Josh Kushner

I think we're very pragmatic and rational about our approach on these things, but we have to pick correctly.

I think we're very pragmatic and rational about our approach on these things, but we have to pick correctly.

I think the thing that I would want people to understand is that every single person who is at the firm has been deeply impactful to the firm's success. Every single person who comes in the future will be deeply impactful to our success in the future. Thrive is a company and we think about excellence across our entire organization.

I think the thing that I would want people to understand is that every single person who is at the firm has been deeply impactful to the firm's success. Every single person who comes in the future will be deeply impactful to our success in the future. Thrive is a company and we think about excellence across our entire organization.

And different people have pushed us in different directions over different periods of time. For example, I started Oscar recently. But my partner, Kareem, has started three healthcare businesses that are worth a billion dollars plus. In my view, he is the single best healthcare investor in the world.

And different people have pushed us in different directions over different periods of time. For example, I started Oscar recently. But my partner, Kareem, has started three healthcare businesses that are worth a billion dollars plus. In my view, he is the single best healthcare investor in the world.

Taking a kernel of exposure and making us a leading firm in a sector is something that I'm very proud of. Vince has pushed us into software and infrastructure in a very meaningful way alongside Philip and Avery. Gaurav has pushed us into financial services in a very meaningful way.

Taking a kernel of exposure and making us a leading firm in a sector is something that I'm very proud of. Vince has pushed us into software and infrastructure in a very meaningful way alongside Philip and Avery. Gaurav has pushed us into financial services in a very meaningful way.

Nabil has built out our portfolio impact team that has enabled us to actually unbundle the investor and be this value-added partner. We didn't have a data science team a couple of years ago, and now 10% of our organization is focused on building products for ourselves and our companies. What's the point of something like that? Is it telemetry?

Nabil has built out our portfolio impact team that has enabled us to actually unbundle the investor and be this value-added partner. We didn't have a data science team a couple of years ago, and now 10% of our organization is focused on building products for ourselves and our companies. What's the point of something like that? Is it telemetry?

Well, I think my framework has always been, what is Thrive? Thrive is people, culture, capital, process. and data. The four things prior are mostly always going to be art and some element of science.

Well, I think my framework has always been, what is Thrive? Thrive is people, culture, capital, process. and data. The four things prior are mostly always going to be art and some element of science.

But if you can actually think about an investment firm as effectively a proprietary data asset, what could you do with that data that would enable you to actually make the process better, make the culture better, enable you to deploy the capital much more efficiently? And we have seen our capacity to make better decisions, have a more, I would say, informed perspective and prepared mind.

But if you can actually think about an investment firm as effectively a proprietary data asset, what could you do with that data that would enable you to actually make the process better, make the culture better, enable you to deploy the capital much more efficiently? And we have seen our capacity to make better decisions, have a more, I would say, informed perspective and prepared mind.

as a result of some of the things that we're seeing, and then also be a much more meaningful partner to our founders as a result.

as a result of some of the things that we're seeing, and then also be a much more meaningful partner to our founders as a result.

Yes. And we build a lot of products for ourselves to help us have a more informed perspective on everything that we're doing.

Yes. And we build a lot of products for ourselves to help us have a more informed perspective on everything that we're doing.

I think there are two types of investors that currently exist in the healthcare ecosystem. There are those that understand the healthcare industry, and there are those that understand technology. There are very few people that understand both. And I think that's what makes Kareem so special. It's his... deep understanding of the industry. He was pre-med. His father's a doctor.

I think there are two types of investors that currently exist in the healthcare ecosystem. There are those that understand the healthcare industry, and there are those that understand technology. There are very few people that understand both. And I think that's what makes Kareem so special. It's his... deep understanding of the industry. He was pre-med. His father's a doctor.