'Agent states' are the new apex predators, says Crowdstrike CEO George Kurtz

Watch on YouTube ↗  |  September 09, 2026 at 21:04  |  6:50  |  CNBC
Speakers
George Kurtz — Founder and CEO, CrowdStrike
David Faber — Anchor, Squawk on the Street / Media Analyst

Summary

CrowdStrike CEO George Kurtz discusses the rise of autonomous AI agents as cybersecurity threats, saying agents are the new apex predators and that defenders need more capable AI. He argues AI is broadly positive and makes cybersecurity more relevant, with security becoming an accelerator for enterprises. He also frames CrowdStrike as a key player in providing AI-powered defenses.

  • Kurtz says AI is transformational and he is not an AI doomer.
  • He calls AI agents the new apex predator, moving from perimeter to payroll.
  • The Hugging Face incident showed defenders lacked AI-enabled defenses.
  • Breakout time has collapsed to seconds, at the speed of inference.
  • Cybersecurity becomes more relevant as AI adoption grows.
  • CrowdStrike is building a red/blue AI loop to defend against AI threats.
Ideas
George Kurtz Founder and CEO, CrowdStrike 0:45
AI is transformational and positive.
George Kurtz says AI has been transformational and is the most important technology he has been involved in; he is not a doomer and sees the glass as half full, expecting AI to fundamentally change work and society, so he views it as an opportunity rather than an extinction threat.
AI-SECTOR MED
George Kurtz Founder and CEO, CrowdStrike 0:45
CrowdStrike poised for AI security.
CrowdStrike is focused on letting enterprises safely use AI and prevent rogue agents; it has created an offensive/defensive red-blue AI loop to improve security against AI attacks, and Kurtz expects the company to play a big part in AI-era security.
CRWD HIGH
George Kurtz Founder and CEO, CrowdStrike 6:18
Cybersecurity becomes more relevant.
AI agents and autonomous attacks are making cybersecurity even more relevant; defenders need frontier AI defenses as capable as adversaries, and security is becoming an accelerator rather than a brake, which Kurtz says is great for the cybersecurity industry.
CIBR HIGH
Up Next
1:13
Black Sea Disruption Could Push Food Prices Higher | Presented by CME Group
Bloomberg Markets · Sep 09
9:20
GOP Pushing for Paxton to Win in Texas
Bloomberg Markets · Sep 09
39:22
Binance CEO Reveals Who Drove Bitcoin’s Explosion—And If They’re Still Buying | Richard Teng
The David Lin Report · Sep 09
3:56
Market Close: Stocks Lower, Dow Falls 400, Mortgage Rates Near 7% • 9/9/26
CNBC · Sep 09
6:28
Tariffs Push Up Prices for Liquor in US, Says Macklowe Founder
Bloomberg Markets · Sep 09

This CNBC video, published September 09, 2026, features George Kurtz discussing AI-SECTOR, CRWD, CIBR. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: George Kurtz  · Tickers: AI-SECTOR, CRWD, CIBR