吉姆·克雷默称 CrowdStrike 宣布推出人工智能“熔断开关”将改变网络安全游戏规则。“你应该直接去买入 CrowdStrike，”吉姆在接受 CNBC 采访时表示，此前他采访了 CrowdStrike 首席执行官乔治·库尔茨，该访谈将于周二晚间在《疯钱》节目播出。吉姆补充说，这一进展将利好俱乐部持仓股，该股上涨约 1%。
Jim Cramer calls CrowdStrike's announcement of an artificial intelligence kill switch game-changing for cybersecurity. "You should just go buy CrowdStrike," Jim said on CNBC after speaking with CrowdStrike CEO George Kurtz in an interview that will run Tuesday evening on "Mad Money." Jim added that this development will be good for the Club stock, which rose about 1%.
CrowdStrike 在其年度网络安全大会 Fal.Con 欧洲站期间推出了所谓的“AI 熔断开关”，作为其 Falcon Guardian 平台的一项新功能。Falcon Guardian 于 9 月推出，是 CrowdStrike 的旗舰 AI 检测与响应解决方案，旨在保护 AI 智能体的安全，这些智能体可被授权在企业计算机系统中自主思考、规划并采取行动。
CrowdStrike unveiled its so-called AI Kill Switch during the European leg of its annual cybersecurity conference, Fal. Con, as a new feature of its Falcon Guardian platform. Launched in September, Falcon Guardian is CrowdStrike's flagship AI Detection and Response solution aimed at securing AI agents, which can be enabled to think, plan, and take actions on their own within companies' computer systems.
CrowdStrike 等网络安全公司（包括同样为俱乐部持仓股的 Palo Alto Networks）一直警告称，AI 智能体的激增会使数字漏洞呈指数级增加，并呼吁采用新型安全手段。CrowdStrike 表示，其熔断开关工具将允许安全团队控制偏离既定行为的 AI 智能体。从本质上讲，它旨在让人类对人工智能模型和系统拥有更大的控制权。
CrowdStrike and other cyber companies, like fellow Club holding Palo Alto Networks , have been warning that the proliferation of AI agents increases digital vulnerabilities exponentially and call for a new kind of security. CrowdStrike said its kill switch tool will allow security teams to take control of AI agents that stray from their assigned behavior. Essentially, it is designed to give humans more power over artificial intelligence models and systems.
吉姆最终认为，该工具将成为 CrowdStrike 的重要增长驱动力，也是整个行业的突破。他称“AI 熔断开关”为“圣杯”，理由是关闭失控 AI 智能体的能力解决了围绕该技术快速采用的最大担忧之一。“大家都说没有熔断开关，”吉姆说，并指出这是 Anthropic 和 OpenAI 等领先 AI 公司一直传递的信息。“这不再属实。现在有了熔断开关。你可以把它们关掉。”
Ultimately, Jim sees the tool as a significant growth driver for CrowdStrike and a breakthrough for the broader industry. He called the "AI Kill Switch" the "holy grail," arguing that the ability to shut down rogue AI agents addresses one of the biggest concerns surrounding the technology's rapid adoption. "Everyone says there's no kill switch," Jim said, noting that this has been the message from leading AI companies like Anthropic and OpenAI. "It's not true anymore. There's a kill switch. You can shut these down."
9 月 12 日（周六），Anthropic 首席执行官达里奥·阿莫代伊发布文章，呼吁行业放缓 AI 发展，理由是安全担忧。OpenAI 首席执行官山姆·奥特曼是支持阿莫代伊呼吁的人之一。
On Sept. 12, which was a Saturday, Anthropic CEO Dario Amodei released an essay calling for an industry slowdown in AI development, citing safety concerns. OpenAI CEO Sam Altman was among those who backed Amodei's call.
在辩论的另一方，英伟达等公司认为，无需协同行动来控制 AI 部署的节奏，因为企业应自行严格测试并判定其产品是否安全。9 月 14 日周一，即 Amodei 文章发表后的首个交易日，对 AI 安全性的担忧达到白热化。网络安全股飙升。CrowdStrike 当天上涨近 14%。当晚，Kurtz 在《Mad Money》节目中告诉 Jim，放缓 AI 模型发展无法消除网络安全风险。
On the other side of the debate, companies like Nvidia argued there is no need for a coordinated effort to pace AI deployment because companies should rigorously test and determine on their own if their products are safe. On Monday, Sept. 14, the first trading day after the Amodei essay, concerns about the safety of AI reached a fever pitch. Cybersecurity stocks soared. CrowdStrike rose nearly 14% that day. That evening, Kurtz told Jim on "Mad Money" that slowing AI models won't eliminate the cybersecurity risks.
“精灵已出瓶，”Kurtz 当时表示，“已有大量模型面世，无论是前沿模型还是开放权重模型，都已具备潜在危险。”第二天晚上，英伟达 CEO 黄仁勋告诉 Jim：“安全是工程问题。测试是工程问题。”CrowdStrike 股价随后于 10 月 6 日收于每股 278 美元的历史高位。此后股价下跌约 12%，因 10 月和 11 月初科技股表现惨淡。
"The genie's out of the bottle," Kurtz said at the time. "There's plenty of models that are already out there, both frontier as well as open-weight models, that can already be dangerous." The next night , Nvidia CEO Jensen Huang told Jim: "Safety is an engineering problem. Testing is an engineering problem." CrowdStrike stock went on to close at a record high of $278 apiece on Oct. 6. Shares have fallen about 12% since then after a terrible October and early November for tech stocks.
但这并未削弱 Jim 对 CrowdStrike 的热情，他仍视其为持续受益于 AI 管控需求的标的。
But that has not deterred Jim's enthusiasm for CrowdStrike as a continued beneficiary of the need to control AI.
CRWD mountain 2024-11-03 CrowdStrike 两年表现过去几年里，CrowdStrike 为俱乐部贡献了巨额收益，我们在上月股价转强后卖出了部分持仓。当时，投资组合总监 Jeff Marks 写道：“此举并不反映网络安全公司基本面有任何负面因素。这纯属投资组合管理调整，因股价大涨导致其权重一度升至组合顶部，需再次将仓位调整至合适规模。通过此次卖出，我们将实现约 187% 的收益，成本股为 2024 年底买入。”
CRWD mountain 2024-11-03 CrowdStrike 2-year performance Over the past couple of years, CrowdStrike has been such a big winner for the Club that we sold some late last month after the stock turned higher. At the time, portfolio director Jeff Marks wrote: "This decision doesn't reflect anything negative about the cybersecurity company's fundamentals. Rather, it's a portfolio management move to right-size the position (once again) following a big move that pushed its weighting toward the top of the portfolio.
对俱乐部而言，我们给予 CrowdStrike 相当于“持有”的 2 级评级——对其在多元化投资组合中逾 4% 的权重感到满意。（Jim Cramer 慈善信托持有 CRWD 多头仓位。）
From this sale, we will realize a gain of roughly 187% on stock purchased in late 2024." For the Club, we have a hold-equivalent 2 rating on CrowdStrike — content with its more than 4% weighting in our diversified portfolio. (Jim Cramer's Charitable Trust is long CRWD. )