A newsletter by Ken Yeung

The AI
Economy

A sharp, curated look at the stories that reveal how AI is rewriting business, work, technology, and culture.

Ken Yeung

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What you get

Built for people who work with AI, not just read about it.

Reported, not aggregated

Enterprise AI coverage from a journalist who covered the space before “generative AI” was a mainstream phrase. Sourced, contextual, with a point of view.

Platform strategy focus

Beyond the product announcements. Analysis of how AI is restructuring enterprise workflows, editorial operations, and the economics of content at scale.

Written for practitioners

Not for the hype-chasers. For the people who have to act on it.

Archive

Every issue.

All issues published to date. New issues arrive every week.

Open on Substack ↗
  1. Issue

    HubSpot Lays out Its Vision for Human-AI Teams With New Data Hub, Smart CRM, and Breeze Tools

    HubSpot is joining the chorus of tech companies betting that the future of work isn’t human or AI, but the force unlocked when the two operate in sync. At this year’s INBOUND conference, the CRM and marketing automation company unveiled its Fall 2025 release, featuring a range of new tools designed to help its customers […]
  2. Issue

    Commonwealth Fusion Systems Lands $863 Million to Bring Fusion Power Closer to Reality

    Commonwealth Fusion Systems (CFS), an American fusion power company spun out from the Massachusetts Institute of Technology (MIT), has secured $863 million in Series B2 funding. The new round comes four years after the energy firm raised $1.8 billion, bringing its total to around $3 billion—an amount that’s “one-third of the total capital” invested in […]
  3. Issue

    Adobe Brings Google Gemini 2.5 Flash Image to Firefly and Express

    Adobe is expanding its Creative Suite with Google’s latest image-editing model. The company announced that Gemini 2.5 Flash Image is now integrated into Adobe Firefly and Adobe Express, giving creators a new way to generate visuals and bring their ideas to life. To mark the occasion, Adobe is giving Firefly and Creative Cloud subscribers unlimited […]
  4. Issue

    Ai2’s Asta Launches as an Open Framework to Bring Rigor to Scientific AI

    Fresh off unveiling MolmoAct and securing a U.S. government contract to build a new, fully open suite of advanced models, Ai2 is testing the boundaries of scientific discovery with the introduction of Asta, its new AI toolkit for scientific research. True to The Allen Institute for AI’s mission, this collection is built to give researchers […]
  5. Issue

    Microsoft Extends NFL Deal, Equips Teams with Surface Copilot+ PCs and AI Tools

    Microsoft is deepening its ties with the National Football League, signing a multi-year deal to equip all 32 teams with its Surface Copilot+ PCs and AI tools aimed at streamlining operations and boosting performance. The agreement marks an expansion of a partnership that began more than a decade ago, when Microsoft became the NFL’s official […]
  6. Issue

    Adobe Launches Acrobat Studio, Bringing AI to the PDF

    Adobe wants to bring the PDF into the AI era. For more than 30 years, this business file format has been the workhorse of office communication. Now, Adobe is giving it a significant upgrade with Acrobat Studio, a new tool helping companies mine insights, inform decisions, and reformat these documents into polished, on-brand content—no design […]
  7. Issue

    U.S. and Nvidia Invest $152M in Open AI Models to Drive Scientific Breakthroughs

    The United States is teaming up with Nvidia to develop a new generation of AI models aimed at accelerating scientific breakthroughs and strengthening the country’s leadership in AI research. The National Science Foundation (NSF) will invest $75 million in the Open Multimodal AI Infrastructure to Accelerate Science (OMAI) project, which is led by nonprofit research […]
  8. Issue

    Ai2’s MolmoAct Trains Robots to Think in 3D Before Acting in Reality

    Ai2, or the Allen Institute for AI, is unveiling a new class of models designed to help robots move through the world with greater spatial awareness. Known as Action Reasoning Models (ARM), it’s billed as giving machines spatial awareness that text-based inputs alone can’t deliver. The first in this ARM family is MolmoAct, an open-source […]
  9. Issue

    Vercel’s v0 Breaks Out of the Developer Box as a Universal Coding Agent

    Vercel, the cloud infrastructure platform, is releasing an update turning its v0 agent into an AI builder for everyone. It’s no longer a vibe coding tool exclusively for software developers. Instead, it’s a tool that designers, marketers, sales, finance professionals, or anyone with an idea can use to rapidly create software without needing “a single […]
  10. Issue

    Google’s Jules Coding Agent Exits Beta, Joins the AI Coding Arms Race

    Google’s rival to GitHub Copilot, OpenAI’s Codex, and Cursor is now publicly available. After three months in beta, the company’s AI coding assistant, Jules, has launched, now powered by Google’s Gemini 2.5 Pro model. A product from Google Labs, Jules was initially an experimental AI agent first announced in December 2024. Six months later, it […]

Peer review

What the AIs say.*

We asked the leading AI tools to weigh in on The AI Economy. Their ratings speak for themselves. (Results may vary depending on training data and general disposition toward newsletters.)

Claude — Anthropic

★★★★★

5.0

out of 5

“[Its] strength lies in its ability to cover both technical developments and business implications of AI, making it valuable for a wide audience ranging from tech enthusiasts to business executives.”

ChatGPT — OpenAI

★★★★★

5.0

out of 5

“Expertly combines in-depth interviews and industry analysis, making it a must-read for AI enthusiasts and professionals.”

Gemini — Google

★★★★★

5.0

out of 5

“Provides valuable insights and analysis, making it a great resource for anyone interested in AI.”

Copilot — Microsoft

★★★★★

5.0

out of 5

“A sharp, reporter‑caliber intelligence brief for the AI era—fast, authoritative, and genuinely ahead of the curve.”

* Disclaimer: My newsletter has not been actually endorsed by OpenAI, Google, or Anthropic. I solicited reviews from their respective gen AI services. Sounded cool though, huh?

Questions

Common questions.

  1. What is The AI Economy?

    A newsletter covering consumer and enterprise AI, platform strategy, and the companies reshaping how work gets done. Reported, not aggregated — written by a technology journalist who has covered the space since before generative AI was a mainstream phrase.

  2. How often does it publish?

    No fixed schedule—just coverage when something worth your attention happens. Plus, there's a Friday news roundup that's published exclusively on LinkedIn.

  3. Is it free?

    Yes. Every issue is free. Subscribe on Substack and it arrives in your inbox. No paywall, no premium tier. If that changes, subscribers will be notified well in advance.

  4. How is this different from other AI newsletters?

    Most AI newsletters cover product announcements and funding rounds. The AI Economy focuses on the downstream effects: how enterprise teams are actually deploying AI, where the editorial and operational models are breaking down, and what platform-level shifts mean for practitioners making decisions this quarter. It is written for people doing the work, not watching it from the outside.

  5. Where can I read past issues?

    The full archive is listed above on this page. All issues are also available on Substack. The plan is to host the canonical archive here on thelettertwo.com as the publication grows — independent of any platform.

  6. Can I republish or cite content from the newsletter?

    Yes, with attribution. Short excerpts with a link back to the original issue are fine. For longer republication or syndication, reach out via LinkedIn.

The AI Economy

AI Moves Fast. I Separate Signal From Spin.

A sharp, curated look at the stories that reveal how AI is rewriting business, work, technology, and culture.

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