AI Can Scan Your Code. It Can't Secure Your Organization.
When Anthropic announced Claude Code Security on February 20th—a tool that scans codebases for vulnerabilities and suggests patches for human review—the reaction from markets was swift and brutal. Major cybersecurity names watched their stock prices fall by double digits within days. The implied thesis behind the selling: AI can now do what these companies do, so why pay for them? It's a compelling fear and an inaccurate conclusion at the same time. The DLP space is a clear example of why.