CRWD
Kurtz says general remediation with the top frontier cyber model costs about $10 versus about 3 cents with CrowdStrike's own post-trained model.
CrowdStrike built its Safe Mind security models (red Tempest, blue Solano) with Nvidia and uses Nemotron as a main base model on the blue side.
Kurtz says an employee can have about 90 AI agents on average, which he thinks is low, a bigger opportunity for CrowdStrike than endpoint detection alone.
A New York bank CIO told Kurtz the bank will move most AI work to self-trained open-weight models after token costs spiked, keeping frontier models for high-value alpha cases.
CrowdStrike now has 33 modules, up from one at its founding.