DeepMind Co-founder: AI Margins Will Move Upstream to Workflows, Models Become Configs
mustafamhus · x · 2026-08-02
Mustafa Suleyman points out that while the AI stack's margins currently sit at the infrastructure layer (land, power, silicon), this won't last. As models commoditize, value will shift upstream to the 'harness'—your proprietary data, workflows, evals, and rules. Owning this layer makes switching underlying models merely a configuration change.
He also highlights Puku, an AI-native operating environment designed to unify AI workflows, development, design, and execution. Key features include:
- Context-Aware Routing: Dynamically routes requests across AI systems based on workflow intent.
- Unified Workflows: Connects research, design, development, and deployment without losing context.
- Ecosystem Synergy: Puku Editor and Puku CLI share contextual memory and execution systems.
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