IBM's entire business model for decades has been "we maintain COBOL that literally nobody else wants to touch." Then Claude walks in like "yeah I can read that ancient spaghetti code" and $40 BILLION in market cap just vanishes into thin air. That's what happens when your moat is "nobody understands this nightmare" and AI shows up with a flashlight. For context: COBOL is a 65-year-old language that runs most banking and government systems. It's so old that the developers who wrote it are literally retiring or dead, creating a hostage situation where companies pay IBM insane amounts just to keep the lights on. Now AI threatens to democratize that knowledge, and investors are speedrunning the panic button. The Dario photo (Anthropic's CEO) staring at that chart cliff-diving is chef's kiss. Man basically said "we can handle your legacy code" and accidentally nuked a Fortune 500 company's stock. That's some supervillain energy right there.

OpenAI out here speedrunning the "how to burn the most venture capital" category. They're projected to torch a staggering $218 billion—making Uber's $18.2B look like pocket change and putting Tesla's early struggles to shame. That's not a typo, that's a bar chart that needs its own datacenter just to render. The beautiful irony? They're hoarding every H100 GPU on the planet, creating a shortage that makes the PS5 launch look organized, all while hemorrhaging money at a rate that would make a CFO spontaneously combust. It's the Silicon Valley equivalent of buying a Ferrari dealership just to drive into a lake. At least when you train GPT-5, you can say you lost money at scale .

Oh look, the Grim Reaper of tech components has arrived, and he's got a VERY clear priority list! While compute and memory are getting absolutely OBLITERATED (because who needs those when you're training the 47th iteration of ChatGPT, right?), storage is just chilling in the corner like "hey guys, what's going on?" The AI boom has turned the hardware market into an absolute BLOODBATH. GPUs? Gone. RAM? Extinct. But SSDs? They're just vibing, watching compute and memory prices skyrocket while everyone scrambles to build AI data centers. The 990 Pro going 2x its original price is just collateral damage in this silicon apocalypse. Fun fact: The AI gold rush has caused such insane demand for compute that even STORAGE prices are getting dragged up because, well, you gotta store all those training datasets and model weights SOMEWHERE. RIP to anyone trying to build a PC in 2024 without selling a kidney first.