Companies

CrowdStrike

Mentioned in 61 analyzed podcast episodes across 10 shows

Founded by George Kurtz, this is a major publicly-traded cybersecurity firm known for its Falcon endpoint detection and response platform, which integrates with cloud services like AWS. The company has become a frequent topic in business and tech podcasts due to its significant market valuation (trading at 30x sales), its ~60-person incident response team, and ongoing discussions about AI's impact on cybersecurity capabilities. Recent podcast coverage has focused on CEO statements defending cybersecurity against AI displacement concerns and partnerships with AI companies like Anthropic on vulnerability detection.

Episode Mentions

TBPN

TBPN · Aug 13, 2026

SaaSpocalypse Revisited, Singer x Louis Vuitton, Aman vs Ryan Walker | Igor Babuschkin, Brannin McBee, Garret Langley, Sonya Huang, Sean Cole

Up 107% over past 12 months to $230B market cap; highlighted as AI-era cybersecurity beneficiary.

SaaSpocalypse Revisited: SaaS Market Recovery AnalysisAI Model Weight Ownership as Strategic MoatCoreWeave Q2 Earnings and GPU Supply Chain Constraints
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Tech Brew Ride Home

Tech Brew Ride Home · Jul 28, 2026

Anthropic Doesn't Hate Open Weights, Says Anthropic.

Founding member of NVIDIA's Open Source AI Alliance

Open-Weight AI Model RegulationAI Safety Testing StandardsExport Controls on AI Chips
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Cybersecurity Headlines

Cybersecurity Headlines · Jul 28, 2026

Nvidia opens AI security tent, Microsoft adds cyber sprinter to MDASH, Fairlife ransomware spills data

Founding member of NVIDIA's Open Secure AI alliance for AI security collaboration

AI Security Alliance FormationOpen-Source AI for CybersecuritySpecialized Security AI Models
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Platformer

Platformer · Jul 28, 2026

A big week for AI denialism

Member of NVIDIA's Open Secure AI Alliance supporting open models for cybersecurity

AI Model Escape and Sandbox BreakoutAI Safety and Alignment FailuresAutonomous AI Agent Cybersecurity Attacks
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TBPN

TBPN · Jul 27, 2026

Open Source vs. Closed Source, NVIDIA Backs SSI, YC Startup School Fills Stadium | Diet TBPN

Named as one of the few companies with controlled access to tightly held cyber-capable frontier models.

Open Source vs. Closed Source AI Policy DebateNvidia's Open Secure AI Alliance FormationAI Cybersecurity Offensive and Defensive Capabilities
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TBPN

TBPN · Jul 27, 2026

Letter Enthusiasts, Open Source vs. Closed Source, Mega-Startup School | Luke Knight & Ronan Chambers, Gary Vaynerchuk, Jonathan Jacobi, Dean Meyer, Brent Franson, Matej Cernosek, Justin Boitano

Named as one of the few companies with early access to tightly controlled cyber-capable frontier models like GPT 5.5.

Open Secure AI Alliance launch and open-source AI policy debateDistillation of US frontier AI models by Chinese labsCybersecurity implications of open-weight AI model proliferation
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TBPN

TBPN · Jul 20, 2026

Kimi K3 Reactions, The Odyssey Hits $264M in Debut, Netflix Embraces AI | Diet TBPN

CEO George cited as aware of and preparing for open-weight AI cybersecurity threats.

Kimi K3 open-source AI model release and benchmarksUS-China AI geopolitical competition and chip export controlsOpen-weight AI models and cybersecurity risk escalation
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TBPN

TBPN · Jul 20, 2026

The AI Cold War, Odyssey Rips, Tyler Cowen Joins | Danny Yeung, Connor Love, Kahlil Lalji, Tarek Mansour, Tony Zhao

CEO George discussed preparation for open-source AI enabling more sophisticated cyberattacks.

Kimi K3 open-source model release and geopolitical implicationsUS-China AI Cold War and open-source model strategyGPU compute forward curves and futures markets
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Cybersecurity Headlines

Cybersecurity Headlines · Jul 16, 2026

Zoom's wake-up call, zero-day SonicWall patch, 23andMe's growing breach bill

Cybersecurity stock rose following IBM CEO's comments about continued security investment amid AI infrastructure growth

Account Takeover VulnerabilitiesZero-Day ExploitationRemote Access Appliance Security
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TBPN

TBPN · Jul 14, 2026

IBM's AI Rollercoaster, Demis Calls for AI Watchdog, NY Pauses AI Data Centers | Diet TBPN

Cited as an example of a private-market solution to AI-related cybersecurity threats.

IBM Stock Collapse and AI Era PositioningIBM Business History and Mainframe LegacyRed Hat OpenShift and Enterprise Kubernetes
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Charles Payne's Unstoppable Prosperity Podcast

Charles Payne's Unstoppable Prosperity Podcast · Jul 11, 2026

Charles’ Take: Why Tech Stocks and Smart Bets Are Ready to Booming

Recommended as 'picks and shovels' AI security play that has made significant gains after dip purchase

Magnificent 7 stock performance and rotationHyperscaler capital expenditure and AI investment strategyMeta's profitability turnaround and AI monetization
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TBPN

TBPN · Jun 29, 2026

Open Source vs. Closed Source, Memory Chips Eat AI Profits, Comcast Restructures | Diet TBPN

Mentioned as a cybersecurity firm using frontier AI models to defend against LLM-driven security threats.

Open Source vs. Closed Source AI Model DebateChina AI Competitiveness and Geopolitical ImplicationsGLM 5.2 Benchmark Performance and Security Capabilities
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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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