The indecision over the model’s name, though, didn’t stop it from rattling markets last week. Shares of cybersecurity vendors, including CrowdStrike, Palo Alto Networks, Zscaler, and Fortinet, fell as investors assessed what more capable models within Claude Code Security could mean for the competitive landscape.
However, Avasant’s research director, Gaurav Dewan, was more optimistic about Mythos’ impact on vendors: “Powerful models will not replace cybersecurity platforms”.
Rather, Dewan sees vendors increasingly embedding frontier models from Anthropic and OpenAI and others into their stacks for vulnerability discovery, code and cloud posture management, and threat investigation and response automation.
