IBM’s 25% drop raises a bigger question about how mature companies adopt AI
shashib · x · 2026-07-23
IBM's 25% drop is being framed as a test of whether Wall Street understands how mature companies adopt AI.
The post points to IBM as an example of a large incumbent whose AI adoption story is being judged through the stock market, rather than through the usual startup-style growth lens.
More from Venture
- Google updates spam policies to warn platforms hosting AI-generated shareable pages and tools — lilyraynyc · 2026-10-27
- Indie hacker shares exact distribution playbook from $0 to $17k MRR — tibo_maker · 2026-10-27
- Reddit question: If AI creates universal abundance, why invest at all? — AlephMartian · 2026-10-27
- Anthropic files for Nasdaq IPO under ticker $ANT with $16.3B first-half 2026 revenue — ChrisGPT · 2026-10-27
- Anthropic IPO filing warns catastrophic AI incident could exceed entire insurance industry's capacity — TinfoilTricorn · 2026-10-27
- Anthropic holds $131.7 billion in cash and short-term investments — TinfoilTricorn · 2026-10-27