Thrive Capital

3 statements across 2 episodes · 0 bullish · 3 bearish · 2 people on the record · first statement Aug 30, 2024 by Alex Kantrowitz · said 18 times in 5 episodes since 2024 · across every show →

Mentions by year

brought up most by Alex Kantrowitz (14), Cory Weinberg (4)

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2025 3 mentions in 2 episodes 2 per episode
2024 15 mentions in 3 episodes 5 per episode

every mention, scene by scene, with the transcript →

Everything said about Thrive Capital, oldest first

Aug 30, 2024 bearish
Opinion
Thrive Capital's OpenAI Investment Functions As An Expensive Marketing Play
“I don't see how it aligns with the traditional AI sorry, the traditional VC investing, unless what it's trying to do is say, hey, we have open AI in our portfolio company, and it believes that AI is going to be big enough, that that will be sort of like this f…”
Alex Kantrowitz Aug 30, 2024 ▶ 10:59 OpenAI Raising At $100 Billion Valuation
Aug 30, 2024 bearish
Prediction Not publicly verifiable
Microsoft Will Invest The Least Among OpenAI Funding Round Participants
“I expect Microsoft to be, of those four, the company that puts the least amount of money in, if all four go in.”
Alex Kantrowitz Aug 30, 2024 ▶ 3:28 OpenAI Raising At $100 Billion Valuation
Apr 2, 2025 bearish
Assertion Partly supported
Roy: OpenAI Syndicate Investors Are Paying a 100x Revenue Multiple
“They're on track to make 3.7 billion dollars this year. They're forecasting to triple that next year to 12.5 billion dollars. So first thing, the valuation, and this is kind of what blows my mind, the 2.5 billion dollar syndicate of KOTU, Altimeter, Thrive, Th…”
Ranjan Roy Apr 2, 2025 ▶ 6:47 OpenAI Raises $40 billion, Is AI a Letdown?, Musk Sells X to xAI
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