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anthropic is officially the stock-killer. claude wiped billions from cybersecurity stocks today but this isn’t the 1st time:
> claude cowork plugins wiped $830 billion from enterprise SaaS in 6 days
> today: claude mythos leak tanked cybersecurity stocks $CRWD etc
> legal plugin tanked legal zoom $LZ -20% in 1 day
> Claude code Security, tanked app-sec stocks 15-20%
> launched claude code review, tanked code-review stocks 10-15%
Software is quickly becoming a commodity, SaaS companies are getting hammered
scariest part is these models are getting A LOT better VERY quickly.
feels like a turning point.