The Pragmatic Optimist

📢Yesterday, Anthropic announced its Project Glasswing initiative in partnership with CrowdStrike, Palo Alto Networks and several other companies to help secure the world’s critical software. 🤖This announcement comes after a tumultuous last two weeks in cybersecurity where Anthropic experienced two back-to-back operational failures that included the Mythos document leak, followed by the Claude Code Source leak five days later at the end of March. ⚔️Separately, a major supply chain attack also impacted $10B AI data startup Mercor exposing a critical governance gap between rapid AI development and the necessary security structures needed to protect them. 🔒Therefore, the latest security coalition between Anthropic and its partners is one of the biggest affirmations that “AI won’t kill cybersecurity". Instead, we should see the narrative shift towards “AI powering the next generation of cybersecurity solutions”, where companies like CrowdStrike become an indispensable partner, both enabling and benefiting from widespread enterprise AI deployment. 💪In other words, as the window collapses between a vulnerability being discovered and being exploited by an adversary given the rate of progress in AI model development, the endpoint becomes the epicenter for AI security. This perfectly aligns with the latest product announcements from CrowdStrike we saw at the end of March. 💰As our premium readers know, we started building a position in CrowdStrike at the start of the year and doubled down on it in February, making it our largest cybersecurity holding, alongside Cloudflare and Rubrik that are also some of our high conviction names in the space that we hold, which you can track in the AI Stock Rec Tracker. 🧵In this thread, we discuss how we plan to expand our investment positions in our cybersecurity holdings. 👇