🔴 LIVE From CrowdStrike's Fal.Con 2026

Summary

TBPN interviews CrowdStrike executives and Nvidia's Justin Boitano live from Fal.Con 2026. The guests lay out CrowdStrike's new AI-security products, including Falcon Guardian and SafeMind, and argue the company has data, platform, and cost advantages as AI-driven cyber threats accelerate. The episode also touches on Nvidia's partnership role and closes with quick news takes on GoPro, Apple, and other stories.

• George Kurtz announces Falcon Guardian to extend EDR to AI agents and highlights the Nvidia-backed cyber lab and SafeMind model family.
• Michael Sentonas says AI is raising phishing click-through rates and attack complexity, sustaining security demand and favoring CrowdStrike platform consolidation.
• Daniel Bernard describes SafeMind as cyber-specific frontier models and harnesses built on Nvidia Nemotron and trained on Falcon Complete incident data.
• Justin Boitano frames Nvidia as the open-model and accelerated-computing foundation behind the cybersecurity partnership.
• Hosts mention GoPro's merger with Starman Optical after Markiplier's stake, with no firm tradable view.
• Hosts relay a Wall Street Journal argument that Apple's premium valuation may be stretched given slower earnings growth and innovation concerns.