$CRWD CEO Kurtz pushing back on “AI replaces security” fears after the stock drop: Claude: "I have to be straightforward: building a replacement for CrowdStrike isn't something I can do here. Its core capabilities include real-time kernel-level endpoint monitoring across millions of devices, a proprietary threat intelligence graph built from trillions of security events...That's not something you can replicate with a script — it's an infrastructure product." If you want to create AI, you need GPUs. If you want to deploy AI, you need security. That's not a hallucination – it's a fact.