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.

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

    Canva Was a Design Platform With AI Tools. Now It’s an AI Platform With Design Tools.

    When Melanie Perkins, Cameron Adams, and Cliff Obrecht launched Canva 13 years ago, the goal was to make design accessible to everyone. Back then, it was a territory reserved for specialists. Adobe’s suite was the industry standard—powerful, but complex and expensive enough to keep most people out. Creating a polished presentation or a simple marketing […]

  2. Issue

    Adobe Launches Firefly AI Assistant to Unite Its Creative Suite Under One Conversational Interface

    For decades, learning Adobe meant learning its tools — the shortcuts, the workflows, the muscle memory of navigating a suite built around precision controls. On Wednesday, the company argued that shouldn’t be a prerequisite anymore, unveiling Firefly AI Assistant, a creative agent that consolidates the power of Photoshop, Premiere, Lightroom, Illustrator, Express, and more, all […]

  3. Issue

    Microsoft Has a Faster, Cheaper Version of Its Best Image Model

    Microsoft isn’t slowing down in its push to develop its own lineup of homegrown AI models. On Tuesday, the company announced a variation of its text-to-image model called MAI-Image-2-Efficient. While both provide photorealistic and expressive images with reliable in-image text, the new model is designed to be 22 percent faster and four times more efficient. […]

  4. Issue

    HubSpot Launches an AEO Tool to Help Marketers Show Up in ChatGPT, Gemini, and Perplexity

    HubSpot is releasing a slate of tools designed to help businesses improve awareness, grow revenue, and scale customer support. It’s part of the company’s annual Spring Spotlight event. And while there are more than 100 announcements to parse through, the one that may impact HubSpot’s customers the most is the launch of HubSpot AEO. It’s […]

  5. Issue

    Why Microsoft Is Betting on OpenClaw

    IN THIS ISSUE: Microsoft is making its boldest agentic bet yet, building a new team to bring the OpenClaw framework into Microsoft 365 Copilot — a move that could reshape how hundreds of millions of office workers interact with AI. But as enterprises race to deploy AI agents, a quieter crisis is building in the […]

  6. Issue

    AWS Unveils Agent Registry to Bring Order to Enterprise AI Sprawl

    Every major enterprise software vendor—Amazon Web Services, Microsoft, Salesforce, ServiceNow, SAP—is racing to plant a flag in what they’ve variously dubbed the “frontier firm” or the “agentic enterprise.” The pitch is the same regardless of the branding: the future of work runs on digital labor. But as agent deployments multiply, so does the risk. Knowing […]

  7. Issue

    You Can Now Use Upwork in ChatGPT to Find Freelancers

    Upwork is doubling down on its partnership with OpenAI by integrating its Work Marketplace directly into ChatGPT. Using natural language, businesses can describe their project needs, discover relevant talent, and draft job posts—all without leaving the AI platform. From there, they’re guided to Upwork, where Uma, the company’s own AI work agent, picks up to […]

  8. Issue

    ServiceNow’s Context Engine Infuses AI Agents With the Know-How to Act

    An AI agent is only as good as the information it has. To ensure optimal performance, ServiceNow has developed what it calls the Context Engine, an enterprise-grade tool that pairs AI agents with an organization’s institutional knowledge, relationships, and decision history. It’s the centerpiece of a broader set of announcements the company is making on […]

  9. Issue

    Visa Wants to Be the Payment Rail for the Agentic Economy

    Visa is looking to position itself as the payments backbone for agentic commerce. On Wednesday, the global payments network debuted Intelligent Commerce Connect (ICC), a platform designed to help AI agents discover merchants and complete purchases on behalf of users. Notably, despite it coming from Visa, it works across any card network or credential infrastructure […]

  10. Issue

    Slackbot Steps Into the AI Spotlight

    For more than a decade, Slack has positioned itself as a place where work happens (remember this commercial?). It has become a central part of how teams communicate and collaborate. But one of its most overlooked features—the Slackbot—is now stepping into a much bigger role and becoming what Salesforce describes as the “ultimate teammate.” Slackbot […]

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.

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