Last week, Anthropic launched Claude Code Security, and public cyber stocks sold off hard. CrowdStrike and Cloudflare fell around 8%. Okta and SailPoint both dropped by about 10%. Israel’s JFrog dropped roughly 25% in a day. Even the cybersecurity ETF slid about 5%. The easy narrative wrote itself: “AI just killed cyber.” In my opinion, the reality is almost the opposite. AI just accelerated both sides of the battlefield, and security is about to get harder, not easier. And no, we are nowhere near the day when AI “solves security”, security teams disappear, and CISOs lose their jobs. If anything, the job gets more demanding as the pace of change increases. Claude Code Security is code-focused, but the signal is broader than AppSec. A frontier AI company shipped a security workflow that looks less like “rules and alerts” and more like “reasoning and action”.

Full opinion : Anthropic Launches Claude Code Security for AI-Powered Vulnerability Scanning Causing Cyber Stocks To Tank.