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What the podcasts are saying about
CRWD
In-depth coverage
16
Mentions · 7d
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Mentions · 30d
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20
Episodes
Latest attributed ideas · most recent first
18 JULTHE KNOWLEDGE PROJECT · 01:15
CEO crisis management requires balancing trust and liability
“The guest argued that during corporate crises, CEOs must actively weigh reputational and trust risks against legal liability, rather than defaulting entirely to legal counsel.”
Explored in depth · 4/5Verify in source →
17 JULTHE COMPOUND AND FRIENDS · 03:50
CrowdStrike sell-off presents a buying opportunity
“The sharp market sell-off in CrowdStrike is an overreaction driven by a misunderstanding of AI disruption risks.”
Substantive discussion · 3/5Verify in source →
17 JULTHE COMPOUND AND FRIENDS · 02:15
CrowdStrike remains a best-of-breed cybersecurity platform
“The long-term bull case for CrowdStrike is supported by its rapid scale to a $5 billion annual recurring revenue run rate and its positioning to secure expanding AI workloads.”
In depth · 4/5Verify in source →
17 JULTHE COMPOUND AND FRIENDS · 08:15
CrowdStrike valuation justified by network effects
“The structural bull case for CrowdStrike is that it operates as a network-effects business rather than a standard SaaS company, justifying its premium valuation.”
In depth · 4/5Verify in source →
17 JULTHE TWENTY MINUTE VC · 04:45
Public markets suffer from irrational 'casinoization'
“The host argued that public markets have become increasingly irrational and volatile, driven by rapid narrative shifts and minor events.”
Discussed · 2/5Verify in source →
17 JULTHE TWENTY MINUTE VC · 00:15
CrowdStrike remains resilient despite SaaS apocalypse fears
“The bull case argued for CrowdStrike is that the company is an enduring franchise whose rapid recovery from its recent outage proves that fears of AI-driven disruption are overdone.”
In depth · 4/5Verify in source →
17 JULTHE COMPOUND AND FRIENDS · 02:15
Software stocks enter fat pitch territory
“The software sector, represented by the IGV ETF, has entered a long-term 'fat pitch' buying zone after a 35% drawdown, even if it has not reached the absolute bottom.”
Substantive discussion · 3/5Verify in source →
17 JULTHE TWENTY MINUTE VC · 01:12
Cybersecurity selloff is an unjustified panic
“The recent market selloff in cybersecurity stocks is an unjustified knee-jerk reaction to Anthropic's new AI model release, presenting a potential buying opportunity.”
Core thesis · 5/5Verify in source →
17 JULTHE COMPOUND AND FRIENDS · 07:45
Platform cybersecurity remains resilient to AI
“Platform-based cybersecurity providers are expected to remain immune to AI disruption, whereas point-solution software providers face significant replacement risk.”
Substantive discussion · 3/5Verify in source →
17 JULTHE COMPOUND AND FRIENDS · 05:10
Software sector faces earnings and sales misses
“The bear case argued for the software sector is that multiple contraction will be followed by earnings and sales misses as companies struggle to maintain high margins while integrating costly AI tools.”
In depth · 4/5Verify in source →
17 JULTHE COMPOUND AND FRIENDS · 06:45
Expensive software outperforms cheap software in rebounds
“The thesis presented is that when selecting software stocks, investors should favor expensive, high-growth names over cheap ones because higher multiples reflect lower technological obsolescence risk.”
Substantive discussion · 3/5Verify in source →
17 JULTHE COMPOUND AND FRIENDS · 07:45
Toast positioned as AI hospitality winner
“The host argued that Toast is an attractive investment because it is poised to be the primary distributor of AI tools to the restaurant industry, rather than being disrupted by AI.”
In depth · 4/5Verify in source →
16 JULALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG · 03:15
AI agents create massive cybersecurity TAM expansion
“The rapid proliferation of autonomous AI agents within enterprises creates a critical security vulnerability that expands the addressable market for AI detection and response (AIDR).”
In depth · 4/5Verify in source →
16 JULALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG · 08:45
Infiltration of remote workforces by state actors
“The guest argued that remote hiring practices have opened a critical vulnerability where state-sponsored actors, particularly from North Korea, successfully gain employment at US firms to steal trade secrets.”
In depth · 4/5Verify in source →
16 JULALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG · 06:15
Autonomous prompt-only malware bypasses traditional detection
“The guest argued that the rise of prompt-only autonomous malware represents a major shift in cybersecurity, as these threats do not use traditional code or phone home to a command server.”
In depth · 4/5Verify in source →
16 JULTHE COMPOUND AND FRIENDS · 11:45
Enterprise SaaS spending takes a backseat
“Corporations are deprioritizing enterprise SaaS software spending in favor of securing supply-constrained hardware, compute, and cybersecurity.”
Core thesis · 5/5Verify in source →
4 JULMARKETPLACE · 08:15
AI-driven hacking forces double cybersecurity spending
“The discussion highlighted that advanced AI models capable of rapidly discovering zero-day exploits will force corporations to double their cybersecurity budgets to defend against automated attacks.”
In depth · 4/5Verify in source →
4 JULALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG · 01:00
AI forces rewrite of global software
“The thesis argued is that the rise of AI-driven vulnerability exploitation will force a complete rewriting of the world's operational software by machines over the next five to six years.”
In depth · 4/5Verify in source →
4 JULALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG · 12:15
AI cyber models spark upgrade cycle
“The speakers argued that the release of frontier-class AI cyber models will trigger a major one-time upgrade cycle for cybersecurity vendors.”
In depth · 4/5Verify in source →
4 JULALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG · 08:15
AI cyber threats benefit cybersecurity incumbents
“The speaker argued that the rapid emergence of AI models with advanced cyber capabilities will necessitate a massive hardening of systems, directly benefiting established cybersecurity firms.”
Substantive discussion · 3/5Verify in source →
4 JULALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG · 00:00
AI tools supercharge cybersecurity vendor capabilities
“The speakers argued that deploying advanced AI models to cybersecurity firms will act as a massive force multiplier for defending enterprise networks.”
Substantive discussion · 3/5Verify in source →
4 JULEXCESS RETURNS · 00:00
Median software faces structural margin pressure
“The guest argued that the median software company is poised to underperform due to impending earnings and sales misses driven by AI investment costs and a loss of pricing power.”
Core thesis · 5/5Verify in source →
4 JULUNCHAINED · 01:15
Defenders hold the edge in AI cybersecurity
“The cybersecurity sector, particularly enterprise defense providers, is argued to hold a structural advantage over malicious actors in the adoption of AI tools.”
Notable comment · 2/5Verify in source →
4 JULTHE COMPOUND AND FRIENDS · 06:15
Software rerating creates selective opportunities
“The software sector may have bottomed out after a severe multiple rerating driven by AI disruption fears, leaving high-quality growth and cybersecurity names poised to perform.”
Core thesis · 5/5Verify in source →
4 JULTHE TWENTY MINUTE VC · 08:15
AI exposure bifurcates public SaaS multiples
“The public software market is sharply bifurcating, rewarding companies with usage-based pricing and AI tailwinds with premium multiples while punishing easily replicable, seat-based legacy models.”
Core thesis · 5/5Verify in source →
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MENTIONS & DEPTH REFLECT PODCAST DISCUSSION VOLUME · NOT A RATING, FORECAST, OR RECOMMENDATION