CrowdStrike, every mention

20 scenes (2024), the whole family · ← back to CrowdStrike

mentionsepisodesper episode tap a year for its mentions

Verbatim, from the transcripts: the passages where CrowdStrike comes up

loading…

▶ 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.

▶ 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,

▶ 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

▶ 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.

▶ 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.

▶ 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.

▶ 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?

Turn any episode into a week of clips.