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.

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

    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 […]

  2. 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 […]

  3. 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 […]

  4. Issue

    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 […]

  5. 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 […]

  6. 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 […]

  7. Issue

    HubSpot Buys Dashworks to Power Up Breeze’s Search and Content Tools

    HubSpot is expanding its AI capabilities with the acquisition of Dashworks, a startup known for its AI-powered search and knowledge management tools. Financial terms were not disclosed, but the Dashworks team will be integrated to bolster HubSpot’s Breeze offering, specifically in areas such as search and content gathering. “What’s impressive about Dashworks is its simplicity—ask […]

  8. Issue

    ServiceNow Expands Its AI Ambitions With New Apriel Small Language Models

    ServiceNow, the enterprise automation platform, has released a family of small language models called Apriel, available in two variants: a 5B base model and an instruct-tuned version. The company lists that they are designed to handle general-purpose tasks, from answering questions and retrieving information, to content generation, code assistance, reasoning, and creative writing. Both models […]

  9. Issue

    Beyond UX: Why the Future of Tech Is About Creating Interfaces for AI, Not Humans

    IN THIS ISSUE: Unpack all the insights from John Maeda’s Design in Tech 2025 Report, where AI isn’t replacing designers—it’s redefining the entire discipline. From the rise of agents to the shift from UX to AX (Agent Experience), Maeda maps out how design must evolve to meet an AI-augmented world. The Prompt At this year’s […]

  10. Issue

    Americans Worry AI Will Cut Jobs — Just Not Theirs Yet: Quinnipiac

    Is AI helping or hurting society? A new national poll from Quinnipiac University reveals that Americans remain divided on the technology’s impact. Views on AI vary widely across generations, income levels, and education, underscoring the complexity of public perception. Still, there’s one area where consensus emerges: concern over AI’s influence on the youngest generation and […]

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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