Mentions

CrowdStrike is one of four cybersecurity positions the host is adding to. He contends that with AI slashing the time from bug disclosure to exploitation down to just one day in 2025, network security budgets must keep growing. The sector selloff driven by AI-replacement fears is seen as a misread of the dynamic; earnings catalysts are expected to prove the bull case and drive the stock higher.

CrowdStrike initially sold off when Claude Mythos — an AI with advanced vulnerability discovery capabilities — was leaked. However, the host turns bullish, arguing that while Mythos can find vulnerabilities and generate patches, it simultaneously creates more attack opportunities at a faster pace, increasing the overall value of endpoint detection and response platforms. The host explicitly states he is personally investing in CrowdStrike as one of the few software companies with deep workflows and compliance requirements that make it resilient to AI disruption.

The host is bullish on CrowdStrike as a top beneficiary of Project Glasswing. The Falcon platform — encompassing cloud-based security modules, a threat graph, a lightweight device agent, Charlotte AI, and the Agent Works agentic automation layer — can now proactively identify and patch vulnerabilities across its entire customer base before attackers reach them, powered by Mythos. Financially, quarterly revenue hit $1.31B (up 23% YoY), ARR reached $5.25B (up 24%), net new ARR surged 47%, and the company posted its first-ever GAAP-profitable quarter while sustaining 97% gross customer retention. At ~$100B market cap and ~20x price-to-sales the stock is not cheap, but the host argues that early exclusive Mythos access could meaningfully accelerate revenue, profit, and growth versus competitors still awaiting access. The stock already jumped over 6% in a single session on the Glasswing announcement.

CrowdStrike is down 18% and the host frames the entire cybersecurity group selloff as a buying opportunity. The fear that AI will eliminate cybersecurity revenue is characterized as misplaced — ironically, Anthropic's Mythos model was withheld precisely because it could help hackers, creating more demand. CrowdStrike is explicitly named as one of two firms Anthropic is partnering with to address those AI-driven threats, putting it first in line for new revenue streams. The host argues companies won't hand over critical network security to AI agents for two to three more years, meaning current revenues continue and valuations are now 'crazy low.'

CrowdStrike is the host's top cybersecurity pick, cited as the gold standard with a ~75% gross margin built cloud-native. The host would own it if they didn't already, and explicitly names it as the number-one cybersecurity choice over Zscaler. Mentioned briefly as a comparison within the Axon discussion but with a clear directional stance and fundamental justification.

The host is bullish on CrowdStrike as a beneficiary of Anthropic's Project Glasswing initiative. CrowdStrike is among a select group of enterprise partners receiving early access to Claude Mythos — Anthropic's unreleased, highly capable model that has already discovered thousands of zero-day vulnerabilities across major operating systems and browsers. The host argues this gives CrowdStrike a significant head start against the next wave of AI-powered cyber threats before competitors can access comparable tools, making it a direct beneficiary of the most powerful defensive AI tooling available.