Thrive’s Joshua Kushner Urges VCs to Temper AI Hype

In his inaugural investment letter, Joshua Kushner, partner at Thrive, cautioned Silicon Valley venture capitalists that while the artificial‑intelligence sector presents a massive opportunity, unchecked enthusiasm could erode disciplined investing. Kushner emphasized that allowing excitement to override rigorous analysis would be a grave mistake. He called on investors to maintain rigorous due diligence and avoid the pitfalls of hype‑driven valuations. The letter signals a growing concern among seasoned investors about the sustainability of the current AI boom.