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Anthropic COBOL AI tool release and IBM market impact

Anthropic releases COBOL-focused AI tool for legacy enterprise systems, impacting IBM's market valuation and competitive positioning in enterprise AI modernization.

8 posts · First seen 2026-02-23 · Last activity 2026-02-23
TimeAuthorPost
2026-02-23T21:19 @KobeissiLetter It’s official: IBM stock, $IBM, just posted its worst day since October 2000 after Anthropic announced that Claude can streamline COBOL code. Today is the day AI became dystopian for millions of people. https://t.co/OHaVWbZrdT
2026-02-23T21:07 @KobeissiLetter RT @KobeissiLetter: BREAKING: IBM stock, $IBM, falls over -10% after Anthropic announces that Claude can streamline COBOL code. It’s becom…
2026-02-23T20:52 @rohanpaul_ai IBM stock dipped more than 10% once Anthropic went public with Claude's new ability to optimize legacy COBOL code. "SaaSocalypse." is in full swing, the death of the "Per-Seat" model of Software. IBM has a massive business built on "modernizing" old systems. It’s slow, expensive, human-heavy work. When Anthropic shows that Claude can map out and fix that old code in a fraction of the time, serious question arising on IBM’s "army of humans" model to create per-seat revenue. Investors are terrified, the market is realizing that if the AI is the "worker," the old software subscription models are basically broken.
2026-02-23T20:51 @stevehou IBM makes money from gating COBOL? https://t.co/xr849TRkFm
2026-02-23T20:27 @DanielleFong RT @KobeissiLetter: BREAKING: IBM stock, $IBM, falls over -10% after Anthropic announces that Claude can streamline COBOL code. It’s becom…
2026-02-23T19:40 @Mayhem4Markets Here we go again. $IBM is collapsing down over 10% as Anthropic releases a COBOL AI tool. https://t.co/1wiyEEyq10
2026-02-23T19:36 @KobeissiLetter BREAKING: IBM stock, $IBM, falls over -10% after Anthropic announces that Claude can streamline COBOL code. It’s becoming increasingly clear how pivotal the times we are in right now truly are. https://t.co/yGVZBeHk3R
2026-02-23T19:31 @Dorialexander If that’s true, actual AGI. You can’t just "solve" COBOL as Python. It’s many dialects that diverged decades ago in the some of the least shared codebases of the planet. https://t.co/lFmUgI858G
@KobeissiLetter 2026-02-23T21:19
It’s official: IBM stock, $IBM, just posted its worst day since October 2000 after Anthropic announced that Claude can streamline COBOL code. Today is the day AI became dystopian for millions of people. https://t.co/OHaVWbZrdT
@KobeissiLetter 2026-02-23T21:07
RT @KobeissiLetter: BREAKING: IBM stock, $IBM, falls over -10% after Anthropic announces that Claude can streamline COBOL code. It’s becom…
@rohanpaul_ai 2026-02-23T20:52
IBM stock dipped more than 10% once Anthropic went public with Claude's new ability to optimize legacy COBOL code. "SaaSocalypse." is in full swing, the death of the "Per-Seat" model of Software. IBM has a massive business built on "modernizing" old systems. It’s slow, expensive, human-heavy work. When Anthropic shows that Claude can map out and fix that old code in a fraction of the time, ser...
@stevehou 2026-02-23T20:51
IBM makes money from gating COBOL? https://t.co/xr849TRkFm
@DanielleFong 2026-02-23T20:27
RT @KobeissiLetter: BREAKING: IBM stock, $IBM, falls over -10% after Anthropic announces that Claude can streamline COBOL code. It’s becom…
@Mayhem4Markets 2026-02-23T19:40
Here we go again. $IBM is collapsing down over 10% as Anthropic releases a COBOL AI tool. https://t.co/1wiyEEyq10
@KobeissiLetter 2026-02-23T19:36
BREAKING: IBM stock, $IBM, falls over -10% after Anthropic announces that Claude can streamline COBOL code. It’s becoming increasingly clear how pivotal the times we are in right now truly are. https://t.co/yGVZBeHk3R
@Dorialexander 2026-02-23T19:31
If that’s true, actual AGI. You can’t just "solve" COBOL as Python. It’s many dialects that diverged decades ago in the some of the least shared codebases of the planet. https://t.co/lFmUgI858G

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