Not just the U.S. The Bank of Canada is also discussing the cybersecurity risks of the Anthropic model with banks. In the U.S., Bessent and Powell gathered Wall Street's major bank CEOs. Around the same time, the Bank of Canada held discussions with its leading banks about AI-related cyber threats. Looking at these two signals together: Global central banks are synchronizing their evaluations of the same risk: the speed at which an AI model can discover zero-day vulnerabilities has already surpassed the speed at which human security teams can patch them. Mythos found thousands of zero-day vulnerabilities within weeks, affecting all mainstream operating systems. Banks are one of the largest industries for global IT spending, with security budgets typically accounting for 10-15% of total IT budgets. This percentage is set to rise. Regulation will follow. Central bank discussions signal that regulatory frameworks are on the way. Compliance demands will drive more security procurement. AI security is becoming an independent track. It's no longer "just a subcategory of cybersecurity" but a standalone budget item. CRWD has already risen 35% this year, but based on valuation, it’s not yet in bubble territory. If banks truly ramp up their security spending, the ceiling for this track needs to be recalculated.