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

Subscribe free → Browse issues ↓

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 Acquires AI Automation Startup Convergence to Bolster Its Agentforce Platform

    Salesforce has announced that it has entered into a definitive agreement to acquire Convergence.ai, a startup building AI automation software. The deal terms were not disclosed, but Salesforce stated that the Convergence “team and technology” would help enhance its Agentforce platform. “The next wave of customer interaction and employee productivity will be driven by highly […]
  2. Issue

    You.com Launches ARI Enterprise, an AI Research Agent for Financial Analysts and Consultants

    In February, the enterprise AI platform You.com introduced its Advanced Research and Insights (ARI) agent, designed to perform deep research and act as a personal AI consultant. Now, just three months later, the company is rolling out ARI Enterprise, a new version designed specifically for consultants, financial analysts, and researchers. And according to You.com, it […]
  3. Issue

    New Open-Source Tool Checks How Well AI Models Code for Accessibility

    Is the AI model powering your favorite vibecoding app actually usable by everyone, or just a privileged few? A new open-source offering from the Global Accessibility Awareness Day (GAAD) Foundation and ServiceNow aims to help developers assess how effectively coding-focused large language models (LLMs) generate accessible code. Called the AI Model Accessibility Checker (AIMAC), it […]
  4. Issue

    Twilio Plugs Into Microsoft to Deliver the ‘Last Mile’ of Enterprise AI Conversations

    Twilio and Microsoft have entered into a multi-year partnership to accelerate the use of conversational AI in enterprise customer communication. Announced at Twilio’s SIGNAL conference, the tie-up will let developers build AI-powered tools and applications on top of Twilio’s newly refreshed customer engagement platform and Microsoft’s Azure AI Foundry. In addition, Twilio introduced a range […]
  5. Issue

    Search Impressions Soar with Google’s AI Overview, Even as Website Clicks Decline

    It’s been a year since Google introduced AI Overview to its widely used search engine. The feature significantly transformed how people discovered information online, displaying information summaries above traditional search results. At the time, Google’s Vice President of Search, Liz Reid, proclaimed that AI Overview links would deliver more clicks and “valuable traffic to publishers […]
  6. Issue

    ServiceNow and Nvidia Debut Apriel Nemotron 15B, an Open-Source Reasoning Model Built for Faster, Cheaper Agentic AI

    ServiceNow and Nvidia have had a long-standing partnership building generative AI solutions for the enterprise. This week, at ServiceNow’s Knowledge customer conference, the two are introducing the latest fruits of their labor, a new large language model called Apriel Nemotron 15B with reasoning capabilities. The companies believe it performs as well as OpenAI’s o1-mini, Alibaba’s […]
  7. Issue

    ServiceNow Debuts AI Control Tower to Manage the Chaos of Enterprise AI Agents

    “If you look at the AI platform for business transformation, ServiceNow has formed itself as the control tower for AI transformation across all other platforms in the enterprise,” Bill McDermott, ServiceNow’s chief executive, told CNBC in December. “What’s really happening…is [that] work is not happening in a single department. Work goes across every function in […]
  8. Issue

    Generative AI Becomes Top IT Priority in 2025—and Is Getting a Seat in the C-Suite: AWS

    Generative AI is everywhere, but that doesn’t mean workers are ready for it. While tech providers promise their solutions lead to task automation, better creativity, and faster decisions, a new Amazon Web Services (AWS) study identifies a major obstacle: Companies still lack the skilled talent needed to put these tools to work. Workers without the […]
  9. Issue

    Salesforce Extends Agentforce to HR, So Employees Can Skip the HR Shuffle

    A staggering 86 percent of chief human resource officers (CHRO) say digital labor will soon be essential to their roles, according to a new Salesforce study. To support this, the company is launching a variation of its Agentforce platform specifically tailored to the human resource industry. Agentforce for HR Service, as it’s called, plugs directly […]
  10. Issue

    Ai2 Unveils the Tiniest OLMo 2 Model, Built for Local and Efficient AI Use

    Nonprofit AI lab Ai2 has released a new variation of its open-source language model. Previously, OLMo 2 was available in three sizes—7B, 13B, and 32B—but now there’s a 1B version, the smallest member of the model family. The company claims it outperforms Google’s Gemma 3 1B and Meta’s Llama 3.2 1B. OLMo 2 came onto […]

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.

The AI Economy

AI Moves Fast. I Separate Signal From Spin.

A sharp, curated look at the stories that reveal how AI is rewriting business, work, technology, and culture.

Join 3,000+ readers gaining practical wisdom.

No spam. Unsubscribe any time.

Read on Substack ↗ Browse all issues ↓