AI Musings by Mu
Kelvin MuI write interesting things about technology, AI, and startups.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 72 | Founded | 3 years ago | Last Issue | a month ago |
| Active | |||||
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kelvinmu.substack.comLatest Issues
The GenAI vs. Internet/Telecom Cycle
As a % of world GDP, GenAI capex is already more than 2x the internet/telecom buildout.
Both waves started at similar levels, but by Year 3 they had diverged significantly.
So why is the GenAI buildout so much larger?
A few s...
The Growing Cost of Intelligence (Part I)
This is Part I of a two-part series on rising AI costs. Part I covers why costs are rising, why they matter, and how enterprises should respond. Part II will explore what this means for investors.
AI was supposed to make intelligenc...
From systems of record -> systems of intelligence
The average public SaaS company is down ~40% from its highs.
Even bellwethers like ServiceNow and Workday are trading near 3-year lows, despite revenues nearly doubling over the same period.
Markets often overreact. But drawdowns...
2025 AI BACKWARD PASS
To download in pdf, click here.
Introduction:
AI’s progress in 2025 was largely a continuation of trends that were already taking shape in 2024 (download the 2024 Backward Pass here). Toward the end of 2024, we flagged the emergence of Ch...
🔙 𝐓𝐡𝐞 𝐁𝐚𝐜𝐤𝐰𝐚𝐫𝐝 𝐏𝐚𝐬𝐬: 𝐑𝐞𝐯𝐞𝐫𝐬𝐢𝐧𝐠 𝐓𝐡𝐫𝐨𝐮𝐠𝐡 𝐭𝐡𝐞 𝐀𝐈 𝐖𝐞𝐞𝐤
OpenAI launches new browser, why memory/storage is the next bottleneck in AI.. here’s you backward pass:
🔙 𝐓𝐡𝐞 𝐁𝐚𝐜𝐤𝐰𝐚𝐫𝐝 𝐏𝐚𝐬𝐬: 𝐑𝐞𝐯𝐞𝐫𝐬𝐢𝐧𝐠 𝐓𝐡𝐫𝐨𝐮𝐠𝐡 𝐭𝐡𝐞 𝐀𝐈 𝐖𝐞𝐞𝐤
Week 111 | October 20-26
ChatGPT A...
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Authors
The writers behind this newsletter.
I’m an investor at Translink Capital focused on AI/ML. I write frequently about trends I see in AI, technology, and business. LinkedIn: https://www.linkedin.com/in/kelvinmu/
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