The Anthropic Shock: Will AI Really Kill the Cybersecurity Industry as We Know It?

Anant Shrivastava, Saikat Datta

Nullcon Goa 2026 · Day 1

In a thought-provoking session at Nullcon, Anant Shrivastava and Saikat Datta tackled the pervasive question of whether Artificial Intelligence (AI) poses an existential threat to the cybersecurity industry. Titled "The Anthropic Shock," the talk delved beyond market speculation, which often drives initial reactions to technological shifts, to examine the ground realities of AI adoption in enterprise security. The speakers emphasized that while market sentiment can be heavily influenced by hype and **FOMO** (Fear Of Missing Out), the fundamental challenges and opportunities presented by AI require a nuanced, analytical approach.

AI review

A panel-style discussion that mistakes concern-cataloguing for analysis. The speakers identify real tensions — AI-generated code quality, supply chain risk, liability theater — but never go deeper than what any CISO already absorbed from their LinkedIn feed six months ago. The Google Maps/Gemini anecdote is the closest thing to a concrete technical datapoint, and it's presented second-hand with no exploitation detail.

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