Jeff Dean leaves Google: the implications for the future of AI

After 27 years at Google, Jeff Dean, Google's chief scientist and one of the company's most senior people, is leaving Google.

$GOOGL

Google stock reacts with a 5% decline.

Everyone is checking why the stock is falling,

but no one is checking exactly where Jeff is going.

So we went to look.

We delved into Jeff's personal account on the X network.

And there, in a series of posts, he reveals that he is founding a new company named "Discovery Loops."

This name hints a lot about the company's essence.

The stated goal: a public benefit corporation whose purpose is the automation of machine learning, science, and engineering to accelerate discoveries and progress in the field.

According to information leaked online from the investor presentation of Jeff's new company, the company is working on enormous developments.

According to Dean himself: automation of massive-scale experiments for machine learning research and engineering.

Here's what's hidden between the lines:

First of all, this man, Jeff, and his team are the people who built the internet as we know it, they are behind the Gemini models, and behind all of Google's AI infrastructure.

And that same team is now going to build models which, according to them, could achieve world-class breakthroughs in the field.

But there is one line that really caught our attention:

"We will also start building our own infrastructure, AI models, and systems."

In other words, this company is expected to announce AI models based on private infrastructure.

Jeff emphasizes the point: "We are going to be our own first customers."

To build an independent model, to train it and maintain it, chips and a lot of them are required.

This is included in the sentence: "We will start building our infrastructure..."

Chips, memory, electricity, these are the infrastructure for these models.

And this is exactly the reason for the declines in Google stock.

The same person who built Google's enormous infrastructure wants to create something similar independently.

Think for a moment about the implications of this...

We are here following up.