AZ(@contrarycap5):Josh and Thrive is the next iteration of Buffett/Munger in the AI age “Technological optimism and investment discipline are not opposites. In fact, the more optimistic we are about the size of a paradigm shift, the more disciplined we must be about where value will be captured.”

2026.08.14 03:13

Josh and Thrive is the next iteration of Buffett/Munger in the AI age “Technological optimism and investment discipline are not opposites. In fact, the more optimistic we are about the size of a paradigm shift, the more disciplined we must be about where value will be captured.”

Natasha Mascarenhas@nmasc_

2026.08.14 01:12

NEWS: I obtained Thrive CEO Josh Kushner’s recent investor letter, which reveals whole a host of new details — from the latest returns behind the firm’s highly concentrated investment strategy, to a stake sale now underway and the investor's thoughts on AI euphoria.