Over the past several weeks, social media has been exploding with predictions that “cyber is dead”. It doesn’t take much insight to jump on that bandwagon, as Anthropic’s announcement of Claude Code Security indeed sent the cybersecurity public market into turmoil, with some companies losing as much as 20% of their market cap. Contrary to what many think, declarations that “security is over” are very premature. In this piece, I share a perspective on why AI is actually expanding the total cybersecurity market, not killing it (and yet, why some categories will indeed suffer).

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What Claude Code Security is and is not

Let’s start by taking a quick look at what Claude Code Security is and is not. If you haven’t read Anthropic’s announcement, I recommend you check it out. Essentially, Claude Code Security “scans codebases for security vulnerabilities and suggests targeted software patches for human review, allowing teams to find and fix security issues that traditional methods often miss”. Basically, Anthropic is saying that it will be able to truly understand the codebase and provide patches that people will be able to reliably accept. This part is important because there are many security startups focused on suggesting patches, so Anthropic is betting that it can do it as a part of its experience (which obviously makes sense), and that it can do a much better job than any of the add-ons (which again, I don’t see why it wouldn’t be able to).

If you know security and understand what kinds of capabilities we are talking about here, you have probably realised that, at the very fundamental level, Anthropic just announced a potential solution to application vulnerabilities that are currently being discovered with SAST scanning and such. Without a doubt, this can be a huge step forward, and it can help application and product security engineers find and fix vulnerabilities ...