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Anthropic 正式成為股市殺手。Claude 今天抹去了數十億美元的網路安全股票,但這已不是第一次:
> Claude cowork 插件在6天內抹去了 $830 億美元的企業 SaaS
> 今天:Claude Mythos 泄漏事件使網路安全股票崩盤 $CRWD 等
> 法律插件使 LegalZoom 在1天內下跌 $LZ -20%
> Claude 代碼安全,導致應用安全股票下跌15-20%
> 推出 Claude 代碼審查,導致代碼審查股票下跌10-15%
軟體正迅速變成商品,SaaS 公司正受到重創
最令人擔憂的是這些模型的性能正在非常快地變得更好。
感覺像是一個轉折點。