CrowdStrike plans to ride the generative AI and large-language model wave with capabilities framed around its dataset and threat intelligence.
The security vendor added Charlotte AI, a generative AI tool, to its endpoint detection and response platform on Tuesday and plans to develop more capabilities built on generative AI and LLMs for defense.
“Generative AI is transforming the world and security is no exception. Large language models or LLMs are only as good as the data on which they are trained, and human annotated content makes for the best training data,” George Kurtz, president, CEO and co-founder of CrowdStrike, said Wednesday during the company’s earnings call.
“While we expect that LLMs will become commoditized over time, that data on which they are trained will not,” Kurtz said.
Emphasizing CrowdStrike’s decade-long experience with AI, Kurtz said the company views LLMs much like cloud platforms — the company will leverage different models for specific purposes.
“We can take advantage and interchange LLMs within our own dataset to provide the best outcomes,” Kurtz said “We may build some of our own but I think more importantly we’ve got the right dataset to get the training the way we need it.”
The vendor is pulling on multiple threads across the AI spectrum, including a partnership it inked with Amazon Web Services this week to develop generative AI applications.
The pairing of CrowdStrike’s threat graph and annotated threat data underpins what Kurtz views as a sustainable competitive advantage in the application of generative AI for cyber defense.
The rapid growth and adoption of generative AI is a democratizing force within cybersecurity for adversaries and defenders, Kurtz said.
“We've got 10 years of being able to train these algorithms and I think, as most know, it really is the human interaction that allows those LLMs to shine,” he said.
CrowdStrike banked almost $500,000 in net income on nearly $693 million in revenue during its fiscal first quarter of 2024, for the period ending April 30. It was the company’s first quarterly profit since it went public in 2019.