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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 görüntüleme • 6 ay önce •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:
0:50

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:

Claude

26,248,474 görüntüleme • 6 ay önce

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.

Ricardo

110,899 görüntüleme • 6 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
1:18

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 • 4 ay önce

introducing greptile security agent it combines static analysis, sca, and ai agents to efficiently catch security flaws before merge. why did we build this? - coding agents have caused the frequency of security incidents to explode - neither agents nor deterministic methods alone are sufficient for detecting vulnerabilities - security review is best done in conjunction with regular code review because many vulns are really just logical issues with security consequences security review is turned on by default for free for all greptile users.
0:35

introducing greptile security agent it combines static analysis, sca, and ai agents to efficiently catch security flaws before merge. why did we build this? - coding agents have caused the frequency of security incidents to explode - neither agents nor deterministic methods alone are sufficient for detecting vulnerabilities - security review is best done in conjunction with regular code review because many vulns are really just logical issues with security consequences security review is turned on by default for free for all greptile users.

Daksh Gupta

33,973 görüntüleme • 1 ay önce

.Haseeb Qureshi ＞|＜ calls any team not running its releases through frontier-model security scanning "delinquent": "We are in a world where the previous rules around cybersecurity no longer apply. Because the reality is, if you can find this bug for $2, the team that was building this also could have done security scanning for $2. What were they doing?" "GLM has been out for a while. Kimi obviously more recent, but even just doing this on Opus would have cost probably four or five times that at most. Supposedly somebody ran Claude Code and found this in two minutes." "So what all this tells you is that there are companies that are going to survive this transition, and there are companies that are not. And there's going to be this kind of COVID-like mass inoculation period that we're going through right now in cybersecurity." "It's probably going to be a very centralizing force, because it means there's gonna be more consolidation toward the companies that have good security practices, have enough money to spend real dollars on security engineering, and are gonna be running every release through thousands of dollars of security scanning from frontier-level models." "If you are not doing that now, you are delinquent. You are already behind. You are putting your users and your company at risk." "AI is kind of an everything technology. It's like this background radiation now that is just touching everything that is software based." Dragonfly ＞|＜
1:24

.Haseeb Qureshi ＞|＜ calls any team not running its releases through frontier-model security scanning "delinquent": "We are in a world where the previous rules around cybersecurity no longer apply. Because the reality is, if you can find this bug for $2, the team that was building this also could have done security scanning for $2. What were they doing?" "GLM has been out for a while. Kimi obviously more recent, but even just doing this on Opus would have cost probably four or five times that at most. Supposedly somebody ran Claude Code and found this in two minutes." "So what all this tells you is that there are companies that are going to survive this transition, and there are companies that are not. And there's going to be this kind of COVID-like mass inoculation period that we're going through right now in cybersecurity." "It's probably going to be a very centralizing force, because it means there's gonna be more consolidation toward the companies that have good security practices, have enough money to spend real dollars on security engineering, and are gonna be running every release through thousands of dollars of security scanning from frontier-level models." "If you are not doing that now, you are delinquent. You are already behind. You are putting your users and your company at risk." "AI is kind of an everything technology. It's like this background radiation now that is just touching everything that is software based." Dragonfly ＞|＜

MTS

12,086 görüntüleme • 1 ay önce

We just launched a new primitive for AI Walrus Memory gives your agents persistent, portable memory that you own, and it drops straight into the platforms you already build on. Anthropic Claude, OpenAI ChatGPT, and Google Gemini, you name it plus native MCP and SDKs, added in a few lines of code LIVE TODAY
1:04

We just launched a new primitive for AI Walrus Memory gives your agents persistent, portable memory that you own, and it drops straight into the platforms you already build on. Anthropic Claude, OpenAI ChatGPT, and Google Gemini, you name it plus native MCP and SDKs, added in a few lines of code LIVE TODAY

Adeniyi.sui

46,208 görüntüleme • 3 ay önce

WHERE THE ENTERPRISE AI STACK IS BEING BUILT 1. $PLTR building the orchestration layer of the AI economy through the control systems enterprises need before models can take real-world actions backed by a Rule of 40 score of 127 2. $CRWD, $PANW, $ZS & $RBRK building the security layer of the AI economy across endpoint, identity, Zero Trust & cyber recovery as every new agent, machine identity & AI-generated workflow expands the attack surface 3. $NET building the connectivity layer of the AI economy through the internet control plane that agents, APIs & inference traffic must move across in real time, with Cloudflare sitting behind over 20% of the web 4. $SNOW & $MDB building the data layer of the AI economy through the clean, structured, production-grade enterprise data systems that make AI usable inside real applications and workflows
2:23

WHERE THE ENTERPRISE AI STACK IS BEING BUILT 1. $PLTR building the orchestration layer of the AI economy through the control systems enterprises need before models can take real-world actions backed by a Rule of 40 score of 127 2. $CRWD, $PANW, $ZS & $RBRK building the security layer of the AI economy across endpoint, identity, Zero Trust & cyber recovery as every new agent, machine identity & AI-generated workflow expands the attack surface 3. $NET building the connectivity layer of the AI economy through the internet control plane that agents, APIs & inference traffic must move across in real time, with Cloudflare sitting behind over 20% of the web 4. $SNOW & $MDB building the data layer of the AI economy through the clean, structured, production-grade enterprise data systems that make AI usable inside real applications and workflows

Shay Boloor

399,438 görüntüleme • 4 ay önce

Here's what happened with OpenAI and Anthropic this past week (even with OpenAI on company-wide spring break) OpenAI closed $122B funding round at $852B valuation with $2B monthly revenue, launched ChatGPT in Apple CarPlay, acquired media company TBPN, introduced Codex pay-as-you-go pricing for teams with ChatGPT Business price drop, Codex plugin for Claude Code, Vanity Fair reported upcoming policy push for superintelligence era, ChatGPT for Excel now available worldwide except EU consumer plans, executive changes with Fidji Simo on medical leave and Brad Lightcap moving to special projects, hosted disaster response AI workshop in Bangkok, and spotted three suspected new OpenAI image models on Arena codenamed maskingtape, packingtape, and gaffertape Anthropic signed Memorandum of Understanding with Australian government, published emotion interpretability research, released model diffing tool for AI models, acquired Coefficient Bio for about $400M, launched computer use in Claude Code, Claude Code auto mode for Enterprise and API users, Microsoft 365 connectors on all plans, computer use on Windows, Claude subscriptions will no longer cover usage on third-party tools like OpenClaw, plus Claude Code source code leaked via npm map file revealing undercover mode and unreleased features, discovered new "Epitaxy" mode in Claude desktop app, and Claude Code /buddy virtual pet easter egg for April 1st, and more
1:19

Here's what happened with OpenAI and Anthropic this past week (even with OpenAI on company-wide spring break) OpenAI closed $122B funding round at $852B valuation with $2B monthly revenue, launched ChatGPT in Apple CarPlay, acquired media company TBPN, introduced Codex pay-as-you-go pricing for teams with ChatGPT Business price drop, Codex plugin for Claude Code, Vanity Fair reported upcoming policy push for superintelligence era, ChatGPT for Excel now available worldwide except EU consumer plans, executive changes with Fidji Simo on medical leave and Brad Lightcap moving to special projects, hosted disaster response AI workshop in Bangkok, and spotted three suspected new OpenAI image models on Arena codenamed maskingtape, packingtape, and gaffertape Anthropic signed Memorandum of Understanding with Australian government, published emotion interpretability research, released model diffing tool for AI models, acquired Coefficient Bio for about $400M, launched computer use in Claude Code, Claude Code auto mode for Enterprise and API users, Microsoft 365 connectors on all plans, computer use on Windows, Claude subscriptions will no longer cover usage on third-party tools like OpenClaw, plus Claude Code source code leaked via npm map file revealing undercover mode and unreleased features, discovered new "Epitaxy" mode in Claude desktop app, and Claude Code /buddy virtual pet easter egg for April 1st, and more

Tibor Blaho

29,532 görüntüleme • 5 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
1:21

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 • 4 ay önce

This is big... Anthropic just announced a model so powerful they won't release it to the public out of fear over the damage it will cause 😨 Claude Mythos Preview found thousands of zero-day exploits in every major operating system and web browser... The numbers are hard to believe: > $50 to find a 27-year-old bug in OpenBSD, one of the most security-hardened operating systems ever built > Under $1,000 to find AND build a fully working remote code execution exploit on FreeBSD that grants unauthenticated root access from anywhere on the internet > Under $2,000 to chain together multiple Linux kernel vulnerabilities into a complete privilege escalation exploit For context: these are the kinds of findings that previously required elite security researchers working for weeks. Anthropic engineers with no formal security training asked Mythos to find exploits overnight. They woke up to working code the next morning. The results were so impressive Anthropic assembled Apple, Google, Microsoft, Amazon, NVIDIA, and seven other organizations into Project Glasswing: A $100M defensive coalition. They're not releasing this model publicly. Instead, they're racing to patch the world's infrastructure before models like this proliferate.
4:14

This is big... Anthropic just announced a model so powerful they won't release it to the public out of fear over the damage it will cause 😨 Claude Mythos Preview found thousands of zero-day exploits in every major operating system and web browser... The numbers are hard to believe: > $50 to find a 27-year-old bug in OpenBSD, one of the most security-hardened operating systems ever built > Under $1,000 to find AND build a fully working remote code execution exploit on FreeBSD that grants unauthenticated root access from anywhere on the internet > Under $2,000 to chain together multiple Linux kernel vulnerabilities into a complete privilege escalation exploit For context: these are the kinds of findings that previously required elite security researchers working for weeks. Anthropic engineers with no formal security training asked Mythos to find exploits overnight. They woke up to working code the next morning. The results were so impressive Anthropic assembled Apple, Google, Microsoft, Amazon, NVIDIA, and seven other organizations into Project Glasswing: A $100M defensive coalition. They're not releasing this model publicly. Instead, they're racing to patch the world's infrastructure before models like this proliferate.

Josh Kale

4,066,238 görüntüleme • 5 ay önce

THIS IS WHAT AI PENTESTING SHOULD LOOK LIKE IN 2026 Someone built Shannon, an open source AI pentesting tool that doesn’t just scan your app from the outside. It reads the source code. Then it uses AI to map potential attack paths, identify vulnerabilities, and test the application before you ship it. The workflow is basically: → point Shannon at your code → connect your Claude API → let it analyze the application → get the findings in a dashboard Instead of waiting for a security team to manually hunt through every part of your codebase, you can have an AI security researcher working through it automatically. And because it’s white-box, it can see things traditional scanners can’t. This is where AI + cybersecurity gets REALLY interesting. Just use it on systems you own or have explicit permission to test. REPO BELOW
1:14

THIS IS WHAT AI PENTESTING SHOULD LOOK LIKE IN 2026 Someone built Shannon, an open source AI pentesting tool that doesn’t just scan your app from the outside. It reads the source code. Then it uses AI to map potential attack paths, identify vulnerabilities, and test the application before you ship it. The workflow is basically: → point Shannon at your code → connect your Claude API → let it analyze the application → get the findings in a dashboard Instead of waiting for a security team to manually hunt through every part of your codebase, you can have an AI security researcher working through it automatically. And because it’s white-box, it can see things traditional scanners can’t. This is where AI + cybersecurity gets REALLY interesting. Just use it on systems you own or have explicit permission to test. REPO BELOW

MAX

12,830 görüntüleme • 13 gün 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
1:42

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 • 4 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.
0:40

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 • 6 ay önce

BREAKING 🚨 Anthropic just unveiled "Cowork," a major feature that turns Claude into a fully autonomous virtual assistant for everyone. It brings the deep agentic capabilities previously reserved for coders to general users, allowing Claude to perform complex tasks directly on your computer. The tool was built after Anthropic noticed developers using "Claude Code" for everyday admin tasks. Cowork now lets anyone grant Claude access to folders to manage files, research, and complete multi-step workflows independently acting as a digital employee that "does" instead of just chats. Cowork is available today as a research preview for Claude Max subscribers on the macOS app 😡. Claude is releasing new coding/desktop agents much faster than all of there competitors. This launch exposes a massive gap in the current AI landscape: in 2026, Google still explicitly lacks a consumer browser agent, and xAI has yet to release a native CLI or agentic interface. While OpenAI has "Operator" and Google has the developer-focused "Antigravity," Anthropic is now the only other major lab providing a true "do-it-for-me" experience for general users.
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BREAKING 🚨 Anthropic just unveiled "Cowork," a major feature that turns Claude into a fully autonomous virtual assistant for everyone. It brings the deep agentic capabilities previously reserved for coders to general users, allowing Claude to perform complex tasks directly on your computer. The tool was built after Anthropic noticed developers using "Claude Code" for everyday admin tasks. Cowork now lets anyone grant Claude access to folders to manage files, research, and complete multi-step workflows independently acting as a digital employee that "does" instead of just chats. Cowork is available today as a research preview for Claude Max subscribers on the macOS app 😡. Claude is releasing new coding/desktop agents much faster than all of there competitors. This launch exposes a massive gap in the current AI landscape: in 2026, Google still explicitly lacks a consumer browser agent, and xAI has yet to release a native CLI or agentic interface. While OpenAI has "Operator" and Google has the developer-focused "Antigravity," Anthropic is now the only other major lab providing a true "do-it-for-me" experience for general users.

Chris

502,372 görüntüleme • 8 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 💀
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🚨 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

46,155 görüntüleme • 5 ay önce

WHOEVER BUILT THIS WAS TIRED OF INSTALLING 50 DIFFERENT HACKING TOOLS Someone turned 183+ penetration testing and OSINT tools into ONE command line toolkit. —> Recon. —> Vulnerability scanning. —> Web app testing. —> iOS security. —> OSINT. All sitting behind a single CLI menu. Instead of spending hours installing tools, configuring dependencies and jumping between terminals, you can manage the whole stack from one place. And because it’s open source, you can actually inspect it, modify it and build your own workflows around it. Cybersecurity students are going to have a field day with this. Just remember: use it on systems you own or have explicit permission to test. This is basically a Swiss Army knife for security researchers. REPO BELOW
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WHOEVER BUILT THIS WAS TIRED OF INSTALLING 50 DIFFERENT HACKING TOOLS Someone turned 183+ penetration testing and OSINT tools into ONE command line toolkit. —> Recon. —> Vulnerability scanning. —> Web app testing. —> iOS security. —> OSINT. All sitting behind a single CLI menu. Instead of spending hours installing tools, configuring dependencies and jumping between terminals, you can manage the whole stack from one place. And because it’s open source, you can actually inspect it, modify it and build your own workflows around it. Cybersecurity students are going to have a field day with this. Just remember: use it on systems you own or have explicit permission to test. This is basically a Swiss Army knife for security researchers. REPO BELOW

MAX

27,121 görüntüleme • 14 gün önce

GT Protocol AI Digest No.86: Claude Just Leveled Up Here are five stories worth your attention 👇 🧠 Claude Opus Gets an Upgrade Anthropic released a new Opus model with stronger performance in coding and cybersecurity. The update, alongside its Mythos Preview, points toward more advanced and autonomous AI systems. 🎨 Canva Goes Full Prompt Mode Canva’s AI 2.0 update expands prompt-based editing across the entire design process. Users can now generate and modify layouts, images, and text through simple instructions. 💻 Gemini Moves to Desktop Google launched a native Gemini app for macOS, bringing AI directly into the operating system. Assistants are becoming persistent tools, not just browser features. 🧬 AI Gets Specialized in Biology OpenAI introduced a biology-focused model designed for scientific workflows. AI is moving beyond general use into domain-specific applications. ⚙️ Intel Repositions in the AI Race Intel is aligning with Google’s infrastructure strategy and exploring ties to Musk’s chip projects. The competition is shifting toward hardware and large-scale compute. Read the full digest on our Medium 👉
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GT Protocol AI Digest No.86: Claude Just Leveled Up Here are five stories worth your attention 👇 🧠 Claude Opus Gets an Upgrade Anthropic released a new Opus model with stronger performance in coding and cybersecurity. The update, alongside its Mythos Preview, points toward more advanced and autonomous AI systems. 🎨 Canva Goes Full Prompt Mode Canva’s AI 2.0 update expands prompt-based editing across the entire design process. Users can now generate and modify layouts, images, and text through simple instructions. 💻 Gemini Moves to Desktop Google launched a native Gemini app for macOS, bringing AI directly into the operating system. Assistants are becoming persistent tools, not just browser features. 🧬 AI Gets Specialized in Biology OpenAI introduced a biology-focused model designed for scientific workflows. AI is moving beyond general use into domain-specific applications. ⚙️ Intel Repositions in the AI Race Intel is aligning with Google’s infrastructure strategy and exploring ties to Musk’s chip projects. The competition is shifting toward hardware and large-scale compute. Read the full digest on our Medium 👉

GT Protocol

37,782 görüntüleme • 4 ay önce

Had a great talk with Anjney Midha about why he left a16z to start AMP PBC (raised $1.3B), his early bet on Anthropic, the importance of Japan in AI, his class at Stanford and a lot more. I didn't make him cry like Harry Stebbings, but I think it was a fun conversation about the future of AI Infra. Enjoy! 00:00 Introduction to AMP and AI Infrastructure 03:07 Transition from A16Z to AMP 06:01 Understanding AMP's Role in AI Compute 08:57 The Concept of a Compute Grid 11:59 The Need for Standardization in AI Infrastructure 14:59 Education and Collaboration in AI Development 17:59 Global Perspectives on AI Infrastructure 21:03 Japan's Role in AI and Robotics 23:14 Cultural Connections: Japan and Germany 25:08 The Journey to Teaching at Stanford 26:04 Security in Infrastructure: Lessons Learned 27:50 Cybersecurity and AI: A New Frontier 29:27 The Importance of Redundancy in Cybersecurity 30:39 Investing in AI: The Anthropic Experience 32:54 Wealth Creation and Public Participation 34:06 Infrastructure Bottlenecks in AI Development 36:57 Global Perspectives on Data Centers 39:11 The Need for Education on AI Benefits 42:07 Learning from China: A Systems Approach 45:47 Conclusion: Coordinating the Western Frontier
46:14

Had a great talk with Anjney Midha about why he left a16z to start AMP PBC (raised $1.3B), his early bet on Anthropic, the importance of Japan in AI, his class at Stanford and a lot more. I didn't make him cry like Harry Stebbings, but I think it was a fun conversation about the future of AI Infra. Enjoy! 00:00 Introduction to AMP and AI Infrastructure 03:07 Transition from A16Z to AMP 06:01 Understanding AMP's Role in AI Compute 08:57 The Concept of a Compute Grid 11:59 The Need for Standardization in AI Infrastructure 14:59 Education and Collaboration in AI Development 17:59 Global Perspectives on AI Infrastructure 21:03 Japan's Role in AI and Robotics 23:14 Cultural Connections: Japan and Germany 25:08 The Journey to Teaching at Stanford 26:04 Security in Infrastructure: Lessons Learned 27:50 Cybersecurity and AI: A New Frontier 29:27 The Importance of Redundancy in Cybersecurity 30:39 Investing in AI: The Anthropic Experience 32:54 Wealth Creation and Public Participation 34:06 Infrastructure Bottlenecks in AI Development 36:57 Global Perspectives on Data Centers 39:11 The Need for Education on AI Benefits 42:07 Learning from China: A Systems Approach 45:47 Conclusion: Coordinating the Western Frontier

Nathan Lands

28,872 görüntüleme • 4 ay önce

OUT NOW - these brothers generated returns double the S&P 500, here are the stocks they own now in robotics, SpaceX suppliers, optics/networking, and a data center turbine play no one's looking at. A few things Pernas Research thinks: -open AI weights are bullish*, actually -Upwork will thrive, not just survive, in AI era (literally opposite of what market's pricing in rn) -They like Tenable $TENB (cybersecurity): growth is about to accelerate and trades cheap to $PANW $CRWD etc -Meta's a bad long now (they owned from ~$90 to ~$700 btw) $META -Stablecoins aren't really "a thing": they prefer Wise and Remitly as crossborder money movement fintechs $RELY $WSE $WISE.L Apple Spotify YouTube Pernas Research (20% discount): Notes: "returns double since S&P 500" audited track record since 2017 of 32.19% gross pa vs SPX of 15.47% 20% discount is for quarterly subscription, discount lasts for one year *Dean & Deiya Pernas think open AI weights are bullish for AI infra (data centers, semis, hyperscalers, power, etc), not great for the actual LLM companies though
1:11:19

OUT NOW - these brothers generated returns double the S&P 500, here are the stocks they own now in robotics, SpaceX suppliers, optics/networking, and a data center turbine play no one's looking at. A few things Pernas Research thinks: -open AI weights are bullish*, actually -Upwork will thrive, not just survive, in AI era (literally opposite of what market's pricing in rn) -They like Tenable $TENB (cybersecurity): growth is about to accelerate and trades cheap to $PANW $CRWD etc -Meta's a bad long now (they owned from ~$90 to ~$700 btw) $META -Stablecoins aren't really "a thing": they prefer Wise and Remitly as crossborder money movement fintechs $RELY $WSE $WISE.L Apple Spotify YouTube Pernas Research (20% discount): Notes: "returns double since S&P 500" audited track record since 2017 of 32.19% gross pa vs SPX of 15.47% 20% discount is for quarterly subscription, discount lasts for one year *Dean & Deiya Pernas think open AI weights are bullish for AI infra (data centers, semis, hyperscalers, power, etc), not great for the actual LLM companies though

Jack Farley

98,140 görüntüleme • 1 ay önce