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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.

180,909 görüntüleme • 5 ay önce •via X (Twitter)

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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.

Ricardo

110,899 görüntüleme • 5 ay önce

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

Tibor Blaho

11,057 görüntüleme • 3 ay önce

OpenAI and Anthropic news roundup (Week 18, 2026) OpenAI open-sourced Symphony spec for Codex orchestration, published "Our principles" post, announced amended Microsoft partnership, achieved FedRAMP Moderate authorization, posted commitment to community safety, brought OpenAI models, Codex, and Managed Agents to AWS, shared cybersecurity action plan, posted Stargate compute infrastructure update, published "Where the goblins came from" post, posted Auto-review write-up for Codex, introduced Advanced Account Security, announced DevDay 2026, repositioned Codex as personal assistant for everyday work, launched Codex setup import, added Codex pets, announced GPT-5.5 party for next week, shared GPT-5.5 one-week launch metrics, and rolled out 360 worlds in ChatGPT Images on web, plus discovered Custom dictionary feature in development, ChatGPT search EU recipient numbers, confirmed new model selector in composer, and updated privacy policy with marketing cookies on by default for free users Anthropic opened Sydney office with new General Manager, launched Claude for Creative Work with new connectors, Claude Code can now send push notifications to your phone, published Introspection Adapters research, BioMysteryBench evaluation, "How people ask Claude for personal guidance" study, launched Claude Security in public beta, and preparing for Code with Claude developer conference next week, plus discovered "Cardinal" stats feature in development and internal red teaming for Claude Jupiter V1 P, and more

Tibor Blaho

12,254 görüntüleme • 2 ay önce

The week in OpenAI and Anthropic news (Week 19, 2026) OpenAI rolled out GPT-5.5 Instant as the new ChatGPT default model with memory sources and ChatGPT for Excel and Google Sheets globally, launched three new realtime voice models in the API (GPT-Realtime-2, GPT-Realtime-Translate, GPT-Realtime-Whisper) and an OpenAI CLI, introduced Trusted Contact safety feature, GPT-5.5-Cyber for defenders, B2B Signals report, ChatGPT Futures Class of 2026, EMEA youth safety blueprint, privacy in model training explainer, expanded ads pilot, published engineering posts on low-latency voice, MRC supercomputer networking, running Codex safely internally, and investigating accidental chain-of-thought grading during reinforcement learning, plus discovered ChatGPT Personal Wiki and dropped a goblin-themed merch line that sold out Anthropic hosted Code with Claude developer conference in San Francisco, announced a new enterprise AI services company with Blackstone, Hellman & Friedman, and Goldman Sachs, signed a SpaceX compute partnership and raised Claude Code and API usage limits, made Claude for Excel, PowerPoint, and Word generally available with Claude for Outlook in beta, launched Workload Identity Federation, financial services agent templates, dreaming, outcomes, and multiagent orchestration in Managed Agents, shipped 60+ Claude Code reliability fixes, published research on agentic misalignment training, sandbagging mitigation, model spec midtraining, and Natural Language Autoencoders, donated Petri to Meridian Labs, introduced The Anthropic Institute research agenda, plus discovered Orbit proactive assistant for Cowork and /radio command in Claude Code, and more

Tibor Blaho

12,602 görüntüleme • 2 ay önce

A single blog post just nuked $31 BILLION from IBM. Their worst day in 25 years. Down 13.2% in one session. On track for their worst MONTH since 1968. All because Anthropic published 2,000 words about COBOL. They're on a generational run right now, here's what makes them better than everyone else: Monday morning, Anthropic dropped a blog post saying Claude Code can now modernize COBOL systems. For context: COBOL is a programming language from the 1950s. It runs 95% of ATM transactions in America. Powers every major bank. Runs airline booking systems. Processes government benefits. Hundreds of BILLIONS of lines still in production. The problem? The developers who wrote it are retiring or dead. Universities stopped teaching it decades ago. So companies like IBM, Accenture, and Cognizant built MASSIVE consulting businesses around one simple fact: "We have people who understand your ancient code. You don't. Pay us." Modernizing COBOL used to require armies of consultants spending YEARS mapping workflows. Then Anthropic said: "Actually, Claude can do that in weeks." Wall Street did the math instantly. IBM: $31 billion gone. Accenture: Down 6.6%. Cognizant: Down 6%. But this wasn't just about COBOL... This was Claude's FOURTH attack in three weeks. February 3: Claude Cowork plugins drop. Legal software crashes. Thomson Reuters down 18%. $285 billion wiped across software stocks. February 6: Claude Opus 4.6 launches with agent teams. Salesforce, Workday, ServiceNow crater. The "SaaSpocalypse" headline goes viral. February 20: Claude Code Security drops. Cybersecurity stocks hemorrhage $17 billion. CrowdStrike, Cloudflare, Okta, JFrog all in freefall. February 23: COBOL modernization blog post. IBM has its worst day in a generation. One AI company. Four product announcements. Four separate market panics. The pattern is obvious now. Every week, Anthropic releases a feature. Every week, another industry gets repriced. Legal research? Done. Cybersecurity? Done. Legacy code consulting? Done. And these aren't even FINISHED products. Claude Code Security is still in "limited research preview." The COBOL tool just got a blog post. Not even a formal launch. Wall Street is trading on ANNOUNCEMENTS now. The actual products haven't even shipped to most customers. IBM defended itself saying their mainframe business isn't just COBOL. CrowdStrike CEO said Claude "doesn't replace the Falcon platform." Barclays called the selloffs "illogical." Doesn't matter. The market has decided that AI disruption is priced in TODAY. Tech stocks are crumbling. All because one company keeps publishing blog posts. This is what "disruption" actually looks like. Not a slow transition over decades. Not a gradual shift in market share. One blog post. 2,000 words. $31 billion gone. And Anthropic just announced a $350 billion valuation. With $5-6 billion in employee share sales. While legacy tech burns. There haven’t been many companies in history as disruptive as Anthropic is today.

Ricardo

20,177 görüntüleme • 5 ay önce

🚨 ANTHROPIC JUST REVEALED CLAUDE MYTHOS ABILITIES Anthropic just formally announced "Claude Mythos Preview" and launched "Project Glasswing" to deploy it for cybersecurity defense. The models are unlocking completely new, autonomous behaviors. This isn't about slightly better benchmark scores. This is about what the model can do. Here are the direct quotes from Anthropic’s research team (including Dario) on exactly what Mythos is capable of: • Chaining Exploits: "It has the ability to chain together vulnerabilities... this model is able to create exploits out of three, four, sometimes five vulnerabilities that in sequence give you some kind of very sophisticated end outcome." • The Professional Standard: "The model that we're experimenting with is, by and large, as good as a professional human at identifying bugs." • Unprecedented Autonomy: "It's just generally better at pursuing really long-range tasks that are kind of like the tasks that a human security researcher would do throughout the course of an entire day." The Reality Check: Dario Amodei flat out said: "There's a kind of accelerating exponential... Claude Mythos Preview is a particularly big jump along that point." Because this model has become so capable at identifying zero-days, they are restricting its release to top tech partners to try to patch the world's software before these capabilities leak out. The autonomous researcher era has officially arrived. It’s over 💀

Chris

46,147 görüntüleme • 3 ay önce

Anthropic might be the biggest hypocrite in tech history. They built their entire brand on one promise: We are the responsible ones. We will not let this technology get out of control. That promise just exploded in public. Last week, a security lapse exposed nearly 3,000 internal files to anyone with an internet connection. Inside those files was a draft blog post about their upcoming model called "Mythos" that contained one of the most alarming sentences any AI company has ever written: "Mythos is currently far ahead of any other AI model in cyber capabilities and poses unprecedented cybersecurity risks." Their own words. About their own product. Leaked because someone forgot to secure a public data store. Cybersecurity stocks crashed the next day. Then THREE DAYS LATER it happened again. Anthropic leaked 500,000 lines of Claude Code source code through a packaging error on GitHub. Claude Code is their most popular product. The code exposed how the tool handles permissions, agent coordination, and internal feature pipelines. Competitors can reverse-engineer it. Hackers can study it for vulnerabilities. The company that tells the world it builds the safest AI can't even keep its own code off the public internet. But wait. It gets worse... Their head of Claude Code had JUST bragged publicly that "pretty much 100 percent" of the company's code is now AI generated. He personally hadn't made a single edit by hand in over two months. So the company whose entire pitch is "trust us with the most powerful technology ever created" is writing 100% of its code with AI and then accidentally publishing it for the world to see. Meanwhile the models they're already shipping are being used for actual cyberattacks RIGHT NOW. In November, Anthropic admitted that a Chinese state-sponsored hacking group used Claude to attack roughly 30 global targets including banks and government agencies. A hacker asked Claude in russian to build a web panel for managing hundreds of attack targets. In February, another hacker used Claude to breach Mexican government agencies and steal sensitive tax and voter information. Their response to all of this? They quietly rolled back their own safety pledge. In late February, Anthropic removed its commitment to halt model development if capabilities outpace safety procedures. The new policy is that they'll grade themselves on "nonbinding but publicly declared" goals. Translation: We used to promise we'd stop if things got dangerous. Now we promise we'll think about it. A congressman sent Anthropic a letter this week asking what the hell is going on. Anthropic hasn't answered. And here's the part that makes all of this actually matter: Anthropic is planning an IPO. They need to convince investors they're a trustworthy, well-run company that can handle the most sensitive technology on the planet. In the last 10 days they leaked their most powerful model's existence by accident, leaked their most popular product's source code by accident, got banned from the entire US government, had the DOJ appeal to restore that ban, told a court they could lose billions from the fallout, and weakened the ONE safety policy that made them different from every other AI lab. The "safe AI company" narrative was always a marketing play. Every AI lab says they care about safety. Anthropic just said it louder. But when your own internal documents admit your next model poses "unprecedented cybersecurity risks" and you can't even keep those documents from leaking to the public internet, the gap between the marketing and the reality becomes impossible to ignore. Anthropic isn't the safest AI company. They're the AI company that figured out that SAYING you're the safest is worth billions in valuation. Until it isn't.

Ricardo

16,245 görüntüleme • 3 ay önce

Claude Code cracked something open for us Every 📧. Now I ship to codebases I barely know, every feature we ship makes the next one easier, and non-technical members of the team use the terminal. I’m genuinely grateful. So I brought its creators, Cat Wu (cat) and Boris Cherny (Boris Cherny) from Anthropic, on AI & I to say thank you—and to talk about everything they’ve learned from building Claude Code. We get into: • The workflows Anthropic’s smartest engineers use to push Claude Code to its limits. Why they pit subagents against each other to get cleaner results, how they turn past code into leverage, and the slash commands and MCPs they rely on most. • The product lessons behind one of the most loved AI agents in the world. How the team balances simplicity and power—building a tool that anyone can use, but that experts can bend to their will—and their philosophy of “unshipping,” or cutting back whenever there’s a simpler, more intuitive path to user intent. • A peek into the future of coding with AI. The new form factors they’re experimenting with to make Claude Code more autonomous, more reliable, and more accessible to non-technical users This is a must-watch for anyone—both technical and non-technical—who wants to learn how to use Claude Code like the people who built it. Watch below! Timestamps: Introduction: 00:01:26 Claude Code’s origin story: 00:02:25 How Anthropic dogfoods Claude Code: 00:07:03 Boris and Cat’s favorite slash commands: 00:14:06 How Boris uses Claude Code to plan feature development: 00:15:49 Everything Anthropic has learned about using sub-agents well: 00:21:53 Use Claude Code to turn past code into leverage: 00:26:16 The product decisions for building an agent that’s simple and powerful: 00:33:14 Making Claude Code accessible to the non-technical user: 00:36:38 The next form factor for coding with AI: 00:45:12

Dan Shipper 📧

57,568 görüntüleme • 9 ay önce