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.
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.
What you get
Built for people who work with AI, not just read about it.
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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Issue
The Social Llama
IN THIS ISSUE: Meta hosts its first-ever event around its Llama model, launching a standalone app to take on Microsoft’s Copilot and ChatGPT. The company also plans to soon open its LLM up to developers via an API. But can Meta’s momentum match its ambition? The Prompt At Meta’s inaugural LlamaCon developer conference, the company […]
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Issue
Microsoft’s New Phi-4 Variants Show Just How Far Small AI Can Go
Microsoft is doubling down on small language models with new Phi-4 variants that aim to prove a bold idea: small AI can think big. The new Phi-4-reasoning, Phi-4-reasoning-plus, and Phi-4-mini-reasoning models are optimized for complex tasks, such as math and coding, and outperform much larger models while running on devices with limited resources. While we […]
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Issue
AWS Releases Amazon Nova Premier, Its ‘Most Capable Model’ for Complex Task
Months after Amazon Chief Executive Andy Jassy first introduced the world to the Nova foundation model family, the company has released what might be its top-of-the-line variant, Amazon Nova Premier. Billed as Amazon’s “most capable model,” it can process text, images, and video (though not audio yet) and tackle complex, multi-step tasks that demand precise […]
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Issue
Microsoft Makes History with Record Number of AI Learners Online
Microsoft has officially set a new world record for the most people to complete an online artificial intelligence lesson within 24 hours. More than 120,000 people participated in a course on April 7, taught by Scott Brant, on how to use Copilot chat to streamline work. That was more than enough to unseat the previous […]
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Issue
Zapier Enters AI Orchestration Market With Enterprise-Ready Platform Connecting 8,000 Apps
Zapier, long known for workflow automation, is stepping into the AI orchestration arena with a new platform that helps startups and enterprises integrate, automate, and scale AI across thousands of apps. The company has hyped up its offering, describing it as the “most-connected” of its kind. Customers using the AI orchestration platform will have two […]
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Issue
Dyna Robotics Unveils DYNA-1, a Robot Model Promising Performance Out of the Box
Amazon may be recognized as a company heavily experimenting with robots in its warehouses, but Dyna Robotics is aiming to push the entire field forward. The startup aims to deliver commercialized robots that can perform straight out of the box in any environment, producing high-quality results with exceptional throughput. Today, it takes a significant leap […]
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Issue
The AI Economy: What Consumers Expect From AI Agents
IN THIS ISSUE: Salesforce is shedding light on a crucial truth: AI agents aren’t just transforming businesses—they’re also reshaping consumer experiences. New research from the enterprise tech firm reveals four distinct consumer personas based on expectations of AI bots. The key takeaway for companies? AI is just as impactful for consumers as it is for […]
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Microsoft: Companies Are Going AI-First, Turning to Digital Labor to Scale
More and more, companies are moving decisively toward full-scale AI transformation. The allure of the productivity gains, cost savings, and scalability that AI-powered solutions can deliver is too compelling for business leaders to ignore. In fact, 82 percent say this is the year they’re rethinking their entire strategy and operations to see where AI can […]
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Issue
Microsoft Pushes Into Human-Agent Collaboration Era with Latest M365 Copilot Upgrades
Following the release of its 2025 Work Trend Index report, Microsoft is rolling out new updates to its Microsoft 365 Copilot app. The new agents and features are aimed at ushering in a new era of human-agent collaboration in the workplace. The release includes access to Microsoft’s Researcher and Analyst agents, integration with OpenAI’s GPT-4o […]
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Issue
4 Types of Consumers—and What They Expect From AI Agents
When it comes to AI agents, most of the conversation has centered around enterprise and B2B use cases. But consumer interest is growing—and it’s too big to ignore. New research from Salesforce reveals that everyday users are just as eager to engage with AI agents, not just for productivity, but also for personalized support in […]
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.)
* 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.
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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.
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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.
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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.
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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.
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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.
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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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