George Kurtz

It was really, really impressive to see that this can happen in a large organization.

And that got me thinking, you know, hold on a second, where are you running to? And fast forward, our CEO and our president, George Kurtz, and Michael Santonis have said to me, hey, listen, you know, you're a business CEO.

We need more of this founder DNA, startup DNA in the organization.

You know, how can we make this happen? That's how we basically carved out this kind of the roles that I took on in order to kind of help scale the business as we're growing in our journey.

How much of that is because of the AI shift and because of the momentum that's happening here specifically versus any other category or any other products that may be in place?

Yeah, so I obviously can't talk about what are the factors, how the market directly prices the CrowdStrike stock.

But I'll say something which, again, George Kurtz, our CEO, says all the time internally.

Take care of the customer.

And that's kind of like the core bull thesis here.

Now, when you throw in the AI safety angle, it becomes really interesting because their CEO, george kurtz actually inserted himself directly into the ai safety debate because after dario amadai the anthropic ceo posted that essay over the weekend urging ai labs to slow down kurtz actually went public and argued publicly that frontier labs will keep advancing regardless of any one company's restraint So maybe Anthropic slows down, OpenAI probably won't, which is actually what we are seeing.

Okay.

So Sam Altman came out and said, yeah, we're going to slow down.

Welcome to Cramerica.

Other people want to make friends.

I'm just trying to save a little bit of money.

My job is not just to entertain, but to do some teaching, too.

Well, maybe a little bipolar.

Uh, but what I realized is that there's so much money being made and so many purchases being made and so much opportunity that it's entirely possible that a sandbox is gonna have to change, and George Kurtz will make a lot of money from CrowdStrike because of that.

I will, uh, as will McKesh.

But Scott, it's not stopping.

Uh, it's about how much money Nvidia has made with the infrastructure it's created.

And I asked him right before, I said, "I spoke to a trusted estate's lawyer.

I'm trying to figure out how to make a little extra money for my kids before 2030." And he laughed, and he understood that the, that the problem has blown up from being, uh, one of guys filing, you know, posting things which were a little, uh, Stephen King-like, maybe even a little more dire, versus the reality, which is that these are s- serious engineering problems that can be addressed and can be fixed, as George Kurtz said last night on CrowdStrike.

So I know it's easy to say, "You know what? It's all over," but, uh, I would rather be a buyer than a seller.