George Kurtz, the President and CEO of CrowdStrike, delves into the booming cybersecurity landscape, emphasizing a projected $250 billion market opportunity. He discusses how advancements in AI are reshaping security protocols and the significance of Alphabet's recent acquisition of Wiz. Kurtz explains CrowdStrike's financial strategies under the 'Rule of 40,' and how resilient SaaS models are crucial even during economic downturns. The episode highlights the importance of talent acquisition and innovative approaches like Falcon Flex to stay ahead in a competitive industry.
31:47
forum Ask episode
web_stories AI Snips
view_agenda Chapters
menu_book Books
auto_awesome Transcript
info_circle Episode notes
insights INSIGHT
Cybersecurity: A Necessity
Cybersecurity is a must-have, like air and water, not a nice-to-have.
Demand increases with geopolitical tensions and regulations.
insights INSIGHT
CrowdStrike's Platform Advantage
CrowdStrike is a leading cybersecurity platform covering the entire enterprise.
Most enterprises use numerous vendors, creating an opportunity for consolidation.
insights INSIGHT
Cybersecurity Market Growth
The cybersecurity market is expected to grow significantly, reaching $250B by 2030.
CrowdStrike, with $4B ARR, has substantial room for growth and market share expansion.
Get the Snipd Podcast app to discover more snips from this episode
Windows Internals provides in-depth insights into the architecture and core components of Windows, covering topics such as system architecture, processes, threads, memory management, and security. The book is divided into two parts, with Part 1 focusing on foundational concepts and Part 2 delving into advanced topics like virtualization and system management.
In this special episode, Downtown Josh Brown sits down with CrowdStrike CEO George Kurtz to discuss: AI and the changing landscape of cybersecurity, Google's massive cloud security acquisition, future growth opportunities for CrowdStrike, and more!
Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.
The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.