bookmarks
4 bookmarks

I recorded a 21-min video to talk about how I'm changing my strategy for the AI era↗

·@MengTo·Aug 30, 2026·essay·ai-strategy·video

Josh Kushner wrote his first-ever formal letter to backers of his $65 billion investment firm, Thrive. The letter is an opportunity to understand what Thrive is seeing real-time, and to better understand how Thrive is applying its strategy to this current moment. Letter to Thri…↗

A frontier without an ecosystem is not stable I’ve been thinking a lot about the future of the firm in an AI-driven economy. This transition is different than any previous platform shift. In the past, we used digital systems to enhance human capital. This is the first time we c…↗