Issue No. 33Week ending Sunday, August 16, 2026539 episodes · 2379 articles
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North Korea’s Secret US Workforce, Canceling the SaaSpocalypse, MSL’s Latest Exits | Diet TBPN

With John Coogan, Jordi Hays · Sunday, August 16, 2026
Also discussed: Nikesh Arora, Ryan Walker, Adam Mosseri, Joe Weisenthal and Bucco Capital

John Coogan and Jordi Hays discuss the unexpected comeback of many SaaS companies, dubbed the 'SaaS-pocalypse cancellation,' and analyze why some thrived while others failed in the face of AI. They also delve into the Wall Street Journal's bombshell report on North Korea's secret remote IT workforce, Meta's high-profile talent exits, and the growing tension between luxury hotels and influencers, exemplified by the Aman dispute.

Key takeaways

  • Anthropic is reportedly in talks to acquire Decart for $6 billion, signaling a major strategic move in the frontier AI space. Read more →
  • Luxury hotel Aman canceled YouTuber Ryan Walker's $4,663 reservation during its opening week due to scaled-back capacity, triggering a public dispute. Read more →

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