Crowdstrike CEO: AI agents need to be secured, controlled, and governed
Argued that AI agents are a new class of identity that has to be secured, controlled and governed like a human user, and that this is where cybersecurity spend is heading.
Co-founder, President & CEO, CrowdStrike Holdings, Inc. (CRWD)
9 recorded appearances
Argued that AI agents are a new class of identity that has to be secured, controlled and governed like a human user, and that this is where cybersecurity spend is heading.
Post-results conversation with Cramer on the quarter, the competitive state of the cybersecurity market and AI's effect on both attack and defense.
Discussed CrowdStrike's newest tooling and its work with Anthropic's Mythos model.
Told Wedbush's Dan Ives that security, visibility and guardrails are the gating factor on enterprise AI adoption - customers slow down without them, and CrowdStrike is positioning as the thing that lets them move faster.
Claimed most organizations deploy AI agents with less governance than they give an intern, and that by 2027 the smartest employee at many firms will be a machine. Laid out three current failure modes and introduced an "AI Operational Reality Manifesto."
Kurtz's segment (from 52:33) covers cybersecurity in the AI era and which nation-states now field the most capable hackers.
Told Josh Brown the attack surface is expanding through AI agents and non-human identities, and that this - not classic endpoint compromise - is the defining 2026 threat.
Rejected the thesis that AI destroys software company value, arguing security software is what makes AI deployable in the first place.
Fal.Con 2025 interview on the platform strategy and how agentic AI reshapes the security operations center.