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

    Salesforce ‘Reimagines’ Itself in Slack

    Salesforce is using this year’s Dreamforce conference to unveil a sweeping transformation: It’s rebuilding itself around Slack, turning the team communication app into the front door for its AI-driven vision of the “agentic enterprise.” Some of the bold steps Salesforce is taking to make this reality include natively embedding some of its CRM apps into […]

  2. Issue

    Dialpad Launches Agentic AI That Can Solve 70% of Customer Requests

    Dialpad is joining the ranks of software providers with an agentic AI platform. On Thursday, the cloud communication firm announced the launch of a new service that provides businesses with autonomous voice and text-based bots capable of understanding complex requests and detailed reasoning. They’re also proactive, meaning they won’t just respond to queries, but also […]

  3. Issue

    Salesforce Buys Apromore to Give AI Agents a Map of Business Operations

    Salesforce continues its shopping spree of AI startups to bolster its Agentforce platform. Today, the company is announcing that it has signed a definitive agreement to acquire process mapping firm Apromore. This is Salesforce’s sixth business it has purchased, and it plans to incorporate its expertise in process intelligence and optimization into its CRM platform. […]

  4. Issue

    Zendesk’s Resolution Platform Gains Voice AI, Video Support, and HyperArc Analytics

    Zendesk is announcing a slate of updates coming to its Resolution Platform, its AI-powered customer and employee service solution. Among the features being added are new voice AI agents, an admin copilot, and advanced analytics powered by HyperArc. In addition, the company is unveiling advancements to both its Contact Center and Employee Service offerings. Introduced […]

  5. Issue

    Meet the 40 Startups Named to AWS’ 2025 Generative AI Accelerator

    Amazon Web Services (AWS) has selected the startups that will participate in its generative AI accelerator (GAIA). The third cohort comprises a diverse mix of companies from software, life sciences, healthcare, media and entertainment, finance, professional services, manufacturing, cybersecurity, legal, robotics, and education sectors—all with one thing in common: they are utilizing AI. “This year’s […]

  6. Issue

    Salesforce’s Benioff Pushes the Agentic Enterprise, But Questions Loom Over Agentforce’s Impact

    Marc Benioff is set to detail his bold vision on how he sees AI further transforming organizations—hopefully, he won’t have to scramble to rewrite it. At this year’s Dreamforce, Salesforce’s chief executive will introduce his definition of the “agentic enterprise,” a future in which humans and AI agents form a collaborative ecosystem inside organizations. “In […]

  7. 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 […]

  8. 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 […]

  9. 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 […]

  10. 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 […]

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.

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AI Moves Fast. I Separate Signal From Spin.

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