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.

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  1. Issue

    How Shopify Is Turning AI Into a Strategic Advantage for Merchants

    Shopify’s Winter 2026 release is here with over 150 new features for merchants, but the centerpiece is a sweeping suite of AI tools designed to do more than automate tasks. From a rebuilt Sidekick AI to agentic storefronts that help sellers control how their brand appears in ChatGPT, Perplexity, and Microsoft Copilot, Shopify is betting […]
  2. Issue

    Adobe Puts Photoshop, Express, and Acrobat in ChatGPT, Signaling a Shift Toward Conversational Creativity

    Adobe is making it easier to use its software without installing it. On Wednesday, the company announced that its popular apps—Photoshop, Express, and Acrobat—can now run natively within OpenAI’s ChatGPT for free. The move gives Adobe access to ChatGPT’s 800 million weekly users, extending its apps’ reach and potentially attracting new subscribers. Pam Clark, Adobe’s […]
  3. Issue

    Glean Debuts Enterprise Autonomous Agents Built on Deep Organizational Context

    Glean is expanding its agentic portfolio with autonomous agents it claims are the first built specifically for the enterprise. These bots leverage organizational context to make decisions, adjust their decisions as circumstances change, and function within established governance rules. The startup asserts they’re designed to support employees rather than replace them. “Most ‘agents’ in the […]
  4. Issue

    Zendesk Says AI ARR Could Hit $400M to $500M in 2026

    As the customer service software market undergoes a seismic shift driven by artificial intelligence, Zendesk is positioning itself at the epicenter of transformation. Three years after Tom Eggemeier succeeded co-founder Mikkel Svane as chief executive, the company has evolved into what it claims is an “AI first” company. Its efforts appear to be paying off, […]
  5. Issue

    AWS Unveils ‘AI Factories’ to Build Sovereign-Grade AI Infrastructure for Governments and Giants

    Amazon Web Services (AWS) has worked with many large companies to develop large-scale AI infrastructure, from Anthropic to Saudi Arabia-backed HUMAIN. Now, the company wants to make it easier for the public sector to access the same capabilities, without the heavy investment. At this year’s re:Invent conference, the tech firm announced the launch of AI […]
  6. Issue

    AWS Makes Trainium3 and Trainium3 UltraServers Generally Available, Previews Trainium4 Custom AI Chip

    Last year, Amazon Web Services introduced Trainum3, its third-generation chip for training large language models (LLMs). At the time, these were state-of-the-art and twice as fast as their predecessors. However, as AI models become larger and more complex, a better way is needed to reduce latency and training times. Today, the company is introducing Amazon […]
  7. Issue

    Meet AWS Frontier Agents: Autonomous AI That Codes, Secures, and Runs Software

    Amazon Web Services is joining the list of companies embracing agent sprawl in the workplace. Call it whatever you like—the rise of the agentic enterprise or Frontier Firm—tech companies believe the future of work will be one where AI-powered agents will not only aid humans, but simultaneously collaborate with each other. But the world won’t […]
  8. Issue

    Vercel Brings Native AWS Database Support to Supercharge AI-Powered App Development

    Vercel is rolling out native support for Amazon Web Services (AWS) databases, better positioning itself more firmly at the center of the AI-driven app boom and the infrastructure behind it. Starting today, the front-end cloud platform is adding Aurora PostgreSQL, DynamoDB, and Amazon DSQL to its marketplace. The trio joins Prisma, Supabase, MongoDB Atlas, Neon, […]
  9. Issue

    Kyndryl Launches AI Framework to Revitalize Legacy IBM Mainframes

    Kyndryl is betting that AI agents can do what years of modernization efforts haven’t: Move the most entrenched mainframes into a faster, more automated era without disrupting the critical workloads they carry. The company is launching an AI-driven framework built around intelligent agents and its Kyndryl Bridge platform, initially supporting IBM’s z/OS mainframes. “Mainframe teams […]
  10. Issue

    AI Agent Ambition vs. Reality: Enterprises Expect Mass 2027 Deployment, But ‘Sprawl’ and Skills Gaps Keep 97% From Scaling

    If 2025 feels like the year AI agents finally arrived, 2027 may make it look tame by comparison, with analysts projecting an outright surge in enterprise-grade bots. But for now, even as companies adopt these digital workers, their ambitions far outpace their execution; 97 percent have yet to figure out how to scale agents across […]

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

AI Moves Fast. I Separate Signal From Spin.

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