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Josh Kushner

Josh Kushner

Guest · 2 Episodes

Key ideas from Josh Kushner

  • Thrive Capital manages approximately $50 billion with a deliberately small investment team, focusing on concentration and deep involvement with portfolio companies
  • Josh Kushner's philosophy from Meditations by Marcus Aurelius: 'You should be the same man in both good times and in bad times'
  • Thrive led OpenAI's $29 billion round after Kushner saw ChatGPT preview and told his wife 'this was going to change the world'
  • Stan Druckenmiller's advice on concentration: 'That's always the right decision. You just better fucking pick right' - Josh
  • Thrive invested $1.8 billion in Stripe at $50 billion valuation when others doubted, viewing it as 50% discount to prior round
  • John Winkelried's lesson after Instagram success: 'Never believe your own bullshit' - became company-wide motto on post-it notes
  • Thrive's three AI investment categories: AI-native businesses, infrastructure that benefits from AI, and holdings for AI transformation
  • Josh's grandmother survived Holocaust by digging 600-foot tunnel with spoon, providing perspective that 'nothing I will ever accomplish will be greater than what she pulled off'

Topics

Investing 2 Artificial Intelligence 2 Communication 2 Military & Strategy 2