This weekly newsletter pulls together summaries of the top ten most-read Insights across Tech Hardware and Semiconductor on Smartkarma.
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1. Claude Is Gunning For COBOL. IBM Strikes Back
- Announcements from Anthropic during the month of February 2026 roiled multiple segments of an already battered Software industry
- One of those announcements targeted COBOL, highlighting an opportunity to have Claude “modernize” the “legacy” platform that runs 95% of ATM transactions in the US
- IBM disagrees. COBOL is not their secret sauce, it’s their purpose-built architecture from silicon through the operating system that delivers unmatched transactional resilience, security, performance, and efficiency at scale
2. CTW Cayman: Global Anime Demand Surging; Legacy IP’s “Late Bloomer” Effect
- International revenue comprises the majority of revenue for the anime industry, accounting for 56.5% of total sales ($14.1 billion) and is expanding at a 26% YoY rate.
- With international revenue now driving the industry, CTW’s web-based architecture allows the company to circumvent regional app store restrictions and directly reach international audiences across borders.
- The late bloomer phenomenon: Titles that achieve modest viewership during their initial Japanese broadcast frequently experience a viral resurgence across Western social media much later. CTW US – Structural Long.
