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Which podcasts are discussing CRWD?
34 ATTRIBUTED IDEAS · 26 EPISODES · 11 SHOWS
The shows
The Compound and Friends
All-In with Chamath, Jason, Sacks & Friedberg
The Twenty Minute VC
CNBC Fast Money
Afford Anything
Animal Spirits
Excess Returns
Goldman Sachs Exchanges
Prof G Markets
The Business Brew
The Pomp Podcast
Where the discussion went deepest
2 JUL2 JULPROF G MARKETS · 01:05
Meta selling excess compute signals AI overbuild
“Meta's plan to lease its excess AI compute capacity is argued to be a admission of overbuilding and an inability to monetize front-end AI applications.”
The AI Trade Just Got A Warning From Meta
Core thesis · 5/5Verify in source →
16 JUN16 JUNTHE COMPOUND AND FRIENDS
AI threat creates severe software dispersion
“Legacy application software faces existential AI disruption risks, driving deep valuation discounts, while cybersecurity names remain insulated.”
Betting on OpenAI, SpaceX Dust Settles, Josh’s New Trade
Core thesis · 5/5Verify in source →
10 MAR10 MARGOLDMAN SACHS EXCHANGES · 05:30
6 MAR6 MARTHE COMPOUND AND FRIENDS · 12:20
CrowdStrike's network effects justify premium
“The bull case for CrowdStrike was framed around its network effects business model, not SaaS, making its high valuation reasonable and its customer base 'sticky'.”
True or False - Private Credit Is This Generation’s Subprime
Core thesis · 5/5Verify in source →
4 MAR4 MARTHE COMPOUND AND FRIENDS · 05:45
CrowdStrike's $5B ARR milestone a re-rating catalyst
“The bull case argued for CrowdStrike: reaching a $5 billion annual recurring revenue run rate is a major milestone that could lift the stock's multi-year liability overhang, with AI security positioned as the next growth driver.”
Stocks After an Oil Spike, Internals Gone Wild, Bcred Problems, Nvda Stuck
Core thesis · 5/5Verify in source →
11 AUGYESTERDAYTHE COMPOUND AND FRIENDS · 11:00
Cybersecurity immune to AI disruption
“The hosts argued cybersecurity stocks like CrowdStrike and Palo Alto are not disruptable by AI, dismissing the concept of 'vibe coding' security patches as a joke.”
Tradeable Lows, Nvidia’s Data Center Finance Deal, Surprise Comebacks for Schwab and Expedia
In depth · 4/5Verify in source →
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