Crowdstrike and the $250 Billion Opportunity in Cybersecurity

The Compound and Friends

Josh Brown

News, Business, Business News, Investing

4.8 • 1.9K Ratings

🗓️ 10 April 2025

⏱️ 32 minutes

🔗️ Recording | iTunes | RSS

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Summary

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! Sign up for The Compound Newsletter and never miss out: thecompoundnews.com/subscribe Instagram: instagram.com/thecompoundnews Twitter: twitter.com/thecompoundnews LinkedIn: linkedin.com/company/the-compound-media/ 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. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Hey, everyone.
0:11.0	I am here with a very special guest.
0:14.0	I'm so excited to be chatting with George Kurtz.
0:17.0	George is the president, CEO, and co-founder of CrowdStrike. This is a leading provider of
0:22.6	Next Generation End Point Protection, Threat Intelligence and Services, what most of us call
0:27.8	cybersecurity. George has more than 30 years of experience in the security space. His prior
0:33.2	roles at McAfee include worldwide chief technology officer and GM, as well as EVP of
0:40.4	enterprise. Most people know you as the crowd strike founder. And you have been there since you
0:45.6	founded the firm in 2011. Okay. That's a lot of titles. So I know you're one of the busiest people
0:52.7	I know. So I really appreciate you coming in, doing the show with us.
0:56.7	And I know our audience is thrilled to hear from you.
0:58.6	It's great to be here.
0:59.4	Great to finally be here in person.
1:00.7	Yes.
1:01.5	And New York is a big market for us who got a lot of customers.
1:04.7	So I'm out meeting customers and slipping in a meeting with you.
1:07.9	We appreciate that. I want to start with the cybersecurity,
1:12.8	let's call it the invest, from my perspective, the investing theme, but from your perspective,
1:17.4	the cybersecurity industry, just as like a level set, I think this has been a really good year
1:23.8	for, I know it has for CrowdStrike and for many cybersecurity companies. And of course,
1:29.4	that's been the case for the last few years. Recently, we've had stock market volatility.
1:34.0	But one of the things that I've noticed is that your stock sort of trades defensively relative
	...

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