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

    Adobe Premiere Launches on the iPhone

    Adobe’s video editing software is now available on mobile devices—at least on the iPhone. After announcing its release earlier this month, users can now download the Adobe Premiere app from the App Store. The free-to-use software helps the company remain competitive among the growing number of creators and filmmakers. Adobe says an Android version is […]

  2. Issue

    AI Forces a Skills Reset: 85% of U.S. Workers Could See Roles Reshaped

    Artificial intelligence is transforming not only the jobs people hold, but also the skills they rely on to do them. New data from LinkedIn shows that 85 percent of U.S. professionals could see at least a quarter of their skills affected by AI. In other words, a significant portion of workers’ expertise may need to […]

  3. Issue

    Firefly Boards Go Public as Adobe Integrates New Moonvalley and Runway AI Models

    Five months after introducing Firefly Boards, Adobe is making the AI-powered creative canvas generally available. Now, anyone can use the moodboard-style tool to brainstorm, visualize concepts, and organize ideas. Alongside its launch, Adobe is adding several new features to Firefly Boards, along with support for Moonvalley’s Marey and Runway’s Aleph AI models. Formerly known as […]

  4. Issue

    Glean Assistant Moves From Task Automation to Full Workflow Management

    Two years after debuting its Glean Assistant, Glean is rolling out a major upgrade that it claims moves the AI from simple task automation to full end-to-end workflow support. Alongside the enhanced assistant, the company is launching a new conversational AI agent builder and a suite of developer tools designed to make it easier to […]

  5. Issue

    Okta Rolls out Identity Security Tools to Govern AI Agents and Block New Attack Vectors

    AI agents are entering the enterprise faster than companies can control them, and the hybrid workforce era is only raising the stakes, creating new security risks. To help organizations adapt, Okta is announcing updates to its Okta and Auth0 platforms that integrate new capabilities into a security fabric designed to govern AI agents, enforce trust, […]

  6. Issue

    Trust and Accountability Limit Agent Use Today at 27%, but Delegation Expected to Reach 43% in Three Years

    Despite tech companies’ promises about the potential of AI agents, knowledge workers are still cautious about the technology. New research from Asana’s Work Innovation Lab shows that today, workers offload 27 percent of their workload to agents. However, that number is expected to rise to 43 percent within three years. But what’s the cause of […]

  7. Issue

    Asana Unveils Next-Gen AI Teammates Built for Teams, Not Just Individuals

    Asana is showing off new AI Teammates for its work management platform. The company describes these next-generation agents as being more collaborative, capable of completing complex tasks, making informed decisions, and simultaneously supporting multiple teams. They also come with team-wide memory, governance, and visibility built in, which is something CIOs are interested in. The news […]

  8. Issue

    GitHub Copilot Now Automates Java and .NET App Modernization

    GitHub’s AI coding assistant is taking on app modernization, helping developers complete in days what once took far longer. Microsoft is rolling out new capabilities that automate Java and .NET upgrades, as well as convert legacy applications to run on Azure. The update to GitHub Copilot is part of a larger announcement in which Microsoft […]

  9. Issue

    AWS and Nvidia Partner With MassRobotics to Fuel Robotics’ Physical AI Future

    MassRobotics is partnering with Nvidia and Amazon Web Services (AWS) to launch the Physical AI Fellowship, a program designed to invest in and support robotics startups developing physical AI solutions. Eight companies have been named to the inaugural Fall 2025 cohort, all of which receive AWS credits, access to Nvidia’s hardware and software stack, along […]

  10. Issue

    Luma Taps Adobe’s Firefly as Exclusive Third-Party Launch Partner for Ray3 Video Model

    If you’re looking to try out Luma’s new Ray3 video model, there are only two places to do it, at least for the next couple of weeks: either on the Dream Machine platform or through the Adobe Firefly app. The generative AI startup has granted Adobe exclusive access to the model ahead of its broader […]

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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