Amol takes us through CrowdStrike's journey from $6 million in ARR in 2014 to $2.5 billion today. Over that time, we talk through how threats have changed, how buyers mindsets' have changed, and where the opportunities are for new startups today in the face of consolidation. And as it relates to AI, we speak about CISOs concerns related to ChatGPT, the AI driven attacks we're already seeing, and where LLMs are most likely to play a role in security products.

Topics covered:

(6:29) What value did the cloud-only model bring to customers?

(10:06) What were the governing rules of cyber when you joined CrowdStrike, and how do those compare to today?

(14:24) Why do small groups now have access to more advanced attacks?

(15:28) How are LLMs / AI broadly starting to play a role here?

(18:28) To what degree is CISO concern valid with tools ChatGPT?

(23:04) What do you think about the products / broader market around securing AI products themselves? 

(24:56) Broadly in cyber, what governs peoples' buying decisions today?

(31:56) What are the specific functions in security that you think LLMs well-solve? 

(35:07)  Are there opportunities for new vendors to still succeed? Where are those distinctly non-platform opportunities?

(38:23)