IBM Lost $35 Billion After Claude Claimed It Could Kill COBOL
Автор: Strategic Intelligence
Загружено: 2026-02-25
Просмотров: 14
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One blog post from Anthropic. $35 billion gone from IBM's market cap. But writing COBOL replacements was never the hard part — compliance, security certification, and 50 years of undocumented business logic are. Here's why the market completely missed the point.
Chapters:
00:00 - Intro
01:19 - Security and Knowledge Gap
02:48 - watsonx Code Assistant for Z
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