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AI Musings by Mu

Stay updated with the latest developments in Artificial Intelligence

v0.7.0

LLM inference in C/C++. Contribute to ggml-org/llama.cpp development by creating an account on GitHub.

llama.cpp11 min read

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llama.cpp1 min read

Latest AI News

  • What AI enterprise leaders care about

    Over the past month, I’ve conducted almost a dozen interviews with F500 enterprises on theirr AI deployment.

    AI Musings by Mu2 min read

  • 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 Musings by Mu16 min read

  • 2025 AI BACKWARD PASS

    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 Chinese models such as DeepSeek and Qwen as credible competition to their Western counterparts.

    AI Musings by Mu24 min read

  • Translink AI Perspectives

    This summer, I traveled over 50,000 miles and met with more than 30 companies to discuss our latest views on the AI landscape.Sharing the presentation I used here:https://lnkd.in/ePBz5uXC

    AI Musings by Mu3 min read

  • The "555" AI List

    See below for a list of “555” AI startups — companies with >$5M in revenue, growing at least 5x y/y, and formed within past 5 years. 📈 The median revenue multiple for this group is ~60x trailing ARR — nearly 10x higher than the public SaaS average (~6x).

    AI Musings by Mu3 min read

  • Recent Reflections in AI

    Chip-level bottleneck will give away to system-level bottleneck. Looking ahead, the constraint will shift from chips & compute to power generation, distribution, and grid resilience.

    AI Musings by Mu3 min read

  • AI in 2025: An Early Look at Emerging Themes

    Currently in Asia meeting our corporate partners to discuss where AI is heading. Thought I share the presentation more broadly for everyone’s benefit.

    AI Musings by Mu1 min read

  • 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.

    AI Musings by Mu12 min read

  • DeepSeek

    DeepSeek has now surpassed OpenAI as the most popular app on the App store... Mainstream media has positioned this as something that “came out of nowhere”. But for those closely following AI over the past 18 months, this shouldn’t have been a surprise. Chinese LLMs have always been very good.

    AI Musings by Mu2 min read

  • The Nvidia Way

    Just finished reading “The Nvidia Way” by Tae Kim. Of the 200+ non-fiction business books I’ve read, this probably ranks in the top 3. A must-read for startup founders to F500 executive.

    AI Musings by Mu3 min read

  • Our investment in Sakana AI

    Joining other investors including NEA, Lux Capital, Khosla Ventures, and Nvidia in their ~$200M series A round

    AI Musings by Mu3 min read

  • Perplexity - Breaking the CPM Barrier

    Last week, Perplexity announced they were getting into the ads business. This isn't surprising - I've long argued that subscription in search has a limited TAM.

    AI Musings by Mu3 min read

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