This AI stuff narrative with respect to the stock market is getting so dumb...
None of those companies are doing what Claude Code Security is trying to accomplish. The public companies that do AST/SCA have it as a small part of their offering. The others are all private (PE, VC).
Even if you could somehow weave some 'there will be less firefighting if code is perfect' fantasy, it falls down immediately when you consider the significant percentage of security incidents that don't start with a code vulnerability.
