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A comment on Nvidia, ASML Plunge as DeepSeek Triggers Tech Stock Selloff. Parent comment

Re:Nvidia, ASML Plunge as DeepSeek Triggers Tech Stock Selloff by ponty_rick on Tuesday January 28, 2025 @12:25AM (#42849129)
With the crowdstrike outage earlier last year it was incredible how many hidden security and kernel "experts" came out crawling from the woodwork, questioning why anything needs to run in the kernel and predicting the company's demise.
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Re:Nvidia, ASML Plunge as DeepSeek Triggers Tech Stock Selloff by lmm on Tuesday January 28, 2025 @03:31AM (#42850108)
They were correct that there is no need for it to run in the kernel. They were incorrect in thinking this would affect the company's future, because of course the sales of their product have nothing to do with its technical merit.
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Re:Nvidia, ASML Plunge as DeepSeek Triggers Tech Stock Selloff by spydum on Tuesday January 28, 2025 @07:54AM (#42851741)
I think you've got it half correct: sales absolutely does have to do with the technical merit. Their platform works, it's just folks overestimated the impact of a single critical defect.

Nobody would pay crowdstrikes prices if it didn't stop attacks, or improve your detection chances (and I can assure you, it does, better than most platforms)

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Re:Nvidia, ASML Plunge as DeepSeek Triggers Tech Stock Selloff by lmm on Tuesday January 28, 2025 @08:49AM (#42852249)
> Nobody would pay crowdstrikes prices if it didn't stop attacks, or improve your detection chances

In my experience people pay because they need to tick the audit box, and it's (marginally) less terrible than their competitors. Actually preventing or detecting an attack is not really a priority.

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Re:Nvidia, ASML Plunge as DeepSeek Triggers Tech Stock Selloff by milkshakes on Tuesday January 28, 2025 @03:05AM (#42849976)
the experts were correct. in 2024 there are now OS APIs that provide the same observability and control with much less risk involved.
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Re:Nvidia, ASML Plunge as DeepSeek Triggers Tech Stock Selloff by ta1243 on Tuesday January 28, 2025 @07:57AM (#42851771)
And yet crowdstrike's stock price is still 28% up on where it was 12 month ago, 46% up on 6 months ago after their crash.

Sibling is right, that type of product is nothing to do with actually preventing problems, its to do with outsourcing personal risk. Same as SAAS. Nobody got fired when office 365 was down for the second day in a year, but have a 5 minute outage on your on-prem kit after 5 years and there's nasty questions to answer.

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Re:Nvidia, ASML Plunge as DeepSeek Triggers Tech Stock Selloff by ponty_rick on Tuesday January 28, 2025 @12:21PM (#42855031)
Pretty sure every vendor uses the kernel. There must be a reason behind none of them exclusively using the APIs.
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Re:Nvidia, ASML Plunge as DeepSeek Triggers Tech Stock Selloff by milkshakes on Wednesday January 29, 2025 @11:47PM (#42874959)
yeah, it's money.
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