The recent sell-off in software stocks like $iShares Expanded Tech Software Sector ETF(IGV.US) is still influenced by Anthropic's release of a new model. Anthropic announced the new Claude Mythos model but simultaneously stated they do not plan to publicly release it. The reason is that this model can discover long-standing, undetected security vulnerabilities within existing software systems, which directly impacts the value proposition of the entire cybersecurity sector.
However, Cloudflare's moat is not just "security," but its infrastructure layer:
- Global edge network
- CDN / DNS / DDoS protection
- Zero Trust access
- Developer platforms like Workers / R2 / AI Gateway
- Increasing AI traffic routing and verification
After the rise of AI, the frequency of demand for security and verification has exploded. In this field, $CloudFlare(NET.US) holds an absolute advantage.
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