George Kurtz says CrowdStrike is a security system of record with customers' data accumulated over many years.

“And then you just have to look at, like what, well, what are your moats? Like if you're a system of record, it's a pretty big moat. We're, we're a security system of record, right?”

“And we have everyone's data for many years. And by the way, we're net data creators. Our, our sensors, we call them security agents, right? But I mean like not to be confused with AI agents.”