EPISODE · Mar 9, 2026 · 27 MIN
Who's the Fall Guy for AI? Claude Code Just Broke IBM
from They Might Be Self-Aware · host Hunter Powers, Daniel Bishop
Claude kills IBM? Anthropic’s Claude Code just learned COBOL—and IBM had its worst day in decades. Is AI about to eat legacy tech? This week on They Might Be Self-Aware, Hunter Powers and Daniel Bishop unpack the chaos behind the “Claude kills IBM” narrative. Anthropic’s Claude Code suddenly got good at COBOL, the ancient language quietly running massive parts of global banking infrastructure. When the news hit, IBM stock dropped hard—because if AI can maintain legacy code, IBM’s biggest moat might disappear. We break down: • Why Claude Code vs COBOL spooked investors • The logic behind the IBM stock panic • Goldman Sachs claiming AI barely affects GDP… while cutting jobs for AI • The rise of the AI “sin eater” — the human who takes the blame when AI screws up Because even if AI replaces analysts and COBOL engineers… someone still has to take the fall. ⏱️ CHAPTERS 00:00 AI “Sin Eater” Explained – Who takes the blame when AI makes a mistake? 09:06 Goldman Sachs AI Contradiction – Job cuts, AI hype, and the anti-AI fund 13:29 Claude Code Learns COBOL – Anthropic’s AI tackles legacy banking code 14:27 Did Claude Kill IBM? – Why the Claude COBOL news triggered an IBM stock panic 21:29 AI Hallucinations in Business – When companies start making decisions on fake AI data ⚡ Listen now & get self-aware before your tools do. 🎧 Listen on Spotify: https://open.spotify.com/show/3EcvzkWDRFwnmIXoh7S4Mb?si=3d0f8920382649cc 🍎 Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/they-might-be-self-aware/id1730993297 ▶️ Subscribe on YouTube: https://www.youtube.com/channel/UCy9DopLlG7IbOqV-WD25jcw?sub_confirmation=1 📢 Engage Comment to prove you’re human: type SIN EATER and tell us — when AI makes a mistake, who should take the blame? New here? Subscribe for twice-weekly AI chaos. 🧠 They Might Be Self-Aware — but are we? #AI #ClaudeCode #IBM
What this episode covers
Anthropic’s Claude Code just learned COBOL, and the market reaction helped trigger IBM’s worst stock drop in decades raising questions about whether AI can dismantle legacy tech moats. Hunter and Daniel unpack the chaos, Goldman Sachs’ AI contradictions, and the emerging role of the AI “sin eater”... the human who takes the blame when AI makes the mistake.
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Who's the Fall Guy for AI? Claude Code Just Broke IBM
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