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Companies

CrowdStrike

Mentioned in 49 analyzed podcast episodes across 10 shows

A leading endpoint detection and response (EDR) cybersecurity company founded by George Kurtz, known for its Falcon security product and substantial incident response capabilities. The company has been frequently discussed in tech and finance podcasts as a highly valued SaaS firm navigating the intersection of AI and cybersecurity, particularly regarding concerns about AI-driven threat detection and its partnership with Anthropic on vulnerability discovery. CrowdStrike's stock has experienced volatility related to market debates over AI's potential to disrupt traditional cybersecurity defenses.

Episode Mentions

The Cloud Pod

The Cloud Pod · May 13, 2026

353: Don't Be Evil Unless the Government Asks Nicely

Partner in Google Agent Gateway ecosystem for AI agent security monitoring

Cloud Earnings and AI Infrastructure SpendingLinux Kernel 7.0 and Rust StabilityGitHub Availability and Scaling Challenges
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All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg · May 8, 2026

Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

Cybersecurity company that can leverage frontier AI models for enhanced threat detection and penetration testing

Elon's Compute Infrastructure Strategy & Elon Web ServicesAnthropic's Exponential Growth & Market DominanceAI Monopoly Formation & Competitive Dynamics
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Security Now (Audio)

Security Now (Audio) · May 6, 2026

SN 1077: A Browser AI API? - End of Bug Bounties?

Endpoint security misconfiguration at DigiCert allowed malicious screensaver to persist undetected

AI-Driven Vulnerability DiscoveryBug Bounty Program EvolutionBrowser AI API Standardization
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All TWiT.tv Shows (Audio)

All TWiT.tv Shows (Audio) · May 6, 2026

Security Now 1077: A Browser AI API?

Endpoint security misconfiguration contributed to DigiCert breach; embedding Opus 4.7 into security tools

Browser Prompt API and local LLM deployment in ChromeAI-driven vulnerability discovery and exploitationBug bounty program economics and sustainability
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Best Stocks Now with Bill Gunderson

Best Stocks Now with Bill Gunderson · May 5, 2026

Tuesday May 5, 2026

Identified as one of few strong software stocks in current market alongside Palantir

Memory Chip Stock Performance and ValuationAI Infrastructure Investment ThesisSemiconductor Supply Chain and Earnings Growth
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Bloomberg Surveillance

Bloomberg Surveillance · May 5, 2026

Market Impact of AI and Iran

Cybersecurity firm positioned as decade-long franchise winner due to AI-driven security risks and technology transformation

AI Productivity Monetization and ROI MeasurementCorporate Earnings Growth and Margin ExpansionAI Infrastructure Spending and Capital Requirements
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Risky Business

Risky Business · Apr 29, 2026

Risky Business #835 -- Why the Fast16 malware is badass

Co-founded by guest Dmitry Alperovitch; mentioned in context of his background in cybersecurity

AI Model Distillation AttacksUS-China AI Competition and Chip RestrictionsPrivate Inference and Trusted Execution Environments
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Marketing School - Digital Marketing and Online Marketing Tips

Marketing School - Digital Marketing and Online Marketing Tips · Apr 27, 2026

OpenAI Just Bought TBPN For $200M But Nobody Knows This

CEO featured as guest on TBPN; example of enterprise software executive generating views

Podcast clipping strategy and format engineering for viralityGuest selection and celebrity/founder leverage in content creationPlatform-specific optimization (X vs. TikTok vs. Instagram vs. YouTube Shorts)
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CyberWire Daily

CyberWire Daily · Apr 25, 2026

A QRazy clever scam. [Research Saturday]

EDR tool mentioned as enterprise security control that users circumvent by scanning QR codes on personal mobile devices

QR Code Phishing (Quishing)Email Security Evasion TechniquesDomain Hijacking and Account Takeover
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Cybersecurity Today

Cybersecurity Today · Apr 25, 2026

Cybersecurity Today Weekend: Deepfakes, the Death of Truth, and Verifying AI in the Enterprise

Security vendor that took over entire block at RSA conference; mentioned as example of major security company presence

Deepfakes and synthetic media authenticationAI verification and monitoring layersAgentic AI security and autonomous agents
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The Compound and Friends

The Compound and Friends · Apr 24, 2026

Why Nvidia is Going to 10 Trillion Dollars with Adam Parker⁠ and ⁠Rob Sechan

Security software example of expensive, less-disrupted software; preferred over cheaper alternatives due to lower obsolescence risk

Software sector earnings misses and margin compressionSemiconductor valuation and earnings estimate revisionsAI productivity impact on enterprise profitability
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Tech News Weekly (Audio)

Tech News Weekly (Audio) · Apr 23, 2026

TNW 434: Is This Framework's Linux MacBook? - Framework's Take on the Pro Laptop

Included in Project Glasswing as vetted partner for Mythos AI vulnerability detection testing

DALL-E 3 / ChatGPT Image Generation 2.0AI Image Generation Accuracy and Text RenderingCorporate Carbon Offset Strategies
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All TWiT.tv Shows (Audio)

All TWiT.tv Shows (Audio) · Apr 23, 2026

Tech News Weekly 434: Is This Framework's Linux MacBook?

Selected as vetted partner for Anthropic's Project Glasswing restricted AI model access

AI Image Generation Capabilities and Text RenderingCorporate Emissions Reporting and GreenwashingAI Model Access Control and Security
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Prof G Markets

Prof G Markets · Apr 23, 2026

The Most Dangerous AI Model Just Leaked

Cybersecurity company mentioned as example of firms needing access to Mythos for vulnerability patching

AI Model Security BreachesAnthropic Mythos CapabilitiesCybersecurity Vulnerability Disclosure
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Elon Musk Podcast

Elon Musk Podcast · Apr 23, 2026

Claude Mythos finds thousands of hidden vulnerabilities

Member of Project Glasswing coalition participating in coordinated vulnerability patching efforts

Autonomous Vulnerability DiscoveryAI Safety and AlignmentSandbox Escape and Constraint Bypass
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YPO Technology Network AI Brief

YPO Technology Network AI Brief · Apr 22, 2026

AI Just Made Your Disgruntled Barista Dangerous

Cybersecurity partner in Project Glasswing; mentioned for Falcon Sentinel One containment and XDR capabilities

AI Model Autonomy in CyberattacksZero-Day Vulnerability DiscoveryCybersecurity Threat Model Evolution
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Risky Business

Risky Business · Apr 22, 2026

Risky Business #834 -- Vercel gets owned, Mozilla dumps hundreds of Mythos bugs

Discussed as EDR market leader perception, but Microsoft Defender actually dominates by install base despite recent vulnerability disclosures

OAuth Token Compromise and Identity-Based AttacksAI-Driven Vulnerability Discovery and False Security MetricsThird-Party SaaS Integration Risk Management
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Hacking Humans

Hacking Humans · Apr 21, 2026

Ransomware (noun) [Word Notes]

Cited as source for analysis of cryptocurrency's role in enabling ransomware proliferation in early 2010s

Ransomware definition and evolutionCryptocurrency's role in ransomware proliferationCorporate ransomware targeting and payment decisions
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Prof G Markets

Prof G Markets · Apr 14, 2026

The Oil Blockade Isn’t Spooking Markets — Yet

Cybersecurity company whose stock rallied following initial market concerns about Claude Mythos capabilities

Strait of Hormuz Blockade and Oil Supply DisruptionOil Price Inflation Pass-Through EconomicsHeadline vs Core Inflation Dynamics
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Prof G Markets

Prof G Markets · Apr 13, 2026

Don't Try to Beat This Market — Here's What to Do Instead

Cybersecurity software company down 25-50% YTD; subject of AI disruption narratives

Geopolitical Risk Management in PortfoliosIran Ceasefire and Oil Market VolatilityHalo Stocks and AI Infrastructure Beneficiaries
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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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