@George_Kurtz
President & CEO CrowdStrike, Former CEO of Foundstone, Former CTO of McAfee, and author of Hacking Exposed
That's right.
Andrew Curran@AndrewCurran_·Last week some of South Korea's biggest banks were hit by a cyberattack. Thanks to a report from CrowdStrike tonight, we now know the entire hack may have been done by a single person. He used a combined stack of an open-source AI penetration tool named ARTEX, DeepSeek v4.1-Flash, GLM-5.3, Grok 4.6, and Claude Code.
Good to be back on the floor with @jimcramer and the @SquawkStreet team this morning. Thanks for having me, Jim.
Jim Cramer@jimcramer·George Kurtz on set!
Great leadership from Jensen Huang and @NVIDIA. We’re proud to work alongside you on such an important priority: advancing AI safety.
Jensen Huang@JensenHuang·Today, with over 100 industry partners, we introduced the NVIDIA Open Agent Safety Platform, bringing together OpenShell and Sentry. Artificial intelligence is extraordinary technology that will advance discovery, productivity, security, health, and prosperity for generations to come. But its full promise can only be realized when people have confidence that AI is being built to be safe and deployed with wisdom and responsibility. This is bigger than a single product. It's the beginning of an open ecosystem to build the trust layer for safe agent systems. Together, we are building the foundation of the AI economy. Trust and innovation are not in conflict. Safety is how trust is earned. We must build not only the most capable AI, but the most trusted AI, so that this extraordinary technology can realize its enormous promise for the world. t.co/ugYWQ1MyRi
Sharp read. Kevin Skapinetz on why AI security starts at the endpoint: the unit of work changed. Files (AV), then behavior (EDR), now intent (AI agents). That is why we shipped Falcon Guardian and built SafeMind. We secure AI. We stop breaches. techoperators.com/insights/the-e…
I read @DarioAmodei's essay calling on the labs to pace the frontier. @sama agreed. The frontier will move at whatever speed it moves. The rest of the world will not slow down. Our job in the cybersecurity community is to make sure it moves securely and safely. Here’s what I see from the front lines: 1. The unit of threat is no longer the hacker. It's an autonomous campaign. I call it the Agent-state. We see coordinated AI agents executing attack campaigns at machine speed. 2. Sophistication is dead as an attribution signal. AI gives every criminal and lone actor elite execution. Identity, infrastructure, and intent tell you who's behind an attack. Skill doesn't. 3. Runtime is the control point. Endpoints, cloud workloads, and SaaS are the battleground. Governance documents don't stop an agent in motion. Enforcement at machine speed does. 4. Every AI agent is a privileged identity. Least privilege, short-lived credentials, traceable actions, and a kill switch. Permissions never expand because an agent decides it needs more. 5. Defense has to be autonomous but also bounded. Machine-speed response, tiered by consequence, with humans owning the high-impact calls. 6. Every failed attack should make every defender smarter. Feed what we block back into detection, across customers and models, with privacy intact. This is what CrowdStrike and NVIDIA introduced with SafeMind: an agentic, always improving model and harness protection system built for defenders. 7. The AI industrial base is critical infrastructure: weights, training clusters, APIs. Call it what it is and protect it like it is. Pacing what comes next doesn't secure what's already here. The credible path is to deploy with proof: board-level accountability for AI security, independent external red teaming, incident disclosure, secure defaults, and controls that work in production - not on paper. Anthropic and OpenAI just committed to embedding independent evaluators with employee-level access. CrowdStrike will bring what we see from the front lines to that table. The ability for AI to act must be matched by the ability for defensive AI to stop the breach.
Dario Amodei@DarioAmodei·We Must Pace the Frontier: I’ve written a new essay on why the AI industry should slow down, with a three-part plan for doing so. Anthropic is unilaterally committing to the first of these steps. We’ll provide third-party evaluators with permanent, employee-level access to our systems, so that they can verify adherence to our safety measures, report on incidents, and assess models’ alignment during training. You can read the full post here: t.co/OGyPb7yaYt
Incredible milestone. The hard part is no longer what AI can do, it's what we decide to do with it. Congrats @JensenHuang and the @OpenAI team.
Jensen Huang@JensenHuang·@ChaseLochmiller @OpenAI GPT-6 Astra, trained on ~100K+ NVIDIA Grace Blackwell NVLink72. From ChatGPT to o1 to Astra in 4 years. AGI has arrived. Congratulations @OpenAI team. 400K GPUs coming online next.
Great news for the industry. Open models put frontier AI in the hands of every builder and every defender. Congrats @nvidia, @huggingface, and @JensenHuang
Jensen Huang@JensenHuang·Exciting day for NVIDIA and @huggingface. Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty. They allow every developer, startup, university, industry and country to build with, customize and benefit from AI. Thank you @ClementDelangue for coming to me. NVIDIA is going to be a great home for Hugging Face, its community and the future of open models. 🤗 t.co/q8Om2Xc5ye
Thank you to @nvidia's @JensenHuang @intel's @LipBuTan1, and @OpenAI's @gdb for joining me at Fal.Con this week. Together with NVIDIA, we post-trained Nemotron on fifteen years of Falcon attack data to deliver the world’s first frontier models and harnesses built for defenders. That's SafeMind. Lip-Bu made the case that security has to start at the chip. Greg talked about the window that defenders have right now to get ahead. The crowd in CrowdStrike is the advantage. Thank you all for being part of it. cc: @NVIDIAAI
It's always a highlight to talk with @jimcramer about CrowdStrike's results, and there's never been more to talk about! The adversaries aren't slowing down, and neither are we. We had a great conversation on where cybersecurity is headed and why the mission has never mattered more. Full clip here: t.co/rRa08S5vuy 🦅 $CRWD
Last quarter we called it the Mythos moment: the inflection point where cybersecurity became an enabler for AI adoption. This quarter, inflection became acceleration. 📈 All-time record net new ARR of $333M, up 51% YoY, beating the high end of our guidance by $45M+ 🔒 Ending ARR of $5.84B, accelerating to 25%+ YoY, our 4th straight quarter of accelerating growth 💰 Record Q2 free cash flow of $377M, up 33% YoY ⚡ All-time record non-GAAP operating income of $372M, up 46% YoY 🚀 All-time record Falcon Flex quarter: ending ARR surpassed $2.29B from accounts that have adopted Falcon Flex, up 101% YoY, with more new Flex accounts than the prior three quarters combined AIDR ending ARR nearly tripled quarter over quarter. Enterprises are building with AI as fast as they're securing it, and standardizing on CrowdStrike. That's why we raised full year net new ARR growth guidance again: 630 basis points this quarter at the midpoint, on top of last quarter's raise. Guiding up more than $100M above where we started the fiscal year. To our customers and partners: thank you for trusting us with your security. To every CrowdStriker: relentless execution made this our best quarter ever. Thank you all. 🙏 Next week at Fal.Con in Las Vegas, I'll share where we're taking AI security next. See you there and join us on the livestream. Full earnings release, including a discussion of risks related to forward-looking statements, and FY27 outlook at t.co/jobE1YKqML. $CRWD
