Tomer Weingarten

"Code security is about 5% of the entire cybersecurity market... we didn't have any capability in code security. So in essence, we were not really impacted by this." The market sold off SentinelOne (down 6%) on the fear that Anthropic's new AI tool renders cybersecurity vendors obsolete. Weingarten clarifies that S does not compete in the specific vertical (code security) that Anthropic disrupted. Therefore, the sell-off is a mispricing based on a misunderstanding of S's product mix. Additionally, S is an investor in Anthropic, turning the disruptor into a partner. Buy the dip on the unjustified negative sentiment. Investors may ignore the nuance and sell the whole sector on "AI displacement" fears regardless of specific product overlap.