The impact of the Mythos announcement on the cybersecurity firms( like Crowdstrike,ZScalar etc) is big enough(10-15% drop in stock price) and this pushback is expected.
Companies like Aisle.com (the blog) and other VAPT companies charge huge amounts to detect vulnerabilities.
If Cloud Mythos become a simple github hook their value will get reduced.
That is a disruption.
Crowdstrike, no pe because it just had its first profitable quarter (38 million)
ZScalar No PE
Palo Alto Networks Inc (PANW) 86 PE
Fortinet : (FTNT) 31.63 PE
That last one, didn't get hit at all by the Mythos announcement, because at some level it has at least some grounding in fiscal reality.