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cybersecurity stocks

also referred to as: cybersecurity stock

2 statements across 2 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Apr 2, 2026 by Rory O'Driscoll · across every show →

Everything said about cybersecurity stocks, oldest first

Apr 2, 2026 bearish
Assertion Supported
O'Driscoll: Cybersecurity stocks fell 4-5% following Anthropic's Mythos leak
“And the result of that, and the result of that was a four or five percent decline in the average cybersecurity stock last Friday when this leak happened.”
Rory O'Driscoll Apr 2, 2026 ▶ 5:57 OpenAI Kills Sora & Hits $100M ARR on Ads | Oura Going Public & Whoop Raises at $10BN · 20VC with Harry Stebbings
Apr 16, 2026 bullish
Opinion
O'Driscoll: Selling off cybersecurity stocks over AI hacking models makes no sense
“The part that made sense was the, this is a big deal. The part that didn't make sense is the cyber stock should go down because I think you're going to want way more defenses because the bad guys are more heavily armed.”
Rory O'Driscoll Apr 16, 2026 ▶ 7:23 SpaceX's Financials Leaked: Is it Worth $2TN | Meta Debuts Muse Spark: Are They Back in the AI Race? · 20VC with Harry Stebbings
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