The speaker states that the most powerful people in Washington summoned Wall Street's most powerful leaders due to fears that Anthropic's Mythos model could usher in greater cyber risk, with the specific worry being criminals could exploit the biggest banks. This represents a significant shift from AI optimism to fear at the highest levels of finance and government. An AI model capable of exploiting core system vulnerabilities directly increases the tail risk of successful, large-scale cyber attacks on major financial institutions. AVOID. The narrative pivot introduces a new, systemic, and high-severity risk factor for the banking sector that could pressure valuations, increase regulatory scrutiny, and necessitate costly defensive investments, making the near-term risk/reward less attractive. If banks can quickly and effectively neutralize the threat posed by models like Mythos, or if the threat is overstated, the negative impact would be contained.