmetics, materials for haircare,

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and, and we focus on, uh, being
biodegradable and being sustainable.

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Yeah.

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victoria_3_10-23-2025_090814: Yeah.

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That's awesome.

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Well, and I would say in my
career, I probably intersected with

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squadcaster-db0e_1_10-23-2025_100814: with

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victoria_3_10-23-2025_090814:
ve uh, and now Science Co.

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More in that per the care space, right?

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So surfactants, et cetera.

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It intersected with the
work I did at Shell and clt.

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But this whole material space is
so fascinating and ever evolving.

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squadcaster-db0e_1_10-23-2025_100814:
Absolutely.

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victoria_3_10-23-2025_090814: Yeah.

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So you and Science Co have been
on quite a transformation journey.

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Um, and you've talked a little
bit about the 160 year old legacy

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splitting the company into two,
becoming the New Science Co.

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What's been the biggest challenges
that you as a leader have faced?

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squadcaster-db0e_1_10-23-2025_100814:
like you said, we have this 160 year

00:09:53.897 --> 00:09:57.977
old history going back to Ernest, ve
and one of the challenges, you know,

00:09:58.007 --> 00:10:01.367
but we also wanted to be this new
company, you know, that was forward

00:10:01.367 --> 00:10:04.697
thinking and, and, and not, not,
uh, you know, 160 year old thinking.

00:10:05.054 --> 00:10:11.390
Uh, so how do you balance this, this
really rich and important history  having

00:10:11.390 --> 00:10:13.070
to become this new company and different?

00:10:13.070 --> 00:10:13.970
You know, we said from the very

00:10:14.060 --> 00:10:14.570
victoria_3_10-23-2025_090814: Yeah.

00:10:14.570 --> 00:10:14.630
Yeah.

00:10:14.720 --> 00:10:16.847
squadcaster-db0e_1_10-23-2025_100814:
Science Co is just a, a smaller version of

00:10:16.847 --> 00:10:18.827
Solvay, then we've, we've failed, right?

00:10:19.007 --> 00:10:21.167
So we have to shift the culture
and, you know, culture's

00:10:21.167 --> 00:10:22.337
not an easy thing to shift.

00:10:22.777 --> 00:10:22.977
victoria_3_10-23-2025_090814: Yeah.

00:10:23.477 --> 00:10:24.947
squadcaster-db0e_1_10-23-2025_100814:
but he also didn't wanna shift the

00:10:24.947 --> 00:10:28.937
culture and, and not have a connection
to this legacy that that is of,

00:10:29.297 --> 00:10:30.977
you know, Ernest Soy was a pioneer.

00:10:30.977 --> 00:10:31.727
He was an innovator.

00:10:32.052 --> 00:10:36.082
You know, so, uh, how do you keep
that and, and still, become this

00:10:36.082 --> 00:10:37.612
new entity and this new company?

00:10:37.882 --> 00:10:40.072
So I'd say that was the, has
been the biggest challenge.

00:10:40.172 --> 00:10:40.892
And I think we've,

00:10:41.072 --> 00:10:41.132
victoria_3_10-23-2025_090814: Hmm.

00:10:41.162 --> 00:10:43.412
squadcaster-db0e_1_10-23-2025_100814:
managed that well, uh, because again,

00:10:43.412 --> 00:10:45.117
we, we keep innovation and science.

00:10:45.917 --> 00:10:48.827
At the core of our technology and
at the core of our, of our culture,

00:10:49.427 --> 00:10:51.017
which comes from Ernest Salve.

00:10:51.167 --> 00:10:52.877
'cause like I said, he was
an innovator and a pioneer.

00:10:52.877 --> 00:10:58.217
So I think we've been able to do that
nicely and we, we are projecting uh, for

00:10:58.217 --> 00:11:02.710
the future with sustainable materials
and, uh, going in, in, in new directions.

00:11:03.185 --> 00:11:03.485
victoria_3_10-23-2025_090814: Yeah.

00:11:03.515 --> 00:11:07.025
That's really great and, and we might
circle around and talk about that later

00:11:07.025 --> 00:11:11.435
because this whole idea of innovation
and sustainability is also attractive

00:11:11.435 --> 00:11:16.775
to new employees, which helps keep
revitalizing and evolving the culture.

00:11:17.695 --> 00:11:18.115
squadcaster-db0e_1_10-23-2025_100814:
It's, it's

00:11:18.305 --> 00:11:18.515
victoria_3_10-23-2025_090814: Yeah.

00:11:19.015 --> 00:11:19.285
squadcaster-db0e_1_10-23-2025_100814:
Right.

00:11:19.285 --> 00:11:19.585
So I mean,

00:11:19.595 --> 00:11:19.925
victoria_3_10-23-2025_090814: Yeah.

00:11:20.125 --> 00:11:21.565
squadcaster-db0e_1_10-23-2025_100814:
that Elam, our CEO has brought

00:11:21.565 --> 00:11:25.105
to us was we really have become
a purpose-driven organization.

00:11:25.345 --> 00:11:29.179
She has taught us how to be,
profitable and sustainable.

00:11:29.629 --> 00:11:32.869
And, and I think that's, that's core and
in really, as you said, important to our

00:11:32.869 --> 00:11:34.819
current employees and future employees.

00:11:35.134 --> 00:11:35.424
victoria_3_10-23-2025_090814: Yeah.

00:11:35.449 --> 00:11:36.859
squadcaster-db0e_1_10-23-2025_100814:
having that purpose driven around

00:11:36.859 --> 00:11:37.849
being a sustainable company.

00:11:38.524 --> 00:11:41.164
in the chemical industry, that's
sometimes hard to do, right?

00:11:41.164 --> 00:11:44.614
Because a lot of people think the
chemical industry was part of the problem.

00:11:44.674 --> 00:11:46.324
Actually, I believe complete opposite.

00:11:46.324 --> 00:11:50.014
I think the chemical industry is
absolutely part of the solution, and this

00:11:50.014 --> 00:11:53.944
is the industry that will solve most of,
uh, humankind's, uh, biggest challenges.

00:11:54.304 --> 00:11:54.844
victoria_3_10-23-2025_090814: I agree.

00:11:54.904 --> 00:11:55.234
I agree.

00:11:55.234 --> 00:11:58.174
And even if you just talk about
something like water filtration and

00:11:58.174 --> 00:11:59.854
clean water, which is essential, right?

00:11:59.854 --> 00:12:03.664
We would all agree that clean water
is essential for, um, a healthy

00:12:03.694 --> 00:12:05.344
population across the globe.

00:12:05.404 --> 00:12:10.804
It's not happening without materials
and products from the chemical industry.

00:12:10.999 --> 00:12:11.899
squadcaster-db0e_1_10-23-2025_100814:
A hundred percent.

00:12:12.259 --> 00:12:12.529
victoria_3_10-23-2025_090814: Yeah.

00:12:12.649 --> 00:12:12.739
squadcaster-db0e_1_10-23-2025_100814:
Yeah.

00:12:13.159 --> 00:12:15.319
victoria_3_10-23-2025_090814:
So let's talk a little bit about

00:12:15.529 --> 00:12:17.959
research innovation and technology.

00:12:18.049 --> 00:12:20.689
What are science coast's top priorities?

00:12:20.689 --> 00:12:26.029
So you're obviously on this quest to
keep evolving and innovating and growing.

00:12:26.029 --> 00:12:26.899
So what does that look like?

00:12:26.989 --> 00:12:27.139
squadcaster-db0e_1_10-23-2025_100814:
like?

00:12:27.540 --> 00:12:31.350
Our top priorities in, in research,
um, a a as I, I, I already

00:12:31.350 --> 00:12:34.290
touched on a little bit, you know,
sustainability's at the forefront.

00:12:34.320 --> 00:12:36.300
It's, it's part of our DNA,
it's part of our purpose.

00:12:36.620 --> 00:12:39.860
So everything that we're doing
in research, we look at it

00:12:39.860 --> 00:12:41.930
through a sustainability lens.

00:12:42.110 --> 00:12:45.290
So we have this, what we call
SPMA, sustainable Portfolio Matrix.

00:12:45.680 --> 00:12:49.910
Every one of our RNI projects, um,
and we right now we've got about 350

00:12:49.910 --> 00:12:51.470
projects going on across the group.

00:12:52.490 --> 00:12:55.310
goes through this, this gauntlet
of, of a study before we start the

00:12:55.310 --> 00:12:56.540
project to make sure that it's aligned.

00:12:57.370 --> 00:13:00.370
sustainability trends, are
we reducing carbon footprint?

00:13:00.370 --> 00:13:01.690
Are we reducing waste?

00:13:01.690 --> 00:13:04.870
I mean, either in our own operations
or helping our customers do that.

00:13:04.870 --> 00:13:07.390
So are we developing products
that are gonna help the planet?

00:13:07.735 --> 00:13:10.630
And, and if they are, then we
call that a sustainable solution.

00:13:11.350 --> 00:13:15.040
I'm really excited, happy to say that,
you know, we've been progressing on this.

00:13:15.040 --> 00:13:20.800
We've got about 85% of our RNI portfolio
with a, as a sustainable solution.

00:13:21.190 --> 00:13:23.350
Uh, so we're talking about biotechnology.

00:13:23.730 --> 00:13:25.470
We're looking at new ways to do chemistry.

00:13:25.470 --> 00:13:30.540
So, uh, one of the things is if you can
use renewable resources right, then you,

00:13:30.540 --> 00:13:31.860
you can have something more sustainable.

00:13:32.410 --> 00:13:35.680
one of the challenges is, you know, in
the chemical industry, um, a lot of this

00:13:35.680 --> 00:13:37.570
stuff we have comes from the earth, right?

00:13:37.570 --> 00:13:39.490
We have to, you know,
uh, extract minerals.

00:13:39.490 --> 00:13:41.110
We have to extract, uh, raw materials.

00:13:41.140 --> 00:13:45.070
Uh, what we're doing now is we're
actually using biotechnology.

00:13:45.070 --> 00:13:47.170
So we have a lab in Cambridge,
Massachusetts that is.

00:13:47.537 --> 00:13:49.067
Designing microorganisms.

00:13:49.067 --> 00:13:51.377
So it could be a bacteria, it
could be an enzyme, a protein.

00:13:51.437 --> 00:13:53.973
And then we're using those
microorganisms to do, to

00:13:54.078 --> 00:13:54.368
victoria_3_10-23-2025_090814: Okay.

00:13:55.143 --> 00:13:56.643
squadcaster-db0e_1_10-23-2025_100814:
to make a raw material that we could use

00:13:56.643 --> 00:13:59.673
then in our process to replace something
that we had the mind from the earth.

00:13:59.913 --> 00:14:05.456
So now it's a renewable technology,
you think about what organisms can

00:14:05.456 --> 00:14:08.306
do, I mean, it's quite mind boggling
and I'll, I'll use an example.

00:14:08.786 --> 00:14:10.286
Uh, think of it like a chicken, right?

00:14:10.841 --> 00:14:11.261
victoria_3_10-23-2025_090814: Yeah.

00:14:11.471 --> 00:14:13.241
squadcaster-db0e_1_10-23-2025_100814:
corn, actually you could feed a chicken

00:14:13.241 --> 00:14:15.798
almost anything, and it can make an egg.

00:14:15.798 --> 00:14:18.798
And if you were to study the
material of, of what that egg's

00:14:18.798 --> 00:14:21.348
made out of, it is extremely strong.

00:14:21.378 --> 00:14:22.968
It is extremely thin.

00:14:23.538 --> 00:14:27.378
If you were to try to do, I'm not even
sure we can duplicate that in, in, in

00:14:27.378 --> 00:14:31.128
a, in a laboratory, but if you were
to do that on an industrial scale, it

00:14:31.128 --> 00:14:33.888
would probably take you 15, 20 steps.

00:14:34.248 --> 00:14:37.578
You plant would probably cover
multiple, you know, dozens of acres.

00:14:38.373 --> 00:14:41.253
be very, uh, you know, time
consuming and expensive.

00:14:42.213 --> 00:14:46.103
A chicken does it with or,
or some other kind of food.

00:14:46.103 --> 00:14:47.753
And it does it all inside its body.

00:14:48.223 --> 00:14:51.643
That's why when we say biotechnology,
that's what we're talking about.

00:14:51.853 --> 00:14:52.143
victoria_3_10-23-2025_090814: Yeah.

00:14:52.723 --> 00:14:53.563
squadcaster-db0e_1_10-23-2025_100814:
uh, we're talking about

00:14:53.563 --> 00:14:57.253
simple chemistry coming out of
microorganisms, but that's the concept.

00:14:57.619 --> 00:15:01.039
biological organisms can do chemistry
better than we can in a plant.

00:15:01.729 --> 00:15:02.809
victoria_3_10-23-2025_090814:
Yeah, I love that.

00:15:02.809 --> 00:15:03.619
And I think you're right.

00:15:03.619 --> 00:15:07.339
I mean, it's kind of one of these,
um, miracles of life and science

00:15:07.339 --> 00:15:11.809
and I think there's a whole lot of
art, uh, to science that we still

00:15:11.869 --> 00:15:14.029
are trying to understand and evolve.

00:15:14.588 --> 00:15:18.458
You know, Mike, one of the bits, and
it's, it's an interesting dichotomy.

00:15:18.458 --> 00:15:21.268
I feel like we've got going on
because I think, as you say,

00:15:21.268 --> 00:15:23.938
biotechnology is the future.

00:15:24.208 --> 00:15:29.588
We are learning so much, we're evolving,
we're able to create new products, with.

00:15:29.858 --> 00:15:32.228
Fewer resources or different resources.

00:15:32.378 --> 00:15:32.468
squadcaster-db0e_1_10-23-2025_100814:
Mm-hmm.

00:15:32.618 --> 00:15:34.868
victoria_3_10-23-2025_090814: Um,
and yet at times, you know, let,

00:15:34.868 --> 00:15:37.688
let's talk about, for instance, in
the food value chain, everybody's

00:15:37.688 --> 00:15:40.838
like, Ooh, bioengineering is bad.

00:15:41.088 --> 00:15:43.788
And yet we also know this is one
of the ways that we fed the planet.

00:15:43.818 --> 00:15:47.748
'cause uh, I think you and I are probably
of similar ages and at one point,

00:15:47.748 --> 00:15:51.738
like we were all gonna starve because
population was gonna outpace food.

00:15:52.068 --> 00:15:56.148
And yet through ingenuity,
um, we figured this out.

00:15:56.358 --> 00:15:57.883
How do you strike that balance?

00:15:57.963 --> 00:15:58.143
squadcaster-db0e_1_10-23-2025_100814: co.

00:15:58.143 --> 00:15:59.523
Science co helped, uh, do that.

00:15:59.523 --> 00:15:59.943
By the way.

00:15:59.943 --> 00:16:00.093
We

00:16:00.183 --> 00:16:00.783
victoria_3_10-23-2025_090814: Okay.

00:16:00.903 --> 00:16:02.223
squadcaster-db0e_1_10-23-2025_100814:
seed coatings that

00:16:02.223 --> 00:16:02.763
victoria_3_10-23-2025_090814: Yeah,

00:16:03.093 --> 00:16:04.893
squadcaster-db0e_1_10-23-2025_100814: uh,
it's a polymeric material that you coat

00:16:04.893 --> 00:16:08.973
the seed that helps germination so the
seed doesn't die before it germinates.

00:16:09.003 --> 00:16:10.533
We actually protect the environments.

00:16:10.863 --> 00:16:15.123
Uh, we protect the, the seed and, and
have a much higher germination rate

00:16:15.123 --> 00:16:16.773
with using a science co material.

00:16:17.283 --> 00:16:18.093
victoria_3_10-23-2025_090814: yeah, yeah.

00:16:18.093 --> 00:16:21.603
So you guys are obviously balancing
this and, and it's needed, this, this

00:16:21.603 --> 00:16:23.433
biotechnology is needed for modern life.

00:16:23.448 --> 00:16:24.037
squadcaster-db0e_1_10-23-2025_100814:
modern life.

00:16:24.363 --> 00:16:24.643
Absolutely.

00:16:24.809 --> 00:16:26.909
victoria_3_10-23-2025_090814: So one
of the other things we started talking

00:16:26.909 --> 00:16:29.639
about, and I, and I know you said I
hope we talk about this and Absolutely.

00:16:29.639 --> 00:16:31.949
'cause I know you're really
passionate about it, is ai.

00:16:32.069 --> 00:16:32.519
So

00:16:32.534 --> 00:16:32.804
squadcaster-db0e_1_10-23-2025_100814: So,

00:16:32.879 --> 00:16:35.069
victoria_3_10-23-2025_090814:
harnessing AI is obviously,

00:16:35.129 --> 00:16:37.079
um, a major focus area for you.

00:16:37.079 --> 00:16:40.919
You've talked about building
an AI culture and some of the

00:16:40.919 --> 00:16:42.509
experimentations you're, you're doing,

00:16:42.524 --> 00:16:42.674
squadcaster-db0e_1_10-23-2025_100814:
doing.

00:16:42.929 --> 00:16:46.499
victoria_3_10-23-2025_090814: what does
AI mean for you and for Science Co.

00:16:46.919 --> 00:16:48.389
Just at the simplest level.

00:16:48.574 --> 00:16:50.154
squadcaster-db0e_1_10-23-2025_100814:
No, it's, uh, it's a great question.

00:16:50.354 --> 00:16:54.139
I mean, so, you know, AI for us is, like I
said, we're trying to build an AI culture.

00:16:54.139 --> 00:16:58.399
So if I think about what does it mean for
us, and we've been coining this phrase

00:16:58.399 --> 00:17:03.529
across the group, you know, AI needs to
be for everyone, everywhere, every day.

00:17:04.168 --> 00:17:07.978
So it's not, you know, I, I, I think
AI is probably, you know, science

00:17:07.978 --> 00:17:09.688
and, and development and research.

00:17:09.688 --> 00:17:11.938
It's probably one of the
best applications for ai.

00:17:12.688 --> 00:17:15.868
we want to have this as a culture
across the entire science go group.

00:17:16.408 --> 00:17:20.644
So it's everywhere, every day for
everyone in the, in the world of science.

00:17:20.644 --> 00:17:22.864
You know, this is for us, as
I said, very, very exciting.

00:17:23.144 --> 00:17:26.271
We've been using ai, and we started
this journey about 18 months ago.

00:17:26.331 --> 00:17:30.411
Um, you know, we've used AI for
almost a decade, but when I say 18

00:17:30.411 --> 00:17:32.991
months, our journey, it's really
about the latest and greatest ai.

00:17:32.991 --> 00:17:34.281
I'm talking about generative ai.

00:17:34.641 --> 00:17:35.991
I'm talking about agentic ai.

00:17:36.381 --> 00:17:39.171
So about 18 months ago, we
started down this path and we

00:17:39.171 --> 00:17:42.711
are now using, AI to develop new
polymers with unique properties.

00:17:43.086 --> 00:17:45.756
Uh, we're generating, you
know, hypothetical polymers

00:17:45.756 --> 00:17:48.966
from a pool of millions and
millions of potential molecules.

00:17:49.356 --> 00:17:51.546
And I think that's the,
that's the real key, right?

00:17:51.546 --> 00:17:56.016
So in a normal approach without AI and
science, the first thing you would do

00:17:56.016 --> 00:17:59.526
is you would go to the literature, you
know, you do, you know, the research

00:17:59.526 --> 00:18:02.856
to understand what's the state of the
art out there today, what's already

00:18:02.856 --> 00:18:06.426
been published, what's already been
patented, just that study alone could

00:18:06.426 --> 00:18:09.246
take you months and months to go
through all of this and read all this.

00:18:09.276 --> 00:18:12.576
We can do that now, a
bibliographic search in minutes.

00:18:12.996 --> 00:18:13.176
Right.

00:18:13.176 --> 00:18:15.186
We could study everything that's
out there and, and get it in a

00:18:15.186 --> 00:18:17.496
concise report in, in minutes, right?

00:18:17.749 --> 00:18:20.179
Then the next step you would do is
you say, okay, I've got a problem I'm

00:18:20.179 --> 00:18:21.709
trying to solve for one of my customers.

00:18:21.739 --> 00:18:22.159
Okay?

00:18:22.219 --> 00:18:25.549
And you come up with possible synthesis
routes and things to, you know, how you

00:18:25.549 --> 00:18:27.289
could approach that, solving that problem.

00:18:27.979 --> 00:18:31.934
you have to choose which variables
you're going to, know, mess around you.

00:18:31.939 --> 00:18:35.659
You could have, a hundred variables that
you could play with, but if you tried to

00:18:35.659 --> 00:18:38.539
do that, it would take you 10 years to go
through all of the possible combinations.

00:18:39.364 --> 00:18:40.804
But with ai you can do that.

00:18:40.834 --> 00:18:44.764
You can actually study all the possible
combinations and narrow it down to the a

00:18:44.764 --> 00:18:46.534
hundred experiments that you wanna run.

00:18:46.834 --> 00:18:51.228
And now, instead of doing, months
or years of experiments, you

00:18:51.228 --> 00:18:53.118
can do it in weeks to months.

00:18:54.138 --> 00:18:55.188
I mean, that's how AI is,

00:18:55.303 --> 00:18:55.843
victoria_3_10-23-2025_090814: Yeah.

00:18:56.118 --> 00:18:57.428
squadcaster-db0e_1_10-23-2025_100814:
uh, helping us, get there.

00:18:57.638 --> 00:18:59.288
The other thing we've done,
which is, I'm sorry, you had a

00:18:59.588 --> 00:18:59.858
victoria_3_10-23-2025_090814: Now.

00:18:59.858 --> 00:19:00.158
Yeah.

00:19:00.158 --> 00:19:04.028
I was just gonna ask, has there
been any resistance to this?

00:19:04.028 --> 00:19:06.668
Because, you know, we've, I've had, you
have conversations with people and they're

00:19:06.668 --> 00:19:08.768
like, Ooh, AI is gonna take my job.

00:19:08.768 --> 00:19:09.128
And it's like, hmm,

00:19:09.128 --> 00:19:09.908
squadcaster-db0e_1_10-23-2025_100814:
It's like, yes,

00:19:10.118 --> 00:19:11.288
victoria_3_10-23-2025_090814:
I don't think so.

00:19:11.288 --> 00:19:13.868
But how, how have you, how
are you navigating this?

00:19:13.868 --> 00:19:15.038
'cause it's a big change.

00:19:15.218 --> 00:19:17.618
Again, back to this whole
change management and culture.

00:19:17.798 --> 00:19:18.848
It's a big shift.

00:19:19.598 --> 00:19:20.768
squadcaster-db0e_1_10-23-2025_100814:
It is a very big shift.

00:19:20.858 --> 00:19:24.368
Uh, so as I said, we're on a journey,
uh, and with the, the latest greatest

00:19:24.368 --> 00:19:26.138
ai we started about 18 months ago.

00:19:26.588 --> 00:19:27.818
But I would say, um.

00:19:28.031 --> 00:19:31.751
You know, in the beginning we,
we faced a very similar curve.

00:19:31.841 --> 00:19:35.261
Anytime you try to change something
in a big way, you, you find this,

00:19:35.261 --> 00:19:38.501
this, this gowing curve where you
got about, know, outta 10 people.

00:19:38.501 --> 00:19:42.461
You got about two people that love it and
they're pulling, they're like, I got it.

00:19:42.491 --> 00:19:43.181
Let's go.

00:19:43.181 --> 00:19:44.321
And they, they want it faster.

00:19:44.621 --> 00:19:47.591
On the other end of the spectrum,
you got a couple of people who are

00:19:47.591 --> 00:19:49.751
fighting it, and I saw the same thing.

00:19:49.751 --> 00:19:53.531
I had scientists sending me emails about
how AI's never gonna work for chemistry.

00:19:53.531 --> 00:19:55.061
It's not, it's not ready,
it's not gonna happen.

00:19:55.061 --> 00:19:55.151
Right.

00:19:55.689 --> 00:19:58.299
And in the middle you've got
the majority of your people.

00:19:58.329 --> 00:20:01.426
You know, 60% of your people
who are curious, they're

00:20:01.426 --> 00:20:03.436
interested, but they're skeptical.

00:20:04.366 --> 00:20:04.756
proof.

00:20:04.786 --> 00:20:06.166
Why is this worth my time?

00:20:06.196 --> 00:20:07.696
Is this gonna replace my job?

00:20:07.756 --> 00:20:11.956
You know, I like it, but are we going
down a path where I'm gonna lose my job?

00:20:11.956 --> 00:20:12.256
Right?

00:20:12.946 --> 00:20:17.986
So I could tell you over the last months,
10 months, we have seen a complete shift.

00:20:18.436 --> 00:20:21.106
I've got nobody that I
could tell, uh, fighting.

00:20:21.256 --> 00:20:23.291
I got nobody sending me emails
anymore, that this isn't gonna work.

00:20:23.956 --> 00:20:27.496
In fact, majority of the people in
the middle are now pulling for it.

00:20:28.426 --> 00:20:31.426
so I would say that's evidence
that we're creating this culture.

00:20:31.966 --> 00:20:32.446
victoria_3_10-23-2025_090814: Yeah.

00:20:32.506 --> 00:20:34.126
squadcaster-db0e_1_10-23-2025_100814:
bigger challenge right now is scaling.

00:20:34.876 --> 00:20:40.026
how do we get this, to a size that,
uh, we can get it to all of our people

00:20:40.026 --> 00:20:41.796
instead of just a, a, a select few.

00:20:41.796 --> 00:20:42.096
Right?

00:20:42.876 --> 00:20:44.076
So that's where we're at right now.

00:20:44.076 --> 00:20:46.986
It's, it's, um, it's been a shift
and it, and it is a journey, right?

00:20:47.811 --> 00:20:48.741
victoria_3_10-23-2025_090814:
Yeah, absolutely.

00:20:48.741 --> 00:20:51.591
And the scaling piece is
interesting because I think, um,

00:20:51.966 --> 00:20:52.716
squadcaster-db0e_1_10-23-2025_100814: um,

00:20:53.326 --> 00:20:54.926
victoria_3_10-23-2025_090814: I
had this conversation recently with

00:20:54.926 --> 00:20:56.781
folks at the Chemical Summit that.

00:20:57.031 --> 00:21:00.271
You know about the need for
experimentation, the need that we need to

00:21:00.276 --> 00:21:00.666
squadcaster-db0e_1_10-23-2025_100814:
we need to

00:21:00.841 --> 00:21:02.461
victoria_3_10-23-2025_090814:
allow people to experiment with new

00:21:02.461 --> 00:21:04.141
technologies, with ai, et cetera.

00:21:04.621 --> 00:21:06.841
But then scalability is tough.

00:21:06.871 --> 00:21:10.711
And, you know, our IT departments
are built on, everybody must have

00:21:10.711 --> 00:21:12.301
the same platform all the time,

00:21:12.546 --> 00:21:12.636
squadcaster-db0e_1_10-23-2025_100814: Yes.

00:21:12.901 --> 00:21:14.731
victoria_3_10-23-2025_090814:
which can inhibit some of this

00:21:14.731 --> 00:21:16.051
experimentation and growth.

00:21:16.051 --> 00:21:18.961
But then at the same time, figuring
out how to get it in the right

00:21:18.961 --> 00:21:22.021
hands of the people, um, is big.

00:21:22.416 --> 00:21:23.376
squadcaster-db0e_1_10-23-2025_100814:
So you're absolutely right.

00:21:23.376 --> 00:21:25.776
And we, so we, we ran into
the same thing, right?

00:21:25.776 --> 00:21:29.706
I mean, so, you know, you, it could
be a bottleneck sometimes 'cause

00:21:29.706 --> 00:21:31.206
they want one thing that fits all.

00:21:31.596 --> 00:21:34.386
But what we did was we create,
you know, 18 months ago, we, we

00:21:34.386 --> 00:21:35.616
said, okay, we gotta be different.

00:21:35.676 --> 00:21:37.776
We're gonna pull this out of the IT group.

00:21:37.776 --> 00:21:40.596
The IT group has to be involved
to make sure we're secure, to make

00:21:40.596 --> 00:21:42.966
sure we're, you know, we're, that
it's integrated into our systems.

00:21:43.746 --> 00:21:46.686
But the team, we built a
team called Science code.ai

00:21:47.376 --> 00:21:51.423
this team, is a group of, but
also some scientists, right?

00:21:51.423 --> 00:21:56.289
So we've got a, a, a team of people
that, manage and look at and facilitate

00:21:56.289 --> 00:21:57.969
the AI strategy across the group.

00:21:57.969 --> 00:21:59.649
So that was like the
first step that we did.

00:22:00.309 --> 00:22:03.909
then what this team did very quickly, they
came out with what was called side GPT.

00:22:04.419 --> 00:22:07.654
So side GPT is science
CO's own AI chat bot.

00:22:08.308 --> 00:22:12.298
That gave, gave us a chance to
put AI in the hands of all 13,000

00:22:12.298 --> 00:22:14.218
employees in a very inexpensive way.

00:22:14.472 --> 00:22:17.742
And what you said before, experiment, and
that was part of the cultural building.

00:22:17.742 --> 00:22:18.102
Right?

00:22:18.342 --> 00:22:20.802
You know, we did this over, over
18, well, it was probably about a

00:22:20.802 --> 00:22:22.152
year ago, a year and a half ago.

00:22:22.405 --> 00:22:22.702
Um,

00:22:22.747 --> 00:22:24.427
victoria_3_10-23-2025_090814:
Which is pretty fast, although AI's

00:22:24.427 --> 00:22:26.227
moving fast, but that's still fast.

00:22:26.367 --> 00:22:28.102
squadcaster-db0e_1_10-23-2025_100814:
It's, it was, but you know, at the

00:22:28.102 --> 00:22:31.252
time there were people in the company
that hadn't even looked at AI yet.

00:22:31.282 --> 00:22:33.412
They hadn't used chat, GPT,
they hadn't used anything.

00:22:33.472 --> 00:22:34.702
And the problem with.

00:22:35.046 --> 00:22:38.256
people using the external tools like
Chat, GPT, which I mean, these are all

00:22:38.256 --> 00:22:42.659
great tools, but you can't have them
use company data on that open sourced

00:22:42.749 --> 00:22:43.019
victoria_3_10-23-2025_090814: Right.

00:22:43.409 --> 00:22:44.219
squadcaster-db0e_1_10-23-2025_100814:
chat, GPT.

00:22:44.699 --> 00:22:50.549
So we needed something in-house where we
could let our people experiment learn and

00:22:50.549 --> 00:22:52.349
build that culture in a safe environment.

00:22:52.349 --> 00:22:55.829
So that's where side GPT came,
then we took it to the next level.

00:22:55.829 --> 00:22:56.939
We said, okay, what's next?

00:22:56.939 --> 00:22:59.489
We said, okay, how could we
use generative AI to help us

00:22:59.489 --> 00:23:00.629
in our commercial organization?

00:23:01.274 --> 00:23:03.614
So we created, uh, s Grow, right?

00:23:04.004 --> 00:23:04.304
S Grow.

00:23:04.304 --> 00:23:06.314
We think of it as a sales
buddy, and it's able

00:23:06.389 --> 00:23:06.569
victoria_3_10-23-2025_090814: Hmm.

00:23:06.584 --> 00:23:08.384
squadcaster-db0e_1_10-23-2025_100814: out
and look at all the markets and, and draw

00:23:08.384 --> 00:23:10.634
some, some insights from our markets.

00:23:10.814 --> 00:23:14.354
Long story short, with the, the
sales buddy, our commercial frontline

00:23:14.834 --> 00:23:18.794
has found over $140 million of
opportunities that we didn't know

00:23:18.899 --> 00:23:19.409
victoria_3_10-23-2025_090814: Wow.

00:23:20.024 --> 00:23:21.014
squadcaster-db0e_1_10-23-2025_100814:
Now we have to turn that into,

00:23:21.014 --> 00:23:23.504
into actual business, but you
gotta start with the lead.

00:23:23.939 --> 00:23:24.359
victoria_3_10-23-2025_090814: Yeah.

00:23:24.359 --> 00:23:25.019
That's big.

00:23:25.019 --> 00:23:25.799
That's great.

00:23:25.859 --> 00:23:26.449
squadcaster-db0e_1_10-23-2025_100814:
super exciting.

00:23:26.934 --> 00:23:27.224
victoria_3_10-23-2025_090814: Yeah.

00:23:28.019 --> 00:23:29.549
squadcaster-db0e_1_10-23-2025_100814:
with the support of Microsoft, so we've

00:23:29.549 --> 00:23:31.019
been partnering a lot with Microsoft.

00:23:32.219 --> 00:23:34.319
we've created the, the
research buddy, right?

00:23:34.319 --> 00:23:37.679
So in a similar way we've got a,
a, our scientists now have access

00:23:37.679 --> 00:23:40.379
to a research buddy that helps
them do the literature searches,

00:23:40.379 --> 00:23:41.909
helps 'em design their experiments.

00:23:42.119 --> 00:23:47.309
and these are real life tools that our
teams are using now, and we've also now

00:23:47.309 --> 00:23:49.199
embarked on a new program with Microsoft.

00:23:49.199 --> 00:23:50.099
We are their first.

00:23:51.164 --> 00:23:54.794
partner, their primary partner in,
uh, the chemical space for what

00:23:54.794 --> 00:23:56.324
they call Microsoft Discovery.

00:23:57.134 --> 00:24:00.554
And this is a new platform to do chemistry
and to do science, not just chemistry.

00:24:00.554 --> 00:24:01.724
It's doing all kinds of science.

00:24:02.414 --> 00:24:04.874
But this tool will help
us create new molecules.

00:24:04.874 --> 00:24:08.674
It'll help help us create new, chemical
pathways and, and it'll, you know, it'll

00:24:08.704 --> 00:24:16.054
design, let's put it this way, I, I, I
see this as a way to augment and improve

00:24:16.324 --> 00:24:17.734
the capabilities of our scientists.

00:24:18.094 --> 00:24:18.904
You said earlier.

00:24:19.714 --> 00:24:21.034
are worried about losing their jobs.

00:24:21.214 --> 00:24:25.144
I've said this in clearly in, in the
webcast to all 2000 of our scientists.

00:24:25.564 --> 00:24:26.734
That is not our objective.

00:24:27.184 --> 00:24:31.024
Our objective is to give you tools to
help you do even more than you can do

00:24:31.024 --> 00:24:33.034
today to, to augment your abilities.

00:24:33.694 --> 00:24:37.114
And I, we've got, some of our scientists
have been using this and they will

00:24:37.114 --> 00:24:40.594
tell you very clearly, they feel
like they have superpowers, you know,

00:24:40.594 --> 00:24:43.444
compared to what they could do before,
uh, the speed at which they could

00:24:43.444 --> 00:24:45.184
move now is, is just mind boggling.

00:24:45.394 --> 00:24:46.894
So, and we're not, we're not finished.

00:24:46.894 --> 00:24:48.854
We've got, uh, still a quite
a bit of our journey to go.

00:24:49.554 --> 00:24:49.914
victoria_3_10-23-2025_090814: Yeah.

00:24:50.064 --> 00:24:50.964
I, I love that.

00:24:50.964 --> 00:24:52.914
And I think I like the word augmentation.

00:24:52.944 --> 00:24:55.514
'cause I think that's the
right, approach to this in that

00:24:55.569 --> 00:24:55.689
squadcaster-db0e_1_10-23-2025_100814:
that,

00:24:55.844 --> 00:24:57.554
victoria_3_10-23-2025_090814:
leading companies are using AI

00:24:57.554 --> 00:24:59.474
to augment what they're doing.

00:24:59.554 --> 00:25:03.874
And even that the, as you describe it,
creating a sales buddy or a, a science

00:25:03.874 --> 00:25:06.454
buddy, I mean, it's a, it's a team.

00:25:06.454 --> 00:25:08.884
It's becomes part of
the team as opposed to.

00:25:09.494 --> 00:25:10.664
Something different.

00:25:11.279 --> 00:25:11.759
squadcaster-db0e_1_10-23-2025_100814:
Exactly.

00:25:11.954 --> 00:25:12.254
victoria_3_10-23-2025_090814: Yeah.

00:25:12.388 --> 00:25:15.838
so I know that, you know, you got
innovation's not just about technology.

00:25:15.838 --> 00:25:19.918
You're doing a lot obviously with
technology, with ai, et cetera, and yet

00:25:19.918 --> 00:25:24.298
I also know you guys are working really
closely with your customers to, and

00:25:24.298 --> 00:25:24.525
squadcaster-db0e_1_10-23-2025_100814: in

00:25:25.108 --> 00:25:27.118
victoria_3_10-23-2025_090814:
customer centric innovation.

00:25:27.538 --> 00:25:28.618
How do you do this?

00:25:28.618 --> 00:25:30.763
How, what's your focus as you
collaborate with customers?

00:25:30.868 --> 00:25:31.223
squadcaster-db0e_1_10-23-2025_100814:
with customers?

00:25:31.635 --> 00:25:34.065
our job is to turn
molecules into money, right?

00:25:34.665 --> 00:25:35.655
I mean, that's, that's what we do.

00:25:35.685 --> 00:25:38.805
And, and we do that by solving
our customer's biggest challenges.

00:25:39.165 --> 00:25:41.415
So you can't do that if you're
not interacting with the customer.

00:25:42.165 --> 00:25:45.465
I, and I'll tell you the, you know,
if you want your, your research

00:25:46.245 --> 00:25:49.935
be spot on and you wanna solve the
problem your customer has, you, you've

00:25:49.935 --> 00:25:51.315
gotta be intimate with the customer.

00:25:51.345 --> 00:25:53.685
You've gotta be collaborative
right up from the get go.

00:25:54.795 --> 00:25:57.765
I, I, many, many times I've seen, you
know, we developed something and in

00:25:57.765 --> 00:26:00.555
the, we didn't fully understand the
customer's needs, so we gotta go back

00:26:00.555 --> 00:26:01.755
to the drawing board and do it again.

00:26:01.755 --> 00:26:02.055
Right.

00:26:02.685 --> 00:26:04.575
We, that's, we've been
moving away from that.

00:26:04.575 --> 00:26:08.155
So by being more, uh, customer
centric, We're, we're hitting

00:26:08.155 --> 00:26:09.705
the target, the first time.

00:26:09.765 --> 00:26:12.225
Uh, instead of having to go through
some iterative process, sewing, throwing

00:26:12.225 --> 00:26:13.695
samples over the fence to the customer.

00:26:14.115 --> 00:26:18.025
And the way we do that is that we
have built, what we call our, our,

00:26:18.025 --> 00:26:20.005
um, uh, customer innovation centers.

00:26:20.125 --> 00:26:22.405
So Alpharetta, where I'm, where
I'm calling from, where we're

00:26:22.405 --> 00:26:25.975
having the conversation from right
now, one of our Starship sites.

00:26:26.005 --> 00:26:27.715
It's a, uh, customer innovation center.

00:26:27.715 --> 00:26:30.775
And when I say innovation
center, it's not just a.

00:26:31.600 --> 00:26:34.570
Uh, a, a building where we have
laboratories, it's where we have

00:26:34.570 --> 00:26:39.130
the entire cycle of the development,
uh, in one under one roof, right?

00:26:39.130 --> 00:26:39.910
So that we're fast.

00:26:39.910 --> 00:26:44.283
So on the other side of this
building, we've got or six pilot

00:26:45.453 --> 00:26:48.063
that can make all the different
types of polymers that, that we have.

00:26:48.238 --> 00:26:52.473
You, you make a new polymer, you walk
down the hallway, you know, 30 yards, and

00:26:52.473 --> 00:26:54.753
you could turn that polymer into a part.

00:26:54.753 --> 00:26:55.863
You could turn that polymer into a.

00:26:56.688 --> 00:26:58.158
a thermoplastic composite tape.

00:26:58.338 --> 00:27:01.398
So we have, we have, you know, equipment
here that actually then turns it into

00:27:01.398 --> 00:27:03.138
a material that the customer would use.

00:27:03.588 --> 00:27:05.988
We could then walk down the other
side of the building and turn that

00:27:05.988 --> 00:27:10.158
tape into a part and then take it into
our, uh, a development lab, customer

00:27:10.158 --> 00:27:14.238
development lab, and then test it in
the way the customer would use it.

00:27:15.018 --> 00:27:16.878
customers don't want
to be our laboratories.

00:27:16.878 --> 00:27:19.188
They want us to bring
them finished solutions.

00:27:19.518 --> 00:27:22.968
So we bring the customers in
and they spend time with us in

00:27:22.968 --> 00:27:24.588
our customer development labs.

00:27:25.413 --> 00:27:27.993
And we test the, the, the,
the materials in the finished

00:27:27.993 --> 00:27:29.433
form right there with them.

00:27:29.806 --> 00:27:31.996
it's, it's been pretty effective.

00:27:32.026 --> 00:27:35.056
And, and we've also started bringing
AI into this and we've been digitally

00:27:35.056 --> 00:27:36.856
connecting our facilities, right?

00:27:36.856 --> 00:27:40.246
So not every facility around the
world has the exact same capabilities.

00:27:40.426 --> 00:27:42.976
Some have, are specialized
in, in different areas.

00:27:42.976 --> 00:27:47.956
So for example, what we've, we just did in
Shanghai, big RR and D center in Shanghai.

00:27:48.811 --> 00:27:53.728
We've created a room where we have,
digital screens all around the room

00:27:53.728 --> 00:27:55.138
and, and there's all kinds of cameras.

00:27:55.318 --> 00:27:59.878
So we can bring a customer into our
lab in Shanghai and they can digitally

00:27:59.878 --> 00:28:02.098
connect with our lab and say, bate Italy.

00:28:02.998 --> 00:28:05.578
it, when you walk in that room,
you feel like you're in the lab

00:28:05.608 --> 00:28:07.228
and the people are on the screens.

00:28:07.228 --> 00:28:11.968
You walk around and they could work
with the customer from 5,000 miles away.

00:28:12.400 --> 00:28:13.870
You know, this is something
new that we've done.

00:28:13.870 --> 00:28:16.540
We're gonna start doing more of this
to connect all of our labs digitally,

00:28:16.540 --> 00:28:19.060
so you don't have to be at our center.

00:28:19.120 --> 00:28:22.120
You could be close to where, you know,
you could join one of our centers

00:28:22.120 --> 00:28:23.350
close to where the customers are.

00:28:24.100 --> 00:28:27.520
think this is, this has been, uh, very,
uh, successful for us and as, as a way

00:28:27.520 --> 00:28:28.930
that we really connect with our customers.

00:28:28.975 --> 00:28:29.092
That's

00:28:29.170 --> 00:28:29.470
victoria_3_10-23-2025_090814: great.

00:28:29.470 --> 00:28:31.420
What's the, what's the customer response?

00:28:31.450 --> 00:28:33.160
What do your customers say about this?

00:28:33.415 --> 00:28:34.405
squadcaster-db0e_1_10-23-2025_100814:
they've been blown away.

00:28:34.465 --> 00:28:34.765
Right?

00:28:34.765 --> 00:28:36.715
I mean, I can tell you at
least, I mean, from this digital

00:28:36.715 --> 00:28:38.425
connection, they've been blown away.

00:28:38.535 --> 00:28:38.825
victoria_3_10-23-2025_090814: Yeah.

00:28:38.905 --> 00:28:40.195
squadcaster-db0e_1_10-23-2025_100814:
they come in there and, and we've

00:28:40.195 --> 00:28:42.535
got some of the biggest customers,
the biggest brands out there.

00:28:42.535 --> 00:28:45.415
They come in and they, they're
just, they've never seen it before.

00:28:45.475 --> 00:28:45.745
Right?

00:28:45.745 --> 00:28:47.125
So they're, they're quite impressed.

00:28:47.860 --> 00:28:49.975
the ultimate thing is,
are we getting business?

00:28:50.185 --> 00:28:51.025
And the answer's yes.

00:28:51.055 --> 00:28:52.825
So I, I, you know, it's, it's effective.

00:28:53.365 --> 00:28:53.755
victoria_3_10-23-2025_090814: Yeah.

00:28:53.815 --> 00:28:54.175
Awesome.

00:28:54.175 --> 00:28:54.415
squadcaster-db0e_1_10-23-2025_100814:
Awesome.

00:28:54.505 --> 00:28:57.535
victoria_3_10-23-2025_090814: Um,
so let's we're, as we kind of get

00:28:57.535 --> 00:28:59.965
close to the end here, let's talk
a little bit about leadership.

00:28:59.965 --> 00:29:02.635
So, um, it was recently
announced that Science Co is,

00:29:02.669 --> 00:29:06.599
Having a CEO change that your
longtime CEO Elam cadre is

00:29:06.599 --> 00:29:08.009
stepping down end of this year.

00:29:08.356 --> 00:29:09.346
To be replaced by Mike

00:29:09.406 --> 00:29:09.676
squadcaster-db0e_1_10-23-2025_100814: Mike

00:29:09.736 --> 00:29:09.916
victoria_3_10-23-2025_090814: Radici.

00:29:10.356 --> 00:29:12.876
Leadership transitions can be

00:29:12.966 --> 00:29:13.056
squadcaster-db0e_1_10-23-2025_100814:
tough,

00:29:13.236 --> 00:29:14.616
victoria_3_10-23-2025_090814:
tough, right?

00:29:14.616 --> 00:29:16.806
I mean, these are critical times

00:29:16.986 --> 00:29:17.076
squadcaster-db0e_1_10-23-2025_100814:
for a

00:29:17.226 --> 00:29:18.936
victoria_3_10-23-2025_090814:
for a company and organization.

00:29:18.936 --> 00:29:22.686
How are you and the organization
preparing for this transition?

00:29:22.686 --> 00:29:22.716
I.

00:29:23.496 --> 00:29:25.338
squadcaster-db0e_1_10-23-2025_100814:
So the good news is, um, it's been

00:29:25.338 --> 00:29:27.948
under the works for, for quite
some time, for some months, right?

00:29:28.158 --> 00:29:30.948
there was a, a, a thorough
search internally and externally

00:29:30.948 --> 00:29:32.388
for, uh, a replacement.

00:29:32.658 --> 00:29:34.938
they selected Mike Rodi, who
was an internal candidate.

00:29:35.238 --> 00:29:38.508
Mike's been with the company
for, you know, over a decade.

00:29:38.538 --> 00:29:39.768
Uh, he came from an acquisition.

00:29:39.828 --> 00:29:42.798
He's been managing, you know,
different parts of our business.

00:29:42.798 --> 00:29:45.768
He's been part of all of the
leadership team meetings that we have.

00:29:46.188 --> 00:29:46.388
victoria_3_10-23-2025_090814: Yeah.

00:29:46.533 --> 00:29:48.333
squadcaster-db0e_1_10-23-2025_100814:
been, uh, uh, helping, you know,

00:29:48.363 --> 00:29:49.563
contributing to the strategy.

00:29:49.563 --> 00:29:52.490
So my, you know, when you have
somebody from the outside, they come

00:29:52.490 --> 00:29:54.710
in, they want to change everything
and put their fingerprint on it.

00:29:54.710 --> 00:29:58.443
Mike's already been part
of who we are today, right?

00:29:58.443 --> 00:30:01.500
So I think one from a leadership
change standpoint, it, I think

00:30:01.500 --> 00:30:04.290
it's gonna be much smoother than if
we had an, an external candidate.

00:30:04.820 --> 00:30:08.207
You know, the fact that this was,
uh, uh, was not short notice.

00:30:08.207 --> 00:30:08.897
It was planned.

00:30:08.897 --> 00:30:11.897
I think we're gonna be, you know, it's
gonna be, you know, smooth transition.

00:30:11.897 --> 00:30:14.867
Of course, Mike's a new CEO, he is
gonna put his fingerprint on things.

00:30:14.867 --> 00:30:16.353
But, people know him.

00:30:16.627 --> 00:30:18.697
he's got great credibility
in the organization.

00:30:19.537 --> 00:30:22.477
you know, honestly, uh, I think,
you know, we'll be able to do this,

00:30:22.477 --> 00:30:23.737
uh, in a, in a pretty smooth way.

00:30:24.202 --> 00:30:24.532
victoria_3_10-23-2025_090814: Awesome.

00:30:24.607 --> 00:30:24.847
squadcaster-db0e_1_10-23-2025_100814:
Awesome.

00:30:24.952 --> 00:30:25.462
victoria_3_10-23-2025_090814:
That's great.

00:30:25.537 --> 00:30:25.777
squadcaster-db0e_1_10-23-2025_100814:
great.

00:30:25.912 --> 00:30:28.012
victoria_3_10-23-2025_090814:
Okay, so two final questions and

00:30:28.012 --> 00:30:29.422
these are questions with advice.

00:30:29.632 --> 00:30:30.922
So my first question is,

00:30:30.997 --> 00:30:31.207
squadcaster-db0e_1_10-23-2025_100814: is,

00:30:31.432 --> 00:30:33.982
victoria_3_10-23-2025_090814:
you're obviously deep into this AI

00:30:33.982 --> 00:30:36.052
transformation and creating an AI culture.

00:30:36.607 --> 00:30:37.477
For Science Co.

00:30:37.477 --> 00:30:37.717
squadcaster-db0e_1_10-23-2025_100814: Co.

00:30:37.837 --> 00:30:40.627
victoria_3_10-23-2025_090814: What
advice would you give to other

00:30:40.837 --> 00:30:45.217
C-Suite business leaders about putting
AI at the center of the company?

00:30:45.247 --> 00:30:46.537
How do they do this?

00:30:47.018 --> 00:30:48.728
squadcaster-db0e_1_10-23-2025_100814:
So I, I, you know, it's not, not easy.

00:30:48.728 --> 00:30:52.208
I think the first thing that has
to happen is you've got, uh, this

00:30:52.368 --> 00:30:52.488
victoria_3_10-23-2025_090814: I.

00:30:52.538 --> 00:30:53.588
squadcaster-db0e_1_10-23-2025_100814:
change and it requires

00:30:53.588 --> 00:30:54.668
massive change, right?

00:30:55.238 --> 00:30:56.978
Mindset change, cultural change.

00:30:57.038 --> 00:30:58.238
It has to start at the top.

00:30:58.578 --> 00:31:03.618
Uh, if the CEO of the company is
not this is not driving this, uh,

00:31:03.618 --> 00:31:06.588
it's probably not gonna happen,
So I think that's your first step.

00:31:06.588 --> 00:31:09.108
If you're, if you're a C-suite, you
know, if you're a CEO of a company,

00:31:09.108 --> 00:31:10.998
if you're not, if you're on the fence.

00:31:11.420 --> 00:31:12.200
You are not gonna get there.

00:31:12.470 --> 00:31:14.480
So find a way to get
yourself there, right?

00:31:14.480 --> 00:31:15.230
That's the first thing.

00:31:16.100 --> 00:31:18.590
you've gotta find the people
in your organization who

00:31:18.620 --> 00:31:19.970
already have this mindset.

00:31:20.420 --> 00:31:22.580
Uh, and I could tell you, I mean, there
are, like I said, there's, there's,

00:31:22.580 --> 00:31:26.090
there's a PO population in your
company that, that is already there.

00:31:26.540 --> 00:31:30.110
They're pulling, find out who they
are and get them to catalyze this,

00:31:30.115 --> 00:31:31.220
uh, you know, across the group.

00:31:31.220 --> 00:31:34.917
Then, then I'd say the most important
thing you gotta do is, is um, then

00:31:34.917 --> 00:31:37.437
give them some tools that they can
experiment and play with so they

00:31:37.437 --> 00:31:39.057
could start seeing the value of it.

00:31:39.362 --> 00:31:40.257
And you gotta train 'em.

00:31:40.287 --> 00:31:42.097
It's not intuitive, chat.

00:31:42.097 --> 00:31:44.737
GPT, for example, is not
a replacement for Google.

00:31:44.737 --> 00:31:48.667
And in fact, I know OpenAI is pretty upset
that that's what most people use it for.

00:31:48.667 --> 00:31:51.517
They use it to do Google searches,
that they would usually use

00:31:51.517 --> 00:31:52.807
Google, they now use chat GPT.

00:31:53.767 --> 00:31:55.087
so much more powerful than that.

00:31:55.087 --> 00:31:57.847
So you need to learn how to prompt
and you gotta train your people

00:31:57.847 --> 00:31:59.077
a little bit on how to do that.

00:31:59.077 --> 00:32:00.427
And, and I'll tell you the other thing.

00:32:00.427 --> 00:32:03.247
What we did, a lot of our
guys did was just ask the GPT

00:32:03.277 --> 00:32:04.687
to teach us how to use GPT.

00:32:05.467 --> 00:32:06.607
And it's pretty simple, right?

00:32:06.607 --> 00:32:07.267
It's pretty cool.

00:32:07.657 --> 00:32:08.647
victoria_3_10-23-2025_090814:
Yeah, I That is cool.

00:32:08.832 --> 00:32:09.072
squadcaster-db0e_1_10-23-2025_100814:
that is cool.

00:32:09.127 --> 00:32:11.617
You gotta get the tools in their
hands and then you gotta show them

00:32:11.617 --> 00:32:13.777
how it's make, bringing them value.

00:32:14.017 --> 00:32:17.497
'cause if the employees don't
find value in using the tool, it's

00:32:17.497 --> 00:32:19.057
not gonna spread widely, right?

00:32:19.537 --> 00:32:22.687
And if they see that value, they're
gonna be using it all across the boards.

00:32:23.017 --> 00:32:25.507
And then the hard part is you
gotta decide which rate route

00:32:25.507 --> 00:32:26.527
you're gonna go as a company.

00:32:27.367 --> 00:32:29.557
steps, it's about just
getting awareness on it.

00:32:29.797 --> 00:32:31.747
After that, you gotta
decide, am I gonna do this?

00:32:32.182 --> 00:32:33.172
Model by model.

00:32:33.172 --> 00:32:34.732
Am I gonna do something over here?

00:32:34.762 --> 00:32:39.052
Like, kind of like piecemeal,
which is fine, the real value

00:32:39.052 --> 00:32:40.582
comes when you do an end to end.

00:32:40.762 --> 00:32:40.942
But

00:32:41.192 --> 00:32:41.492
victoria_3_10-23-2025_090814: Hmm.

00:32:41.692 --> 00:32:43.282
squadcaster-db0e_1_10-23-2025_100814:
getting expensive, complicated,

00:32:43.282 --> 00:32:44.062
and will take years.

00:32:44.392 --> 00:32:47.122
So you, you kind of have to,
you know, figure out how, what

00:32:47.122 --> 00:32:48.412
your strategy is around ai.

00:32:48.992 --> 00:32:49.262
victoria_3_10-23-2025_090814: Yeah.

00:32:49.520 --> 00:32:49.970
Great advice.

00:32:50.000 --> 00:32:53.570
Okay, so now I'm going to the
other end of this, uh, of our,

00:32:53.570 --> 00:32:55.400
or our industry, which is,

00:32:55.415 --> 00:32:55.685
squadcaster-db0e_1_10-23-2025_100814: is,

00:32:55.880 --> 00:32:57.740
victoria_3_10-23-2025_090814:
you know, what's your advice to a

00:32:57.785 --> 00:32:57.795
squadcaster-db0e_1_10-23-2025_100814: a.

00:32:58.250 --> 00:33:01.070
victoria_3_10-23-2025_090814: young
professional who's early in their

00:33:01.070 --> 00:33:05.096
career in the chemical industry, and
that wants to realize success, perhaps

00:33:05.096 --> 00:33:06.716
the success that you've realized.

00:33:06.716 --> 00:33:06.746
Um,

00:33:07.333 --> 00:33:08.053
your advice?

00:33:08.638 --> 00:33:10.774
squadcaster-db0e_1_10-23-2025_100814:
My advice would be, I think that

00:33:10.774 --> 00:33:13.684
probably the most, and I would say
this is for anybody at any point in

00:33:13.684 --> 00:33:16.604
their career, but especially when
you're early in your career, you gotta

00:33:16.604 --> 00:33:18.134
learn to be grounded and balanced.

00:33:18.284 --> 00:33:19.634
Right now, I, I've been fortunate.

00:33:20.009 --> 00:33:25.889
I've had the opportunity, uh, ELAM, uh,
re has, has brought this, uh, team in I've

00:33:25.889 --> 00:33:27.059
worked with 'em for the last five years.

00:33:27.059 --> 00:33:28.169
It's called Insight Principles.

00:33:28.889 --> 00:33:31.079
And what they do is they
teach you how your mind works.

00:33:31.379 --> 00:33:31.889
That's all they do.

00:33:31.889 --> 00:33:34.109
They don't teach you tips and
tricks and all this kind of, they

00:33:34.109 --> 00:33:35.189
just teach you how your mind works.

00:33:35.189 --> 00:33:37.469
And it can only work one
way and everybody's mind has

00:33:37.469 --> 00:33:38.684
to work the exact same way.

00:33:38.684 --> 00:33:40.769
And we go through life thinking.

00:33:40.769 --> 00:33:43.589
Most people live their entire lives
thinking they live in an outside

00:33:43.589 --> 00:33:46.829
in world, when in fact you're
living in an inside out world.

00:33:46.889 --> 00:33:47.159
And what I

00:33:47.334 --> 00:33:47.624
victoria_3_10-23-2025_090814: Yeah.

00:33:47.909 --> 00:33:49.169
squadcaster-db0e_1_10-23-2025_100814:
in is the world happens.

00:33:49.574 --> 00:33:50.564
Stuff goes on.

00:33:50.654 --> 00:33:54.614
You know, things go on, stuff
in the office goes on, stuff

00:33:54.614 --> 00:33:55.904
at your, at your home, goes on.

00:33:56.224 --> 00:34:00.054
And most people believe that, whatever
happened made you feel a certain

00:34:00.054 --> 00:34:03.321
way, made you feel happy, made you
feel sad, made you feel angry, and

00:34:03.321 --> 00:34:04.371
that's not really what's happening.

00:34:04.376 --> 00:34:09.351
What's really happening is you're taking
that input and your brain based on your,

00:34:09.981 --> 00:34:11.721
your, your programming we call it, right?

00:34:11.721 --> 00:34:13.671
So your, your experiences in your life.

00:34:14.153 --> 00:34:15.323
Are interpreting that

00:34:15.713 --> 00:34:16.003
victoria_3_10-23-2025_090814: Yeah.

00:34:16.013 --> 00:34:18.203
squadcaster-db0e_1_10-23-2025_100814:
it's, your feelings are coming from your

00:34:18.203 --> 00:34:20.273
own brain, so it's really inside out.

00:34:21.143 --> 00:34:26.176
when you realize that right, when you
catch that, you can turn it off, right?

00:34:26.176 --> 00:34:29.596
And, and you recognize it takes a lot of
practice, a lot of time and mean, there's

00:34:29.596 --> 00:34:31.966
a book out there if anybody's interested,
and I don't make any commission on

00:34:31.966 --> 00:34:35.926
this, but it's called Invisible Power,
uh, by Robin Shart and Ken Manning.

00:34:36.631 --> 00:34:36.751
I'm

00:34:37.051 --> 00:34:37.531
victoria_3_10-23-2025_090814: All right.

00:34:37.531 --> 00:34:39.001
I'll link to it for people.

00:34:39.001 --> 00:34:39.571
Yeah.

00:34:39.631 --> 00:34:41.251
squadcaster-db0e_1_10-23-2025_100814:
on Amazon, I think it's $11,

00:34:41.416 --> 00:34:41.706
victoria_3_10-23-2025_090814: Okay.

00:34:41.731 --> 00:34:45.451
squadcaster-db0e_1_10-23-2025_100814:
it's $11 well spent, and you learn

00:34:45.901 --> 00:34:48.964
that the stress in life is optional.

00:34:49.278 --> 00:34:53.148
And when you can get your brain to a
grounded and balanced state where it's

00:34:53.208 --> 00:34:57.378
clear, insights start popping, that's
where the insight principles come from.

00:34:57.618 --> 00:34:59.988
And, and you, you let your
brain do what it was designed

00:34:59.988 --> 00:35:01.308
to do, which is solve problems.

00:35:02.118 --> 00:35:04.188
And I've, I brought this,
I got a book for my kids.

00:35:04.278 --> 00:35:05.658
It's changed their lives already.

00:35:05.658 --> 00:35:07.338
They're young and they're
entering the workforce.

00:35:07.608 --> 00:35:10.758
And I could see the maturity and,
and the groundedness that my, my

00:35:10.758 --> 00:35:12.498
kids are approaching their jobs in.

00:35:12.558 --> 00:35:13.878
And it's, it's quite impressive.

00:35:14.688 --> 00:35:18.648
think if, if mo more people had this,
I think the, the entire world would be

00:35:18.648 --> 00:35:20.754
a, easier place to, to get along in.

00:35:21.071 --> 00:35:21.731
victoria_3_10-23-2025_090814:
great advice.

00:35:21.731 --> 00:35:22.181
Awesome.

00:35:22.181 --> 00:35:22.871
Thank you for that.

00:35:23.081 --> 00:35:24.581
And Mike, thanks for joining me today.

00:35:24.581 --> 00:35:26.981
This has been a great conversation.

00:35:27.401 --> 00:35:29.166
squadcaster-db0e_1_10-23-2025_100814: I,
I, I've thoroughly, thoroughly enjoyed it.

00:35:29.166 --> 00:35:29.826
Thank you very much,

00:35:29.991 --> 00:35:30.711
victoria_3_10-23-2025_090814:
Thank you and

00:35:30.846 --> 00:35:30.996
squadcaster-db0e_1_10-23-2025_100814: and

00:35:31.191 --> 00:35:32.871
victoria_3_10-23-2025_090814: thanks
to everyone for joining us today.

00:35:32.871 --> 00:35:35.631
Keep listening, keep following,
keep sharing, and we will

00:35:35.631 --> 00:35:37.281
talk with you again soon.