Makes sense for a longterm holder. As someone that was new to the position, I really liked the company but didn't want to be a part of the slide down. It'll take a while for them to get their reputation back.
I’d love to hear George’s thoughts on emerging competition. There are quite a few startups gaining traction in the SMB space, primarily by concentrating on MSPs. These will eventually look to move up market. How are they looking at this and proactively protecting their moat?
Not to detract from CRWD or their solid leadership, but you guys should really look more into MSFT. I think you’d love what you unearth. I feel like they get ignored due to being a mega cap, but trust me, the ship isn’t full nor has it left the station. Nadella is brilliant, and is empowering all the right people to work on all the right things - cybersecurity included.
The AI part of this story doesn't ring true. I worked in tech for decades. I was actually one of the progenitors of the whole PC revolution, which makes me old and stodgy I concede. But I learned early on that you have to be very diligent about implementing anything. I mean check, double check, triple check, rewrite and refine. In the critical application of cyber security I would no more leave an assessment to a bot, or trust the report it generated than I would trust a bot to diagnose a heart condition, and recommend a medication protocol. No shop I have ever been in would do that. We would insist that whatever results and recommendations the bot came up with be checked, rechecked, and triple checked by an actual human, and we would not mind at all if it took the eight hours you claim you saved by running the bot. I just don't buy the AI pitch. It isn't real world.
AI can enhance the quality of the work, because as was pointed out, it remembers everything and has access to the whole universe of archived data about security issues previously encountered and resolved by the firm. It is valuable to provide a summary of that knowledge relevant to the situation and context at hand. It is not a labor saver.
We’ve mapped neural nets to malicious behavior and network monitoring for years before we had this generative stuff…I agree though that this probably doesn’t translate to positive things for antimalware & who needs it confabulating office work? Sounds oike pain. We already live in a world where you can run a LLM through a logic loop and generate new malware and variations on it using previous malware as a template, I don’t see how you can do the opposite very easily and defend against new ideas at the speed of OpenAI or Groq’s inference.
![30 ชั่วโมงคนเดียว บนรถไฟชั้น 3 โซเวียต [Around The World Ep. 2]](http://i.ytimg.com/vi/MlE9boAVqDA/mqdefault.jpg)
That didn't age well.
HA! I came here to post this exact same comment, but you beat me to it.
😂
RIP
Crowdstrike has given new meaning to "down" town Josh Brown
Kaboom ! Not so hot today …
Everytime i hear George talk i always feel like i dont own enough Crowdstrike
@Josh after today’s hiccup, can you bring this guest back on next week for us?
This aged well
like raw milk on a 100 degrees day.
"Congratulations on how 2024 has gone so far"!
Imagine being one of the best ceos in tech . While being a professional race car driver. George can do it all . What a savage
Reminds me of Jared Isaacman the founder and CEO of Shift4 Payments who’s been into space on multiple missions with SpaceX lol
...............
This aged well
So hot it burns.
Great show. Love the crowdstrike story. Great show Josh!!
Everyone is looking for the "that ages well" comment
Aged like milk 🥛
I ❤ CRWD
My 2nd biggest holding, awesome thank Josh for the good advice to invest
What’s the biggest?
ouch
One of my biggest long-term positions
hahahhahahaaha
@@chillip9074I'm still up nearly 2x in my long-term position. Lol back at you
@@cbenson513 then sell
Makes sense for a longterm holder. As someone that was new to the position, I really liked the company but didn't want to be a part of the slide down. It'll take a while for them to get their reputation back.
@@djsausagebiscuits yep, if just in or in for a swing trade, better to get out imo.
Guys how are you all doing today 😂😂😂?
Sick guest Josh. Unbelievable. Really enjoyed it.
Thanks for watching!
Would like to know how it is in a week now
Josh, thank you for bringing on Greg for us!
When you build your career on Microsoft.
Hey Josh just saw you on Scott Galloway’s podcast. It was great! Hope to see you on again soon.
Guess CRWD is having a fun day today.
JB bringing it
Been holding for almost 4 years. 2022 was a rough year but glad I held on through that downswing, haven't sold a share yet!
everyone is angry toward CrowdStrike today 😂
Great short indicator - interview on this site......
Ten days later after this video, the CRWD is even hotter than it was.
Damn 😟
I’d love to hear George’s thoughts on emerging competition. There are quite a few startups gaining traction in the SMB space, primarily by concentrating on MSPs. These will eventually look to move up market. How are they looking at this and proactively protecting their moat?
Wow! TCAF with the pumping! I love it! Is one of my top holdings in my growth portfolio! Almost +200% let's do ANET next!
Not to detract from CRWD or their solid leadership, but you guys should really look more into MSFT. I think you’d love what you unearth.
I feel like they get ignored due to being a mega cap, but trust me, the ship isn’t full nor has it left the station. Nadella is brilliant, and is empowering all the right people to work on all the right things - cybersecurity included.
More CEO interviews please.
LMAO!
c’est la stock market vie
PARTY🎉🎉🎉🎉
Dude is the spitting image of Ben, am I wrong?
I thought it was Ben when I saw the thumbnail.
An older ben, an uncle Ben if you will
Think you guys spoke a little too soon...
2:04 "I wanted to start off by just saying congratulations on how 2024 is going so far"... keywords "so far"... oops.. Josh ya jinxed him, lol
George Kurtz would make a great Mike Wilson lol 💖
Omg vinaigar
Hmmm....this has not aged well hahahaha
The AI part of this story doesn't ring true. I worked in tech for decades. I was actually one of the progenitors of the whole PC revolution, which makes me old and stodgy I concede. But I learned early on that you have to be very diligent about implementing anything. I mean check, double check, triple check, rewrite and refine. In the critical application of cyber security I would no more leave an assessment to a bot, or trust the report it generated than I would trust a bot to diagnose a heart condition, and recommend a medication protocol. No shop I have ever been in would do that. We would insist that whatever results and recommendations the bot came up with be checked, rechecked, and triple checked by an actual human, and we would not mind at all if it took the eight hours you claim you saved by running the bot. I just don't buy the AI pitch. It isn't real world.
AI can enhance the quality of the work, because as was pointed out, it remembers everything and has access to the whole universe of archived data about security issues previously encountered and resolved by the firm. It is valuable to provide a summary of that knowledge relevant to the situation and context at hand. It is not a labor saver.
@nicklongo2939 you were absolutely right. Generative AI has no fidelity, it needs to be checked by an specialist 100% of the time.
We’ve mapped neural nets to malicious behavior and network monitoring for years before we had this generative stuff…I agree though that this probably doesn’t translate to positive things for antimalware & who needs it confabulating office work? Sounds oike pain. We already live in a world where you can run a LLM through a logic loop and generate new malware and variations on it using previous malware as a template, I don’t see how you can do the opposite very easily and defend against new ideas at the speed of OpenAI or Groq’s inference.
Love CRWD, but PLTR is up more this year…
SO VOLATILE...stock... but i believe CRWD is good stock for a long term gain
deleting comments now after shilling this
Started a position last week. Hope this isn’t a top signal 😭
Haha I’m with you. Can’t believe I’m buying at this price but here i am
Is this Ben's uncle?
😂😂
Lol
(not based on appearance).."who da fuck is this guy???"...ceo of Crwd lol
Would it be illegal for Crowdstrike to low key breach a company’s security then come in and “save the day” ?
Tell me more about this. 😂
Can Kurtz learn how to pronounce Nvidia please
I wish I could buy stocks, then use a platform to hype them up so that my stocks go up even further. Just saying…
Crowdstrike, most overvalued software stock...tons of gaps need to be filled
garbage stock
Lost your shirt on puts? 😂
Ok, I’ll bite. What cybersecurity stock do you feel is Best in Breed if not CRWD ?!
Go ahead and short it then dumby 😂
@@mtgdiagnosis9469 nope and it’s down 10% today after the shilling
@@dinosaurdude5668 crowdstrike down 10% today after the shilling don’t trust these guys