Thrive's Joshua Kushner chides Silicon Valley VCs over AI euphoria | TechCrunch · AuraTracer

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On August 14, 2026, Joshua Kushner, founder of Thrive, publicly criticized the venture capital community in Silicon Valley in a report by TechCrunch. He pointed out that many investment institutions were caught up in the euphoria surrounding artificial intelligence, and this blind optimism could lead to investment decisions that deviated from actual value.

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BloombergJoshua KushnerMarc AndreessenSilicon ValleyThrive Capital

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Thrive Capital1
Joshua Kushner1
Silicon Valley1
Bloomberg1
Marc Andreessen1

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T TechCrunch 归档 8月 p10 en 2026-08-14 08:00

Thrive's Joshua Kushner chides Silicon Valley VCs over AI euphoria | TechCrunch

Thrive Capital 创始人 Joshua Kushner 在其首封投资者信中批评硅谷风投机构对人工智能的狂热，强调需保持投资纪律而非被情绪左右。Kushner 指出，与硅谷普遍信奉的“孤注一掷”策略不同，Thrive 将约 90% 资金集中于前 15 家投资组合公司，主张通过深度参与而非广泛撒网来构建长期价值。他反驳了风投应主要颠覆外部企业的观点，提出行业应从内部进行变革，并以此指导其与 OpenAI 的合作模式：Thrive Holdings 收购企业后由 OpenAI 团队协助进行 AI 改造，目前已帮助超过 70 家被投企业实现转型。