Side-by-side comparison of AI visibility scores, market position, and capabilities
SF YC W20 school-based teletherapy for students with 60+ district partnerships; $25M total ($13M USV/Lux/Lightspeed Series B Aug 2023) competing with Hazel Health and Brightline for school district mental health access.
Daybreak Health is a San Francisco-based school-based teletherapy platform — backed by Y Combinator (W20) with $25 million in total funding including a $13 million Series B in August 2023 led by Union Square Ventures with Lux Capital, Lightspeed Venture Partners, Maven Ventures, and Y Combinator, following a $10 million Series A in 2022 and $1.8 million seed in 2021 — providing school districts with high-quality, affordable, and culturally competent virtual mental health therapy for students, partnering with 60+ school districts since 2019 to address the student mental health crisis through personalized counseling delivered by licensed therapists through telehealth. Founded in 2019, Daybreak positions as the leading school-based teletherapy provider focused on making mental health support accessible to all students regardless of socioeconomic status.
CrowdStrike (CRWD) reported $3.95B ARR in FY2025 (ended Jan). Revenue $3.74B, up 29% YoY. Market cap ~$85B. 8,600+ employees. Austin, TX. AI-native cybersecurity platform. Charlotte AI for threat detection.
CrowdStrike is an AI-native cybersecurity company founded in 2011 by George Kurtz, Dmitri Alperovitch, and Gregg Marston and headquartered in Austin, Texas, that built the endpoint detection and response (EDR) category and has since expanded into the broadest cloud-native cybersecurity platform in the industry. The company was founded on the insight that traditional antivirus software — signature-based, retrospective, and endpoint-isolated — could not keep pace with sophisticated adversaries operating at machine speed. CrowdStrike's founding architecture, the Falcon platform, was designed cloud-native from day one: a single lightweight agent on the endpoint feeding a cloud-based AI that learns from trillions of security events across every customer simultaneously. The company trades on Nasdaq under the ticker CRWD.\n\nThe CrowdStrike Falcon platform consolidates more than 28 security modules across endpoint security, identity threat protection, cloud security, next-gen SIEM and log management, threat intelligence, and managed detection and response — all delivered through a single agent and unified console. The AI at the platform's core, Charlotte AI, provides conversational security operations, automated investigation, and AI-generated threat summaries that reduce analyst workload. CrowdStrike's threat intelligence team, Adversary Intelligence, tracks and names nation-state and criminal threat actors globally, giving customers predictive insight into campaigns before they hit their environments.\n\nCrowdStrike reported $3.95 billion in annual recurring revenue (ARR) for FY2025 and total revenue of $3.74 billion, up 29% year over year, with a market capitalization of approximately $85 billion. The company has 8,600+ employees and counts a substantial share of the Fortune 500 and global governments as customers. Despite the July 2024 sensor update incident that caused a significant IT outage affecting millions of Windows systems globally, CrowdStrike's customer retention remained strong — a testament to the platform's depth of integration and the switching costs built into its consolidated architecture.
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