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

    Zoom Pledges $10 Million to Make AI Education Accessible to All

    Product announcements aren’t the only news Zoom is making at its Zoomtopia event. The cloud-based video conferencing company has also revealed it’s committing $10 million over three years through a combination of grants to improve AI education and opportunity. The investments are being made through Zoom’s philanthropic arm, Zoom Cares. “AI should not be a […]
  2. Issue

    Zoom’s AI Companion 3.0 Aims to Cut Through the Noise of Modern Work

    Zoom is upgrading its generative AI assistant with the goal of “connecting people to progress.” With AI Companion 3.0, the company is introducing features that span across Zoom Workplace and Zoom Business Services, designed to help users turn conversations into concrete actions. Although announced today, these new capabilities won’t be generally available until later this […]
  3. Issue

    Salesforce’s Missionforce Sets Sights on Modernizing National Security with AI Agents

    Salesforce Chief Executive Marc Benioff describes artificial intelligence as being a “truly transformational technology with immense potential.” Since launching Agentforce, his company has been looking to infuse AI into every aspect of society. Now, it’s targeting our national security with the introduction of a new offering called Missionforce. Led by Benioff’s Chief of Staff, Salesforce’s […]
  4. Issue

    Dyna Robotics Secures $120 Million from Nvidia, Samsung, and Amazon to Bring General-Purpose Robots to Market

    Dyna Robotics, the startup behind the Dynamism v1 (DYNA-1) robot, has raised $120 million in new funding. The Series A investment round was led by Robostrategy, CRV, and First Round Capital, with participation from Salesforce Ventures, Nvidia’s venture arm NVentures, Amazon Industrial Innovation Fund, Samsung Next, and LG Technology Ventures. The company disclosed it will […]
  5. Issue

    Can Atlassian Build the AI Browser Enterprises Actually Need?

    AI agents are breaking free of the cloud and into the browser, a shift that could turn the workplace’s most familiar tool into a critical bridge between employees and bots in the era of the hybrid workforce. To stake its claim in this shift, Atlassian has acquired The Browser Company, the startup behind the AI-powered […]
  6. Issue

    Salesforce Sets the Stage for ITSM at Dreamforce

    In a few weeks at its annual Dreamforce conference, Salesforce is expected to announce new AI-powered updates to its platform. While its Agentforce service will undoubtedly take center stage, the company will formally launch a new product that puts it further in direct competition with ServiceNow: Agentic IT Service. Talk of Salesforce’s IT service management […]
  7. Issue

    Ralph Lauren Brings a Digital Stylist to Life with Ask Ralph AI Shopping Assistant

    Fashion and lifestyle brand powerhouse Ralph Lauren has launched an AI agent that provides styling inspiration and outfit recommendations to consumer shoppers. Ask Ralph, as it’s called, is a conversational bot that utilizes natural language processing to comprehend prompts, interpret context, and provide suggestions to users, much like a human stylist would. The agent is […]
  8. Issue

    Sierra Debuts Voice Sims to Train AI Agents for Chaotic Customer Calls

    Before an AI voice agent ever picks up the phone, companies need to know it is well-suited to handling the chaos of a real customer call. To help ensure this happens, Sierra is launching Voice Sims, a new tool that uses AI to train and refine these bots. It acts like a quality assurance system […]
  9. Issue

    ServiceNow Wants You to Vibe Code Your Next Enterprise App

    ServiceNow’s new platform release is now available, and it includes a vibe coding tool for users to build their next enterprise application. Described as a “breakthrough” for app development, ServiceNow’s Build Agent promises to transform an idea into a production-ready app in seconds, with no coding needed, just natural language. Simply type what you want […]
  10. Issue

    Arm Lumex Brings Cloud-Level AI Power to Smartphones

    Arm is betting the future of mobile AI lies in the device and not exclusively in the cloud. Its new Lumex platform, first introduced in May, is built to prove it. Part of the company’s Compute Subsystems (CSS), it combines Arm’s high-performance CPUs with its second-generation Scalable Matrix Extension (SME2), GPUs, system IP, and an […]

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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