Lates News

On June 22nd, Google's stock price dropped nearly 7% during trading hours in the Eastern Time Zone. Dong Fang Harbor Bin commented: "The core reason for this round of decline in Google is the departure of top AI talents, which is an important emotional suppression factor. The two departing employees have significant weight in the industry: Noam Shazeer, one of the eight core authors of the Transformer architecture, co-leader of Gemini, and Vice President of Engineering at DeepMind, who is a key figure in the underlying technology of Google's large models, has now joined competitor OpenAI. The market believes that his leadership in Gemini's iterative upgrades and his departure directly shake the market's confidence in Gemini's progress in catching up with GPT; John Jumper, a holder of the 2024 Nobel Prize in Chemistry and the creator of the AlphaFold protein model, has been working at DeepMind for nine years and has now joined competitor Anthropic, causing a direct rupture in Google's biological AI and multimodal cutting-edge research capabilities. "However, from a long-term perspective, referring to the description of the company's organizational structure and talent system in 'How Google Works,' Google has a top talent reserve in the industry and a mature internal training mechanism, with sufficient buffer space to deal with short-term changes in key personnel. The long-term research foundation has not collapsed all at once, and the resilience of the research infrastructure is still there."