AI Musings by Mu
Kelvin MuI write interesting things about technology, AI, and startups.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 69 | Founded | 2 years ago | Last Issue | 4 months ago |
| Active | |||||
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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...
𝐓𝐡𝐞 𝐁𝐚𝐜𝐤𝐰𝐚𝐫𝐝 𝐏𝐚𝐬𝐬: 𝐑𝐞𝐯𝐞𝐫𝐬𝐢𝐧𝐠 𝐓𝐡𝐫𝐨𝐮𝐠𝐡 𝐭𝐡𝐞 𝐀𝐈 𝐖𝐞𝐞𝐤
Being publishing the backward pass for 100+ weeks now. Going to change the format up a bit this time - instead of a laundry list of AI news (which you can find anywhere), I’m just going to focus on 3 key topics per week and provide my own t...
Where to invest in the AI agent ecosystem?
With Google’s release of the Agent Payment Protocol (A2P) last month, the agent ecosystem is maturing. But the scaffolding is still incomplete.
My view: most of the underlying infrastructure will be owned by FAAMG or the large LLM labs, w...
Are private AI companies undervalued right now?
Here’s a hot contrarian take: AI companies are massively undervalued right now...
One way to see this is by comparing today’s top breakout GenAI companies with the breakout SaaS companies of the past decade. (see table below)
Let’s...
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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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