CrowdStrike, every mention

17 scenes (2026), the whole family · ← back to CrowdStrike

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every year 2026 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

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Wix Founder: Will Base44 Win the Vibe-Coding Wars? | The Truth About the Economics of Vibe-Coding · 20VC with Harry Stebbings Jul 13, 2026 · 1 mention

Anthropic's Fable Banned by US Government | Wix & Adobe Hit All-Time Lows | Mistral Raising at $20BN · 20VC with Harry Stebbings Jun 18, 2026 · 1 mention

  • ▶ 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 Apr 2, 2026 · 2 mentions

  • ▶ 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 Mar 30, 2026 · 2 mentions

  • ▶ 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 Mar 28, 2026 · 1 mention

  • ▶ 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 Mar 12, 2026 · 15 mentions

  • ▶ 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 Mar 9, 2026 · 5 mentions

  • ▶ 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 Mar 7, 2026 · 1 mention

Monday.com CEO on Is SaaS Dead: Will Everything Be Vibe Coded | Eran Zinman · 20VC with Harry Stebbings Mar 2, 2026 · 2 mentions

The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock · 20VC with Harry Stebbings Feb 28, 2026 · 2 mentions

  • ▶ 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 Feb 26, 2026 · 9 mentions

  • ▶ 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.
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