North Korea’s Secret US Workforce, Canceling the SaaSpocalypse, MSL’s Latest Exits | Diet TBPN

The "SaaSpocalypse" thesis—the prediction that AI would rapidly dismantle software-as-a-service companies—has proven premature, as firms with deep network effects or critical infrastructure roles, such as Twilio and cybersecurity leaders like Palo Alto Networks, continue to thrive. While companies like Chegg have failed to adapt to LLM capabilities, others maintain enduring value through non-code moats. Beyond software, North Korean IT workers are exploiting remote work trends, using stolen identities and AI to infiltrate American companies and funnel hundreds of millions of dollars to their regime. Meanwhile, luxury hospitality faces rising tensions with influencers, exemplified by a viral dispute at an Aman property. Additionally, the potential acquisition of Descartes by Anthropic signals a strategic shift toward integrating world models into frontier AI labs, further evolving the competitive landscape of the technology sector.