North Korea’s Secret US Workforce, Canceling the SaaSpocalypse, MSL’s Latest Exits | Diet TBPN
Summary
The hosts revisit their canceled "SaaSpocalypse" thesis, analyzing why companies like Shopify and Palo Alto Networks recovered while others like Chegg failed. They discuss Yahoo’s departure from Meta to join Mark Zuckerberg’s new venture and the viral success of their trading card coverage. Other topics include Instagram’s logo redesign, a North Korean cyber-labor scandal, and a dispute between a hotel and an influencer.
Topics discussed
SaaSpocalypse victory lap: Why the AI disruption thesis was premature
Case studies: Meta, Google, Spotify, and cybersecurity winners
SaaSpocalypse victims: Chegg, Canva, and the rise of Twilio
Yahoo's exit from Meta and the viral trading card phenomenon
Instagram's new logo and the tacky Louis Vuitton Porsche collab
North Korea's secret IT workforce infiltrating US companies
The Amman hotel feud with influencer Ryan Walker
Anthropic in talks to acquire Descartes Labs for $6 billion
Crying emoji preferences and when AI hype will fade
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