Executive Summary
Josh Kushner reveals a fundamental paradigm shift in how AI disruption occurs, moving from outside-in to inside-out transformation. Thrive Capital's $50 billion AUM reflects concentrated bets on this thesis through three investment categories: AI-native businesses, infrastructure beneficiaries, and their Holdings platform for transforming traditional companies. Kushner's insight that 'disruption will happen from inside out' stems from direct OpenAI partnership experience, where proprietary compa...
Key Investment Opportunity
AI Infrastructure Beneficiaries
Companies that power AI ecosystem without being disrupted by it will benefit from increased demand and pricing power
...and 1 more investment opportunities
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