Someone must have thought about this. PMs, Directors, lots of people involved in putting this together. I wonder what their target customer is. They must have analyzed and projected this. I'm genuinely interested.
There is so much business software out there and ecosystems that have evolved around it. Systems still running cobol on IBM mainframes; or, more "modern" stacks like Java apps running in IBM websphere. There are relatively small numbers of HN reading folk that went to some of the best CS programs and/or work(ed) at FANG caliber companies (whatever you call them now). The rest of the software engineer types are a dive…
And the solution to those businesses is not more IBM software, but Claude Code converting it to Go/Rust/Typescript in a few weeks.