Josh Kushner - Concentration and Conviction - [Invest Like the Best, EP.459]
Transcribed with NVIDIA Parakeet · Timestamps stay in sync with the live audio
And welcome everyone. I'm Patrick O'Shaughnessy and this is Invest Like the Best. This show is an open ended exploration of markets, ideas, stories, and strategies that will help you better invest both your time and your money. If you enjoy these conversations and want to go deeper. Check out Colossus, our quarterly publication with in-depth profiles of the people shaping business and investing. You can find Colossus along with all of our podcasts at Colossus.com. Patrick O'Shaughnessy is the CEO of Passitive Sum.
All opinions expressed by Patrick and podcast guests are solely their own opinions and do not reflect the opinion of Positive Sum. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Clients of Positive Sum may maintain positions in the securities discussed in this podcast. To learn more, Visit PSUM.vc. Um This is my second conversation with Josh Kushner, founder and managing partner of Thrive Capital. I recorded this conversation with Josh back in October after we published the Colossus cover story about him and Thrive.
Given the overwhelming spread of that story, we decided to create some breathing room between it and this conversation. Josh started Thrive in two thousand eleven. The firm now manages approximately fifty billion dollars with a very small investment team. What makes Thrive different is how concentrated they are and how involved they get with the companies that they back. In this conversation, we covered the iconic investments that define Thrive, Instagram, Stripe, GitHub, and spend a lot of time on OpenAI.
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