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"After all, if Dario Amodei had bought puts on IBM, and the dozens of companies that have plunged more than double digits in recent weeks, he would have made billions, certainly enough to fund his company for months if not years. "
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Anthropic put out another blog post about modernizing/migrating away from COBOL several months ago IIRC, it is surprising that this was not priced in already

Feels like a rip from Matt Levine who has been saying the same thing for a while now.

It's not so original an idea that we need to be worrying about who came up with it, I think.

Next up:Epic and MUMPS



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