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When an AI agent takes an action nobody approved, CrowdStrike wants its Falcon platform to be where a company finds out what happened and why. The cybersecurity company said Tuesday it has signed definitive agreements to buy two startups: Fiddler AI, which tracks and explains what agents do, and Dreadnode, which attacks AI models and agents to find weak spots before they reach production.
Both deals were announced at CrowdStrike's Fal.Con Europe conference in Barcelona. CrowdStrike didn't disclose a price for either company. Each announcement says the purchase price will be paid predominantly in cash, with a portion delivered in stock subject to vesting conditions, and each deal is expected to close during CrowdStrike's fourth quarter of fiscal 2027, subject to customary closing conditions.
A record of what the agent did
Fiddler will be sold as part of Falcon under the name Falcon Observe, with general availability planned for the fourth quarter of fiscal 2027. CrowdStrike said the product will evaluate agents for accuracy and policy compliance before deployment, trace their decisions and tool calls across the full agent hierarchy, and flag behavioral drift, hallucinations and unintended actions once they are live. It will also track token usage and spending, and the company claims Fiddler's purpose-built models can cut evaluation costs by up to 98% without calling external LLMs. Supported frameworks include LangGraph, Amazon Bedrock, AWS Strands and Google ADK, instrumented through OpenTelemetry.
"When a regulator or your board asks what an agent did, saying 'the model did it' is not an answer," George Kurtz, CrowdStrike's CEO and founder, said in the announcement. "Fiddler is the flight recorder for every agent: the observability to explain exactly what an agent did and why." |