CrowdStrike’s George Kurtz Reveals the Biggest Cybersecurity Threat of 2026

The Compound and Friends

Josh Brown

Business News, News, Investing, Business

4.7 • 2.2K Ratings

🗓️ 14 January 2026

⏱️ 31 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this special episode of Live from The Compound, Josh Brown is joined by George Kurtz, President, CEO, and co-founder of CrowdStrike to discuss: the state of cybersecurity in 2026, how AI is reshaping the threat landscape, how AI agents, non-human identities, and browser-based workflows expand the attack surface, common root causes of modern breaches and how defenders can reduce risk, CrowdStrike’s announced acquisitions and the move toward continuous identity and zero standing privilege. They will also cover why the browser has become a primary control plane for enterprise security, securing AI workloads, agents, and data with Falcon AI Detection & Response, the shift from AI copilots to autonomous, agentic security operations and why unifying endpoint, identity, cloud, and browser security matters in the AI era. Disclosure: Josh Brown is a long-term investor and shareholder in the CrowdStrike company. This episode is sponsored by Betterment Advisor Solutions. Learn more at http://Betterment.com/advisors Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Compound Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and never miss out! Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 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	Today's show is sponsored by Betterment Advisor Solutions.
0:16.5	What growth strategy are leading RIAs using that most firms don't?
0:23.0	Segmentation. Some clients' needs are sophisticated and required deep ongoing planning, while some clients' needs are simple,
0:28.3	like those in the wealth accumulation stage. The smartest firms know, planning shouldn't look
0:32.9	the same for every client, but the experience should always be exceptional. Now it can be with Betterment
0:38.9	Advisor Solutions. It's the platform built for segmenting your book and streamlining those
0:44.1	smaller and simpler accounts. The onboarding experience is automated and paperless. The portfolio
0:49.7	management is streamlined and tax efficient. the client experience is consistent and modern,
0:55.0	and the impact isn't just felt by your clients.
0:57.3	It's felt across your entire practice.
0:59.9	Imagine a back office that's humming, a team that's thriving, and a service model
1:03.9	ready to scale, Betterment's advisor solutions.
1:06.9	Your biggest regret will be not doing it sooner.
1:09.6	Learn more at betterment.com slash advisors.
1:13.2	All right.
1:14.2	I believe we're live.
1:16.0	You guys, investors think about software companies in terms of TAM,
1:19.2	total addressable market.
1:20.4	We think about TAM as it pertains to cybersecurity and the opportunity in the age of AI.
1:27.0	It's impossible not to get excited.
1:29.2	As AI workloads multiply exponentially, so does the need for cutting-edge security software.
1:34.8	My guest today is George Kurtz, the president, CEO, and co-founder of CrowdStrike,
	...

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