On this episode of Live From The Compound, George Kurtz, co-founder and CEO of CrowdStrike, joins Downtown Josh Brown to discuss how artificial intelligence is transforming the cybersecurity industry and why AI could be the biggest growth opportunity yet for security companies. They cover CrowdStrike’s record-breaking earnings, the market's initial fears that AI would disrupt cybersecurity, and why those fears have turned into surging demand. Plus, how hackers are using AI agents to launch increasingly sophisticated cyberattacks, why traditional security measures may no longer be enough, and CrowdStrike’s expanding partnership with NVIDIA to secure AI from software to silicon. Finally, they discuss the rise of autonomous AI security, CrowdStrike’s ambitious $20 billion revenue target, competition from OpenAI and Anthropic, and whether the stock's massive rally has already priced in the AI opportunity. 👕 Check out The Compound shop: https://www.idontshop.com 🎙️Listen to our podcasts: TCAF: https://podcasts.thecompoundnews.com/show/TCAF/ Animal Spirits: https://podcasts.thecompoundnews.com/show/animalspirits/ Ask The Compound: https://podcasts.thecompoundnews.com/show/ATC/ The Compound Newsletter: https://www.thecompoundnews.com/subscribe Linkedin: https://www.linkedin.com/company/the-compound-media/ Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews Tik Tok: https://www.tiktok.com/@thecompoundnews Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Josh Brown and Michael Batnick are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. #thecompound #investing #stockmarket #stocks