Thrive’s Joshua Kushner chides Silicon Valley VCs over AI euphoria
The AI opportunity is huge, but “it would also be a grave error in our minds to let excitement weaken our investment discipline,” Kushner warns in his first-ever investment letter.
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Sources: Cursor in talks to raise $2B+ at $50B valuation as enterprise growth surges
Returning backers a16z and Thrive are expected to lead the round.
