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Anthropic launched Claude Code Security in limited research preview, scanning codebases for vulnerabilities and suggesting targeted fixes. Cybersecurity stocks like $PANW, $FTNT, $ZS, $RBRK & $CRWD are lower on fears AI-native security tools could pressure parts of the stack.

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Shay Boloor

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180,909 просмотров • 3 месяцев назад •via X (Twitter)

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Introducing Claude Code Security, now in limited research preview. It scans codebases for vulnerabilities and suggests targeted software patches for human review, allowing teams to find and fix issues that traditional tools often miss. Learn more:
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Introducing Claude Code Security, now in limited research preview. It scans codebases for vulnerabilities and suggests targeted software patches for human review, allowing teams to find and fix issues that traditional tools often miss. Learn more:

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A single tweet just vaporized BILLIONS from cybersecurity stocks. CrowdStrike down 8%. Cloudflare down 8.1%. Okta down 9.2%. SailPoint down 9.4%. The Global X Cybersecurity ETF just hit its lowest level since November 2023. What happened? Anthropic dropped Claude Code Security. It scans your entire codebase for vulnerabilities and suggests patches. Sounds boring. Until you read what it actually did: In testing, Claude found over 500 HIGH-SEVERITY BUGS in production open-source codebases. Bugs that had been sitting there for DECADES. Despite years of expert review. Despite fuzzing campaigns. Despite penetration testing. Despite million-dollar security audits. Nobody found them. An AI did. In hours. Here's the terrifying part: Traditional security tools work by pattern matching. They look for known vulnerabilities in a database. Claude doesn't do that. It READS code the way a human security researcher would. Traces data flows. Understands how components interact. Catches logic flaws that rule-based tools can't see. And it just outperformed every cybersecurity tool on the market. Combined. Wall Street figured this out fast. If an AI can find what your $500k/year security team missed... Why do you need the team? If an AI catches bugs that CrowdStrike, Okta, and Cloudflare couldn't... Why are you paying those subscriptions? Barclays came out saying the selloff was "illogical" and Claude "doesn't compete" with these companies. But here's what Barclays missed: It's not about what Claude competes with TODAY. It's about what it replaces TOMORROW. The SaaS apocalypse hit legal software 3 weeks ago. Thomson Reuters dropped 18% in one day. $285 billion wiped from software stocks. Now it's cybersecurity's turn. The pattern is obvious: Every industry that sells "expertise as a service" is about to get repriced. Legal research? Done. Code vulnerability scanning? Done. Compliance checking? Coming soon. Financial analysis? On deck. Companies that spent 20 years building "moats" around specialized knowledge are watching AI swim right over them. CrowdStrike is worth $95 billion. They have 30,000 customers. Claude just found 500 bugs their tools missed. Do the math. The smart money already sees what's happening. The iShares Expanded Tech-Software Sector ETF is down 23% YTD. Heading for its largest quarterly decline since the 2008 financial crisis. Not because software is dying... But because software companies that charge per-seat subscriptions for AI-replicable work are dying. Anthropic just proved that a general-purpose AI can outperform DECADES of specialized cybersecurity infrastructure. In a single product release. While still in "limited research preview." It's not even fully launched yet. What happens when it scales? We're about to find out.
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A single tweet just vaporized BILLIONS from cybersecurity stocks. CrowdStrike down 8%. Cloudflare down 8.1%. Okta down 9.2%. SailPoint down 9.4%. The Global X Cybersecurity ETF just hit its lowest level since November 2023. What happened? Anthropic dropped Claude Code Security. It scans your entire codebase for vulnerabilities and suggests patches. Sounds boring. Until you read what it actually did: In testing, Claude found over 500 HIGH-SEVERITY BUGS in production open-source codebases. Bugs that had been sitting there for DECADES. Despite years of expert review. Despite fuzzing campaigns. Despite penetration testing. Despite million-dollar security audits. Nobody found them. An AI did. In hours. Here's the terrifying part: Traditional security tools work by pattern matching. They look for known vulnerabilities in a database. Claude doesn't do that. It READS code the way a human security researcher would. Traces data flows. Understands how components interact. Catches logic flaws that rule-based tools can't see. And it just outperformed every cybersecurity tool on the market. Combined. Wall Street figured this out fast. If an AI can find what your $500k/year security team missed... Why do you need the team? If an AI catches bugs that CrowdStrike, Okta, and Cloudflare couldn't... Why are you paying those subscriptions? Barclays came out saying the selloff was "illogical" and Claude "doesn't compete" with these companies. But here's what Barclays missed: It's not about what Claude competes with TODAY. It's about what it replaces TOMORROW. The SaaS apocalypse hit legal software 3 weeks ago. Thomson Reuters dropped 18% in one day. $285 billion wiped from software stocks. Now it's cybersecurity's turn. The pattern is obvious: Every industry that sells "expertise as a service" is about to get repriced. Legal research? Done. Code vulnerability scanning? Done. Compliance checking? Coming soon. Financial analysis? On deck. Companies that spent 20 years building "moats" around specialized knowledge are watching AI swim right over them. CrowdStrike is worth $95 billion. They have 30,000 customers. Claude just found 500 bugs their tools missed. Do the math. The smart money already sees what's happening. The iShares Expanded Tech-Software Sector ETF is down 23% YTD. Heading for its largest quarterly decline since the 2008 financial crisis. Not because software is dying... But because software companies that charge per-seat subscriptions for AI-replicable work are dying. Anthropic just proved that a general-purpose AI can outperform DECADES of specialized cybersecurity infrastructure. In a single product release. While still in "limited research preview." It's not even fully launched yet. What happens when it scales? We're about to find out.

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Anthropic is leading the Industry with models - like Sonnet and Opus - and developer tools - like Claude Code. Here are 5 tips to get more out of Claude Code!
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Introducing GoPlus-MCP. The first AI-native security layer for Web3. Now natively callable from Anthropic Claude, DeepSeek, and other LLM clients supporting MCP. A new way of thinking about Web3 security. Try it now at
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We’ve shipped a security-guidance plugin for Claude Code that helps identify and fix vulnerabilities as you’re writing code. Available for all Claude Code users. Install from the plugin marketplace (/plugins).
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We're introducing Codex Security. An application security agent that helps you secure your codebase by finding vulnerabilities, validating them, and proposing fixes you can review and patch. Now, teams can focus on the vulnerabilities that matter and ship code faster.
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We just shipped automated security reviews in Claude Code. Catch vulnerabilities before they ship with two new features: - /security-review slash command for ad-hoc security reviews - GitHub Actions integration for automatic reviews on every PR
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Frontier LLM models (especially Opus) are very good at finding vulnerabilities in codebases. With the right skills and a sub-agent architecture, they can outperform any traditional SAST tool. I collected the skills I use in this repository. Load them into any AI coding IDE such as Claude Code, Codex, Opencode etc. to find vulnerabilities in your code. You don’t need any third-party tools.
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Anthropic launched 10 AI agent templates for finance teams, covering KYC checks, monthly close reports, and presentation prep. The templates are available in Claude Code and Cowork on paid plans, with new Excel, PowerPoint, Word, and Outlook integrations.
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Anthropic launched 10 AI agent templates for finance teams, covering KYC checks, monthly close reports, and presentation prep. The templates are available in Claude Code and Cowork on paid plans, with new Excel, PowerPoint, Word, and Outlook integrations.

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Dan Ives: "Cybersecurity is poised to be a massive growth area from AI." $S $CRWD $PANW $ZS He argues that the market is currently mispricing these stocks as being at risk from AI, when in fact, AI is accelerating their adoption. Historically, cybersecurity accounted for about 5% to 8% of IT budgets. With the rise of AI, Ives expects cybersecurity to capture 20% to 25% of potential budgets. Also, Ives predicts a significant wave of M&A in the space. He notes that investor sentiment is currently super negative, which creates a buying opportunity since AI's positive influence isn't yet factored into Street numbers.

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We just launched Codex Security! Probably a no-brainer for most teams to turn on. Some things I'm excited about it: - Agentic security review leveraging our SOTA models - Always on codebase scanning - Detailed reports with code paths on vulnerabilities - Auto-fix any report with a PR Teams and enterprises can try it out through Codex web.
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We just launched Codex Security! Probably a no-brainer for most teams to turn on. Some things I'm excited about it: - Agentic security review leveraging our SOTA models - Always on codebase scanning - Detailed reports with code paths on vulnerabilities - Auto-fix any report with a PR Teams and enterprises can try it out through Codex web.

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Your OpenAI and Anthropic weekly digest (Week 16, 2026) OpenAI announced Cloudflare Agent Cloud partnership with OpenAI frontier models including GPT-5.4, Agents SDK update with native sandbox execution and model-native harness, Codex update with background computer use, image generation, memory, automations, and 90+ new plugins, introduced GPT-Rosalind life sciences reasoning model in research preview, Trusted Access for Cyber partners with GPT-5.4-Cyber, shared ChatGPT tax queries data, life sciences usage report, and closed gender gap data, re-enabled Study mode in ChatGPT, ChatGPT keyboard shortcut customization, ads rollout on Free and Go plans in Australia, New Zealand, and Canada, TeenAegis AI Danger Index lowest risk score, and Kevin Weil (OpenAI for Science lead and former CPO), Srinivas Narayanan (CTO of enterprise applications), and Bill Peebles (head of Sora) departures, with OpenAI for Science decentralized into other research teams and Prism sunset folded into Codex Anthropic released Claude Opus 4.7, launched Claude Design in research preview by Anthropic Labs, introduced routines in Claude Code research preview for scheduled, API, and webhook-triggered automations, redesigned Claude Code desktop app for parallel agents, appointed Vas Narasimhan to Board of Directors by the Long-Term Benefit Trust, published Automated Alignment Researchers study on weak-to-strong supervision, and made Claude for Word available on Pro and Max plans
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Your OpenAI and Anthropic weekly digest (Week 16, 2026) OpenAI announced Cloudflare Agent Cloud partnership with OpenAI frontier models including GPT-5.4, Agents SDK update with native sandbox execution and model-native harness, Codex update with background computer use, image generation, memory, automations, and 90+ new plugins, introduced GPT-Rosalind life sciences reasoning model in research preview, Trusted Access for Cyber partners with GPT-5.4-Cyber, shared ChatGPT tax queries data, life sciences usage report, and closed gender gap data, re-enabled Study mode in ChatGPT, ChatGPT keyboard shortcut customization, ads rollout on Free and Go plans in Australia, New Zealand, and Canada, TeenAegis AI Danger Index lowest risk score, and Kevin Weil (OpenAI for Science lead and former CPO), Srinivas Narayanan (CTO of enterprise applications), and Bill Peebles (head of Sora) departures, with OpenAI for Science decentralized into other research teams and Prism sunset folded into Codex Anthropic released Claude Opus 4.7, launched Claude Design in research preview by Anthropic Labs, introduced routines in Claude Code research preview for scheduled, API, and webhook-triggered automations, redesigned Claude Code desktop app for parallel agents, appointed Vas Narasimhan to Board of Directors by the Long-Term Benefit Trust, published Automated Alignment Researchers study on weak-to-strong supervision, and made Claude for Word available on Pro and Max plans

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