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

    Microsoft Adds Model Tuning to M365 Copilot to Build Domain-Specific AI

    Microsoft is adding a new feature to its Microsoft 365 (M365) Copilot assistant that transforms it into a domain expert. Announced at Microsoft Build 2025, the feature is called Copilot Tuning and is a low-code service allowing developers to train models on an organization’s own data without needing the assistance of data scientists. Imagine a […]
  2. Issue

    Microsoft Opens Teams to Smarter AI Agents With A2A Protocol and New Developer Tools

    Microsoft is opening the door to more intelligent, autonomous AI agents in Teams. At its 2025 Build conference, the company announced a new developer toolkit that will make it easier to build and deploy agents directly within meetings on the platform, for both private and group use. The update includes support for Google’s Agent2Agent (A2A) […]
  3. Issue

    The New GitHub Copilot Agent Doesn’t Just Help You Code—it Codes for You

    GitHub’s coding assistant has leveled up, shifting from an in-editor assistant to an autonomous agent capable of implementing tasks or issues. This is an escalation in the vibe coming space and takes place four years after GitHub Copilot was first introduced. Internally dubbed Project Padawan, the new GitHub Copilot coding agent brings deeper integration of […]
  4. Issue

    Microsoft’s NLWeb Project Turns Websites into Conversational Interfaces for AI Agents

    Microsoft is reimagining how people interact with autonomous agents through a new open project called NLWeb. Designed to bring natural language interfaces to websites, it transforms ordinary web pages into conversational agents, enabling users to interact directly with the site’s content. The company is betting on this to be as impactful on the agentic web […]
  5. Issue

    Microsoft Brings Grok 3, Local AI, and Multi-Agent Tools to Azure AI Foundry

    Microsoft’s platform for building and deploying AI apps and agents is getting an update. Announced at this year’s Build conference, Azure AI Foundry (née Azure AI Studio) has new tools to simplify agent development, automate model selection, enhance monitoring, and support on-device AI. It’s all aimed at helping companies scale their generative AI solutions with […]
  6. Issue

    Microsoft Introduces Entra Agent ID to Bring Zero Trust to AI Agents

    Microsoft says we’re entering an era where humans work alongside AI agents. It’s the rise of what it calls Frontier Firms—businesses that summon bots on demand to support knowledge workers in what Microsoft’s Chief Marketing Officer for AI at Work, Jared Spataro, describes as the “elastic workforce.” However, keeping track of the agents may prove […]
  7. Issue

    Microsoft Edge Lets Developers Add AI to Web Apps Without the Cloud

    Microsoft is upgrading its Edge browser with new AI capabilities. At this year’s Build conference, the company unveiled a set of AI APIs allowing developers to seamlessly integrate AI features into their web apps, powered by models built directly into the browser. This experimental API set includes methods for prompting and generating content. These are […]
  8. Issue

    AI Agents Are Coming to Windows—Here’s How Microsoft Is Making It Happen

    Human-agent collaboration is moving beyond the cloud. It’s coming to the edge. At its 2025 Build conference, Microsoft unveiled the Windows AI Foundry, a development platform that will bring model building, fine-tuning, and local deployment capabilities to Windows 11. The company also announced native support for the Model Context Protocol (MCP), a framework that allows […]
  9. Issue

    Why ServiceNow Named Its Lightweight AI Models ‘Apriel’

    When ServiceNow first released its Apriel family of small language models, I was curious about the origin of the name. I initially guessed it might be a twist on the word “April,” perhaps rooted in the Latin word aperire, meaning “to open.” But the company didn’t offer an official explanation at the time. So at […]
  10. Issue

    Balancing Act: Klarna, AI, and the Future of Work

    IN THIS ISSUE: Klarna’s bold AI experiment—cutting headcount and leaning heavily on AI—offers a cautionary tale for companies racing to automate. But does this course correction signal trouble for the AI-first future, or simply reflect growing pains on the road to transformation? Plus, why are tech companies eager to help Saudi Arabia build an AI […]

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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