Anthropic's new AI security product wiped $20 billion from cybersecurity firms like Cloudflare and CrowdStrike. But Speaker B says the panic is overblown: static code analysis, penetration testing, and security audits already exist in Claude, Replit, and Vercel. The market reacted to capabilities that have been in production for months.
Security review feature wipes out 20 billion from cybersecurity stocks. Obviously, Anthropic released their latest security products or product and it massively hit some of the biggest players. Cloudflare, Crowdstrike to name a few. Is this a dramatic overreaction from public markets or is that underlying truth to this? Well, I'll tell you the interesting thing.
To me, this is kind of shows where the markets are and where our mass panic is. Although I think our panic is, is well grounded. I think we should be panicking. But this, most of this already exists. You can go to Claude code today. And I literally did this on the plane flying back last week. Okay. I did it inside of replit and you can say, run a detailed security audit on my code. And it will already do it. It will already run a total static code review. And if you're live on, if you're on replit or Lovable or Vercel or something, it will actually do penetration testing and everything for you. Like literally, it will do everything. It will already. It can already do, I think, better security audits and testing than a mediocre board engineer will ever do. So what I mean is, I'm not. It's obviously the pace at which things are getting better. Like it's, it's. I mean, each week we can't keep up, you know, on this show. But it's also interesting that conceptually, just like reviewing cobol code dropped IBM 10%, it already existed. Like, we're panicking about features that have already been in CLAUDE for months in many cases now, is this a sign that it will go more aggressively into the space? Of course it is. Right? Of course it is. But I just want to point out to folks that aren't doing it. So much of the stuff that we are panicking about I think is worth panicking about, but a total nothing burger in the sense that if you're paying attention, this is months old news in some ways.
