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Thrive’s Joshua Kushner chides Silicon Valley VCs over AI euphoria

TechCrunch·August 14, 2026

Joshua Kushner, founder of Thrive, is cautioning Silicon Valley venture capitalists against letting excitement over AI cloud their investment judgment. He believes the AI opportunity is substantial, but warns that euphoria should not compromise investment discipline. Kushner expressed this sentiment in his first-ever investment letter, emphasizing the importance of maintaining a level-headed approach to investing in AI. His warning serves as a reminder to balance enthusiasm with prudent decision-making in the face of emerging technologies.

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