Josh Kushner's guest appearances

Josh Kushner

Invest Like the Best with Patrick O'Shaughnessy

Qlearly.com - Startup World

Your Creative Journey 

Ray Dalio

Mark Cuban

Reid Hoffman

Elon Musk

Bill Gates

Casey Neistat

Megan Quinn

John McAfee

Barbara Corcoran

Wade Foster

Tony Robbins

Guy Kawasaki

Peter Thiel

Gary Vaynerchuk

David Burke

OwlTail

My guest today is Josh Kushner, founder and managing partner of venture firm, Thrive Capital. Josh started Thrive in 2010 and launched its first institutional fund in 2011. That first institutional fund was $40 million and, in it, Thrive led Warby Parker’s Series A, invested in Instagram, and incubated a business, which Josh co-founded, called Oscar. Thrive has gone from strength to strength since then and now manages $15 billion with a small team of 9 investors. Their portfolio is stage agnostic and their track record includes many of the best known businesses from the past decade, including Spotify, Unity, Stripe, and Twitch among many more. Josh rarely speaks in public about the firm and their philosophy so it was a blast to do this with him. Please enjoy my great conversation with Josh Kushner.Founders PodcastFounders Episode 136 - Estee LauderFounders Episode 288 - Ralph LaurenFor the full show notes, transcript, and links to mentioned content, check out the episode page here.-----This episode is brought to you by Tegus. Tegus is the modern research platform for leading investors, and provider of Canalyst. Tired of calculating fully-diluted shares outstanding? Access every publicly-reported datapoint and industry-specific KPI through their database of over 4,000 driveable global models handbuilt by a team of sector-focused analysts, 35+ industry comp sheets, and Excel add-ins that let you use their industry-leading data in your own spreadsheets. Tegus’ models automatically update each quarter, including hard to calculate KPIs like stock-based compensation and organic growth rates, empowering investors to bypass the friction of sourcing, building and updating models. Make efficiency your competitive advantage and take back your time today. As a listener, you can trial Canalyst by Tegus for free by visiting tegus.co/patrick.-----Invest Like the Best is a property of Colossus, LLC. For more episodes of Invest Like the Best, visit joincolossus.com/episodes. Follow us on Twitter: @patrick_oshag | @JoinColossusShow Notes(00:03:14) - (First question) - Why do this podcast(00:06:14) - The development of taste and quality (00:10:20) - CS Lewis tweet; The Inner Ring(00:11:53) - Founders being heroes and motivating quietly from the background(00:16:14) - Overview the founding story of Oscar Health(00:21:30) - Is a big business different from a small one(00:23:18) - Learning to identify good problems and creating a business to solve it (00:25:43) - The birth story of Thrive Capital (00:30:14) - Lessons learned from creating the first three Thrive funds(00:33:35) - Industry wide competition today and models for building a firm in general (00:37:44) - Talent, recruiting and seeing potential in younger generations of people(00:45:40) - Investments he made during the early foundation of Thrive that had significant impact (00:49:12) - His analogy for investing in early versus late stage(00:54:22) - The current macro environment(00:57:52) - Giving AI companies computing power instead of money(00:58:57) - Why he sold small stakes of Thrive (01:03:10) - His philosophy on what makes a good product(01:05:20) - What he thinks about the models like Mobile and Cloud (01:08:10) - His absence from crypto and why he refrained during the boom in 2021(01:10:33) - Thoughts about the opportunity set in FinTech today writ large(01:12:04) - Other potential opportunity sets beyond what’s already been discussed(01:13:39) - Lessons learned from his time spent with Marc Andreessen, Stan Druckenmiller, Henry Kravis, and David Geffen(01:21:59) - Balancing magnitudes of capital between investment funds (01:23:32) - Why founders choose Thrive(01:29:15) - Vision as a key ingredient for founders(01:32:19) - His view of the investment industry in the world today writ large (01:40:19) - Other investment firms he would invest in(01:42:48) - The kindest thing anyone has ever done for him

My guest today is <a href="https://twitter.com/JoshuaKushner" rel="nofollow" target="_blank">Josh Kushner</a>, founder and managing partner of venture firm, Thrive Capital. Josh started Thrive in 2010 and launched its first institutional fund in 2011. That first institutional fund was $40 million and, in it, Thrive led Warby Parker’s Series A, invested in Instagram, and incubated a business, which Josh co-founded, called Oscar. Thrive has gone from strength to strength since then and now manages $15 billion with a small team of 9 investors. Their portfolio is stage agnostic and their track record includes many of the best known businesses from the past decade, including Spotify, Unity, Stripe, and Twitch among many more. Josh rarely speaks in public about the firm and their philosophy so it was a blast to do this with him. Please enjoy my great conversation with Josh Kushner. <a href="https://pod.link/founders" rel="nofollow" target="_blank">Founders Podcast</a>Founders <a href="https://www.joincolossus.com/episodes/57462813/senra-estee-lauder-her-success-story?tab=transcript" rel="nofollow" target="_blank">Episode 136 - Estee Lauder</a>Founders <a href="https://www.joincolossus.com/episodes/69912643/senra-ralph-lauren-the-man-behind-the-mystique" rel="nofollow" target="_blank">Episode 288 - Ralph Lauren</a> For the full show notes, transcript, and links to mentioned content, check out the episode page <a href="https://joincolossus.com/episodes/60539836/kushner-building-thrive-capital" rel="nofollow" target="_blank">here</a>. ----- This episode is brought to you by<a href="https://www.tegus.com/free-trial?utm_medium=podcast&amp;utm_source=investwiththebest&amp;utm_campaign=tegus_investwiththebest" rel="nofollow" target="_blank"> Tegus</a>. Tegus is the modern research platform for leading investors, and provider of Canalyst. Tired of calculating fully-diluted shares outstanding? Access every publicly-reported datapoint and industry-specific KPI through their database of over 4,000 driveable global models handbuilt by a team of sector-focused analysts, 35+ industry comp sheets, and Excel add-ins that let you use their industry-leading data in your own spreadsheets. Tegus’ models automatically update each quarter, including hard to calculate KPIs like stock-based compensation and organic growth rates, empowering investors to bypass the friction of sourcing, building and updating models. Make efficiency your competitive advantage and take back your time today. As a listener, you can trial Canalyst by Tegus for free by visiting <a href="https://www.tegus.com/free-trial?utm_medium=podcast&amp;utm_source=investwiththebest&amp;utm_campaign=tegus_investwiththebest" rel="nofollow" target="_blank">tegus.co/patrick</a>. ----- Invest Like the Best is a property of Colossus, LLC. For more episodes of Invest Like the Best, visit <a href="https://www.joincolossus.com/episodes" rel="nofollow" target="_blank">joincolossus.com/episodes</a>.  Follow us on Twitter: <a href="https://twitter.com/patrick_oshag" rel="nofollow" target="_blank">@patrick_oshag</a> | <a href="https://twitter.com/JoinColossus" rel="nofollow" target="_blank">@JoinColossus</a> Show Notes(00:03:14) - (First question) - Why do this podcast(00:06:14) - The development of taste and quality (00:10:20) - <a href="https://twitter.com/JoshuaKushner/status/1665313920158932992" rel="nofollow" target="_blank">CS Lewis tweet</a>; The Inner Ring(00:11:53) - Founders being heroes and motivating quietly from the background(00:16:14) - Overview the founding story of Oscar Health(00:21:30) - Is a big business different from a small one(00:23:18) - Learning to identify good problems and creating a business to solve it (00:25:43) - The birth story of Thrive Capital (00:30:14) - Lessons learned from creating the first three Thrive funds(00:33:35) - Industry wide competition today and models for building a firm in general (00:37:44) - Talent, recruiting and seeing potential in younger generations of people(00:45:40) - Investments he made during the early foundation of Thrive that had significant impact (00:49:12) - His analogy for investing in early versus late stage(00:54:22) - The current macro environment(00:57:52) - Giving AI companies computing power instead of money(00:58:57) - Why he sold small stakes of Thrive (01:03:10) - His philosophy on what makes a good product(01:05:20) - What he thinks about the models like Mobile and Cloud (01:08:10) - His absence from crypto and why he refrained during the boom in 2021(01:10:33) - Thoughts about the opportunity set in FinTech today writ large(01:12:04) - Other potential opportunity sets beyond what’s already been discussed(01:13:39) - Lessons learned from his time spent with Marc Andreessen, Stan Druckenmiller, Henry Kravis, and David Geffen(01:21:59) - Balancing magnitudes of capital between investment funds (01:23:32) - Why founders choose Thrive(01:29:15) - Vision as a key ingredient for founders(01:32:19) - His view of the investment industry in the world today writ large (01:40:19) - Other investment firms he would invest in(01:42:48) - The kindest thing anyone has ever done for him

Josh Kushner - Building Thrive Capital - [Invest Like the Best, EP.337]

Paul Carganilla &amp; Kevin Gregg celebrate one year of the Your Creative Journey Podcast: the podcast designed to help listeners get their creative work done!Independent Filmmakers Josh Kushner and Andrew Belmares join Kevin and Paul to discuss their new independent Star Wars short film"The World Between Worlds: Solana vs Skywalker"Premise: 5 years after the destruction of the First Order, two Reys from different universes encounter each other in the World Between Worlds, a realm that connects to all of space and time.It’s going to be a fun night talking filmmaking and Star Wars. Be sure to join the fun and the conversation!

Paul Carganilla &amp; Kevin Gregg celebrate one year of the Your Creative Journey Podcast: the podcast designed to help listeners get their creative work done! Independent Filmmakers Josh Kushner and Andrew Belmares join Kevin and Paul to discuss their new independent Star Wars short film "The World Between Worlds: Solana vs Skywalker" Premise: 5 years after the destruction of the First Order, two Reys from different universes encounter each other in the World Between Worlds, a realm that connects to all of space and time. It’s going to be a fun night talking filmmaking and Star Wars. Be sure to join the fun and the conversation!

Star Wars Short Film Creators Josh Kushner & Andrew Belmares

Intercom

Apple’s new, cheaper iPad is very, very familiar.http://bit.ly/qlearly170You can now control GarageBand with your face on iPhone X.http://bit.ly/qlearly171Snapchat is building the same kind of data-sharing API that just got Facebook into trouble.http://bit.ly/qlearly172Facebook reportedly pauses smart speaker plans for obvious reasons.http://bit.ly/qlearly173Uber will not reapply for its permit to test self-driving cars in California.http://bit.ly/qlearly174Intercom raises $125 million to take on Salesforce.http://bit.ly/qlearly175Back-Office Integrator Pipefy Raises 16 Million dollars Series A.http://bit.ly/qlearly176Lightspeed just filed for $1.8 billion in new funding, as the race continues.http://bit.ly/qlearly177Josh Kushner's health care startup is now worth $3.2 billion.http://bit.ly/qlearly178Google buys GIF platform Tenor.http://bit.ly/qlearly179Thank you for tuning in! Twitter: https://twitter.com/qlearlycom

Apple’s new, cheaper iPad is very, very familiar. <a href="http://bit.ly/qlearly170" rel="nofollow" target="_blank">http://bit.ly/qlearly170</a> You can now control GarageBand with your face on iPhone X. <a href="http://bit.ly/qlearly171" rel="nofollow" target="_blank">http://bit.ly/qlearly171</a> Snapchat is building the same kind of data-sharing API that just got Facebook into trouble. <a href="http://bit.ly/qlearly172" rel="nofollow" target="_blank">http://bit.ly/qlearly172</a> Facebook reportedly pauses smart speaker plans for obvious reasons. <a href="http://bit.ly/qlearly173" rel="nofollow" target="_blank">http://bit.ly/qlearly173</a> Uber will not reapply for its permit to test self-driving cars in California. <a href="http://bit.ly/qlearly174" rel="nofollow" target="_blank">http://bit.ly/qlearly174</a> Intercom raises $125 million to take on Salesforce. <a href="http://bit.ly/qlearly175" rel="nofollow" target="_blank">http://bit.ly/qlearly175</a> Back-Office Integrator Pipefy Raises 16 Million dollars Series A. <a href="http://bit.ly/qlearly176" rel="nofollow" target="_blank">http://bit.ly/qlearly176</a> Lightspeed just filed for $1.8 billion in new funding, as the race continues. <a href="http://bit.ly/qlearly177" rel="nofollow" target="_blank">http://bit.ly/qlearly177</a> Josh Kushner's health care startup is now worth $3.2 billion. <a href="http://bit.ly/qlearly178" rel="nofollow" target="_blank">http://bit.ly/qlearly178</a> Google buys GIF platform Tenor. <a href="http://bit.ly/qlearly179" rel="nofollow" target="_blank">http://bit.ly/qlearly179</a> Thank you for tuning in! Twitter: <a href="https://twitter.com/qlearlycom" rel="nofollow" target="_blank">https://twitter.com/qlearlycom</a>

Intercom, Pipefy, Lightspeed, Tenor, Josh Kushner