Speaker · Updated
George Kurtz: latest market views
CrowdStrike
Summary
George Kurtz is the co-founder and CEO of CrowdStrike, the cybersecurity company behind the Falcon endpoint security platform, and a former CTO of McAfee and co-author of the book Hacking Exposed.
Chorus has 5 views from George Kurtz across 2 episodes on Mad Money with Jim Cramer and The Compound and Friends since October 26, 2026.
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Newest first. Every quote is checked against the episode's transcript.
Leading banks are well defended and vigilant; smaller financial firms are the vulnerable ones.
Kurtz says CrowdStrike protects 16 of the top 20 banks in the world, and that these banks take security very seriously. They have great teams, can address vulnerabilities and patch them, and are spending heavily on security. He says the have-nots are smaller companies that lack expertise and money to find all their vulnerable systems. Those are the systems he would worry about, but he is very confident in the financial services industry.
“we protect, I think, 16 of the top 20 banks in the world, They take security very seriously. They've got great teams. They're very thoughtful about it.”at 31:59
Mad Money with Jim Cramer: Mad Money w/ Jim Cramer 10/26/26 ·
Patch fatigue and unupgradeable legacy systems will sustain a long tail of attacks after the PHP vulnerabilities.
Kurtz says the current wave is the result of AI tools for finding and weaponizing vulnerabilities, which started months ago with Mythos. The speed and scale of attacks make it a bad case. Over 10 critical vulnerabilities landed this month. Industry can now find flaws and create patches quickly, but companies lack the time and operational resources to deploy them, which he calls patch fatigue and says worries him. Home routers and firewalls will never be upgraded, so a long tail of attacks will hit enterprises, SMBs and consumers.
“there's more than 10 critical vulnerabilities that sort of just landed. And it's this patch fatigue, which has me worried... The problem is they just don't have enough time or operational resources to get them rolled out.”at 34:49
Mad Money with Jim Cramer: Mad Money w/ Jim Cramer 10/26/26 ·
Attacks exploiting PHP vulnerabilities will hit enterprises, SMBs and consumers in a long tail; threat is worse than expected.
Kurtz argues that adversaries are exploiting PHP vulnerabilities, and he expects a long tail of attacks spanning enterprise, SMB and consumer targets. He says the situation is much worse than he had thought. He gives no quantified data, and his tie to CrowdStrike is not stated in this exchange.
“So there's going to be a long tail of attacks across both enterprise as well as SMB and consumers where the adversary is taking advantage of these PHP vulnerabilities.”at 36:35
Mad Money with Jim Cramer: Mad Money w/ Jim Cramer 10/26/26 ·
Agentic cyberattacks are rising exponentially, letting low-skill actors match nation-state attacks.
Kurtz cites CrowdStrike research showing an exponential increase in agentic attacks. He says the old pyramid of pain, with nation-states at the top and hacktivists at the base, has collapsed into an 'agent state'. Low-skill actors can use off-the-shelf AI skills, and nation-state actors split tasks across an ensemble of models so no single model sees the goal, with an executor agent assembling the results. Open-weight models with guardrails removed serve as that executor, and they may be less capable than frontier models but are good enough. The attacks are cheap, costing a few dollars, so the bottom of the pyramid, with the most actors, can now run sophisticated operations.
“it is an exponential increase in what we're seeing with agentic attacks.”at 13:36
The Compound and Friends: How CrowdStrike Could Double ARR by 2030 with George Kurtz ·
AI agents given broad privileges and unchecked internet downloads create a serious supply-chain threat.
Kurtz says concentration in software providers and open-source tools creates supply-chain risk. Coding agents such as Claude Code fetch open-source packages from the internet, and attackers have compromised those packages, so agents running them execute the malicious code. He says the security model of not running untrusted code and focusing on identity has been reversed: companies give agents privileged identity, let them download anything, and do not check it. He says this undoes thirty years of security controls and requires a different level of technology to keep it safe. Josh Brown adds that a single compromised source can expose hundreds of databases through shared architecture.
“we're going give agents incredible identity in terms of its privilege. And then we're going to allow it to download anything from the Internet and we're not going to check it.”at 19:52
The Compound and Friends: How CrowdStrike Could Double ARR by 2030 with George Kurtz ·
Shows
- Mad Money with Jim Cramer · 1 episode
- The Compound and Friends · 1 episode
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