After Anthropic's new AI tool launch wipes millions from CrowdStrike's market value, CEO George Kurtz shares Claude AI’s reply when asked to build a CrowdStrike replacement
Times of India
by TOI TECH DESKFebruary 24, 2026
AI-Generated Deep Dive Summary
CrowdStrike CEO George Kurtz has addressed concerns about Anthropic's new AI security tool potentially disrupting his company's business by sharing Claude AI's response when asked to build a CrowdStrike replacement. According to Kurtz, Claude AI stated that replicating CrowdStrike's complex platform, which includes real-time threat detection and proprietary threat intelligence, was beyond its capabilities. This revelation comes after Anthropic's Claude Code Security tool caused a significant drop in cybersecurity stocks, including a 15% decline in CrowdStrike's market value over two trading sessions.
The AI tool, currently in a limited research preview, focuses on codebase scanning for vulnerabilities and suggesting patches for human review. While it has identified over 500 vulnerabilities in open-source codebases, analysts note that it lacks real-time threat detection capabilities—a core function of cybersecurity platforms like CrowdStrike's Falcon platform. This limitation has led experts to suggest that the market's reaction was overblown.
Kurtz emphasized the importance of security in deploying AI, stating, "If you want to create AI, you need GPUs. If you want to deploy AI, you need security." His comments highlight the unique strengths of CrowdStrike's decade-long engineering efforts and its advanced monitoring capabilities. Analysts have also pointed out that Anthropic's tool primarily targets code scanning platforms rather than endpoint protection or identity management vendors.
Despite the initial market panic, industry leaders like Palo Alto Networks CEO Nikesh Arora have argued that AI is more likely to enhance cybersecurity efforts rather than replace them. The broader software sector remains under pressure, with the iShares Expanded Tech-Software Sector ETF down over 23% this year. However, experts predict long-term benefits for the industry as AI adoption progresses.
In conclusion, while Anthropic's Claude Code Security tool has sparked market concerns, it is unlikely to replace established cybersecurity platforms like CrowdStrike in the near term. The incident underscores the importance of understanding the limitations of AI tools and their specific applications within the cybersecurity landscape.
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Originally published on Times of India on 2/24/2026