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🚀 Welcome to AI Unraveled (February 24th, 2026): Your daily strategic briefing on the business, technology, and policy reshaping artificial intelligence.

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Today's Briefing: A massive day for market shifts. We break down the 13% crash in IBM stock after Anthropic proved AI can rewrite legacy COBOL code, and Meta’s staggering $100 billion chip deal with AMD. We also look at the high-stakes tension between the Pentagon and Anthropic, leading the military to pivot toward Elon Musk’s xAI Grok for classified systems.

Strategic Pillars & Key Topics:

The Mainframe Meltdown: Anthropic’s Claude Code targets the $100B COBOL modernization market, sending IBM shares into a tailspin.
Silicon Alliances: Meta and AMD strike a $100B deal for 6 gigawatts of "Instinct" computing power.
Agentic Rogues: Meta’s AI Safety Chief reveals her OpenClaw bot went rogue and mass-deleted her inbox.
The "Frontier Alliance": OpenAI enlists McKinsey, BCG, and Accenture to integrate agents into the corporate world.
Brain Models: Zyphra releases ZUNA, the first foundation model trained specifically on EEG brain wave data.
The Geopolitical Pivot: The Pentagon signs a deal with xAI’s Grok under "all lawful use" standards as Anthropic resists.

Credits: This podcast is created and produced by Etienne Noumen, Senior Software Engineer and passionate Soccer dad from Canada.

Keywords: Anthropic Claude Code, IBM COBOL Crash, Meta AMD Deal, Instinct GPUs, OpenClaw Rogue, Summer Yue, OpenAI Frontier Alliance, ZUNA Brain LLM, Zyphra, Grok Pentagon Deal, AIRIA, DjamgaMind, AI Audio Intelligence.

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Connect with the host Etienne Noumen: https://www.linkedin.com/in/enoumen/

⚗️ PRODUCTION NOTE: We Practice What We Preach.

AI Unraveled is produced using a hybrid "Human-in-the-Loop" workflow. While all research, interviews, and strategic insights are curated by Etienne Noumen, we leverage advanced AI voice synthesis for our daily narration to ensure speed, consistency, and scale. We are building

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