Let's start with what this is. Can you briefly describe what is mythos. So everyone who has used an AI chat bot such as Chad, Djibouti or Claude is familiar with that kind of interface.And over the past year we've seen dramatic progress in these capabilities, not just in chatting with users but actually writing software programs. And as they get more energetic building fully fleshed out systems. So if you're really, really good at writing computer code, it's not that far away to be really, really good at ha ...

Anthropic’s Mythos model has divided the cybersecurity community. While some fear a catastrophic wave of AI-powered attacks, others point out it’ll drastically improve defenses. Here's what to know: https://t.co/zd2Hd50WrD ...

There is a great reason to have you on to the program to talk about myths in the cybersecurity context, because what hacker one does, it's the biggest offer of bug bounties, right. You pay companies of all sorts with someone that can identify a vulnerability and then in some cases suggest how to patch it. That's exactly how the banks are supposed to be using Meet those.And I wonder just initially, your take on the model and what you know about it. Well, I think it's it's very exciting that we are starting t ...

JUST IN: Cloudflare $NET crashes 13% after Anthropic announces new AI cybersecurity model. https://t.co/bsCIqoQQFR ...

🤖NEW: OPENAI IS REPORTEDLY EMULATING ANTHROPIC'S "MYTHOS" RELEASE WITH LATEST MOVEOpenAI is initiating a limited rollout of a new, specialized cybersecurity model, granting access only to a small group of vetted companies.The decision to restrict availability stems from heightened concerns regarding the potential for malicious misuse of the model’s advanced capabilities.This gated approach mirrors Anthropic’s recent "Mythos" release, signaling a shift toward selective deployment for the most powerful fronti ...

Anthropic will make its new AI model available to some of the world’s biggest cybersecurity and software firms in an effort to slow the arms race ignited by AI in the hands of hackers, Anthropic said. https://t.co/SJrPVEa3FB ...

🚨 TECH: ANTHROPIC LAUNCHES MYTHOS AI MODEL PREVIEW FOR CYBERSECURITY AMID PRIOR DATA LEAK@AnthropicAI released a limited preview of its new frontier AI model Mythos on Tuesday, restricting access to over 40 partner organizations for defensive cybersecurity work under an initiative called Project Glasswing. Partners include AWS, Apple, Microsoft, Google, Nvidia, CrowdStrike and JPMorgan Chase.The model has identified thousands of zero-day vulnerabilities in open and proprietary software, many one to two deca ...

Anthropic debuts preview of powerful new AI model Mythos in new cybersecurity initiative https://t.co/YMiEl10sIJ ...

🇰🇵 CYBERSECURITY RESEARCHER TAYLOR MONAHAN HAS IDENTIFIED MORE THAN 40 DEFI PLATFORMS THAT SHE SAYS WERE TARGETED BY NORTH KOREAN HACKERS AT VARIOUS TIMES.NORTH KOREAN IT SPECIALISTS HAVE BEEN INFILTRATING CRYPTOCURRENCY COMPANIES AND DEFI PROJECTS FOR AT LEAST 7 YEARS. https://t.co/ntqCBLa7FV ...

Financial Data and Key Metrics Changes - SEALSQ reported total revenue of $18.3 million for fiscal year 2025, a 66% increase from $11 million in 2024, driven by growth in the semiconductor segment and the addition of the ASIC segment [19][20] - Gross profit improved to $8.6 million, up from $3.7 million in the prior year, with gross margin expanding 13 percentage points to 47% [21] - Operating expenses increased to $48.4 million, a 132% rise from $20.9 million in 2024, primarily due to a non-cash stock-based compensation charge of $11.2 million [22][24] Business Line Data and Key Metrics Changes - The semiconductor segment grew to $14.7 million from $11 million, with strong performance in the smart card reader product line, which saw 51% revenue growth year-on-year [19][20] - The ASIC segment contributed $3.6 million following the acquisition of IC'Alps, marking a significant addition to revenue [19] - Trust services revenue grew nearly 600% year-on-year, although it currently represents just 2% of total revenue [20] Market Data and Key Metrics Changes - North America accounted for 57% of total revenue, while Asia Pacific saw a 95% year-on-year revenue growth, driven by the adoption of the Matter protocol in smart home applications [20] - The total active pipeline across all products is estimated at $200 million as of March 2026, with a significant portion attributed to the QS7001 and QVault TPM products [10][28] Company Strategy and Development Direction - SEALSQ aims to establish itself as a leading platform for post-quantum secure semiconductors and digital infrastructure, with a focus on hardware-rooted post-quantum security [3][4] - The company is expanding its U.S. manufacturing capabilities and has launched a sovereign U.S. post-quantum root of trust, marking a foundational milestone in its strategy [6][7] - SEALSQ is also investing in partnerships and acquisitions to enhance its technology capabilities and market presence, including the acquisition of IC'Alps and potential acquisition of Miraex [12][13] Management's Comments on Operating Environment and Future Outlook - Management highlighted the urgency created by regulatory frameworks like CNSA 2.0 and the EU Cyber Resilience Act, which are influencing procurement decisions and driving demand for post-quantum solutions [11][31] - The company expects fiscal 2026 to be a year of acceleration, with anticipated first production revenues from the QS7001 and QVault TPM in the second half of 2026 [26][28] - SEALSQ is confident in its trajectory, projecting revenue growth of 50% to 100% in 2026, with gross margins trending upward [28] Other Important Information - SEALSQ's cash position at the end of 2025 was $417.7 million, significantly up from $84.6 million at the end of 2024, providing strong liquidity for future operations [24][25] - The company is establishing additional semiconductor personalization centers in the U.S. and Asia, which will enhance operational resilience and support its quantum vertical stack [33][39] Q&A Session Summary Question: Will the number of customer engagements for quantum products increase in 2026? - Management expects an increase in customer engagements due to regulatory urgency and the need for certified products, particularly in critical infrastructure sectors [42][43] Question: What is the timeline for the U.S. personalization center? - The company is exploring partnerships to expedite the establishment of the U.S. personalization center, aiming for operational readiness within a year, which will enhance compliance and customer trust [48][50] Question: How is demand from the AI industry impacting the semiconductor market? - Management noted that while there are pressures from the AI sector, SEALSQ's products are positioned to meet the evolving needs of industries like smart metering, which are increasingly adopting post-quantum solutions [55][59]