The Compound and Friends · Monday, October 26, 2026
George Kurtz discussed the launch of Falcon Guardian under the umbrella of AIDR in late August, highlighting how the shift from traditional security to safety creates a massive expansion of CrowdStrike's total addressable market.
“What we basically created was something we call Falcon Guardian, which is under the umbrella of AIDR.”
“And that has been just an incredible tailwind for us. It's called Falcon Guardian. which we announced at the end of August, I believe, at a conference.”