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: Meet the Frontier Professional, the Rarest AI Worker in Your Organization

    Every company wants to become AI-native, and the pressure is real. Microsoft’s 2026 Work Trend Index finds that 65 percent of AI users fear falling behind if they don’t adapt quickly. But knowing you need to transform and knowing how to do it are two entirely different problems. One of the most practical places to […]
  2. Issue

    Why Unstructured Data Is the Hidden Brake on Enterprise AI

    IN THIS ISSUE: Only 27 percent of business leaders say their data, processes, and applications are well-connected enough to support AI—even as 94 percent agree that connected data is essential to making it work. This week’s column examines why unstructured content has become the biggest obstacle to the agentic enterprise, and why solving it is […]
  3. Issue

    Adobe Express Isn’t a Creative Tool. It’s Connective Tissue.

    At almost every Adobe announcement lately, something slips in near the end: a mention of how the latest AI innovation connects to Adobe Express. Not as a headline. As a footnote. The app—formerly known as Adobe Spark before Adobe rebranded it in 2021—keeps showing up at the edges of bigger news, whether it’s Acrobat, Firefly, […]
  4. Issue

    Adobe Sneaks 2026: Five AI Prototypes Marketers Should Watch

    IN THIS ISSUE: This week, I’m sharing some standout projects from Adobe Sneaks—the company’s annual showcase of experimental prototypes that hint at where AI-powered creative tools are headed next. From simulated A/B testing to real-time web personalization, five projects stood out as potential game-changers for marketers and creative teams. The Prompt Every year, Adobe gives […]
  5. Issue

    Slack’s GM Predicts Agents Will Soon Outnumber Humans on the Platform

    Slack is about to become a place where most of its users don’t need it — at least not in any human sense. The platform has long been where work happens. That’s been the pitch since day one. But spend time with General Manager Rob Seaman and you start to wonder whether the work happening […]
  6. Issue

    AWS Cuts the Setup Tax on Agent Development With New Agentcore Tools

    Amazon Web Services (AWS) is moving to eliminate one of the biggest time sinks in AI agent development. On Tuesday, the company introduced a managed agent harness within Amazon Bedrock AgentCore, a prebuilt infrastructure layer that handles orchestration, compute, tool connections, and session state, so developers can test agent logic without building backend plumbing first. […]
  7. Issue

    OpenAI’s Chronicle Looks a Lot Like Microsoft’s Recall. Will It Face the Same Scrutiny?

    OpenAI wants to give its Codex coding agent a better memory. On Tuesday, the company rolled out an “experiment” feature called Chronicle that runs background agents to capture your screen, extract context from those images, and build persistent memories so Codex understands what you’re working on without you having to re-explain it every session. OpenAI says […]
  8. Issue

    This Adobe Sneak Uses AI to Rethink the Personalized Web

    Cookies have long been the default tool brands reach for when personalizing the web. For over 30 years, small text files stored in browsers have given companies a window into how users move across the web—and a way to tailor ads and content accordingly. But privacy regulations such as GDPR and CCPA, restrictions in browsers […]
  9. Issue

    Adobe Must Defend Its Creative Advantage as AI Transforms Design Tools

    Adobe kicks off its annual Summit in Las Vegas this week with more to prove than usual. The company that once defined the creative software market is now navigating an AI shift that threatens to make its tools less essential—and its premium pricing harder to justify. Not only that, but it’s navigating these waters without […]
  10. Issue

    Can Seattle Become America’s Next AI Capital?

    IN THIS ISSUE: Seattle has long been one of America’s most consequential technology cities—and the evidence suggests it may be more ready for the AI era than its national reputation reflects. This week’s column makes the case for Seattle as a serious AI capital, drawing on its unique concentration of cloud infrastructure, renewable-energy advantages, aerospace […]

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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