In 2001, Jeff Dean and Sanjay Ghemawat did the math and realized Google’s entire search index would fit in RAM — then shipped it in a few days, and search got fast. In 2013, another napkin calculation showed that three minutes of daily speech recognition per user would require doubling Google’s server fleet. That one became the TPU.

At Startup School 2026, Google’s Chief Scientist talks with YC’s Diana Hu through the thought experiments behind both, why inference hardware is the next specialization, and where two or three people in a room can still win.