CrowdStrike

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jul 6, 2026 by Arun Mathew · said 9 times in 4 episodes since 2025 · across every show →

Mentions by year

brought up most by Molly O'Shea (2), Matt Miller (2), Joshua Steinman (2), Miles Clements (1), Mark Bhargava (1), Arun Mathew (1)

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Everything said about CrowdStrike, oldest first

Jul 6, 2026 bullish
Insight
Mathew: AI model releases create tailwinds for cybersecurity platforms like CrowdStrike
“When Mythos first came out, I think the stock market thought that Mythos was going to kill a bunch of our security companies. Just look at CrowdStrike's stock price over the last six weeks. It actually is such a tailwind behind a lot of these companies, especi…”
Arun Mathew Jul 6, 2026 ▶ 35:42 Accel: The Quiet Firm Behind Facebook, Cursor, Nebius, Lovable, Vercel · Sourcery with Molly O'Shea
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