AI Musings by Mu

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.

Oct 3 • 

Kelvin Mu

5

1

August 2025

Are private AI companies undervalued right now?

Here’s a hot contrarian take: AI companies are massively undervalued right now...

Aug 7 • 

Kelvin Mu

4

1

July 2025

Translink AI Perspectives

for 1H 2025

Jul 11 • 

Kelvin Mu

7

🔙 𝐓𝐡𝐞 𝐁𝐚𝐜𝐤𝐰𝐚𝐫𝐝 𝐏𝐚𝐬𝐬: 𝐑𝐞𝐯𝐞𝐫𝐬𝐢𝐧𝐠 𝐓𝐡𝐫𝐨𝐮𝐠𝐡 𝐭𝐡𝐞 𝐀𝐈 𝐖𝐞𝐞𝐤

Week 95

Jul 6 • 

Kelvin Mu

3

June 2025

May 2025

The "555" AI List

>$5m ARR | 5x y/y growth | formed after 2020

May 19 • 

Kelvin Mu

11

1

Recent Reflections in AI

It’s been a while since I had a brain dump in AI.

May 2 • 

Kelvin Mu

7

April 2025

AI in 2025: An Early Look at Emerging Themes

A review of AI in 2025 so far

Apr 22 • 

Kelvin Mu

12

1

March 2025

Should you invest in CoreWeave’s IPO?

This morning, CoreWeave rang the Nasdaq bell, becoming the first dedicated AI company to go public in the post-ChatGPT era.

Mar 28 • 

Kelvin Mu

8

January 2025

DeepSeek

What does it mean for AI going forward?

Jan 29 • 

Kelvin Mu

6

December 2024