The IBM-Anthropic-COBOL selloff was nonsense
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The IBM-Anthropic-COBOL selloff was nonsense
When Anthropic announced COBOL-modernization deals with GSIs in February 2026, IBM shares sold off and CNBC declared the company an AI casualty. On Episode 294 of The Six Five Pod, Patrick Moorhead went on the record calling the trade a misread: IBM makes more profit dollars moving clients off COBOL than losing them, the mainframe cannot be ...
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Part 1 ~ The Untold Story of COBOL Why would a language born in the age of punch cards still be holding up parts of modern life? , How did a “common business language” become one of the most stubborn pieces of infrastructure in history? This is the story of COBOL. 0:00​ COBOL Never Left 1:05​ The Pentagon Meeting 2:10​ Short-Range, Big Impact 2:55​ The Name “COBOL” 3:29​ Sponsor: Traycer 4:36​ The Portability Demo 6:05​ Legacy Panic (Y2K → 2020 → Now) #SoftwareEngineering #computerscience #Softw
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Part 1 ~ The Untold Story of COBOL Why would a language born in the age of punch cards still be holding up parts of modern life? , How did a “common business language” become one of the most stubborn pieces of infrastructure in history? This is the story of COBOL. 0:00​ COBOL Never Left 1:05​ The Pentagon Meeting 2:10​ Short-Range, Big Impact 2:55​ The Name “COBOL” 3:29​ Sponsor: Traycer 4:36​ The Portability Demo 6:05​ Legacy Panic (Y2K → 2020 → Now) #SoftwareEngineering #computerscience #Softw
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