CrowdStrike Holdings, Inc.

Friedberg support ×2 ▲ on 📈 AI cyber: the one-time hardening upgrade cycle E288 · 2026-09-04 ▶ 30:39

the sandbox should be dynamic. It should be agentic. It should be defending itself dynamically ... cyber defense will become stronger than, if not better than, any of these offensive systems that are being created with agents

Chamath support ×2 ▲ on 📈 AI cyber: the one-time hardening upgrade cycle E288 · 2026-09-04 ▶ 21:10

if these models can effectively code perfectly, then there is no exploit that it's not going to find. And we're on a shock clock to replace all the code that's been written in the last 50 or 60 years ... So for the next 10 years, we're going to have security issue after security issue.

Sacks support ×3 ▲ on 📈 AI cyber: the one-time hardening upgrade cycle E288 · 2026-09-04 ▶ 34:11

the answer to AI-powered cyber attacks is AI-powered cyber defense. And what we need to do is get the latest and greatest AI-powered cyber defense into the hands of IT departments and CISOs. And again, we're on a clock here to find all these vulnerabilities and patch them before the hackers do.

Jason support ×2 ▲ on 📈 AI cyber: the one-time hardening upgrade cycle E271 · 2026-05-01 ▶ 21:20

This is an incredible opportunity for the CrowdStrikes and Palo Alto Networks of the world... George [Kurtz] told me there is just a line out the door of people who want this product or service... an incredible revenue stream for everybody.

Sacks support ×2 ▲ on 📈 AI cyber: the one-time hardening upgrade cycle E271 · 2026-05-01 ▶ 21:48

This leap from pre-AI cyber to post-AI cyber is going to be a big one-time upgrade cycle... you're going to find all these dormant bugs and vulnerabilities... the Chinese models are going to have these capabilities within approximately six months [so the window is now].

Friedberg support ×2 ▲ on 🤖 Cloud security is the gating constraint on hyperscaler growth E220 · 2025-03-22 ▶ 50:24

security has become such a kind of top requirement and product category that it now effectively enables a Beachhead type model to be successful

When this investment was initially made, there was not a lot of money going into security. There still isn't. It's an under-invested category and with AI and the threat of the types of things that people can build and vibe-coding and everything in between, you're going to need better security. I'm excited to see that maybe this might become an investable category.

Sacks support ×2 ▼ on 📈 CrowdStrike's outage does lasting damage to its franchise E189 · 2024-07-26 ▶ 15:52

Similarly, I had my IT department check and make sure that we didn't have it running anywhere and we don't. I'm just gonna be frank, I don't trust this company.

Friedberg support ×3 ▲ on 🤖 Cloud security is the gating constraint on hyperscaler growth E189 · 2024-07-26 ▶ 9:59

if Wiz continues to grow at this rate, it's conceivable they could be in the range of a Palo Alto Network's $100 billion market cap in a couple of years, given this momentum and if you progress it forward.

Chamath support ×2 ▲ on 🤖 Cloud security is the gating constraint on hyperscaler growth E189 · 2024-07-26 ▶ 5:16

I think it just goes to show you how bad security is in the cloud and how needed it is. So it doesn't surprise me that Google wouldn't buy something like this. I think Amazon and Microsoft would probably want something like it as well.

Chamath support ×3 ▲ on 🤖 Cloud security is the gating constraint on hyperscaler growth E188 · 2024-07-19 ▶ 1:08:07

in the absence of cloud security, these cloud vendors are going to be constrained in how fast they can grow. So, what an incredible market.