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Josh Kushner

Mentioned in 8 analyzed podcast episodes across 4 shows

Founder and managing partner of Thrive Capital, an investment firm known for a concentrated investment approach. Podcasts discuss his investment philosophy and firm culture, particularly following Thrive Capital's announcement of a $10 billion fund emphasizing concentration strategy.

Episode Appearances

TBPN

TBPN · May 9, 2026

Apple-Intel Chip Deal, U.S Adds 115K Jobs, DeepSeek Eyes $50B Valuation | Diet TBPN

Example of barbell thesis investor with positions in both AI (OpenAI) and anti-AI (legacy media)

Intel-Apple chip manufacturing partnership and U.S. semiconductor resiliencyAI economy vs. real economy divergence and market concentration riskApril 2025 U.S. jobs report and labor market resilience
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This Week in Startups

This Week in Startups · May 6, 2026

The end of Venture Capital? (VC Roundtable) | E2285

Mentioned as legacy capital investor now diversifying into sports ownership (San Francisco Giants stake)

Venture Capital Concentration and Market StructureConsensus Capital vs. Traditional Venture CapitalAI Gross Margins and Token Cost Economics
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TBPN

TBPN · Apr 25, 2026

Intel Rips, Thrive Launches Eternal, GPT 5.5 | Diet TBPN

Announced Thrive Eternal permanent capital fund; first partnership with San Francisco Giants; backing emerging tech and iconic franchises

Intel CPU demand from AI agents and inference workloadsCPU-to-GPU ratio shifts in AI infrastructureUS government semiconductor industrial policy and Intel backing
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TBPN

TBPN · Apr 24, 2026

Gary Vee Says the Smartest Investors Are Going Analog

Investing in San Francisco Giants and analog businesses through new evergreen fund strategy

Analog Business Investment OpportunitiesMid-Funnel Marketing StrategyLive Commerce and Social Shopping
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This Week in Startups

This Week in Startups · Mar 25, 2026

$2.5B Chip Heist, The Future of American AI, and Purpose-Built Robots | This Week in AI Ep 6

Rolling up accounting firms with OpenAI partnership for AI-driven automation

Purpose-built robotics vs humanoid robotsGPU hardware competition and vendor lock-inChina chip smuggling and export controls
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Invest Like the Best with Patrick O'Shaughnessy

Invest Like the Best with Patrick O'Shaughnessy · Feb 18, 2026

Josh Kushner - Concentration and Conviction - [Invest Like the Best, EP.459]

Founder and managing partner of Thrive Capital; primary speaker discussing investment philosophy and firm culture

Concentrated portfolio strategy and conviction investingFounder-centric partnership model in venture capitalSmall team culture and organizational design
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TBPN

TBPN · Feb 17, 2026

Why No One Talks Cournot, Hollywood vs. Seedance 2.0, Micron’s $200B Bet | Jon Caramanica, Haseeb Qureshi, Spenser Skates, Celine Halioua, Ankur Goyal, Reed Duchscher

Thrive Capital founder announced $10 billion fund with concentration strategy

Cournot Equilibrium in AI LabsAI Model Training EconomicsStablecoin Adoption and Regulation
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The a16z Show

The a16z Show · Jan 12, 2026

Alex Rampell on Venture at Scale and Founder Incentives

Venture capital fund sizing strategyFounder motivation and agencyAI impact on software development
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