Why Claude Code Security Has Shaken the Cybersecurity Market

How Claude's New AI Code Scanning Tool Will Challenge Application Security Leaders Michael Novinson (MichaelNovinson) • February 23, 2026

The debut of Claude Code Security brought Anthropic into direct competition with the biggest pure-play cybersecurity vendors in the world, and investors have noticed.

See Also: How 72% of Enterprises Are Rewriting Cyber Resilience Playbooks

The new capability scans codebases for security vulnerabilities and suggests targeted software patches for human review. This is a space many big security vendors have bought into, with Palo Alto Networks spending $157 million on Bridgecrew in 2021 to codify infrastructure configuration during development and $198.3 million on Cider Security in 2022 to secure engineering processes from code to deployment (see: Palo Alto Networks to Buy Startup Cider Security for $250M).

Then in 2023, CrowdStrike spent $239 million on Bionic to obtain visibility into application behavior and prioritize vulnerability remediation. And in 2024, Wiz spent ...