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

    SAP Bundles Its CX Clouds into a One-Stop Shop with Engagement Cloud

    SAP is unveiling an AI-powered platform that provides organizations with deeper insights into their data, enabling them to strengthen customer loyalty and drive better business outcomes. The new SAP Engagement Cloud, announced at SAP Connect, is built on the company’s Business Data Cloud and offers a single dashboard to help businesses deliver personalized experiences across […]
  2. Issue

    SAP Recasts Joule as an Agentic AI Platform Driving Workflow Automation

    When SAP launched Joule more than two years ago, its natural language AI copilot, the goal was like with every other bot of its type: to help people be more productive and drive better business outcomes. Integrated into the company’s broader portfolio of apps, Joule addressed basic tasks, such as answering questions, retrieving data, and […]
  3. Issue

    Salesforce Opens App-Building to Everyone with Agentforce Vibes AI

    Salesforce is telling developers—or anyone who has a software idea—that there’s no excuse for not building an app on its platform. Ahead of Dreamforce, the enterprise tech firm is unveiling Agentforce Vibes, its vibe coding solution. But unlike what’s available through Anthropic’s Claude Code, GitHub Copilot, Vercel, Lovable, or Replit, Salesforce brags that its platform […]
  4. Issue

    Lattice’s ‘Refounding’ Moment

    Much has changed in the world of human resources since entrepreneurs Jack Altman and Eric Koslow graduated from Y Combinator in 2016. The duo had launched a startup called Lattice, built to improve organizational growth. They recognized there was a better way for companies to manage people—being proactive drove success. Though a technology firm, Lattice […]
  5. Issue

    Google Makes Jules More Flexible With CLI and API for Developer Workflows

    Google is making it easier for developers to use its AI coding agent to build apps. The company is adding a command-line interface (CLI) and previewing an API that could bring the GitHub Copilot rival directly into a developer’s preferred system or workflow. First introduced in 2024, Jules was an experimental AI agent developed by […]
  6. Issue

    Microsoft Pitches $19.99 ‘365 Premium’ Plan as AI Alternative to ChatGPT Plus

    Are you a ChatGPT Plus user who wishes it had a direct tie-in with your favorite productivity apps? Microsoft offers an alternative called Microsoft 365 Premium, which it hopes will appeal to power users. Aimed at solopreneurs, professionals, and anyone who depends on AI to tackle their productivity tasks, this $19.99 monthly subscription not only […]
  7. Issue

    Microsoft Makes Multi-Agent AI More Manageable with New Open Framework

    Microsoft is introducing new capabilities to Azure AI Foundry, enabling developers to work more easily with multi-agent systems. The belief is that as organizations become so-called Frontier Firms, teams will need better ways to manage all of the proactive AI agents and ensure they’re working effectively together. Today’s announcements are an effort to address that […]
  8. Issue

    Ai2’s Asta DataVoyager Makes Complex Data Analysis Accessible to All Scientists

    Ai2 is expanding its Asta toolkit with a new addition aimed at helping scientists navigate complex data. The release of Asta DataVoyager makes analyzing any amount of structured data more accessible, thanks to this open-source data analysis offering. All researchers need to do is upload a dataset and ask their questions using natural language. Then, […]
  9. Issue

    Slack Opens Up Conversational Data to Power Smarter AI Agents

    Slack aims to help developers leverage the vast amount of conversational data stored on its platform. The goal: Build better, secure, and context-aware AI agents for the enterprise. To achieve this, the Salesforce-owned firm is launching not only a real-time search API, but also a Model Context Protocol server and other new tools. “The future […]
  10. Issue

    ServiceNow Debuts AI Experience as a Unified ‘Front Door’ to Enterprise AI

    Most tech companies aren’t rebuilding their platforms around AI—they’re layering it on top of existing systems. ServiceNow is taking a bolder approach with the launch of AI Experience, a conversational, context-aware interface that blends AI and users in ways that could change how enterprises interact with software. It’s a new front door to all your […]

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.

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