Herman Jin · 2026-10-24 · 帖子

A cyber attack immediately gets priced as a tailwind for PANW and CRWD. Markets default to linear thinking. But what if Anthropic or OpenAI launches a cybersecurity product?? In such case, entire SaaS sector could get re-priced — regardless of whether it actually impairs any of their business Cybersecurity is simply one visible expression of a broader shift — data processing is being systematically converted into model inference As models replace humans in coding, not only cybersecurity but also code review, testing, and even invoking these systems all become model-driven. All the old workflow has to be rebuilt by AI