1 00:00:02,520 --> 00:00:06,640 Speaker 1: This is Bloomberg Business Week from Bloomberg Radio. We're delighted 2 00:00:06,640 --> 00:00:08,840 Speaker 1: to have back with us. Tom Siebel. He's founder and 3 00:00:08,960 --> 00:00:11,840 Speaker 1: CEO at C three dot AI. He's author of the 4 00:00:11,840 --> 00:00:14,800 Speaker 1: book Digital Transformation, Survive and Thrive in an Era of 5 00:00:14,880 --> 00:00:19,479 Speaker 1: Mass Extinction. Tom joining us on the phone from Woodside, California. Tom, 6 00:00:19,560 --> 00:00:22,920 Speaker 1: welcome back. Um. We hope you're doing well. Your family 7 00:00:22,960 --> 00:00:27,080 Speaker 1: is doing well, doing great, Carol, nice to talk with you. Well. 8 00:00:27,160 --> 00:00:28,680 Speaker 1: Tell us we want to get into a lot of 9 00:00:28,680 --> 00:00:30,960 Speaker 1: things with you. What's what's your world like right now 10 00:00:31,000 --> 00:00:36,360 Speaker 1: in California? Well, in northern California, I would say that 11 00:00:36,520 --> 00:00:40,400 Speaker 1: we've been there's really been very little impact from COVID 12 00:00:41,000 --> 00:00:44,360 Speaker 1: In the county that I'm in San Mateo County, there 13 00:00:44,360 --> 00:00:47,960 Speaker 1: are this would be everything went in North Apollo Alto 14 00:00:48,000 --> 00:00:50,400 Speaker 1: and Silicon Valley. We have three quarters of a million 15 00:00:50,479 --> 00:00:54,480 Speaker 1: people as the population. There are seventeen hundred hospital beds, 16 00:00:55,080 --> 00:00:57,600 Speaker 1: and on any given day there might be fifty people 17 00:00:57,680 --> 00:01:01,200 Speaker 1: hospitalized with COVID. If I look at Santa Clara County, 18 00:01:01,240 --> 00:01:04,679 Speaker 1: which is the county immediately south of US, where there's 19 00:01:04,800 --> 00:01:07,000 Speaker 1: roughly two million people, that would be everything from Paulo 20 00:01:07,040 --> 00:01:10,640 Speaker 1: Alto to San Jose, there's about two million people four 21 00:01:10,680 --> 00:01:13,760 Speaker 1: thousand hospital beds. On any given day, there'll be a 22 00:01:13,800 --> 00:01:18,600 Speaker 1: hundred and fifty people hospitalized for COVID in San Mateo County. 23 00:01:18,600 --> 00:01:22,880 Speaker 1: I believe there are no people on ventilators. So, um, 24 00:01:22,920 --> 00:01:25,759 Speaker 1: you know, most people in the town that I live in, Woodside, 25 00:01:26,360 --> 00:01:29,120 Speaker 1: there have been ten people diagnosed with COVID, So it 26 00:01:29,560 --> 00:01:33,800 Speaker 1: kind of missed us. Well. I mean, there's an argument 27 00:01:34,200 --> 00:01:36,280 Speaker 1: meant to be made, I think Tom, and I'm guessing 28 00:01:36,319 --> 00:01:39,080 Speaker 1: some of your local lawmakers would make it, which is, 29 00:01:39,520 --> 00:01:41,160 Speaker 1: you guys did the right thing. I mean you sort 30 00:01:41,200 --> 00:01:45,760 Speaker 1: of shut it down pretty early in the entire Bay area, right, 31 00:01:46,760 --> 00:01:50,040 Speaker 1: We did shut it down early, and it kind of 32 00:01:50,440 --> 00:01:52,520 Speaker 1: you know, I think the purpose for shutting it down 33 00:01:53,120 --> 00:01:57,360 Speaker 1: was to keep from overwhelming the hospital systems, and we 34 00:01:57,440 --> 00:01:59,440 Speaker 1: never got close to that. I mean, out of sev 35 00:02:00,040 --> 00:02:02,680 Speaker 1: hospital deads on an e given day, fifty might be 36 00:02:02,760 --> 00:02:06,040 Speaker 1: occupied with in this county, fifty might be occupied with 37 00:02:06,080 --> 00:02:09,200 Speaker 1: COVID patients. So it uh, you know, maybe it worked. 38 00:02:09,360 --> 00:02:12,399 Speaker 1: I'm you know, there's lots of different opinions on this, 39 00:02:12,480 --> 00:02:17,400 Speaker 1: but it kind of never happened here. Yeah. Interesting. Interesting, Well, 40 00:02:17,480 --> 00:02:20,840 Speaker 1: let's hope it stays that way. Yeah, exactly, Um, lesson learned, 41 00:02:20,960 --> 00:02:23,840 Speaker 1: you know, in terms of a playbook for for how 42 00:02:23,840 --> 00:02:26,639 Speaker 1: to do it. Are you guys in the studio or 43 00:02:26,720 --> 00:02:28,840 Speaker 1: you're doing this from Paul, we're doing it from home. 44 00:02:28,919 --> 00:02:34,680 Speaker 1: We're getting from you guys are a professional operation? Uh, 45 00:02:34,840 --> 00:02:38,520 Speaker 1: it's seamless professionalists of congratulations. Well, thank thank you. Yeah, 46 00:02:38,600 --> 00:02:40,120 Speaker 1: we well we've gotten good at it. We're at the 47 00:02:40,200 --> 00:02:42,920 Speaker 1: end of our ninth week doing this from home, so 48 00:02:43,480 --> 00:02:45,359 Speaker 1: I mean kudos to our team who got us all 49 00:02:45,360 --> 00:02:48,120 Speaker 1: set up. But it is sort of it's an amazing 50 00:02:48,120 --> 00:02:51,000 Speaker 1: tribute to technology, Tom, which you know far more about 51 00:02:51,240 --> 00:02:55,000 Speaker 1: than we do. So let's talk about how technology is 52 00:02:55,160 --> 00:02:58,600 Speaker 1: maybe helping us get our arms around this. We were 53 00:02:58,600 --> 00:03:02,200 Speaker 1: talking with you earlier in the year about cyber attacks. 54 00:03:02,520 --> 00:03:06,160 Speaker 1: We've got a different sort of attack on our hands now. Uh, 55 00:03:06,200 --> 00:03:09,480 Speaker 1: And I do wonder how technology and this whole concept 56 00:03:09,520 --> 00:03:12,840 Speaker 1: of a data lake help us understand how that's being 57 00:03:12,960 --> 00:03:16,440 Speaker 1: used here. Well, you know, you recall that one of 58 00:03:16,520 --> 00:03:18,720 Speaker 1: the things we spoke of when I was with you 59 00:03:18,840 --> 00:03:22,080 Speaker 1: last in New York was the area of precision medicine. Okay, 60 00:03:22,200 --> 00:03:26,240 Speaker 1: and precision medicine unquestionably will be one of the largest 61 00:03:26,360 --> 00:03:31,000 Speaker 1: commercial and industrial applications of artificial intelligence. So we can 62 00:03:31,080 --> 00:03:36,200 Speaker 1: use this for a disease prediction, adverse drug reaction, genome 63 00:03:36,320 --> 00:03:42,680 Speaker 1: specific medical protocols AI assisted diagnosis. So this is the 64 00:03:42,760 --> 00:03:45,560 Speaker 1: largest and most rapidly growing segment of the U. S 65 00:03:45,600 --> 00:03:49,760 Speaker 1: economy and many economies, and AI is going to impact 66 00:03:49,760 --> 00:03:55,560 Speaker 1: medicine in a huge way. Now enter COVID. So this 67 00:03:55,720 --> 00:04:01,440 Speaker 1: is a really unique opportunity UH to apply AI to 68 00:04:02,000 --> 00:04:04,680 Speaker 1: contribute to this dialogue. And we looked at all the 69 00:04:04,760 --> 00:04:08,840 Speaker 1: you know, everybody has just been guessing uh and uh. 70 00:04:09,320 --> 00:04:11,640 Speaker 1: And you know, as you change from you one TV 71 00:04:11,840 --> 00:04:14,360 Speaker 1: channel to another, and you listen to Neil Ferguson at 72 00:04:14,440 --> 00:04:17,719 Speaker 1: King's College or the person at Stanford, and one person 73 00:04:17,880 --> 00:04:21,000 Speaker 1: says the morbidity rate is going to be between two 74 00:04:21,000 --> 00:04:24,279 Speaker 1: percent and five percent. And another expert with the same 75 00:04:24,480 --> 00:04:27,960 Speaker 1: level of expertise says, the morbidity rate is gonna be 76 00:04:28,160 --> 00:04:31,560 Speaker 1: gonna be like, you know, one one one percent. What 77 00:04:31,760 --> 00:04:36,080 Speaker 1: is a policymaker to do. Well, what we did is 78 00:04:36,520 --> 00:04:40,200 Speaker 1: we formed a coalition that we call the C three 79 00:04:40,200 --> 00:04:44,120 Speaker 1: AI Digital Transformation Institute, and we founded this with Microsoft. 80 00:04:44,680 --> 00:04:46,800 Speaker 1: We funded this to a two and of about four 81 00:04:46,880 --> 00:04:52,560 Speaker 1: hundred million dollars, and we aggregated the human capital at 82 00:04:52,839 --> 00:04:57,760 Speaker 1: m I T. Carnegie, Mellon, Princeton, the University of Chicago, 83 00:04:58,200 --> 00:05:03,920 Speaker 1: the University of Illinois, and UM and you see Berkeley 84 00:05:04,080 --> 00:05:09,640 Speaker 1: to engage in large scale research on applying AI to 85 00:05:09,760 --> 00:05:13,880 Speaker 1: mitigate COVID pandemic. And so this is AI and machine 86 00:05:13,960 --> 00:05:21,080 Speaker 1: learning models to mitigate disease, bioinformatic modeling and simulation of propagation. 87 00:05:21,200 --> 00:05:24,800 Speaker 1: So that's a that's a major initiative. It's underway, it's 88 00:05:24,839 --> 00:05:29,720 Speaker 1: really exciting, and that is one of the efforts that 89 00:05:29,760 --> 00:05:31,520 Speaker 1: we've been engaged in. All Right, our guest at this 90 00:05:31,520 --> 00:05:34,360 Speaker 1: hour is Tom Seebel, founder and CEO at C three 91 00:05:34,440 --> 00:05:38,000 Speaker 1: dot AI, author of Digital Transformation, Survive and Thrive in 92 00:05:38,080 --> 00:05:40,359 Speaker 1: an Era of Mass Extinction. He joins us on the 93 00:05:40,360 --> 00:05:44,000 Speaker 1: phone from Woodside, California. So, Tom, you really laid out 94 00:05:44,040 --> 00:05:46,640 Speaker 1: what data Lake is all about. What's your goal? So 95 00:05:46,680 --> 00:05:49,760 Speaker 1: this is you know, COVID nineteen data collection. What are 96 00:05:49,800 --> 00:05:52,040 Speaker 1: you hoping that it does or what do you expected 97 00:05:52,080 --> 00:05:55,520 Speaker 1: to do? And and what's a time timeline on it? Well, 98 00:05:55,560 --> 00:05:58,680 Speaker 1: in order to perform data science in order to get 99 00:05:58,760 --> 00:06:02,880 Speaker 1: accurate prediction whether it be course of disease or the 100 00:06:02,920 --> 00:06:08,200 Speaker 1: effocacy of social mitigations. These sitis need data. So what 101 00:06:08,400 --> 00:06:11,159 Speaker 1: we have done in the past month is we have 102 00:06:11,279 --> 00:06:15,279 Speaker 1: taken the twenty two largest data sources that are available 103 00:06:15,320 --> 00:06:19,400 Speaker 1: in the world about COVID from JOHNS. Hopkins and coord 104 00:06:19,520 --> 00:06:22,920 Speaker 1: nineteen and the New York Times, in the Milligan Institute 105 00:06:23,200 --> 00:06:26,440 Speaker 1: and what have you. These are ct scans, These are 106 00:06:26,480 --> 00:06:31,280 Speaker 1: mortality data, core morbidity coursive disease, and we have aggregated 107 00:06:31,320 --> 00:06:36,279 Speaker 1: those data into a unified, federated image that we've made available. 108 00:06:36,360 --> 00:06:40,039 Speaker 1: This is called the C three AI COVID nineteen Data Lake, 109 00:06:40,440 --> 00:06:44,120 Speaker 1: and we've made this resource available to the world at 110 00:06:44,160 --> 00:06:48,040 Speaker 1: no cost to be able to do research, and we've 111 00:06:48,120 --> 00:06:51,640 Speaker 1: we've had so this is by far the world's largest 112 00:06:51,640 --> 00:06:57,200 Speaker 1: copus uh uh corpus of COVID data available researchers. This 113 00:06:57,320 --> 00:07:00,440 Speaker 1: is being powered by our friends at AWS who provided 114 00:07:00,560 --> 00:07:04,920 Speaker 1: the the cloud platform to do it. And I think 115 00:07:05,000 --> 00:07:10,440 Speaker 1: this will be an enormously important resource for people to research, 116 00:07:10,760 --> 00:07:14,240 Speaker 1: to do research, understand the course of the disease and 117 00:07:14,320 --> 00:07:18,880 Speaker 1: control that this epidemic and other epidemics like it. I mean, Tom, 118 00:07:18,880 --> 00:07:21,520 Speaker 1: it's interesting, you know, and we wanted to talk to 119 00:07:21,520 --> 00:07:23,840 Speaker 1: you a lot about Silicon Valley sort of what's going 120 00:07:23,840 --> 00:07:26,200 Speaker 1: on there, But and maybe as a bridge to that, 121 00:07:26,320 --> 00:07:30,520 Speaker 1: it does feel like there is this dare I say, 122 00:07:30,560 --> 00:07:32,800 Speaker 1: And maybe I'm just optimistic here on a Friday afternoon, 123 00:07:32,880 --> 00:07:36,400 Speaker 1: but you know, this sort of spirit of collaboration and 124 00:07:36,760 --> 00:07:41,040 Speaker 1: maybe urgent collaboration that's happening around this particular pandemic. And 125 00:07:41,040 --> 00:07:43,560 Speaker 1: I don't know why that is, if it's just sort 126 00:07:43,600 --> 00:07:46,040 Speaker 1: of the scope and scale of it, if it's because 127 00:07:46,200 --> 00:07:50,360 Speaker 1: it is so dynamic and fast moving, and the effect 128 00:07:50,440 --> 00:07:55,320 Speaker 1: economically and on our individual lives has has been so traumatic. 129 00:07:55,520 --> 00:07:58,320 Speaker 1: Am I overstating that? You think? No, I think you've daled. 130 00:07:58,560 --> 00:08:00,800 Speaker 1: And I think we're dealing with an ex essential event 131 00:08:00,920 --> 00:08:04,520 Speaker 1: for people, for families, for communities, and for companies. And 132 00:08:04,960 --> 00:08:09,720 Speaker 1: company and individuals are pulling together. Research institutions are pulling together, 133 00:08:10,120 --> 00:08:15,880 Speaker 1: Countries are pulling together in concerted, extraordinarily large scale efforts 134 00:08:16,240 --> 00:08:20,440 Speaker 1: to understand the pandemic and control it. And it's I 135 00:08:20,480 --> 00:08:24,120 Speaker 1: think it's very you know, it's very inspiring to watch 136 00:08:24,120 --> 00:08:27,440 Speaker 1: it happen, and it's uh and it's it's really exciting 137 00:08:27,480 --> 00:08:29,480 Speaker 1: to be able to be part of it. Well, and 138 00:08:29,560 --> 00:08:32,480 Speaker 1: I do wonder. I mean, you know, speaking of silicon value, 139 00:08:32,480 --> 00:08:34,560 Speaker 1: I mean, this is kind of old school silicon value. 140 00:08:34,600 --> 00:08:37,240 Speaker 1: In some ways. It's obviously a very competitive place. But 141 00:08:37,440 --> 00:08:42,160 Speaker 1: I mean you have witnessed the other you know, sort 142 00:08:42,160 --> 00:08:45,320 Speaker 1: of the best of Silicon Valley, I would imagine in 143 00:08:45,360 --> 00:08:47,360 Speaker 1: some ways. I'm sure you've seen some other stuff too, 144 00:08:47,400 --> 00:08:50,439 Speaker 1: but uh, you know, you understand the ethos of the place. 145 00:08:51,040 --> 00:08:54,600 Speaker 1: I think that everything what is going on with COVID globally, 146 00:08:54,640 --> 00:08:57,160 Speaker 1: this is a test, Okay, this is a test of 147 00:08:57,360 --> 00:08:59,880 Speaker 1: us as people. This is a test of our families. 148 00:09:00,200 --> 00:09:02,880 Speaker 1: It's the test of our social structure, is the test 149 00:09:02,920 --> 00:09:06,160 Speaker 1: of our government's Okay, and when our government structures and 150 00:09:06,240 --> 00:09:09,120 Speaker 1: you know, hopefully when history is written, we will all 151 00:09:09,160 --> 00:09:11,480 Speaker 1: have passed this test. But I think this is an 152 00:09:11,480 --> 00:09:14,600 Speaker 1: opportunity for all of us to be our best, to 153 00:09:14,640 --> 00:09:17,480 Speaker 1: be the best we can be, Okay, and and and 154 00:09:17,480 --> 00:09:23,840 Speaker 1: and and and solve this problem because it is solvable. Yeah, 155 00:09:23,880 --> 00:09:26,720 Speaker 1: but it's right, but it's you can do it better 156 00:09:26,800 --> 00:09:29,920 Speaker 1: and quicker, right if we all work together, and that 157 00:09:30,160 --> 00:09:33,560 Speaker 1: we're staying amazing collaboration through what we're doing with the 158 00:09:33,559 --> 00:09:37,200 Speaker 1: Digital Transformation Institut in the COVID data lake. We are 159 00:09:37,360 --> 00:09:41,600 Speaker 1: in active cooperation with organizations all around the planet, World 160 00:09:41,600 --> 00:09:47,160 Speaker 1: Health Organization, you, NEST, GOO, c d C, NIH, Stanford University, 161 00:09:47,600 --> 00:09:50,600 Speaker 1: you name it. Everybody is leaning forward and all they 162 00:09:50,600 --> 00:09:55,959 Speaker 1: wanted Microsoft, AWS, IBM all when you when you call him, 163 00:09:56,000 --> 00:09:59,319 Speaker 1: you ask him to help, all the answer is always 164 00:09:59,320 --> 00:10:03,400 Speaker 1: how to Tom, how can we help? And so it's uh, 165 00:10:03,400 --> 00:10:08,360 Speaker 1: it's really really been um inspiring to see this develop 166 00:10:08,760 --> 00:10:12,400 Speaker 1: and I think we're we can expect to see UM 167 00:10:12,440 --> 00:10:17,880 Speaker 1: you know, I think highly efficacious solutions forthcoming in a 168 00:10:17,920 --> 00:10:20,120 Speaker 1: reasonably short period time. Well that's what I wanted to 169 00:10:20,120 --> 00:10:22,200 Speaker 1: ask you, because the time frames certainly has been one 170 00:10:22,240 --> 00:10:24,520 Speaker 1: that we've heard everything even Bill gatesway in you know, 171 00:10:24,559 --> 00:10:26,800 Speaker 1: everything from as soon as nine months to you know, 172 00:10:26,840 --> 00:10:30,200 Speaker 1: maybe eighteen months President talking about a vaccine by the 173 00:10:30,240 --> 00:10:33,120 Speaker 1: beginning of the year. So I do wonder what you're hearing, 174 00:10:33,840 --> 00:10:38,760 Speaker 1: UM from the community, this global cooperative community, about a 175 00:10:38,800 --> 00:10:41,240 Speaker 1: real time frame, because everybody we seem to talk to you, 176 00:10:41,280 --> 00:10:44,080 Speaker 1: Tom says, you know, we just talked about UM with 177 00:10:44,200 --> 00:10:47,640 Speaker 1: the head of the Broadway you know, theater, you know, 178 00:10:47,760 --> 00:10:50,960 Speaker 1: industry that it's not until we get a vaccine. We've 179 00:10:51,000 --> 00:10:53,520 Speaker 1: talked with Bob Crandell used to head up American airlines. 180 00:10:53,559 --> 00:10:55,800 Speaker 1: You don't open up airlines really until you get a vaccine. 181 00:10:56,040 --> 00:10:58,080 Speaker 1: So what do you hear about a real time frame 182 00:10:58,160 --> 00:11:01,760 Speaker 1: about that specific sickly? Oh, I think there are lots 183 00:11:01,760 --> 00:11:04,520 Speaker 1: of ways to deal with this disease other than disease, 184 00:11:04,640 --> 00:11:07,360 Speaker 1: other than vaccine, and we are dealing with it today 185 00:11:07,600 --> 00:11:10,720 Speaker 1: and there's but there's lots of questions about which of 186 00:11:10,880 --> 00:11:14,280 Speaker 1: these which of these techniques are efficacious, and which are not. 187 00:11:14,760 --> 00:11:17,480 Speaker 1: And if we have a large enough data sets, we 188 00:11:17,520 --> 00:11:20,439 Speaker 1: can tell which are effications and which are not, and 189 00:11:20,480 --> 00:11:23,600 Speaker 1: we can we can mitigate the spread of disease, we 190 00:11:23,640 --> 00:11:26,679 Speaker 1: can save lives. And this is this is before the 191 00:11:26,720 --> 00:11:29,560 Speaker 1: advent of a vaccine, which is obviously a year or 192 00:11:29,559 --> 00:11:32,000 Speaker 1: two off because that's how long it takes. But this 193 00:11:32,200 --> 00:11:35,320 Speaker 1: is I mean, this is a natural application of artificial 194 00:11:35,360 --> 00:11:39,120 Speaker 1: intelligence and data science and now we are aggregating the 195 00:11:39,240 --> 00:11:44,040 Speaker 1: data so people can make better informed, more accurate decisions, 196 00:11:44,360 --> 00:11:48,320 Speaker 1: and more more accurate policy decisions. That was Tom Siebel, 197 00:11:48,360 --> 00:11:50,720 Speaker 1: founder and CEO at C three dot AI and of 198 00:11:50,760 --> 00:11:53,320 Speaker 1: course founder of Siebel Systems. I mean, this is someone 199 00:11:53,440 --> 00:11:55,440 Speaker 1: again who has seen so much in the world of 200 00:11:55,480 --> 00:11:58,800 Speaker 1: innovation and technology, and now he's trying to apply that 201 00:11:59,200 --> 00:12:02,240 Speaker 1: to the virus, right, and it's all about data and Jason, 202 00:12:02,240 --> 00:12:03,800 Speaker 1: I think it's safe to say that that's how we 203 00:12:03,880 --> 00:12:07,400 Speaker 1: ultimately get ahead of this. Absolutely really enjoyed that conversation. 204 00:12:07,440 --> 00:12:09,880 Speaker 1: You've been listening to Bloomberg Business Week Extra. Be sure 205 00:12:09,920 --> 00:12:12,360 Speaker 1: to tune into Bloomberg Business Week Radio Live Monday through 206 00:12:12,360 --> 00:12:15,000 Speaker 1: Friday at two pm Wall Street Time. I'm Bloomberg Radio. 207 00:12:15,040 --> 00:12:17,760 Speaker 1: I'm Carol Masser and I'm Jason Kelly. This is Bloomberg