Roneal Desai

In this engaging talk, Roneal Desai, a senior public market investor with a focus on enterprise software, shares insights on CrowdStrike, a leading cybersecurity firm. The discussion highlights how CrowdStrike revolutionized security by predicting threats, especially in the cloud era driven by remote work. They also dive into CrowdStrike's critical role during the 2016 DNC hacking and its impressive growth metrics, including a $45 billion valuation. Desai emphasizes the need for continuous innovation to fend off competition and future threats in the evolving cybersecurity landscape.