George Kurtz believes customers will use frontier models selectively for high-value needs and rely on their own open-weight models for other uses.

“And I firmly believe that. I'm seeing that in customer after customer, that that's, that's, that's the way they're gonna go. And I think, you know, part of some of the challenges in the current environment is I think people are, are all seeing that and, you know, there, there is some concern, you know, at the frontier level of, of what's gonna take place.”