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.

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  1. Issue

    Asana Buys StackAI to Close the Gap Between Work Management and Enterprise Execution

    As Asana positions itself as the “operating system for human-agent teams,” it has faced a real vulnerability: its agents couldn’t execute work end-to-end across the enterprise systems where business actually runs. That changes today with the company announcing the acquisition of StackAI, a no-code platform that lets enterprises build and deploy AI agents across critical […]
  2. Issue

    ServiceNow University Is Growing Fast. Now Comes the Hard Part.

    Walking through the Venetian Convention and Expo Center in Las Vegas on a Wednesday afternoon in May, I navigate through the crowds and vendor booths before arriving at a section called the “Playground.” It’s here where I find Jayney Howson, ServiceNow’s chief learning officer. This wasn’t our first meeting: In 2025, we spoke on the […]
  3. Issue

    Google Rebuilt Search Around AI. Don’t Throw Away Your SEO Playbook.

    IN THIS ISSUE: Google didn’t just update Search at I/O this week. It rebuilt it around AI, with consequences for every marketer who has spent years optimizing for a SERP that no longer looks the same. This issue examines what the shift from SEO to Answer Engine Optimization actually means for businesses trying to stay […]
  4. Issue

    Docusign Wants Its AI to Know Your Contracts Better Than You Do

    Docusign made its intentions clear two years ago when it pivoted beyond e-signatures into the Intelligent Agreement Management space. Now, it’s ready to show what that actually looks like in an AI agent world. At its Momentum conference on Thursday, the company announced that its AI engine for agreements, Iris, is expanding into agents along […]
  5. Issue

    OpenClaw Agents Were Built for Users. EnterpriseClaw Rebuilds Them for the Enterprise.

    AI agents are getting more capable by the day, pushed forward by computer-use frameworks like OpenClaw and its variants. Enterprise adoption should be accelerating—and it would be if not for the security and governance issues: No one wants an agent wiping out an entire database in nine seconds without permission. On Tuesday, Automation Anywhere unveiled […]
  6. Issue

    ‘The Era of the Chatbot Is Over’: Zendesk Makes Its Case for the Autonomous Service Workforce

    Zendesk spent years building software to manage customer service tickets. Now, its attention has turned to building an AI workforce that resolves them. It’s a “fundamental reset” of its platform, one where deflection-based bots are replaced by specialized AI agents that operate across all channels. At this year’s Relate conference, Zendesk is unveiling autonomous AI […]
  7. Issue

    8 in 10 Workers Are Still Doing AI’s Job for It

    IN THIS ISSUE: New Workday research reveals that most employees are still spending their days manually bridging broken systems, even as AI adoption spreads. Then, a new Gallup survey finds most Americans don’t want AI data centers in their backyards, putting a number on the public resistance threatening the industry’s $700 billion infrastructure push. The […]
  8. Issue

    ServiceNow and Nvidia Want to Make Desktop AI Agents Safe Enough for the Enterprise

    For years, enterprises have struggled to govern AI where it actually runs, across clouds, tools, and now, increasingly, the desktops where employees do their work. ServiceNow thinks it has an answer, and it’s building the solution with Nvidia. Project Arc is the result: an enterprise desktop agent designed to bring autonomous capabilities seen in tools […]
  9. Issue

    AWS Is Trying to Make Kiro the Most Trustworthy AI Coding Tool in the Room

    In software development, the costliest mistake rarely lives in the code. It lives in the requirements that came before it. Typically, the issue arose because a developer interpreted the specs differently from the author—and that’s human-to-human. Imagine how much more challenging this can be when vibe-coding. That’s why Amazon Web Services (AWS) is updating its […]
  10. Issue

    Glean Wants Enterprises to Treat AI Agents Like Software—With a Full Development Lifecycle to Match

    Enterprises have spent the past year building AI agents. Now they have to figure out what to do with them. To help, Glean has released its Enterprise Agent Development Lifecycle (ADLC), a framework that gives Chief Information Officers and IT leaders a repeatable path to scale agents across their organizations. “Agents are software. They need […]

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.

The AI Economy

AI Moves Fast. I Separate Signal From Spin.

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