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

    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, […]
  2. 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 […]
  3. 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 […]
  4. 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 […]
  5. 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 […]
  6. 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 […]
  7. 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 […]
  8. 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 […]
  9. 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 […]
  10. 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 […]

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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