CrowdStrike

“Similarly, I had my IT department check and make sure that we didn't have it running anywhere. We don't. I'm just gonna be frank. I don't trust this company.”

“Shares are down 25% since Friday, so that represents twenty-four billion dollars in market cap.”

“So their whole job is to open a ticket, solve a problem, close a ticket. So if you follow the money and the incentives, you can see why there's a problem and people want to be helpful at the help desk and hence they get into the situation.”

“You're minting new adversaries because you don't have to have all the knowledge that you had to have in the past. You can ask any number of LLMs and you can get answers back. So what's happened is the attack timeline has been compressed. You can automate all o…”

“Well, it, it's hard to find these guys, but any event we found 40 of them. We were right. 40 of them. That, that's for the first run. We found hundreds now over.”

“What we're seeing now is prompt only autonomous malware, meaning I can drop the prompt on your computer by a variety of means, and then it will autonomously interact with an LLM, and it will give a unique fingerprint every time it runs.”

“We don't have operations there. We don't have any revenue. We don't sell them to China. Never have. From the start of the company.”

“We, well, we have our small language models, and we do work with just about all of the large language models. But we've built our own guardrails around what gets shared, how it gets shared, and how we process any of the data back.”

“Now these can run autonomously whatever, without ever phoning home.”

“And over the course of my time at Section one 32, we've had six funds. We've invested in companies like CrowdStrike and Cohere and Coinbase and all six of those funds have averaged about four hundred million in size, and all are performing in their top decile,…”