Bern Chad

[Bern Chad @BernChad]

@codersimsAi AI

[Shanaka Anslem Perera ⚡ @shanaka86]

A blog post just wiped $30 billion off IBM in a single afternoon.

Not a product launch. Not an earnings miss. Not a competitor undercutting on price.

A five-minute blog post explaining that Claude can read COBOL.

IBM dropped 13%. Worst single-day loss since October 2000. Twenty-five years of stock resilience ended by one AI company publishing a capability update.

Here��s what happened:

95% of ATM transactions in America run on COBOL. Hundreds of billions of lines power banking, airlines, and government systems. The developers who built them retired decades ago. The knowledge left with them. Finding engineers who can even read COBOL gets harder every quarter.

IBM’s moat was never the technology. It was the fact that nobody else could understand it. Entire consulting empires existed because the code was too old, too tangled, and too critical to touch. Companies paid IBM billions because the alternative was catastrophic system failure.

Then Anthropic published a blog post saying Claude Code can map dependencies across thousands of lines of COBOL, document workflows, identify migration risks, and translate legacy logic into modern languages. Modernization in quarters instead of years.

The market heard: the priesthood just lost its monopoly on the sacred language.

And this isn’t the first time. Last week Anthropic announced Claude Code Security for vulnerability scanning. CrowdStrike dropped. Okta dropped. Cloudflare dropped. One company is serially destroying legacy moats with blog posts.

Now here’s where it gets surreal.

This same company, on the same day, also published evidence that three Chinese AI labs ran 24,000 fake accounts and 16 million exchanges to steal Claude’s capabilities. DeepSeek used it to build censorship tools. MiniMax pivoted within 24 hours when a new model dropped, redirecting half its traffic to steal the latest version.

And yesterday, the Pentagon summoned this same company’s CEO for what officials called a “sh*t-or-get-off-the-pot meeting,” threatening to blacklist them like Huawei for refusing to let the military use Claude without safety restrictions.

Three stories. One company. Twenty-four hours.

The company destroying legacy moats faster than the market can reprice them is simultaneously being threatened by its own government and looted by foreign competitors.

Anthropic is valued at $380 billion. Its CEO says a 12-month delay in AI would make him bankrupt. The Pentagon wants to designate it a supply chain risk. Chinese labs are running industrial espionage against it. And it just proved it can vaporize $30 billion in market cap with a Monday morning blog post.

Whatever you think about AI disruption, IBM’s stock just settled the argument.

Full institutional analysis on my Substack.

https://t.co/AEv8EMPdsZ

[Bern Chad @BernChad]

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[Your Tech Girl @yourtechgirl24]

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[Bern Chad @BernChad]

@boltapp @CityofCT After throwing all of my toys out of the cot I finally got assistance from a human and not a bot. @boltapp I appreciate you stepping up, I advise you to verify that your AI models are working adequately. Always needs to be a human element in business when working with humans!

[Bern Chad @BernChad]

@boltapp I make a regular complaint about a trip that has had a double charge and you continue to tell me that it was charged correctly without looking at the facts, well fact is I am removing your app then. Can’t stand bad customer service and being cheated!

[Bern Chad @BernChad]

@boltapp Pay back the money @boltapp this is probably why the @CityofCT keeps flagging you, there’s really something illegal going on behind those bots and lack of empathy!

[The Namibian @TheNamibian]

BREAKING NEWS … Standard Bank Namibia has reported a breach into some of its clients’ accounts. The bank said in a statement on Monday there were unauthorised debit card transactions on some of its clients' accounts. The transactions were from a specific vendor.

[Bern Chad @BernChad]

@Nedbank Also, to make sure you are aware. No, you didn't have a valid reason - you cost my staff a delayed pay day. You made us a laughing stock in front of clients, and finally, you still haven't resolved. You treated us like trash, so we are taking our business elsewhere.

[Bern Chad @BernChad]

What is it about Nedbank Business and shutting business accounts on a whim without as much as a single email or call? Aren't we a bit too used to bad business practice?
@Nedbank

[Bern Chad @BernChad]

@Nedbank No, not really, your process is so long drawn out that I opened a new business account with FNB. With the time it's taking you to escalate to resolve I am back to operations. The disrespectful behavior of yours cost you a business client.
@FNBSA Great turnaround time,Good win

[Bern Chad @BernChad]

It's only been 5 days since i started using @coolideas_ZA and already it's this chaotic. Seriously, what nonsense service is this?

[Dr. Eric Cole @drericcole]

In the realm of cybersecurity, victory isn't solely in preventing every threat but in our resilience to detect, manage, and control damage. Success isn't just stopping every attack; it's our ability to rise stronger after each one.

[Bern Chad @BernChad]

https://t.co/GzJy0bLblX

[Bern Chad @BernChad]

@TelkomZA @TelkomZA

[Bern Chad @BernChad]

@TelkomZA Is it possible to complete just one order without constantly having to complain & beg for service? Why is it difficult to be efficient @TelkomZA?

[Bern Chad @BernChad]

@TelkomZA Once again, you have canceled my order, this is the third time. 3 months for service? I want to talk to a manager or supervisor or someone who can do this work.

[Bern Chad @BernChad]

@TelkomZA got us like!

[Ian Miles Cheong @ianmiles]

Imagine getting so upset at an airline that you start doing this.

[Bern Chad @BernChad]

@TelkomZA I have tried that, I am being steam-rolled. We are not doing this for fun @TelkomZA. I have been waiting for months for Internet. Noone's called me, no-one's done the work & now I find out the order is canceled!😠