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Companies

CrowdStrike

Mentioned in 29 analyzed podcast episodes across 10 shows

A major SaaS-based endpoint security and incident response company founded by George Kurtz, known for its Falcon security product integrated with cloud platforms like AWS. CrowdStrike has been frequently discussed in business and tech podcasts as a highly valued cybersecurity leader (~30x sales valuation) and as a focal point for conversations about AI's impact on traditional threat detection and cybersecurity capabilities. The company has drawn significant media attention regarding its stock volatility related to competitive threats from AI-powered security tools and internal operational challenges.

Episode Mentions

CNBC's "Fast Money"

CNBC's "Fast Money" · Apr 10, 2026

Stocks Wrap Winning Week As Investors Eye Ceasefire… And A New AI Cyber Threat 4/10/26

Cybersecurity vendor; discussed as potential winner in platform consolidation trend

Iran-US Ceasefire Negotiations and Geopolitical RiskOil Price Dynamics and Energy InflationCybersecurity Threats from AI Models
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Big Technology Podcast

Big Technology Podcast · Apr 10, 2026

Anthropic’s Mythos Dilemma, Violence Against AI, Tokenmaxxing at Meta

Member of Project Glasswing consortium for Mythos cybersecurity evaluation

Anthropic Mythos Model Release StrategyAI Foundation Model Benchmarking and ClaimsData Center Infrastructure Violence and Regulation
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Mad Money w/ Jim Cramer

Mad Money w/ Jim Cramer · Apr 9, 2026

Mad Money w/ Jim Cramer 4/9/26

Cybersecurity software company down 7% despite strong fundamentals; caught in software sector selloff

Software vs Hardware Market LeadershipEnterprise AI Infrastructure InvestmentDirect-to-Consumer Retail Strategy
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Mad Money w/ Jim Cramer

Mad Money w/ Jim Cramer · Apr 8, 2026

Mad Money w/ Jim Cramer 4/8/26

CEO George Kurtz discusses partnership with Anthropic on AI security, zero-day vulnerability detection, and why cybersecurity cannot be replaced by AI alone

Zero-Day Vulnerability Detection and AI SecurityData Center Power Infrastructure and Backup SystemsCybersecurity as Non-Replaceable Competitive Moat
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NPR News Now

NPR News Now · Apr 8, 2026

NPR News: 04-08-2026 6PM EDT

Cybersecurity firm included in Anthropic's select group testing Claude Mythos Preview to identify software vulnerabilities

Strait of Hormuz Closure and Energy SecurityIran-U.S. Ceasefire ImplementationIsrael-Lebanon Military Conflict
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Daily Tech News Show

Daily Tech News Show · Apr 8, 2026

Anthropic’s Move to Secure the World - DTNS 5243

Security company partner in Project Glasswing contributing expertise to vulnerability discovery and remediation.

AI Security and Vulnerability DiscoveryProject Glasswing InitiativeClaude Mythos AI Model Capabilities
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TBPN

TBPN · Apr 8, 2026

Meta Tokenmaxxing, Intel Joins Terafab, Frontier AI vs. China | Diet TBPN

Security firm experiencing rise in cyber attacks; mentioned in context of AI-enabled vulnerability exploitation

Meta Token Spending and Anthropic PartnershipAI Model Distillation and IP ProtectionFrontier Model Training Costs and Economics
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Mad Money w/ Jim Cramer

Mad Money w/ Jim Cramer · Apr 7, 2026

'Mad Money w/ Jim Cramer 4/7/26

Cybersecurity company; rumors of Anthropic competition unfounded; partnering instead; up 24 points

Market Technical Analysis and Moving AveragesConsumer Spending Patterns and Economic SlowdownRetail Sector Performance and Competitive Dynamics
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TBPN

TBPN · Apr 2, 2026

OpenAI Acquires TBPN

Cybersecurity firm tracking supply chain attacks and advising on identity security, MFA, and endpoint protection against threats

OpenAI Acquisition of TBPNEditorial Independence in MediaAI-Enabled Solo Entrepreneurship
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How I Invest with David Weisburd

How I Invest with David Weisburd · Apr 2, 2026

E339: From Zero to $100 Million in 18 Months: Inside Legora

Company where CFO peer Bert Podbear serves as CFO; referenced as peer in CFO community

Vertical vs. Horizontal AI StrategyLegal Tech Market Opportunity and TAM ExpansionAI-Native CFO Role and Responsibilities
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Mad Money w/ Jim Cramer

Mad Money w/ Jim Cramer · Apr 1, 2026

Mad Money w/ Jim Cramer 4/1/26

Cybersecurity company whose CEO George Curtis confirmed cybersecurity not vulnerable to AI displacement despite market concerns

AI Data Center Infrastructure InvestmentAI Displacement Risk in Enterprise SoftwareMemory and Storage Semiconductor Supply Constraints
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AI + a16z

AI + a16z · Apr 1, 2026

How AI Is Reshaping IT Services from the Inside

Mentioned as a security tool that generates automated alerts that MSP technicians respond to

Managed Service Provider (MSP) Market TransformationAI Integration into Legacy Enterprise SystemsServices-Software Hybrid Business Models
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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · Mar 28, 2026

20VC: The Venture Model is Broken | You Need to be Greedy and Selfish to Win Early Stage Investing | Why Margins Do Not Matter for Early-Stage Startups | The Growth Rate that is Required in a World of AI with Gili Raanan, Founder @ Cyberstarts

Cybersecurity company reaching unprecedented market cap sizes in the sector

Venture capital market dysfunctionCybersecurity startup valuationsGrowth rate expectations in AI era
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TBPN

TBPN · Mar 12, 2026

Dr. Alex Karp LIVE from AIPCon | Alex Karp, Dan Ives, Eric Brock, Casey Lane, Ted Mabrey

Mentioned as cybersecurity company affected by AI ghost trade dynamics

AI impact on white-collar employmentForward deployed engineering evolutionEnterprise software disruption
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All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg · Feb 28, 2026

Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot

Cybersecurity firm impacted by AI security tool developments

AI disruption of software stocksAnthropic Claude market impactSaaS business model obsolescence
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Mad Money w/ Jim Cramer

Mad Money w/ Jim Cramer · Feb 28, 2026

Mad Money w/ Jim Cramer 2/27/26

Cybersecurity firm; stock compressed after Anthropic entered AI safety space, but Cramer maintains conviction

Data Center Construction EconomicsPrediction Markets vs. Sports BettingTech Stock Selloffs and Sector Rotation
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Better Offline

Better Offline · Feb 27, 2026

Monologue: Analyslop And The Death of Critical Thinking

Cybersecurity company whose stock sold off after Anthropic's tool launch; later suffered faulty code causing global incident and Delta cancellations

AI Job Displacement Narratives vs. RealityAnalyslop: Authoritative-Sounding MisinformationAI Code Generation Capabilities and Limitations
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Animal Spirits Podcast

Animal Spirits Podcast · Feb 25, 2026

Everyone Hates AI (EP. 453)

Down 15% in two sessions; Michael bought as contrarian bet against cybersecurity disruption fears

AI Job Displacement and White-Collar Labor Market DisruptionTech Stock Valuation and Market Rotation DynamicsPrivate Credit Crisis and Blue Owl Redemptions
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Mad Money w/ Jim Cramer

Mad Money w/ Jim Cramer · Feb 24, 2026

Mad Money w/ Jim Cramer 2/23/26

Cybersecurity firm pummeled by Anthropic's cybersecurity announcement; CEO argues Claude cannot replace core threat detection capabilities

AI Job Displacement Narrative and Market ImpactEnterprise Software Valuation and Multiple CompressionPrivate Credit Market Stress and Blue Owl Case Study
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"The Cognitive Revolution" | AI Builders, Researchers, and Live Player Analysis

"The Cognitive Revolution" | AI Builders, Researchers, and Live Player Analysis · Feb 8, 2026

AGI-Pilled Cyber Defense: Automating Digital Forensics w/ Asymmetric Security CEO Alexis Carlier

Leading cybersecurity company with ~60-person incident response team, hired from by Asymmetric

AI-powered digital forensicsCybersecurity threat landscapeBusiness email compromise investigations
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Joe Lonsdale: American Optimist

Joe Lonsdale: American Optimist · Feb 4, 2026

Ep 141: AI Hackers Are Here; Cybersecurity Legend Kevin Mandia Is Building the Answer

Endpoint security company founded by George Kurtz; built the endpoint detection product Mandia envisioned

AI-Powered Cyber Attacks and Autonomous AgentsIncident Response and Breach InvestigationCritical Infrastructure Protection
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TBPN

TBPN · Jan 26, 2026

Clawd Maxxing, ChatGPT Ads Breakdown, China's Top General Accused of Treason | George Kurtz, Joseph Lubin, Kurt Terrani, Christian Keil, Lan Xuezhao, Victor Riparbelli

Claudebot viral adoption and security concernsAI desktop integration and automationNuclear energy funding and deployment
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All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg · Jan 25, 2026

The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026

CEO George Kurtz explains AI-powered cybersecurity threats and defense solutions

Stablecoin regulation and adoptionAI-powered cybersecurity threatsVTOL aircraft certification
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TBPN

TBPN · Jan 16, 2026

Big Tech turns to mining, Thinking Machines loses top executives, NYC Sauna Wars heat up | Diet TBPN

Vertical integration in tech supply chainsLithium refinery operationsCopper mining and refining
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The a16z Show

The a16z Show · Dec 31, 2025

The Inside Story of Growth Investing at a16z

Growth investingTotal addressable market (TAM)Unit economics
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The Cloud Pod

The Cloud Pod · Dec 19, 2025

334: AWS Makes Kubernetes Conversational

Falcon security product integrated with AWS Marketplace for automated SIM setup

AWS Lambda Managed Instances and GPU SupportLambda Durable Functions for Long-Running WorkflowsAmazon Bedrock Agent Core and Agentic AI
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All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg · Nov 14, 2025

Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth

Highly valued SaaS company trading at 30x sales, used as valuation comparison point

Michael Burry Short Position Against PalantirAI Infrastructure Depreciation Accounting PracticesHousing Affordability Crisis and First-Time Buyer Demographics
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Disclosure

Disclosure · Oct 28, 2025

Getting the Real Russia Report (feat. Kyle Kinane)

Cybersecurity firm at center of conspiracy theory about DNC email hack, mentioned in Mueller documents

Freedom of Information Act (FOIA) litigation strategyMueller investigation document release and redactionsBill Barr's handling of Mueller report disclosure
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Lex Fridman Podcast

Lex Fridman Podcast · Aug 24, 2025

#478 – Scott Horton: The Case Against War and the Military Industrial Complex

Cybersecurity firm that fabricated evidence of Russian DNC hacking to support Russiagate hoax against Trump

NATO Expansion and Russian Security ConcernsMilitary-Industrial Complex and Defense Contractor InfluenceU.S. Support for Israel and Palestinian Occupation
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