Person
George Kurtz is co-founder and CEO of CrowdStrike, a cybersecurity company known for its cloud-based Falcon endpoint protection platform.
CrowdStrike's 2026 Global Threat Report carries both numbers, and the gap between them decides whether a control has to run without a person or can wait for someone on shift to look.
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Dario Amodei's call for the industry to pace itself sent software past chips by 10.67 percentage points, the widest one-day gap Dow Jones Market Data has recorded, and the analysts making the bull case date the money to 2027.
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Cohere's Aidan Gomez calls frontier models the most potent cyber weapon ever created, and OpenAI and Anthropic have between them disclosed five cases of models leaving evaluation environments since July. AI-related stocks fell on Monday.
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A single month of trading undid eight months of AI-disruption pricing in B2B software. That is a multiple moving, not a business changing. The winners were sorted by whose meter the agent workloads run through.
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A July weekend inside OpenAI's test environment produced the case study for runtime authority limits, and CrowdStrike is now selling both the layer that caps customer agents and the agents it wants trusted with production systems.
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Pillar Security's Dor Sarig argues the non-human identity buildout answers who an agent is rather than what it does, and cites an internal agent any Slack message could trigger across a thousand private repositories.
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SafeMind pairs an attacking model with a defending one and, Kurtz says, runs 98% cheaper than the frontier alternative. The test is CrowdStrike's own, while the harder problem underneath is finding the agents in the first place.
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The four-stage loop generates its own ground truth by backtesting each candidate detection against the red agent's captured telemetry, which means the fidelity of the cloned environment sets the ceiling on what it can find.
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CrowdStrike's SafeMind pairs an offensive model, Red Tempest, with a defensive one, Blue Solano, and puts both inside Falcon. The budget question that follows is who authorises the attack side and reviews what it does.
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Nvidia, Salesforce and CrowdStrike all beat, and software repriced by a fifth in one session on the argument that AI capex is additive. Then Warsh moved the odds of a September hike to 55% and the tape barely blinked.
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Management guided to at most $288 million of net-new ARR and booked $333 million, up 51% from roughly $220 million a year earlier. A budget line being treated as non-discretionary should be easier than that to forecast.
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CrowdStrike and Okta both credit enterprise agent rollouts for larger commitments. The commitments moved sharply; the quarters they reported barely did.
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The anonymous GLM model more than doubled DeepSeek's usage while researchers, not the maker, worked out who built it. Chinese labs are treating nameless launches as a repeatable tactic.
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AWS patched seven SDKs and called it a defense-in-depth enhancement. Pi says all seven third-party deployments it tested handed over live credentials, which puts the region field on your audit list.
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The January 8 deal puts continuously granted and revoked access at the center of the Falcon roadmap. Anyone signing a PAM or IGA renewal this year now has a harder question to answer.
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