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Narrator
This is an iHeart podcast.
Malcolm Gladwell
To understand why the Cosmetics Supergiant L' Oreal group is teaming up with IBM, you must first take a closer look at its products. Take lipstick, for example. It's one of those things that seems straightforward. A waxy cylinder that you rub on your lips to turn them a different color. Easy, right? We. Well, maybe not, as my colleague Lucy Sullivan found out when I sent her an assignment to l' Oreal's North America Research and Innovation Center.
Lucy Sullivan
All right, I am reporting live from the l' Oreal visitors parking lot. Malcolm told me that he would be sending me to Paris, France for this l' Oreal excursion. But instead, I am in Clark, New Jersey, past a lot of strip malls on the way here. But to be fair to Clark, New Jersey and l', Oreal, this is a beautiful compound. It kind of looks like a spa.
Malcolm Gladwell
Lucy went into the center and was blown away. The facility houses about 600 scientists and experts across skin care, makeup, fragrance, hair care, innovative packaging, and tech. It is one of the largest formulation lab spaces in the industry. It's the size of six basketball courts. The reason l' Oreal's facility is so big and has so many people is that everything l' Oreal does to bring a product to market happens here. From molecule discovery and product development to consumer testing. The center even has its own mini factory. My conception of lipstick, that it's just a waxy stick, was plain wrong. Lipstick is a high performance product born from years of research, consumer insights, and precision science. Lipstick isn't simple. It's incredibly complex. And one of the main reasons it's so complex is just the nature of fashion trends. The kind of lipstick consumers want is constantly changing.
Nadine Gomez
A lot of our consumer insights with l' Oreal is like, where are consumers going in the future?
Malcolm Gladwell
This is Nadine Gomez. She's vice president for l' Oreal's research and innovation development team.
Nadine Gomez
Our chemists are working on five, six years down the line. We predicted that consumers wanted more of a softer look on their lips as well.
Lucy Sullivan
So how do you predict something like that?
Nadine Gomez
We see slow signals from fashion houses and social media and things like that. We kind of see that trend evolving a little bit, and then we know, five, six years, it's going to become big.
Malcolm Gladwell
Lucy talked with her about the origins of one of their products, Maybelline Matte Ink Liquid Lipstick.
Nadine Gomez
Our competitors had two steps. The first step is a base coat. It's super opaque. You get the color and you get the mattity, but it's very, very dry on your lips. You cannot wear that, honestly, more than 10 minutes. It feels like your lips are, like, aching at one point. So we had to develop a top coat. And you'll see many of our competitors did the same thing. It's like a balm. You put it on top, it's super comfortable. But we also noticed that consumers kind of get tired of reapplying a balm. So we were like, what can we do to create this two step into one step?
Malcolm Gladwell
So. So l' Oreal had a How do you make a comfortable liquid matte lipstick that doesn't require consumers to reapply a top layer of balm? Solving this type of problem takes a lot of resources and a lot of expertise. And crucially, it takes time. Remember, Nadine said that working on a breakthrough product such as matte ink can take years before it comes out. But can this process be accelerated, taken further, be even more sustainable? That's what IBM and l' Oreal are hoping to find out. My name is Malcolm Gladwell. You're listening to the latest episode of Smart Talks with IBM where we offer our listeners a glimpse behind the curtain of the world of technology. In our last episode, we talked about how an AI assistant created with IBM WatsonX helps future teachers practice responsive teaching by simulating classroom interactions with students. In this episode, we take you on an even more unexpected journey into the world of cosmetics, hair care, skincare, fragrance, makeup, and how a custom AI model could help l' Oreal's researchers shape the future of what we put on our faces every morning. I want to stay on lipstick a moment longer to help illustrate what goes into l' Oreal's product development. And let's focus on matte ink lipstick. Loreal wanted to create something that was comfortable and could be applied in one step.
Alex Good
So to go from two step to one step, we had to look cross functionally and try to figure out what can we bring into the product to make it more comfortable. And luckily, we have many different types of products at l'. Oreal.
Malcolm Gladwell
That's Alex Good, a senior chemist who leads the Lip Products team in North America. She says the trick to making matte ink work was finding an elastomer, a substance they were already using in foundation.
Alex Good
We have this elastomer that can give you more comfortable and make it feel like there's something on your lips, like a cushion.
Malcolm Gladwell
She handed Lucy two jars. The first jar contained the foamer version of the product that was used in in Superstate24. By the way, this is exactly why I sent Lucy to the lab in my place. The samples.
Alex Good
And I actually have something for you to try here so you can try. This is what was in the initial product.
Lucy Sullivan
Okay. So this is like, sort of looks like. Okay, it is clay. It looks like Vaseline. That has like a more of a color. It's kind of a beige. Looks like some skin. Okay, so this is from the two steps. This would go on after I try.
Malcolm Gladwell
It on your hand.
Lucy Sullivan
Oh, okay. All right. Okay.
Alex Good
So it feels like very wet.
Malcolm Gladwell
Yeah.
Alex Good
As you can see, it's kind of. It's going to absorb into your skin and leave and then you're going to feel the dryness of the product once it's gone. Okay, so we're going to move from the clay product that you have on your hand now to the elastomer.
Nadine Gomez
I'll let you try that one.
Malcolm Gladwell
This jar held the elastomer that l' Oreal had spent years developing in the lab.
Lucy Sullivan
This one is a clear. Looks like Aquaphor. How much thicker?
Alex Good
And you can feel the physical layer that you're putting on your hands.
Lucy Sullivan
Yeah, so that's much thicker. It kind of like clumps together. Yeah, it's more of a cloudy. It's less shimmery though than that's intended.
Alex Good
Yes. So this is a like a powder this dispersed in dimethicone and it creates like a comfort on your lips. It feels like there's something there for a barrier to keep the film former on. And that's like the key ingredient that came from foundation that we transferred into lipstick to give us this innovative product ahead of the market. Yeah, this is what gives it comfort. So the difference between superstay24 and matting is really the comfort. They both last a long time. But this matte ink, you don't have to apply the balm over and over again. So you can apply matte ink once for the day and you're good.
Malcolm Gladwell
Alex Goode is underselling it here. Once for the day and you're good. That's a liquid lipstick revolution. Literally millions of l' Oreal consumers around the world have worn matte ink. It's a blockbuster. It's also a marvel of science. The world's first liquid lipstick was developed in the 1930s and it was actually just a stain for your lips. It barely counts as lipstick. Then came another wave of liquid lipstick. When they were able to make it matte, that was a two step version. It felt heavy on your lips. You had to keep reapplying the top Coat. It was inconvenient. L' Oreal tackled that challenge in the lab with chemists like Alex and Nadine leading the charge. Their breakthrough, matte ink. But creating matte ink took a long time. Trial and error, the hard work of scientific experimentation. As Nadine told Lucy, the lipstick team had to put the new product through extensive tests.
Nadine Gomez
We do a very robust stability system here. You know, we have color, odor, appearance. We monitor this in extreme conditions. We simulate in 45 degrees Celsius. And that can be something like a three year shelf life. I'm saying we simulate your real life product. Like if you leave your lip gloss in a car In Arizona, it's 112 degrees for three days. Is it still going to perform? Is it going to smell? Is it going to. Is it going to look rancid? Is it going to change colors? We do all that.
Malcolm Gladwell
See what I mean? Lipstick is complex. Most people would never consider it a piece of technology. But one lip product has millions of data points.
Nadine Gomez
So much science behind it. You can see here how many scientists we have. You know, some of them have PhDs, some of them have master's degrees. Chemistry, biology, psychology.
Malcolm Gladwell
Also. When I first heard about this collaboration between l' Oreal and IBM, I was surprised. I thought, these are two very different companies. What do they really have in common? Pleasure to meet you guys. Pleasure, yeah. To find out, I went to the IBM research center outside New York City, which I have to say is one of the coolest buildings I've ever been in. A semi circular modernist masterpiece with a long curving wall of windows. Looks like something out of a Stanley Kubrick movie. I was there to talk with two experts from research and innovation at l', Oreal, Mathieu Cassier and Gabriel Bertolli. Mathieu is VP for Digital and Transformation. Gabriel is the chief Digital Transformation officer for Formulation. These are the people whose jobs are to oversee big changes within the company. And Mathieu told me to try on some lipstick.
Mathieu Cassier
I'm going to make you try this one.
Malcolm Gladwell
Okay. This is Super Stay.
Mathieu Cassier
Vinyl ink.
Malcolm Gladwell
Vinyl ink, yeah.
Mathieu Cassier
So that's a glossy lipstick.
Malcolm Gladwell
I've never in my life put on lipstick. I have no idea what I'm doing.
Mathieu Cassier
You don't have to put it. You can try it virtually.
Malcolm Gladwell
Oh, this may not be news to people who buy makeup, but it was news to me. You can try on l' Oreal products virtually. They call it augmented beauty. Oh, my goodness. That is the strangest thing I've ever seen. I look quite fetching. I think it's quite Amazing. And I can just hit.
Mathieu Cassier
You can choose your color? Absolutely.
Malcolm Gladwell
So I'm on a little app. It's looking at me and it's just showing me exactly how I would look with different shades of lipstick. So the whole idea of going into a store and trying on each one, you can now do that from home if you're not even at the store.
Mathieu Cassier
Yeah, absolutely. That's the whole purpose. If you want to match a trend, I would go for something more like peach.
Malcolm Gladwell
You think I'm a peach person?
Mathieu Cassier
I don't know.
Malcolm Gladwell
Yeah, no, that looks. I have to say, that looks kind of natural. It just enhanced. It's given me a boyish air I would not otherwise have. This is why l' Oreal says it creates beauty, beauty products and beauty experiences. L' Oreal is a beauty tech company. Over the last decade, l' Oreal has seized the power of AI. And more recently, generative AI technology has become a driving force alongside science and creativity. And while some of this digital technology is relatively new, Matthieu helped me see that IBM and l' Oreal have always had a lot in common.
Mathieu Cassier
So the original creator of L', Oreal, Le Jean Schuyler, was a chemist in 1909, so 116 years ago, and he created this new air color type for the market in France. And then little by little, it has been always a very scientific company. So if you look a little bit at key facts, we invented sun filters in the 1930s. There was a very, very big milestone where we also invented not only product, but a reconstruction. So if you look at 1979, we've been creating this reconstructed skin that helped us to go out of animal testing very fast and by the way, before the law even asked it to cosmetic companies. And then more recently, because it's a story of innovation, we launched some new molecules, like one that you can find in la Roche, Posay Melabi 3, which is really helping people to find again, some spots that they could have on their skin. It's all about like pigmentation, how to regulate it.
Malcolm Gladwell
L' Oreal and IBM were both started in the early 20th century. L' Oreal in 1909 and IBM in 1911. Both companies have long standing histories of innovation, of using trial and error to improve everything they do. The two companies have been doing that in parallel for more than a century, until recently. When does it start? When do l' Oreal and IBM start working together?
Gabriel Bertolli
So we started in 2023, at the end of the year. But you know, really the discussion this is really recent? Absolutely, absolutely. It's really recent. In reality, you know, I would say the first really interaction happened at the beginning of 2024.
Malcolm Gladwell
This is Gabriel Bertoli, who I spoke to alongside Mathieu.
Gabriel Bertolli
What really played a key role here is we wanted to bring, from a logic perspective, two R&D together, which normally, you know, companies like us, you just go to a provider, you know, it's a customer and the supplier, and you work, they deliver to you. Here, the concept was totally different.
Malcolm Gladwell
Matthieu said that the collaboration began with simple conversations.
Mathieu Cassier
So if you look at the way IBM entered into l' Oreal Labs, it starts by interviewing people. What would help you to do your job? What is your business need? So it was, by the way, two months ago, a long series of interviews and from all the people around the world, we have in research in Brazil, in India, in China, Japan, us, France, of course. So we really want to make sure that at the end of the day, this new model, this new tool that we give to people is really people centric in the way that it serves their daily need.
Malcolm Gladwell
More to the point, l' Oreal has leveraged technology for decades and accumulated a mountain of scientific knowledge. Everything from consumer aspirations and market trends to the results of all the experiments conducted during product development, to which formulations melt in a hot car. It's hard to get your head around. L' Oreal isn't just a cosmetics company, it's a beauty data powerhouse.
Gabriel Bertolli
If we have 16,000 terabytes of data coming from consumer insights, coming from market research, coming from sales, well, with the new technology, maybe by aligning those two and using best in class technology, you can solve that problem.
Malcolm Gladwell
So you say you have 16 terabytes of data. Put that in perspective. How much data is that? Give me.
Gabriel Bertolli
This is 100 year of the L' Oreal data based on the last 40 years of data in the systems. So this is really, I mean, we're talking about 100 years of data that only L' Oreal have. Let's take the example of the lipsticks. I mean, you know, if lipsticks can be between 20 and 30 raw material, each raw material will have, I would say, 10 or 15 way of doing things.
Malcolm Gladwell
Gabriel is talking about how things used to be done. Researchers at L' Oreal needed roughly 25 ingredients for a new lipstick formulation. But they have to choose from a pool of hundreds, if not thousands of raw materials. And even after they settle on the ones they want, they have to figure out how much of each ingredient they need and in what form what molecular weight, what combination? It's not just a math problem. It's a problem that requires balancing multiple perspectives. Safety, performance, quality, compliance, standards, sustainability and more. It can take years. But what if you could simulate hundreds of cars parked in a sweltering heat? What if you could do all those trials and errors virtually over and over and over again? What if instead of mixing materials together by hand, you could ask AI to predict what combinations would might work best and then try those out first.
Gabriel Bertolli
This is 10 on the power of 25.
Malcolm Gladwell
Yeah.
Gabriel Bertolli
This is hundred billion of years for a human to do a change in the formula or the possibility they have. You can only do this by using technology, power of technology and data that you have.
Malcolm Gladwell
This, Matthieu says, is is where IBM can come in to help take things further. Using artificial intelligence, IBM can help l' Oreal create a custom AI model that helps to crunch those numbers, to be a companion to the researchers, to give them superpowers.
Mathieu Cassier
We don't want to replace the intuition of the scientists. We just want to make sure that this intuition is really augmented by some calculation power that as Gabriel said, can do those 10 at the power of 25 solutions and say probably try this one, this one, this one, it looks like a better solution. And then ultimately that's really the decision of the chemist to make it happen.
Malcolm Gladwell
Well, to make a predictive AI model that can give l' Oreal researchers those superpowers, you'd need that mountain of data, years worth of laboratory testing and all l' Oreal's data digitized and AI ready. You'd need to train artificial intelligence on everything the company has already done in order for it to predict what it could do.
Narrator
L' Oreal has hundred years worth of data, fifty years of digitized data.
Malcolm Gladwell
This is Maryam Assuri, Senior Director of Product management for IBM WatsonX. Loreal has the data and part of IBM's job is to help put that data to work, which involves ensuring data quality. Maryam talked about the concept of AI ready data.
Narrator
The sole purpose of this data engineering pipeline is to clean the data and we call them AI ready data, make them ready to be consumed by AI. So basically looking into biases in the data to fix the distribution, looking into dark brands that we are putting into place in terms of removing personal information.
Malcolm Gladwell
Miriam then explained that a custom model like the one IBM is creating with l' Oreal can be more efficient and targeted than the larger general purpose AI models.
Narrator
You've heard about large language models. The reason that they call them large language model is they are exposed into really large amount of data. So the larger the model, the more capable the models are, but also the larger compute it requires. That translates to an increased carbon footprint, print and energy consumption. That translates to an increase latency. That's your response time. That translates to an increased cost. So we started seeing that enterprises started grabbing a much smaller model, customize it on their proprietary data, that's the data, their domain specific data, or the data about their users to create something differentiated, that is applicable to a real world use case, but also delivers the performance that they needed for a fraction of the cost. And that's why there's been a lot of push around using custom models versus very large general purpose models.
Malcolm Gladwell
So how is a custom model created? Maryam says you start with a base model. Imagine you're buying a car. You could get a minivan or a sedan or a sports car, and then you get to customize it. You could add a sunroof, leather seats, or a rear view camera. Turns out you can do the same thing with your AI model. You pick a base and then you customize it. You tune it on the data unique to your organization.
Narrator
We do believe that one model doesn't fit all use cases. You want to truly have access to any model anywhere. And by any model anywhere, I really mean any model anywhere, open source, proprietary, local, at your machine, wherever the model is, you want to host it yourself. Because then you would be able to take advantage of the best of the technology at any point and pick the right model for the target use case.
Malcolm Gladwell
So a custom model tuned on l' Oreal's data would be more targeted and efficient than a general purpose model. It would understand a researcher's world and provide transparency into its workings. That's part of the magic. And what could a custom AI foundation model do for a company like l'? Oreal?
Guillaume Lewoir Malin
The goal of this model is to tame the complexity of the formulation.
Malcolm Gladwell
That's Guillaume Lewoir Malin, an IBM distinguished engineer and one of the people working on the AI model.
Guillaume Lewoir Malin
And to help, I would say the formulator to go not only faster, but also, I would say, be able to include more complexity also in their formulation, more personalization, more sustainability, better selection, the ingredient. So it's really a tool to help them and to also help them, also to unleash the creativity.
Malcolm Gladwell
Guillaume is saying that with its custom AI model, l' Oreal could improve every step of its product development pipeline, make the process faster and more sustainable. But he's also saying that the model could help l' Oreal create something that's never been done before. What could that product be? So I'm warning you that some of my questions are going to be really dumb.
Tricia Iyegari
Okay? No, please, by all means.
Malcolm Gladwell
All right, all right. To find out what people at l' Oreal are dreaming of, I spoke with Tricia Iyegari, global general manager at l' Oreal's Maybelline brand. And I asked her about her own dreams and how technology and science could help bring those dreams into. Into the world. Do you have a secret wish list of things you think that this partnership could produce? Like, is there a product out there that's been technically too difficult that you think would. Could be a worthy target?
Tricia Iyegari
There is one that I think could be really amazing.
Malcolm Gladwell
What's that?
Tricia Iyegari
So shine products in general are harder to create, and we're unable to create a shiny, long wearing eyeshadow. So basically, like a shadow that could stay on your eyelids, that won't settle into creases, that won't move all over your face, that has a glossy effect. It's like the Holy Grail.
Malcolm Gladwell
That's the Holy Grail?
Tricia Iyegari
Yeah.
Malcolm Gladwell
Yeah. You may have seen that look in fashion shows, but that look isn't real. Not for people like me and Lucy, anyway.
Tricia Iyegari
If you're walking down a Runway, you see a lot of makeup artists doing techniques where they put some eyeshadow on. They layer Vaseline over it, like slather Vaseline on somebody's eyes to create this very, like, glossy look. But, you know, within five minutes after they walk down the Runway, I'm sure it's all over their face or being washed off. So the look is kind of more of like a fashion look that we've been unable to create in real. Real consumers can't wear it because it would get it everywhere.
Malcolm Gladwell
Tricia had another thing on her wish list, too.
Tricia Iyegari
The other that we would really like is semi permanent makeup. So we've talked a lot about really, really comfortable, thin film makeup that you could wear all over your face and that you can sleep in and that it will last a couple of days, basically. So whether it be on your face, on your lashes, on your brows. So anything that's like more of a semi permanent meaning lasting for three days or more would be amazing.
Malcolm Gladwell
Yeah, yeah. You say those two things have been. How long have they been on the wish list of l'? Oreal?
Tricia Iyegari
Oh, my gosh. I have been trying to develop this shiny eyeshadow since I started. What year did I start? Like, 2010. And I'm sure many people had asked before me and we tried so many iterations of it and nobody's been able to achieve it.
Malcolm Gladwell
It's clear that l' Oreal's experts like Tricia have a lot of ideas. I once did what I called a magic wand project, where I called up scientists and technologists in as many different fields as possible and asked them what they could create if they could just wave a magic wand and make it real and everyone had something they'd want to create. Everyone. That's not the issue. The issue is that there are a million different impediments to make the ideas on the wish list real. Lack of resources, lack of time. Some crucial bit of know how is lacking. There's a gap between what we want and what we can actually have. And one of the simplest ways to think of the promise of AI is that it can narrow that gap. Not close it, of course, but do enough that people with dreams realize there are more things within their grasp than they could ever have imagined. Smart Talks with IBM is produced by Matt Romano, Amy Gaines McQuaid, Lucy Sullivan and Jake Harper. We're edited by Lacey Roberts, engineering by Nina Byrd Lawrence mastering by Sarah Bruger music by Grammascope. Special thanks to Tatiana Lieberman and Cassidy Meyer. Smart Talks With IBM is a production of Pushkin Industries and ruby studio at iHeartMedia. To find more Pushkin podcasts, listen on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts. I'm Malcolm Glapo. This is a paid advertisement from IBM. The conversations on this podcast don't necessarily represent IBM's positions, strategies or opinions.
Tricia Iyegari
Sam.
Date: August 28, 2025
Host: Malcolm Gladwell, Pushkin Industries
In this episode, Malcolm Gladwell explores the unexpected partnership between cosmetics giant L’Oréal and technology titan IBM. The discussion dives into the science behind lipstick innovation, the complexities of product formulation, and how AI—specifically custom models developed with IBM WatsonX—promises to revolutionize not just products, but the nature of beauty R&D itself. Through firsthand accounts inside L’Oréal’s North America Research and Innovation Center and insightful conversations with leaders from both companies, listeners gain a rare look at beauty as a data-driven, technological frontier.
Traditional product development is limited by countless variables: ingredient selection, quantities, performance, safety, sustainability, etc. AI can simulate and propose optimized combinations, vastly accelerating innovation.
Mathieu Cassier clarifies that AI is a tool to augment, not replace, scientific intuition.
Tricia Iyegari (Global GM, Maybelline):
Malcolm Gladwell summarizes: The promise of AI is to help close the "gap between what we want and what we can actually have," making once-impossible innovations graspable.
| Timestamp | Segment/Topic | |-----------|---------------------------------------------------------------------| | 00:07 | Gladwell introduces L’Oréal’s R&I Center—lipstick complexity | | 02:03 | Nadine Gomez on trend prediction, long development cycles | | 04:47 | Alex Good describes scientific innovation behind matte ink lipstick | | 08:19 | Nadine Gomez on rigorous product testing | | 10:05 | Virtual augmented beauty try-on demo | | 11:26 | L’Oréal’s history as a science-first company | | 12:47 | First steps of L’Oréal–IBM collaboration | | 14:29 | L’Oréal as a beauty data powerhouse (16,000 terabytes!) | | 16:25 | Scale of formulation problem (10^25 combinations) | | 18:44 | Maryam Assuri on why custom AI models matter | | 20:59 | Guillaume Lewoir Malin: what custom AI can accomplish | | 22:34 | Tricia Iyegari’s wish-list products: shiny shadow, semi-permanent | | 24:10 | Impossible dreams and AI’s potential to make them possible |
This episode paints a vivid picture of L’Oréal’s transformation from a cosmetics company to a “beauty tech” powerhouse, leveraging AI and data on a scale comparable to any major scientific field. From the intricacy of a single lipstick to the prospect of long-dreamed-of products, it’s clear that the intersection of beauty and artificial intelligence is opening up new realms of possibility, closing the gap between dream and reality—one algorithm at a time.