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The article centers on venture capital investment strategies specifically applied to artificial intelligence, contrasting concentrated funding approaches with the traditional "spray-and-pray" model used for AI startups. While it touches on general business philosophy, the core subject matter is strictly limited to how investors are navigating and disciplining their portfolios within the current AI boom.
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Thrive’s Joshua Kushner chides Silicon Valley VCs over AI euphoria

TechCrunch5 min de cititArticolul și perspectiva sunt în engleză.

The AI opportunity is huge, but "it would also be a grave error in our minds to let excitement weaken our investment discipline," Kushner warns in his first-ever investment letter.

In Thrive Capital’s first-ever investor letter, founder Joshua Kushner has some unexpected things to say about his venture capital rivals on the West Coast. “It is difficult to overstate the magnitude of the opportunity,” Kushner wrote about AI in the letter, leaked to Bloomberg. “It would also be a grave error in our minds to let excitement weaken our investment discipline. … Within Silicon Valley in particular, the industry can become fixated on hyperincremental technological turns rather than where the technology ultimately leads.” While his secretive New…

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