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

    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 […]
  2. 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 […]
  3. 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 […]
  4. 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 […]
  5. 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 […]
  6. 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 […]
  7. Issue

    Everyone’s a Prompt Engineer Now

    Artificial intelligence existed for decades before ChatGPT, but it mostly operated behind the scenes—powering recommendation engines, detecting fraud, and optimizing logistics. Back then, technical professionals like engineers and data scientists were the ones steering these systems. But with the rise of generative AI in the workplace, anyone can now instruct the bots on what to […]
  8. Issue

    With ‘The Unfinished Film,’ Adobe Invites Creators to Complete the Story Using AI

    Adobe is keen on showcasing the creative power of its Firefly AI. To achieve this goal, the company is launching “The Unfinished Film,” a collaborative project helmed by director Sam Finn with the premise that only the beginning of the movie has been created; the rest is up to you. Creators, filmmakers, designers, artists, and […]
  9. Issue

    HubSpot Embraces Multi-AI CRM Strategy with Claude Integration

    HubSpot is expanding its list of AI models connected to its Customer Relationship Management (CRM) platform. Customers can now connect their databases to Anthropic’s Claude, allowing them to query data using natural language, generate visualizations, and take action—all within HubSpot. This is the second such connector the company has introduced, following the introduction of ChatGPT […]
  10. Issue

    Linux Foundation Takes Charge of AGNTCY to Build the Open Internet of AI Agents

    Two of the most influential interoperability standards for AI agents are now under the stewardship of the Linux Foundation, marking a major step towards an open, interconnected agent ecosystem. The nonprofit organization announced on Tuesday that it is now custodian of the AGNTCY project, an initiative backed by Cisco, LangChain, LlamaIndex, Gaileo, and Glean. This […]

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.

The AI Economy

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