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AI Musings by Mu

I write interesting things about technology, AI, and startups.

Newsletter · By Kelvin Mu · Official site

Indexed issues, last 90 days
2
Latest publication
Sep 16, 2026
Audience
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Earliest in this view
Jul 9, 2026

Latest issues

  1. Issue · Sep 16, 2026

    What AI enterprise leaders care about (opens the original)

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    Over the past month, I’ve conducted almost a dozen interviews with F500 enterprises on theirr AI deployment. Sharing some early findings here:1. ROI is still unclear outside of coding – More than 90% of token spend is still concentrated in coding and general-purpose copilots. Companies are measuring usage but struggling to tie it with ROI. The biggest gains come from redesigning entire workflows around AI, but deciding which workflows to prioritize remains difficult. 2. Cost is priority #1 – Eve

  2. Issue · Jul 9, 2026

    The GenAI vs. Internet/Telecom Cycle (opens the original)

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    <img alt="" class="sizing-normal" height="670" src="https://substackcdn.com/image/fetch/$s_!oD9Y!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdf161693-b2bd-4be6-a78c-4f0820f155f3_892x670

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