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

    Salesforce’s Agentforce: What You Need to Know About the Autonomous AI Agent Platform

    Welcome to another special edition of “The AI Economy.” Over the next few days, I’ll devote this newsletter to Salesforce’s annual customer conference. Today’s issue provides a closer look at the company’s autonomous AI agent platform, Agentforce, which will be formally introduced at Dreamforce next week. Calling it “what AI was meant to be,” chief […]
  2. Issue

    AI Takes Center Stage: The Message Salesforce Must Deliver at Dreamforce

    Welcome to a special edition of “The AI Economy.” Over the next few days, I’ll devote this newsletter to Salesforce’s annual customer conference. New issues will feature an analysis of the company’s AI announcements that might reshape how organizations think about how they use the technology. The Prompt Thousands are set to descend on San […]
  3. Issue

    AI is Reshaping How We Learn to Code—And How to Build ‘The AI Team’ at Work

    Welcome back to “The AI Economy.” I took some time away from the newsletter during the summer. During the hiatus, I spent some time and got addicted to photographing velodrome racing at a nearby track to help recharge my creative mind. And now I’m back to share the latest AI news with you! For this week’s […]
  4. Issue

    Deal or No Deal, Publishers Are Pushing Back Over AI Platform’s Content Use

    It’s a short week in the U.S. with the Fourth of July holiday, but that hasn’t stopped AI news from being made. For today’s issue of “The AI Economy,” I examine the relationship between AI providers and publishers. Some companies have opted to license the content. However, some tech firms have decided to pursue a […]
  5. Issue

    5 Ways AI Is Impacting Higher Education

    Venture capitalist Mary Meeker is perhaps best known for her annual Internet Trends report, which has been published for over two decades. The industry has closely watched and admired her insights into tech. This week, her team at Bond Capital released a new report examining the relationship between artificial intelligence and higher education. Though not […]
  6. Issue

    The Startup Converting Your Company’s Data Into Actionable Intelligence

    I love speaking with entrepreneurs to understand better what they’re building and how it’ll impact our lives—it’s why I became a journalist. And some have fascinating stories that I’m glad I can tell, like with Bem. This is an early-stage data infrastructure company developing a solution many companies might have that could define a new […]
  7. Issue

    Apple’s AI Strategy: Personal, Private and Made ‘for the Rest of Us’

    The news AI watchers have been waiting for has arrived: Apple has revealed its technology strategy. But while its rivals have taken to the spotlight to unveil model after model and how they’re baking it into every one of their products, the iPhone maker seems to be taking a different approach, positioning it as “AI […]
  8. Issue

    The Five-Stage Journey for Companies to Achieve AI Maturity

    For this week’s issue of “The AI Economy,” take a look at a new study from Asana and Anthropic that offers a roadmap for organizations looking to make artificial intelligence a core part of their business strategy. Plus, here’s what we should expect and what we shouldn’t hold our collective breaths for at Apple’s WWDC […]
  9. Issue

    Microsoft Build 2024: Copilot, Copilot, Copilot

    Satya Nadella had his “developers” moment. Microsoft held its annual Build developer conference in downtown Seattle, Washington this week. On the heels of events by OpenAI and Google, what would the Windows maker bring to the table? Quite a bit, as it turns out. Microsoft’s chief executive came out in full force to hype up […]
  10. Issue

    For Google, It’s Gemini Everything Everywhere All At Once

    It was supposed to be Google’s week to showcase its latest AI innovations. Then, OpenAI said, “Hold my beer,” and released a significant update to GPT-4 that can handle text, speech and video. And the new model is free to use! While it took some of the wind out of Google’s sail on the eve […]

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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