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AI Musings by Mu
kelvinmu.substack.com
I write interesting things about technology, AI, and startups.
The Growing Cost of Intelligence (Part I)
kelvinmu.substack.com
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1w
1 week ago
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From systems of record -> systems of intelligence
substackcdn.com
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12w
12 weeks ago
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2025 AI BACKWARD PASS
kelvinmu.substack.com
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22w
22 weeks ago
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Where to invest in the AI agent ecosystem?
kelvinmu.substack.com
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36w
36 weeks ago
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Are private AI companies undervalued right now?
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44w
44 weeks ago
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Translink AI Perspectives
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47w
47 weeks ago
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The "555" AI List
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55w
55 weeks ago
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Recent Reflections in AI
kelvinmu.substack.com
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58w
58 weeks ago
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AI in 2025: An Early Look at Emerging Themes
kelvinmu.substack.com
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59w
59 weeks ago
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Should you invest in CoreWeave’s IPO?
kelvinmu.substack.com
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63w
63 weeks ago
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DeepSeek
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71w
71 weeks ago
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The Nvidia Way
kelvinmu.substack.com
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75w
75 weeks ago
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Some quick observations from AWS re:Invent
kelvinmu.substack.com
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79w
79 weeks ago
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2024 Backward Pass: The Definitive Guide to AI in 2024
kelvinmu.substack.com
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79w
79 weeks ago
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🔙 𝐓𝐡𝐞 𝐁𝐚𝐜𝐤𝐰𝐚𝐫𝐝 𝐏𝐚𝐬𝐬: 𝐑𝐞𝐯𝐞𝐫𝐬𝐢𝐧𝐠 𝐓𝐡𝐫𝐨𝐮𝐠𝐡 𝐭𝐡𝐞 𝐀𝐈 𝐖𝐞𝐞𝐤
kelvinmu.substack.com
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87w
87 weeks ago
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🔙 𝐓𝐡𝐞 𝐁𝐚𝐜𝐤𝐰𝐚𝐫𝐝 𝐏𝐚𝐬𝐬: 𝐑𝐞𝐯𝐞𝐫𝐬𝐢𝐧𝐠 𝐓𝐡𝐫𝐨𝐮𝐠𝐡 𝐭𝐡𝐞 𝐀𝐈 𝐖𝐞𝐞𝐤
kelvinmu.substack.com
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89w
89 weeks ago
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Our investment in Sakana AI
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90w
90 weeks ago
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🔙 𝐓𝐡𝐞 𝐁𝐚𝐜𝐤𝐰𝐚𝐫𝐝 𝐏𝐚𝐬𝐬: 𝐑𝐞𝐯𝐞𝐫𝐬𝐢𝐧𝐠 𝐓𝐡𝐫𝐨𝐮𝐠𝐡 𝐭𝐡𝐞 𝐀𝐈 𝐖𝐞𝐞𝐤
kelvinmu.substack.com
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91w
91 weeks ago
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Actions for 🔙 𝐓𝐡𝐞 𝐁𝐚𝐜𝐤𝐰𝐚𝐫𝐝 𝐏𝐚𝐬𝐬: 𝐑𝐞𝐯𝐞𝐫𝐬𝐢𝐧𝐠 𝐓𝐡𝐫𝐨𝐮𝐠𝐡 𝐭𝐡𝐞 𝐀𝐈 𝐖𝐞𝐞𝐤
Breaking the CPM Barrier
linkedin.com
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93w
93 weeks ago
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🔙 𝐓𝐡𝐞 𝐁𝐚𝐜𝐤𝐰𝐚𝐫𝐝 𝐏𝐚𝐬𝐬: 𝐑𝐞𝐯𝐞𝐫𝐬𝐢𝐧𝐠 𝐓𝐡𝐫𝐨𝐮𝐠𝐡 𝐭𝐡𝐞 𝐀𝐈 𝐖𝐞𝐞𝐤
kelvinmu.substack.com
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93w
93 weeks ago
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