PERSON DIRECTORY
Josh Kushner
Josh Kushner appears in 1 indexed conversation across Invest Like the Best. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
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Josh Kushner - Concentration and Conviction - [Invest Like the Best, EP.459]
Patrick O'ShaughnessyJosh Kushner
Thrive’s concentrated bets in Stripe at $50B and OpenAI reflect a long-term conviction that value will concentrate in fewer, much larger private and public companies.Its three-bucket strategy spans AI-native leaders, enabling infrastructure and permanent-capital Holdings, while the unresolved risk is that AI’s paradigm shift will also produce substantial capital loss.