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.

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  1. Issue

    Salesforce Tracks OpenClaw, Seeing Lessons for AI Agents

    Salesforce is paying close attention to the development of OpenClaw, betting that technology enabling AI agents to operate computers autonomously could fundamentally change how enterprise software is used, automated, and scaled. The company believes these sophisticated bots can add significant value, but warns that it’s critical to harness this power correctly and ensure the right […]
  2. Issue

    UserTesting Uses AI to Turn Figma Prototypes Into Live User Tests

    Designers now have a new way to build user experience testing directly into their Figma workflows. UserTesting, a customer experience research platform, has released an AI-powered plugin for the popular design app that turns Figma prototypes into live user tests in minutes. Designers simply describe their prototype and the task they want users to complete, […]
  3. Issue

    Claude Code Becomes the Engine Behind ServiceNow’s Vibe Coding Agent

    ServiceNow is upgrading its Build Agent, shifting the coding assistant to run by default on Anthropic’s Claude Code instead of the general-purpose Claude model. This change gives users access to a language model purpose-built for software development, better suited to handling coding tasks and application logic when building production-grade apps and agents. This move is […]
  4. Issue

    Ai2 Challenges the Status Quo in Coding Agents with SERA, an Open-Source Model Built for Specialization and Scale

    Coding agents are everywhere. What was once a handful of experimental tools has become a crowded field spanning GitHub (Copilot), OpenAI (Codex), Google (Jules), Anthropic (Claude Code), AWS (Kiro), Vercel (v0), Salesforce (Agentforce Vibes), and a growing roster of startups, each promising to change how software gets written. Now, nonprofit AI lab Ai2 is entering […]
  5. Issue

    Salesforce Brings Slack and Agentforce Into Claude to Let AI Work Where Users Already Are

    Salesforce and Anthropic are back with new integrations that make it easier for enterprise workers to use their preferred AI tools on the job. Today’s announcements build on a longstanding partnership between the two tech firms, dating back to 2024. Teams can now use Slack’s Model Context Protocol (MCP) App directly in Claude, transforming the […]
  6. Issue

    With Prompted Playlist, Spotify Wants AI to Understand the Moment, Not Just the Genre

    Sitting down to write this article, I found myself thinking about the music that would put me in the right frame of mind to tell this story. My usual go-to playlist often does the job, but sometimes the moment calls for something more tailored. I know the feeling I’m chasing—but pinning it down by artist, […]
  7. Issue

    Adobe Acrobat Now Turns PDFs into Presentations, Podcasts

    Adobe is doubling down on artificial intelligence in Acrobat, aiming to expand what’s possible with PDFs. Using natural language prompts, users can now turn these digital documents into entirely new formats, from presentations to podcasts. This update builds on Adobe’s broader push to modernize PDFs for the AI era. Last summer, the company introduced Acrobat […]
  8. Issue

    JWX Acquires AI Video Startup Aug X Labs, Folding Augie Studio Into Its Enterprise Media Stack

    Aug X Labs, the creator of AI-powered video app Augie Studio, has been acquired by video technology firm JWX. Financial terms were not disclosed, but the deal includes the full retention of Aug X Labs’ team, with co-founders Jeremy Toeman and JT White moving into executive roles once the deal closes. In addition, because JWX […]
  9. Issue

    A More Human Way Into Vibe Coding—and Chris Pirillo Is Testing It Live

    When Chris Pirillo showed his 11-year-old daughter Google Gemini one day, it didn’t take her long to have it code a game to help her learn multiplication. “She wasn’t weighed down with the idea that she couldn’t do it. She just assumed she could—and she did. She identified her problem, and she solved it,” he […]
  10. Issue

    Vibe Coding Is Here to Stay, but Human Oversight Remains Critical

    The tech industry embraced vibe coding in 2025, as software development became one example of how artificial intelligence can disrupt professions. Instead of traditional line-by-line hand coding, developers can now instruct a bot to code an application through an intent-driven prompt. Vibe coding startups like Lovable have attracted tremendous investor interest, reaching unicorn status 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.)

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.

The AI Economy

AI Moves Fast. I Separate Signal From Spin.

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