Jason M. Lemkin and a co-host examine what could sink CrowdStrike. A material security breach could be existential: vendors get one pass, but a second major failure means fines, follow-on attacks, and reputation collapse. They compare the risk to McAfee's collapse under George Kurtz.
Delta aside, they will get a pass. You've got to let your vendors screw up once every five years. Again, if this was a, if this was a material security breach, I think it's existential for this company. That's why they also suddenly said, be alert. Like, like, threats are going to be higher. Folks are going to be trying to take advantage of the situation. Like, they were carefully placing their words to talk about what really matters. Which comes to the other side of.
This equation, which is the bear case.
Yeah.
Could this be the end for.
Crowdstrike?
They have fines. There's going to be.
Leg this.
There's going to be subsequent security attacks. It could snowball.
The irony is, you know, some folks are saying this is exactly what happened with McAfee when George Kurtz was CEO there, that they had such a meltdown, they had to sell the company.
