Bullish and bearish opinions expressed in this episode, paired with supporting transcript quotes. The quote confirms what was said—not whether the opinion is correct.
Bullish
$STRIPE— Thrive Capital made a significant investment in Stripe, expressing strong confidence in the company's business model and leadership team.
$AI— Josh expresses high enthusiasm for AI technology, viewing it as the most significant paradigm shift in his career due to its potential implications across various sectors.
$CONSUMER— Thrive Capital invests in direct-to-consumer brands like Warby SKIMS Harry's HIMS that focus on better products at lower costs along with aggregation commerce companies like Instacart and Fanatics and traditional marketplaces
$FINTECH— Thrive Capital's fintech investments are primarily focused on infrastructure companies, with notable investments in Stripe and Plaid.
$SOFTHARD— Thrive Capital is showing increased interest in software-enabled hardware companies, particularly those applying operating systems to hardware, such as Anduril and SpaceX.
$HC— Despite regulatory challenges, Josh remains committed to health tech investments, as evidenced by his continued involvement with Oscar Health and its growth.
Bearish
$CRYPTO— While acknowledging the potential of crypto technology, Josh expresses skepticism about current applications, suggesting a cautious approach to crypto investments.