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Anthropic 正式成为股市杀手。Claude 今天抹去了数十亿的网络安全股,但这并不是第一次:
> Claude 协作插件在6天内抹去了 $830 十亿的企业SaaS
> 今天:Claude Mythos 泄漏导致网络安全股暴跌 $CRWD 等
> 法律插件让 LegalZoom 在1天内下跌了 $LZ -20%
> Claude 代码安全,导致应用安全股下跌15-20%
> 推出 Claude 代码审查,代码审查股下跌10-15%
软件正迅速变成一种商品,SaaS公司正遭受重创
最令人担忧的是这些模型变得非常快地变得更加强大,提升幅度巨大,速度也非常快。
感觉像是一个转折点。