Claude Mythos will make you rethink cybersecurity

Anthropic`s newest AI model, Claude Mythos, is finding bugs humans missed for decades.

Not small bugs either. We’re talking zero-day vulnerabilities hiding inside every major operating system and browser.

Anthropic launched a new initiative called Project Glasswing. It’s basically a private alliance with companies like Amazon Web Services, Apple, and Microsoft to hunt down vulnerabilities before hackers do.

In one test, the model chained together multiple vulnerabilities and broke out of a secure sandbox on its own.

Then it figured out how to get online, send a message, and even publish details of the exploit publicly.

No one asked it to do that. It just… did.

That’s a glimpse of what cyber warfare looks like in the AI era.

Anthropic is keeping Mythos locked away from the public because it works too well.

If one company already has this capability, others aren’t far behind.

And when tools like this inevitably leak or get replicated, every system becomes a target overnight.

Cybersecurity was already a massive megatrend. Now AI is pouring gasoline on it.

An easy way to keep the odds on your side is by investing in trends that won’t change.

We call them “megatrends.”

Cyber is as close to a guaranteed megatrend as you’ll ever get.

The total cost of cybercrime is now pushing $10.5 to $10.8 trillion per year… and still rising.

Some estimates say it could already be heading toward $11–12 trillion in 2026.

And this isn’t slowing down.

At this pace, cybercrime would rank as the third-largest economy in the world… behind only the U.S. and China.

Source: Statista

Robust cybersecurity used to be a “nice to have.” Now, you can’t run a business without it. I can’t imagine a future in which CEOs say, “Cybersecurity isn’t THAT important…”

Companies will lay off employees and shut down offices before they even consider cutting security spending. A big hack is a nightmare legally, financially, and reputationally. One study shows 60% of small companies go out of business within six months of falling victim to a cyber-attack.

In just the past few years, everyone from the IRS… to the NSA… to Lockheed Martin (LMT)… to Google has been hacked.

To borrow a line from Fight Club: “On a long enough timeline, everyone gets hacked.”

And hackers aren’t just stealing digital data...

They’re attacking vital infrastructure.

In 2021, hackers shut down the Colonial Pipeline. It supplies 45% of the East Coast’s fuel. Two-thirds of gas stations across South Carolina ran dry for days.

A month later, cybercriminals pulled the plug on JBS. It’s the world’s biggest meat processor, producing 20% of all US beef. JBS had to pay an $11 million ransom to get its systems back online.

And did you hear about the attack on a water plant near Tampa, Florida? Hackers broke into its systems and altered the levels of lye in the drinking water. Luckily, an operator noticed the chemical levels changing and shut off the pipes.

Today, a hacker in a hoodie from halfway around the world can do more damage with a few keystrokes than a thief with a gun.

Hundreds of billions of dollars in revenue is pouring into cybersecurity companies… and that’ll only grow.

Cybersecurity companies protect organizations from hacks and cybercrime.

Top research firm Gartner now expects global cybersecurity spending to reach roughly $240–$270 billion this year… up around 12%–14% year over year.

Source: Gartner

Cybersecurity spending has been growing at a steady ~12%–14% per year in recent years… compounding into one of the fastest-growing segments in all of tech.

Think about how rare it is for an industry to have a stream of income that simply does not stop growing. Many of today’s internet giants make money from advertising (Google and Meta), retail (Amazon), and entertainment (Netflix). Their streams of income rise and fall with the economy.

Even massive megatrends like spending on artificial intelligence (AI) datacenters will eventually slow down when demand is satiated.

Most investment trends fade. Cyber can’t.

It’s a “forever growth” market.

We should be very careful about calling anything “undisruptable” in today’s age of rapid tech advancement and creative destruction. But I think the megatrend of cybersecurity spending is truly undisruptable.

And AI will pour gasoline on the fire. AI makes it much easier to impersonate someone online with cheap, unsophisticated tools.

Superinvestor Warren Buffett called cybercrime “the number one problem with mankind.” JPMorgan Chase & Co.’s (JPM) CEO Jamie Dimon warned it’s “the biggest threat to the US financial system.”

An easy, one-click way to play this is to invest in an ETF like the First Trust Nasdaq Cybersecurity ETF (CIBR), which invests in a basket of cybersecurity stocks.