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
Intercom Turns Fin Into a Developer Platform
Three years after launching its Fin customer service agent, Intercom is opening it up to third-party developers via an API. There’s a catch: It’s open to anyone spending at least $250,000 on Intercom, but the company promises usage rates that are “by far the cheapest in the industry.” Until today, Fin had been confined to […]
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HubSpot Moves Breeze Agents to Outcome-Based Pricing
HubSpot is restructuring how it charges for its Breeze AI agents, moving to a model in which customers pay for results rather than by usage. It’s a significant bet that the company can deliver measurable value at a moment when business leaders are scrutinizing every AI line item. “Businesses are being asked to make big […]
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Issue
Microsoft Debuts MAI-Transcribe-1 Speech-to-Text Model That Tops Whisper, GPT, Gemini Flash
Microsoft’s AI division has been notably active in building out its first-party portfolio. It has developed everything from foundation models and vision capabilities to speech and image generation and diagnostic orchestration. Now, the company is adding another piece: MAI-Transcribe-1, a multilingual speech-to-text model that’s now available in public preview on Microsoft Foundry. MAI-Transcribe-1 is trained […]
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Issue
Claude Users Say Tokens Are Disappearing Too Fast. Anthropic Isn’t Saying Much.
The more I think about it, the more I see rate-limit toggling by Anthropic and its peers as similar to the era before unlimited talk, text, and data on our smartphones. Back then, we scrambled to tell people to contact us outside peak hours so we wouldn’t use all of our allotted monthly minutes. This […]
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Issue
AWS’s Frontier Agents Are Now GA—Ready to Automate Your DevOps and Security Headaches
AWS’s “Frontier Agents,” autonomous programs capable of building, securing, and operating software, have launched—well, two of them, at least. Coming nearly five months after their introduction at last year’s re:Invent conference, developers can use the AWS DevOps and Security agents to automate their delivery pipelines and protect their apps from vulnerabilities. But, for those hoping […]
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Issue
Microsoft Expands Copilot Cowork to Frontier Program, Upgrades Researcher With Multi-Model Intelligence
Microsoft is opening Copilot Cowork to a broader set of enterprise customers through its Frontier program, the company announced today—the latest step in its bet that AI should stop answering questions and start finishing work. Powered by Anthropic’s Claude, Copilot Cowork lets users delegate complex tasks to an AI agent that plans and executes work […]
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Issue
Bluesky Thinks AI Can Fix What Platforms Broke on Social Media
Bluesky has introduced an agentic social app on the AT Protocol called Attie. It’s a standalone experiment that lets users create custom feeds by describing in plain language what they want to see. Announced at the ATmosphere conference, Attie is currently invite-only and appears to be Bluesky’s inaugural foray into AI. Jay Graber, who recently […]
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Issue
Anthropic’s Demand Problem Is a Good Problem—Until It Isn’t
Has Anthropic’s “Fail Whale” moment arrived? The company announced this week on social media that, due to growing demand for Claude, users will run through their five-hour session limits much faster during peak hours. Notably, it comes days after Anthropic touted a “limited-time promotion” that doubled the usage limit for those who used Claude outside […]
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Issue
Jentic Is Betting That AI’s Biggest Problem Is Your APIs
The agents are ready. The pipes aren’t. That’s the uncomfortable reality sitting underneath the AI agent boom. Enterprises are racing to deploy AI agents that can book flights, resolve customer complaints, reroute shipments, and connect systems that may have never spoken with each other before. The capability does exist. But the moment an agent takes […]
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Issue
AI Token Budgets: The New Employee Benefit You Should Be Asking For
In Frank Herbert’s Dune, the axiom is simple: “He who controls the spice controls the universe.” In the AI era, the spice has a name—and it’s tokens. And as the technology continues to proliferate throughout our lives, these atomic units of AI are becoming as embedded in daily life as the dollar is. Every AI […]
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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