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Joshua Kushner warns AI excitement could weaken venture discipline

Thrive's first investor letter defends concentrated investing while its deep OpenAI ties put that discipline under a brighter light.

By RuntimeWire Staff · Published Aug 14th, 2026, 4:08pm CT

Illustration of Joshua Kushner and Thrive defending disciplined, concentrated venture investing against speculative AI market euphoria linked to OpenAI.

Thrive's first investor letter defends concentrated investing while its deep OpenAI ties put that discipline under a brighter light.

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