Investors wiped $40 billion from IBM's market cap after Anthropic released COBOL translation tools. Analysts say the market ...
Investors reacted to Anthropic’s assertion that Claude Code could streamline legacy COBOL modernization, raising concerns about pressure on IBM’s high‑margin mainframe services despite longstanding ...
On 23 Feb 2026, IBM shares dropped 13%, losing nearly $30B, after Anthropic's Claude AI promised faster COBOL modernization, ...
Druid AI CEO Joe Kim weighs in on why the future of enterprise agents needs a governance-first mindset that supports composability and extensibility.
While Anthropic’s Claude Code grabbed headlines, IBM has been deploying its own generative AI solution, Watsonx Code Assistant for Z, designed to modernize the very mainframes it built. Unlike general ...
IBM’s ( IBM) Software and Chief Commercial Officer, Rob Thomas, wrote in a Monday blog post that translating COBOL code isn’t equivalent to modernizing enterprise systems, emphasizing that platform ...
Fabien Deshayes discusses the strategies behind Monzo’s Developer Velocity squad. He explains the "Platform as a Product" mindset, emphasizing the need for engineers with product acumen and tenure. He ...
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