Natasha Mascarenhas(@nmasc_):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.

Natasha Mascarenhas

@nmasc_

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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.