Introduction to the "New Intellectual Era"】AI "Vulnerability Hunter" Claude Mythos suddenly appears, breaking systems in just a few hours — practical testing on Cybench with the maximum score caused nervousness on Wall Street! The global cybersecurity giant Cloudflare collapsed by 22% in four days, shaking the foundations of the SaaS empire. The walls of traditional security software are crumbling overnight.

Thursday, April 9, 2026 — shareholders of the global cybersecurity giant Cloudflare are hit by a bloody wave.

Within a few hours of the market opening, Cloudflare's shares plummeted by 13.5% in a single day, closing at $166.99.

In just a few hours, its market capitalization evaporated by billions of dollars. Moreover, over the last four trading days, the company's shares, previously considered an "internet shield," have fallen by 22%.

The cause of this financial storm was simply that Anthropic released a preview of the new model Claude Mythos Preview.

During real tests, Claude Mythos demonstrated a frightening "hunter" instinct. It scored 100% on the top cybersecurity benchmark Cybench.

Even more terrifying, in just a few hours, it conducted the most complex simulated pentest and independently discovered several deeply buried zero-day vulnerabilities in the code, capable of leading to a "sandbox escape."

Wall Street already senses the scent of death.

Foundations of the SaaS empire are shaking
Why is Wall Street's reaction so intense?

Because the business model of Cloudflare, ServiceNow, CrowdStrike is based on two assumptions:

Software cannot be perfect — vulnerabilities always exist, so constant security services and updates are needed.

Human security experts are rare, so such services are expensive.

But if AI can find and exploit vulnerabilities at near-zero costs in minutes, both assumptions collapse.

Investors are not even worried about the technical aspect but about the systemic risk to the business model.

Data shows: in the US, 49% of all private equity deals are directed toward software and technology services — this is the highest in 15 years, more than three times the amount in healthcare (14%), which ranks second.

Hundreds of billions of dollars are betting on the growth of the SaaS model.