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

    Can Atlassian Build the AI Browser Enterprises Actually Need?

    AI agents are breaking free of the cloud and into the browser, a shift that could turn the workplace’s most familiar tool into a critical bridge between employees and bots in the era of the hybrid workforce. To stake its claim in this shift, Atlassian has acquired The Browser Company, the startup behind the AI-powered […]
  2. Issue

    Salesforce Sets the Stage for ITSM at Dreamforce

    In a few weeks at its annual Dreamforce conference, Salesforce is expected to announce new AI-powered updates to its platform. While its Agentforce service will undoubtedly take center stage, the company will formally launch a new product that puts it further in direct competition with ServiceNow: Agentic IT Service. Talk of Salesforce’s IT service management […]
  3. Issue

    Ralph Lauren Brings a Digital Stylist to Life with Ask Ralph AI Shopping Assistant

    Fashion and lifestyle brand powerhouse Ralph Lauren has launched an AI agent that provides styling inspiration and outfit recommendations to consumer shoppers. Ask Ralph, as it’s called, is a conversational bot that utilizes natural language processing to comprehend prompts, interpret context, and provide suggestions to users, much like a human stylist would. The agent is […]
  4. Issue

    Sierra Debuts Voice Sims to Train AI Agents for Chaotic Customer Calls

    Before an AI voice agent ever picks up the phone, companies need to know it is well-suited to handling the chaos of a real customer call. To help ensure this happens, Sierra is launching Voice Sims, a new tool that uses AI to train and refine these bots. It acts like a quality assurance system […]
  5. Issue

    ServiceNow Wants You to Vibe Code Your Next Enterprise App

    ServiceNow’s new platform release is now available, and it includes a vibe coding tool for users to build their next enterprise application. Described as a “breakthrough” for app development, ServiceNow’s Build Agent promises to transform an idea into a production-ready app in seconds, with no coding needed, just natural language. Simply type what you want […]
  6. Issue

    Arm Lumex Brings Cloud-Level AI Power to Smartphones

    Arm is betting the future of mobile AI lies in the device and not exclusively in the cloud. Its new Lumex platform, first introduced in May, is built to prove it. Part of the company’s Compute Subsystems (CSS), it combines Arm’s high-performance CPUs with its second-generation Scalable Matrix Extension (SME2), GPUs, system IP, and an […]
  7. 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 […]
  8. 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 […]
  9. 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 […]
  10. 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 […]

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?

    Enough to keep you ahead, never enough to clutter your inbox. You'll also get first-look coverage and original interviews whenever the story is worth your time—which, lately, is often. Nothing filler-grade goes out under this masthead. A weekly roundup is delivered Fridays 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?

    The AI Economy explores the people building AI and the reasons behind what they build. I'm interested in 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. My goal is to not focus just on what's being announced, but why it exists and why we should care. The stories are what you'd expect to read on Inc. and First Round Review or see on "60 Minutes."

  5. Can we pitch you stories?

    Yes, I do accept embargoed news and exclusives. Please reach out with your announcements, launches, and story ideas—email me or use this form. I also accept tips securely via Signal at @kenyeung.888.

  6. 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.

  7. 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.

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