George Kurtz says the revenue of frontier AI labs can serve as a proxy for the number of agents in use.

“It's been incredible in the enterprise what we've seen. If you follow the trajectory of the, the frontier labs and you just look at their own revenue, you can see just how many more agents are out there, whether it's Claude Code or Codex, uh, they're popping up all over the, uh, all over the environment.”