CrowdStrike, every mention
71 scenes, the whole family · ← back to CrowdStrike
tap a year for its mentions
every year anyone Harry Stebbings 105Jason Lemkin 15Sameer Gandhi 14George Kurtz 10Rory O'Driscoll 7Miles Clements 5Zach Lloyd 4Saam Motamedi 4Shardul Shah 3Laela Sturdy 3
Verbatim, from the transcripts: the passages where CrowdStrike comes up
Wix Founder: Will Base44 Win the Vibe-Coding Wars? | The Truth About the Economics of Vibe-Coding · 20VC with Harry Stebbings
- ▶ 5:27 Harry Stebbings I mean, CrowdStrike never went down.
Anthropic's Fable Banned by US Government | Wix & Adobe Hit All-Time Lows | Mistral Raising at $20BN · 20VC with Harry Stebbings
- ▶ 58:54 Everett Randle And so you, I mean, you have, I mean, Palo Alto, CrowdStrike, Cloudflare, Datadog, Palantir, all these companies trade above 15 times NTM revenue again.
OpenAI Kills Sora & Hits $100M ARR on Ads | Oura Going Public & Whoop Raises at $10BN · 20VC with Harry Stebbings
- ▶ 20:53 Harry Stebbings Speaking of declining 30% and being in the hole, we touched on it earlier, but obviously Mythos leak hammered cyber stocks, uh, CrowdStrike, Palo Alto, Zscaler all down six percent, Octon, Netscape down seven percent, Tenable down nine… 2 times in the scene
Marc Andreessen: Will a16z Go Public & Why Labour Displacement with AI is Wrong? · 20VC with Harry Stebbings
- ▶ 58:33 Harry Stebbings They announced security update and CrowdStrike and Cloudflare tank eight, nine percent. 2 times in the scene
Why Margins Don't Matter for Early-Stage Startups | Gili Raanan · 20VC with Harry Stebbings
- ▶ 8:48 Harry Stebbings We're seeing, you know, CrowdStrike and Palo Alto networks reach sizes of market cap that were never before thought possible.
Anthropic vs The Pentagon: Who Wins? | The Data Center Arms Race | The Ultimate Stock Picks · 20VC with Harry Stebbings
- ▶ 0:13 Harry Stebbings This week, Anthropic sues the US government, Oracle and OpenAI end plans to expand flagship data center, Meta moves in to absorb the surplus AI data center capacity, CrowdStrike, they beat expectations but trade
- ▶ 50:40 Jason Lemkin Well, you know, I was thinking, um, we had on the agenda CrowdStrike crushes the quarter, trades down, right?
- ▶ 53:46 Rory O'Driscoll I got push for that because let's take CrowdStrike, right? 2 times in the scene
- ▶ 1:07:18 Jason Lemkin Mine were Palantir, Cloudflare, Shopify, and CrowdStrike. 6 times in the scene
- ▶ 1:12:45 Rory O'Driscoll And the best example of that was CrowdStrike. 5 times in the scene
"Cursor is Dead" is Total BS: Here is Why | Miles Clements · 20VC with Harry Stebbings
- ▶ 8:16 Miles Clements So Salesforce historically has been like the go to market platform company, you know, CrowdStrike and maybe Palo Alto are like the platform cybersecurity companies.
- ▶ 49:00 Miles Clements The example I would point to is, you know, CrowdStrike. 4 times in the scene
Mitchell Green: Why 50% of VCs Should Not Exist · 20VC with Harry Stebbings
- ▶ 50:40 Mitchell Green Crowd strikes.
Monday.com CEO on Is SaaS Dead: Will Everything Be Vibe Coded | Eran Zinman · 20VC with Harry Stebbings
- ▶ 9:55 Harry Stebbings He just killed my crowd strike over the weekend. 2 times in the scene
The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock · 20VC with Harry Stebbings
- ▶ 12:22 Harry Stebbings You saw Cloudflare and CrowdStrike hit like 10% on the back of an Antropic security. 2 times in the scene
Citrini Research Breakdown: Agents, "Ghost GDP", Consumer Spend | Figma Earnings Beat · 20VC with Harry Stebbings
- ▶ 1:23 Harry Stebbings Cloudflare, CrowdStrike, to name a few. 8 times in the scene
- ▶ 33:17 Jason Lemkin Everyone is stressed because every, the further you go, again, I don't mean to, every, the further you go, the more folks are at risk of being maimed by AI, just maimed, except Georgia CrowdStrike.
Predictions for 2026: Top Buy & Biggest Short | Why Salesforce Could Win & NVIDIA’s Challenges · 20VC with Harry Stebbings
- ▶ 39:32 unnamed speaker So I'm going to bet Palantir, Cloudflare, Mongo, Shopify, CrowdStrike, and Snowflake. 3 times in the scene
a16z's David George on the Most Controversial Bet at a16z & Do Margins and Revenue Matter in AI? · 20VC with Harry Stebbings
- ▶ 4:56 David George Um, I never would have expected in the last wave that companies like Salesforce would be worth two hundred thirty billion dollars or ServiceNow would be worth one hundred seventy five billion dollars or CrowdStrike, one hundred thirty…
- ▶ 35:54 David George Even if you're not a network effect driven business, if you're salesforce.com or, you know, Workday or ServiceNow or CrowdStrike, the more you become the leader, the more resources come your way, and the easier things get for you,…
20VC: The Startup Adding $1M ARR Every Week | Competing Against OpenAI's Codex and Claude Code: Who Wins | Why Gemini is Failing and GPT-5 Is Winning | Do Margins Matter in a World of AI | The Ugly Truth About AI Coding with Zach Lloyd, Warp
- ▶ 51:28 Zach Lloyd We were getting user reports that were being blocked by CrowdStrike. 4 times in the scene
Jeff Wang: Sequoia Capital's $9BN Global Equities Fund on The Future for NVIDIA, Google & Meta|E1212 · 20VC with Harry Stebbings
- ▶ 33:14 Harry Stebbings Dude, this is why I think private and public at the same time, you're a freaking genius, because Harry sees CrowdStrike, you know, get hit to shit, and I'm like, down 20%, still a great business, still love the management team, bye.
Jeetu Mahtani, Sales Leader @Hubspot: How and When to Go International and Crush It | E1207 · 20VC with Harry Stebbings
- ▶ 48:13 Harry Stebbings Crowd strike could happen to maybe too soon.
Shardul Shah: How Index Makes Decisions & Why Benchmarks & Averages in VC are BS | E1202 · 20VC with Harry Stebbings
- ▶ 14:55 Shardul Shah There's like at least sixty five billion dollars that explains I was wrong on CrowdStrike, Cyber Reason, Sentinel One, like this entire category. 2 times in the scene
- ▶ 24:51 Shardul Shah Number two, you look at public comps, CrowdStrike,
Zico Kolter: OpenAI's Newest Board Member on The Biggest Questions and Concerns in AI Safety | E1197 · 20VC with Harry Stebbings
- ▶ 55:50 Harry Stebbings Or we just appreciate that they had CrowdStrike.
Imran Khan: Why the IPO Market is Not Closed & Lessons From Taking Snap & Alibaba Public | E1194 · 20VC with Harry Stebbings
- ▶ 24:43 Imran Khan But I think that the reason I, I tweeted about that is, I think if you look at, let's take CrowdStrike, you know, like CrowdStrike before, before the incident was trading at 20 times run rate revenue, and it is a world-class company, you… 2 times in the scene
Jason Lemkin: Crowdstrike, WTF Happens From Here? Wiz Rejects Google’s $23BN Acquisition Offer|E1181 · 20VC with Harry Stebbings
- ▶ 1:43 Jason Lemkin Until this little issue of CrowdStrike grounding the world's air fleet and a few other issues, which we'll get to, you know, CrowdStrike traded at almost thirty-x in today's world. 4 times in the scene
- ▶ 9:09 Harry Stebbings Do you think CrowdStrike impacted their opinion to say no?
- ▶ 21:40 Harry Stebbings You mentioned CrowdStrike there. 10 times in the scene
- ▶ 22:07 Jason Lemkin The Falcon content update.
- ▶ 25:23 Harry Stebbings Uh, if we move forward then, and we think about a bull case and a bear case for CrowdStrike, if we start on the bull case, let's start optimistic, what is the bull case for CrowdStrike from here? 18 times in the scene
- ▶ 29:09 Harry Stebbings Final element on CrowdStrike. 15 times in the scene
- ▶ 44:01 Jason Lemkin The fact that that isn't a twenty-X ARR company like CrowdStrike was worries a lot of us.
- ▶ 45:28 Jason Lemkin Look, it is, it is until, you know, we'll see what happens, but it's just as good as CrowdStrike now.
- ▶ 48:59 unnamed speaker Find the guy that will make sure that you don't have the outage of CrowdStrike.
Saam Motamedi: Why Series B Won’t Make Money & Why $1M ARR is a BS Milestone for Series A | E1177 · 20VC with Harry Stebbings
- ▶ 4:02 Saam Motamedi That's with a backdrop where when you look at the top public names, I think the most valuable public company today for on multiples basis is CrowdStrike. 2 times in the scene
- ▶ 46:13 Saam Motamedi Is this, you know, the next George Kurtz at CrowdStrike or near Zuck at Palo Alto Networks?
- ▶ 1:05:24 Saam Motamedi I spent a lot of time in cyber, so I think carefully Apollo or CrowdStrike, both of which are now, you know, ballpark hundred billion dollar market cap companies.
Trae Stephens: Why No Company is Successful Because of their VC | E1135 · 20VC with Harry Stebbings
- ▶ 44:56 Trae Stephens If you have a thesis in, uh, cyber, but you're not in Palo Alto networks or CrowdStrike, you're probably losing money.
Ed Sim & Jamin Ball: Did Figma Kill M&A Markets & 3 Requirements to IPO in 2024 | E1101 · 20VC with Harry Stebbings
- ▶ 30:59 Jamin Ball Um, and you see some of the most successful public companies today, the crowd strikes of the world, the data dogs of the world, right?
20VC: Crowdstrike Founder, George Kurtz on Scaling to a $60Bn Market Cap, How to Acquire and Retain the World's Best Talent & The Right Way to View Competition in Today's Market?
- ▶ 0:07 Harry Stebbings The Memo episode with Samir at Excel last month, discussing his investment thesis and rationale for leading multiple rounds into CrowdStrike, and I'm so thrilled today to be joined by George Kurtz, founder and CEO at CrowdStrike, a leading… 4 times in the scene
- ▶ 2:21 Harry Stebbings But that's enough of me, so now I'm so, so excited to hand over to George Kurtz, co-founder and CEO at CrowdStrike.
- ▶ 2:44 Harry Stebbings I mean, they are pretty awesome, but I do want to start today with some context, because, you know, we see CrowdStrike today in this incredible growth story, incredible company, but take me back to the start.
- ▶ 5:33 Harry Stebbings How do you think about the benefits and the downsides of serial entrepreneurship, and what did you do differently with CrowdStrike as a result of your prior learnings with Foundstone? 5 times in the scene
- ▶ 7:24 George Kurtz So I became an entrepreneur in residence at Warburg Pincus, got basically crown track off the ground, and wrote 25 slides, got twenty-five million bucks. 3 times in the scene
- ▶ 10:33 George Kurtz And that allows me some freedoms, you know, I didn't have before I started CrowdStrike.
- ▶ 11:03 George Kurtz And when you think about CrowdStrike and when we IPO'd, we were the largest security company at the time when we IPO'd. 3 times in the scene
- ▶ 16:50 Harry Stebbings He said, in particular, did you ever have a moment of doubt, especially when competitors, Carbon Black, Silence of the World, seemed to be thriving and ahead of you, and the financials weren't as attractive, maybe, with CrowdStrike at the… 8 times in the scene
- ▶ 21:10 George Kurtz Well, you're going to meet new people, and they're going to say, hey, I, you know, I'm with CrowdStrike, and you're going to go, okay, that's 2 times in the scene
- ▶ 25:11 George Kurtz I really never had any doubts that CrowdStrike was going to be successful.
- ▶ 27:37 Harry Stebbings What do you know now that you wish you'd known at the beginning of your time with CrowdStrike? 4 times in the scene
- ▶ 30:52 Harry Stebbings I just loved doing that episode with George and my word, what an incredible company CrowdStrike is.
20VC: Chris Sacca on Coming Out of Retirement To Unf**k The Planet with Lowercarbon, How Chris Evaluates His Relationship To Money Today, Why We Have Bred a Generation of Ass**** Kids, Do VCs Provide Any Real Value and The True Unfiltered Opinion on Faceb
- ▶ 1:15:51 Harry Stebbings As always, I so appreciate all your support, and I can't wait to bring you an incredible episode with George Kurtz, founder at CrowdStrike, on Thursday.
20VC: The Two Largest Changes in the Investing Market Today, Why The Scarce Resource in Venture is Access & Why Investors Are Acting Mostly Rational and Upside Scenario Planning Needs To Change with Anton Levy, Co-President @ General Atlantic
- ▶ 0:14 Harry Stebbings Anton has led General Atlantic's investments in the likes of Alibaba, CrowdStrike, Facebook, Slack, and Snapchat, and co-led investments in Adyen and ByteDance.
20VC: The Crowdstrike Memo: Accel's Sameer Gandhi on Leading Multiple Internal Rounds for Crowdstrike, Telling George Kurtz to Go Shop His Term Sheet, How To Think Through Market Sizing & The Importance of Speed of Execution and Knowing When To Go Slow To
- ▶ 0:10 Harry Stebbings Just last week, they were added to the Nasdaq a hundred index, a very special moment for any company, and since their IPO, they've soared from a listing price of 6.8 billion dollars to stay currently valued at 63.75 billion dollars. 5 times in the scene
- ▶ 3:37 Sameer Gandhi You know, this was one of those companies that was very stealthy. 7 times in the scene
- ▶ 8:55 Sameer Gandhi And then, you know, with CrowdStrike, it was a sense of not if, but when. 3 times in the scene
- ▶ 11:00 Sameer Gandhi I think we had a scale that was, that was longer than it was, you know, I don't think it was not five years, but we felt like, Hey, we could be pushing cloud and having a slower adoption cycle around the Falcon platform, which is really… 2 times in the scene
- ▶ 13:08 unnamed speaker And part of that in the case of CrowdStrike was back to the idea that threat intelligence as a content subscription and incident response are already big enough categories where you can create a company that can have a nice outcome. 6 times in the scene
- ▶ 20:55 unnamed speaker So you look at the incident response services at CrowdStrike, which are, it's a self-contained business. 6 times in the scene
- ▶ 26:56 Sameer Gandhi Part of it is also, when we look at this, and I'll tell you, this is one of the things that came out of this whole CrowdStrike experience, is you get all these coming from the outside, but the reality is that we also have a great inside… 2 times in the scene
- ▶ 32:07 Harry Stebbings Who's the unsung hero from the CrowdStrike team, and what did they do that was so needle-moving behind the scenes, if you were to choose one? 5 times in the scene
- ▶ 34:43 Harry Stebbings I mean, such a joy to have Sam here on the show, and what an incredible journey to that market price today for CrowdStrike. 2 times in the scene
20VC: a16z's David George on Leading a16z's Growth Fund Today, The Biggest Misconceptions of Growth Investing, How a16z Think Through Portfolio Construction, Investment Decision-Making and Scenario Planning & How The Entrance of New Players Has Changed Th
- ▶ 0:26 Harry Stebbings David also sits on the board of Current, Greenlight, and WorkRise, and prior to Andreessen, David spent seven years growth investing at General Atlantic, where he invested in the likes of Airbnb, CrowdStrike, Opendoor, Slack, and Uber.
- ▶ 3:43 David George Companies like CrowdStrike, Uber,
20VC: CapitalG's Laela Sturdy on The Current State of Growth with Crossover, PE and Hedge Funds All Entering, How To Think Through Upside and Downside Scenario Planning at Growth & The Biggest Challenges Startups Face Post Product-Market-Fit but Pre-Scale
- ▶ 6:01 Laela Sturdy And then at the, you know, later stage, it's truly incredible when you look at companies like, you know, Snowflake, UiPath, CrowdStrike, these companies that are north of five hundred million in revenue growing still at incredibly hyper…
- ▶ 20:22 Laela Sturdy So that's what you see in our portfolio, like some of the best investments, the UI paths and crowd strikes are going to be in strike in the 10 X range, but you'll see many that, that are in five X and north of that as well.
- ▶ 29:31 Laela Sturdy So like my partner, Gene, you know, he has focused a lot on cybersecurity as an example and made amazing investments in CrowdStrike and Zscaler and a number of others, Orca more recently.
20VC: Lessons from Investing in Uber and Airbnb, How To Think Through Bundling vs Unbundling, Late Stage Funds Moving Earlier, Early Stage Funds Moving Later& The Mechanics of Venture That Founders Should Know with Derek Zanutto, General Partner @ Capital
- ▶ 34:50 Derek Zanutto And so as IoT devices continue to proliferate, you know, every enterprise will need a CrowdStrike for their agentable devices and an Armus for all unagentable devices.
20VC: James Cameron @ Accel on Building Great Startup Communities and The Rise of Enterprise and Cyber Security Software
- ▶ 11:15 James Cameron So it comes like CrowdStrike in the US, um, and Aarato, which is an Israeli company we invested in last year.