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Cloudflare (NYSE: ) fell 13% Friday afternoon.
Anthropic's Project Glasswing named only 11 cybersecurity partners, excluding major firms like Cloudflare and Zscaler.
KEY POINTS
- Glasswing partners, including CrowdStrike, Palo Alto, and Cisco, receive $100 million in Anthropic usage credits.
- Anthropic's Claude Mythos Preview model found thousands of zero-day vulnerabilities, including a 27-year-old OpenBSD flaw.
- JPMorgan and RBC analysts see Glasswing as a revenue catalyst for CrowdStrike and Palo Alto, not a threat.
- Cloudflare's exclusion from Glasswing is notable given its prior close relationship with Anthropic.
COMPANIES
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