Dong Seo Report

SK Telecom and Upstage have partnered with leading universities to build South Korea’s first sovereign cyber defense AI foundation model. Fusing SKT’s 688B-parameter A.X K-series LLMs with Upstage’s Solar architecture, the initiative deploys sub-second autonomous agents to alleviate SOC alert fatigue and defend critical digital infrastructure.

Severe flash floods in Nepal’s Rasuwa district knocked out over 430 MW of hydroelectric capacity—roughly 12% of the nation’s grid—triggering a sharp 35.92-point sell-off on the NEPSE index. Led by massive drops in hydropower equities and non-life insurers, the shock highlights rising climate vulnerabilities and signals a global capital shift toward resilient energy infrastructure.

Despite offering near-zero merchant fees, South Korea’s state-backed food delivery apps are collapsing under the weight of private duopolies like Baemin and Coupang Eats. This breakdown reveals the hard reality of platform economics: without seamless UI, deep marketing capital, and integrated logistics, good political intentions alone cannot win over convenience-driven consumers.