The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
(0:00) Intro
(0:50) Circle CEO Jeremy Allaire on stablecoins post-GENIUS Act, interest rate impact, growth in 2026, and the future of money in an AI world
(52:33) CrowdStrike CEO George Kurtz on cybersecurity in the AI era, most capable hacker nations, and more
(1:17:53) Archer CEO Adam Goldstein on the state of eVTOLs in 2026 and when to expect them
(1:42:27) Crusoe CEO Chase Lochmiller on powering the trillion-dollar AI buildout
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EP 91: How George Kurtz (CEO, Crowdstrike) Built A $65B+ Company
George Kurtz is the CEO of CrowdStrike, a $65B+ public cybersecurity company. In this episode, George reveals the surprising intricacies of paying ransom and discusses how CrowdStrike is dealing with increasing cybercrime in the age of AI. We also talk about CrowdStrike’s early days, including how the company found product market fit and the operating frameworks that brought them to the forefront of cybersecurity today. (0:00) Intro
(1:52) The Journey to Founding CrowdStrike
(2:38) The Difference Between Stopping Malware and Stopping Breaches
(3:27) Inspiration Behind CrowdStrike's Unique Approach
(4:30) Challenges of Building a New Architecture in Cybersecurity
(5:10) The Decision to Leave McAfee and Start CrowdStrike
(8:11) Early Days of CrowdStrike: Building the Product and Offering Services
(9:45) Unexpected Beginnings of CrowdStrike's Intelligence Product
(10:33) The Role of Incident Response in Cybersecurity
(11:16) Journey to Becoming a Software Business
(14:36) Evolution of CrowdStrike's Product Offering
(19:54) The Importance of Building Trust and Credibility in Cybersecurity
(20:27) The Role of Nation States and Cybercrime in the Growth of Cybersecurity Threats
(25:09) Experience of Handling High-Profile Cybersecurity Incidents
(26:16) The Importance of Having the Right Investors and Board Members
(34:08) The Strategy Behind Competing with Big Players Like Microsoft
(42:09) The Importance of Having the Right Team and Leadership
(43:53) The Challenges and Rewards of Scaling a Cybersecurity Company
(48:49) Hiring and Retaining the Right People
(49:49) Understanding Different Types of Salespeople
(51:52) The Importance of Marketing and PR in Business
(55:59) The Role of Nation State, E Crime, and Hacktivism in Cybersecurity
(1:05:03) Impact of AI on Cybersecurity
(1:09:36) The Importance of Password Security
(1:10:41) New SEC Reporting Rule for Cybersecurity Breaches
(1:14:48) The Role of AI in the Future of Cybersecurity
(1:17:42) The Journey to Entrepreneurship
(1:19:58) Importance of Timing in Starting a Business
(1:25:06) Impact of Early Life Experiences on Entrepreneurship
(1:26:58) The Role of Sports in Developing Leadership Skills
(1:29:41) Transition from Accounting to Entrepreneurship
(1:29:55) Importance of Timing and Market Readiness in Entrepreneurship
(1:35:32) The Role of Teamwork in Business Success
Produced: Rashad Assir & Leah Clapper
Mixed and edited: Justin Hrabovsky
Executive Producer: Josh Machiz
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About the Show
Logan Bartlett is a Software Investor at Redpoint Ventures - a Silicon Valley-based VC with $6B AUM and investments in Snowflake, DraftKings, Twilio, and Netflix. In each episode, Logan goes behind the scenes with world-class entrepreneurs and investors. If you're interested in the real inside baseball of tech, entrepreneurship, and start-up investing, tune in every Friday for new episodes.
Executive Producer: Rashad Assir
Producer: Leah Clapper
Mixing and editing: Justin Hrabovsky
Check out Unsupervised Learning, Redpoint's AI Podcast: https://www.youtube.com/@UCUl-s_Vp-Kkk_XVyDylNwLA
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About the Show
Logan Bartlett is a Software Investor at Redpoint Ventures - a Silicon Valley-based VC with $6B AUM and investments in Snowflake, DraftKings, Twilio, and Netflix. In each episode of The Logan Bartlett Show, we sit down with the people behind today’s most important startups and extract the tactics, lessons, and frameworks they’ve learned the hard way. Conversations span hiring to GTM, product, growth, fundraising and everything in between - collectively forming the ultimate playbook to make you a better CEO, investor or board member.
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20VC: Crowdstrike Founder, George Kurtz on Scaling to a $60Bn Market Cap, How to Acquire and Retain the World's Best Talent & The Right Way to View Competition in Today's Market?
George Kurtz is the CEO and co-founder of CrowdStrike, a leading provider of next-generation endpoint protection, threat intelligence, and services. Prior to Crowdstrike's incredibly successful IPO in 2019, George raised funding from the likes of Accel, General Atlantic, CapitalG, IVP and Warburg Pincus to name a few. Before founding Crowdstrike, George spent close to 7 years at McAfee in roles such as Worldwide Chief Technology Officer and GM as well as EVP of Enterprise. Finally, before McAfee, George started Foundstone in 1999 leading them very successfully to their acquisition by McAfee in 2004.
In Today's Episode with George Kurtz You Will Learn:
1.) How George came to found Crowdstrike having been Worldwide CTO @ McAfee? How did the founding of his prior companies impact how George thought about the early days of Crowdstrike? What does George believe are the pros and cons of serial entrepreneurship?
2.) Funding: With the benefit of hindsight, how does George reflect on his approach to fundraising? How did what George needed from VCs change over time? How does George approach investor selection? Through what framework does George advise founders as the right way to construct their cap table? Where do many go wrong on investor selection?
3.) Talent Acquisition: What has enabled George to hire some of the best talent in the world? What is the right way to construct the hiring process to recruit the best? What does George mean when he says, "you cannot forget the spouse factor"? Why is cash a moat and important when it comes to talent acquisition?
4.) Leadership: How has George's style of leadership changed over time? What stage of leadership did George find the most challenging? How does George find being a public markets CEO? What elements does he enjoy the most? What does he enjoy the least? Why does George believe the company has been so well received by public markets?
Item's Mentioned In Today's Episode with George Kurtz
George's Favourite Book: Good to Great: Why Some Companies Make the Leap...and Others Don't
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