Thrive Capital
also referred to as: thrive
17 statements across 4 episodes · 12 bullish · 0 bearish · 4 people on the record · first statement Apr 9, 2025 by Zach Schendel · said 36 times in 14 episodes since 2025 · across every show →
Mentions by year
brought up most by Molly O'Shea (20), Philip Clark (6), Zach Schendel (2), Zach Dell (1), Scott Morton (1), Packy McCormick (1), Mark Bhargava (1), Jack Altman (1)
tap a year for its mentions
2026 4 mentions in 4 episodes 1 per episode
- General Catalyst's First-Ever Quarterly Review | CEO Hemant Taneja · Sourcery with Molly O'Shea
- The Public Venture Fund That 9x’d in 3 Days (Fundrise VCX) · Sourcery with Molly O'Shea
- Wiz: $6M Seed → $32B Exit | Inside the Biggest Cybersecurity Deal Ever · Sourcery with Molly O'Shea
- Revel: The $1B Startup Rewriting Hardware Control · Sourcery with Molly O'Shea
- every mention in 2026, scene by scene →
2025 32 mentions in 10 episodes 3 per episode
- Inside Thrive Capital: Investing in OpenAI, Wiz, Cursor, Nudge, Physical Intelligence · Sourcery with Molly O'Shea
- Base Power's $200M Series B | Co-Led by Lee Fixel, A16Z, Lightspeed, & Valor Equity Partners · Sourcery with Molly O'Shea
- Base Power Raises $1B led by Addition, with Trust Ventures, Lightspeed, a16z, Altimeter, Elad Gil · Sourcery with Molly O'Shea
- Inside General Catalyst’s $1.5B AI Roll-Up Machine · Sourcery with Molly O'Shea
- $635M Exit → $600M Fund: David Ulevitch on Building a16z’s Hottest New Fund · Sourcery with Molly O'Shea
- How Jack Altman Hit 100x Growth | Uncapped, AI, VC, Founders · Sourcery with Molly O'Shea
- How Altimeter's $10B AUM Fund Is Investing In Aerospace, Defense, & Hardtech · Sourcery with Molly O'Shea
- Why Bucky Moore Joined $30 Billion AUM Megafund Lightspeed · Sourcery with Molly O'Shea
- 2 more episodes that year, every mention in 2025 →
Everything said about Thrive Capital, oldest first
Apr 9, 2025
Oct 8, 2025 bullish
Dell: Thrive, Valor, and a16z joined Base Power's Series C
“The round is led by Addition. All of our existing major investors are reinvesting. So Thrive, our earliest backer, Valor, who led our Series A, Altimeter, Andreessen Horowitz, Lightspeed, Allad Gill. You know, a number of other firms that have been on the cap …”
Nov 24, 2025 bullish
Clark: Thrive Capital led the seed round for Mesh Optical
“Mesh is a pair of founders from SpaceX named Travis and Cameron, who I actually knew back from college and then went to work on the Starlink photonics team. So the team that uses lasers in space to pass data from one satellite to another to give us internet. A…”
Nov 24, 2025
Nov 24, 2025
Nov 24, 2025 positive
Nov 24, 2025 positive
Nov 24, 2025 bullish
Clark: Software companies will productize reinforcement learning to automate high-drudgery work
“I think we're in this moment where reinforcement learning, as you mentioned, is this new lever, but we've seen it make its way into very few new software products. I think few products in the labs rumor has it some of the coding companies like cursor have done…”
Nov 24, 2025 bullish
Nov 24, 2025 bullish
Clark: Cursor reached hundreds of millions in run-rate revenue in 18 months
“I think when we invested, there were a couple tens of thousands of users and you know, low single digits, million air are fast forward to today. I don't think the company publicly publishes revenue, but call it on the Many, many hundreds of millions of run rat…”
Nov 24, 2025 bullish
Nov 24, 2025 positive
Nov 24, 2025
Nov 24, 2025 neutral
Nov 24, 2025 positive
Clark: Thrive Capital invested in Cursor after a yearlong pursuit
“Myself and my partner, Miles spent the next year trying to see how we could ultimately partner with them. And fast forward to May of 20, 24, we finally convinced them that we were the right sorts of people to bring onto the cap table.”
Nov 24, 2025 bullish
Clark: Hardware startup opportunities are at a 20-year high
“And so I think as an investor and someone who's really excited about companies that can counterfactually impact the world, that can make the world look physically different in some meaningful way, the number of opportunities now in hardware are far greater tha…”
Dec 5, 2025 bullish
Bhargava: AI roll-up skepticism will vanish in a few years, like crypto
“I think we're kind of there in the AI roll-up right now, where You know, ourselves and ELOD and Thrive and a few others, AVC have embraced it, but I think most of the market is still pretty skeptical, you know, similar to kind of the crypto evolution and where…”