🎙️ EP 213: $31B Vanished Overnight… Is AI Breaking Big Tech’s Business Models?

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IBM lost $31B in a single day after Claude showed it can rewrite legacy COBOL code. At the same time, Goldman says AI added “basically zero” to U.S. GDP. So… is AI saving the economy or shaking it?

We’ll talk about:

• Why IBM stock crashed 13% after Anthropic’s Claude Code update
• Goldman Sachs saying AI added almost nothing to U.S. GDP growth
• Anthropic’s new enterprise plug-ins and OpenAI teaming up with McKinsey & BCG
• What this means for SaaS, consulting, legacy systems, and the future of AI-driven work

Keywords: Claude Code, IBM stock crash, Goldman Sachs AI GDP, OpenAI Frontier, SaaSocalypse, AI productivity

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