Starbucks spends $400 million a year on software. Yesterday they announced they're moving off IBM and Microsoft to build their own custom systems in-house.
IBM dropped 3% and Salesforce dropped 4% on the news.
And honestly this is, unequivocally, the biggest signal I've seen since OpenAI and Anthropic launched their consulting arms back in Q1. The largest companies in the world are done paying for software that half fits how they work.
We saw this coming about a year ago. Moved everything we build off Airtable and low-code tools and went fully custom. Already paying off, and it's only going to compound from here.
This is the opportunity right now.
You get all of a company's data into one system. You build out a single operating system for the entire business. You cut out bad, redundant processes. Then you layer AI on top of it, under the correct processes.
That's the core of AI consulting. Helping companies actually operate better.
There are a lot of fly-by-night offerings circulating right now when it comes to Ai Services.
For example, 'second brains'.
Throwing scattered data into a second brain while the processes underneath stay broken does nothing. The companies who will absolutely destroy their competition over the next 5 years are rebuilding how they work from the ground up.
Starbucks is showing you what other companies will be doing over the next several years.
Your job is to position yourself to facilitate that process for as many companies as you can.
RSAC 2026 is over and I had many great conversations, interviewed 13 cyber pros in the @ElisityInc video studio and still had a few hours to snap a photo of every Expo Hall booth and kiosk.
https://t.co/ky46jM72W8
https://t.co/fmwhJt8hIf
Photos #RSAC#RSAC26#RSAC2026
what Anthropic just announced with Claude code & COBOL modernization is quietly one of the biggest AGI signals we’ve had
COBOL still runs the vast majority of global banking & insurance infrastructure, written decades ago by people who are retired or dead in a language almost nobody alive understands anymore & modernizing it isn’t translating old syntax into new syntax
these codebases are full of undocumented business logic, edge cases that existed only in the head of some developer in 1974, dependencies nobody ever mapped because the guy who built it just knew…
so what Claude Code has to do is read millions of lines of ancient code & figure out what the original developer meant not what he wrote, reconstruct intent from context with incomplete information across a system duct taped for 50 years
if you can do that you can reason
IBM built an empire on being the only ones who could touch these systems, if an AI does in weeks what their teams bill over years that part of their business model is dead & the evaluation metric here is perfectly binary, either the modernized system runs & not a single transaction breaks or it doesn’t, no subjective benchmarks just does the global financial system keep working yes or no
but here’s what nobody is connecting yet ???
if an AI can reverse-engineer the intent of dead programmers across decades of undocumented code in a dead language then what exactly can’t it reverse engineer, proprietary algorithms from bytecode, legacy military systems, abandoned scientific simulations, medical devices running firmware nobody understands anymore…COBOL is just the proof of concept
the real product is an AI that reads human intent through the artifacts we leave behind & that changes everything
Cardiologist wins 3rd place at Anthropic's hackathon. Out of 13,000 applications. Built in 7 days by Michał Nedoszytko MD. Coded day and night - in the hospital, in the cloud, while flying from Brussels to San Francisco.
A few years ago, it would have been impossible for a doctor to build this alone in just a couple of days. AI changed that.
The project is called https://t.co/wAliajqjVF. It is an AI agentic care platform for patients. Including reverse AI scribe it is a companion that guides the patient from the moment they leave the doctor's office.
Powered by the massive context window of Opus 4.6, it allows patients to explore their full medical history, connected devices, Evidence Based resources and external data sources — all in one place.
Today, the barrier to entry has vanished; even a practicing physician can build an application from scratch.
What does #AI mean for the future of #SOC analysts & how does that affect how people gain real world experience? Join the discussion tomorrow #SINETWebinar at 8:30–9:30 AM PT / 11:30-12:30 PM ET & #Registerhere https://t.co/JEknP8roeN #SINET#CyberSecurity#InfoSec#SINET
Wow. @Toyota wants more car crashes.
2025 - they still have a button for customers to turn off daytime running lights. (DRLs prevent up to 15% of daytime multi-vehicle crashes)
Low-power/ long lasting LEDs
@IIHS_autosafety Should raise the insurance rates for Toyotas
I’ve never asked before but as we all know times are tough for the 99%. Please consider supporting my friend Pat as he pushed forward to get employed again. https://t.co/l2skcRvPKE #community
My team and I spent hundreds of hours identifying 1,000+ data centers in the US.
My biggest takeaway: Many of these projects are really big, and they are being built really fast.
🧵
How Claude AI Weaponized Lateral Movement: Why Machine-Speed Pivots Are Every CISO's New Nightmare https://t.co/ZaFR1WH4g7 via @ElisityInc#cybersecurity#ThreatIntel
One cybersecurity consultant said this highly-expected development may change the attack community as the bad guys start getting laid off. https://t.co/YVr69ctlnu