/Tech3h ago

Thrive Capital's Joshua Kushner introduces 'Long Humans' investment thesis, arguing human labor will gain value despite AI automation

Story Overview

Joshua Kushner is framing Thrive Holdings as a permanent-capital vehicle that will keep buying and operating services businesses where humans are expected to become more valuable over an unlimited time frame even as AI tools spread.

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Original post
Joshua Kushner@JoshuaKushner#973inTech

in markets, to go long on something is to bet it grows more valuable over time. much of the conversation today is short on humans, wagering that ai makes people redundant. we believe the opposite is true for the industries @ThriveHoldings operates in.

we are long humans.

https://www.thriveholdings.com/long-humans

8:27 AM · Jun 11, 2026 · 109.2K Views
Open Question

Where the thesis draws its line

The stance applies only to the accounting, IT services, and HOA-management type companies already in or targeted by the portfolio, leaving open how far the same logic might stretch elsewhere.

Industry Shift

What it means for day-to-day roll-ups

The approach signals that future acquisitions will keep human teams central while layering AI for efficiency, though exact capital amounts or performance targets tied to this view remain undisclosed.

Sentiment

Positive users praise Thrive Holdings for betting on humans because AI raises the value of people who direct what should exist, while negative users dismiss the stance as implying AI flaws or as mere promotion.

Pos
65.3%
Neg
34.7%
29 comments with sentiment.
Cluster Engagement
Posts from X
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VIEWS19.6KBOOKMARKS50LIKES85RETWEETS10REPLIES4
Patrick OShaughnessy@patrick_oshag

Josh and I talked about Thrive Holdings at length in our last conversation.

He shared the origin story and why they believe people become more valuable with AI, not less.

Joshua Kushner@JoshuaKushner

in markets, to go long on something is to bet it grows more valuable over time. much of the conversation today is short on humans, wagering that ai makes people redundant. we believe the opposite is true for the industries @ThriveHoldings operates in.

we are long humans.

https://www.thriveholdings.com/long-humans

1hViews 19.6KLikes 85Bookmarks 50

"Being long humans requires long horizons. Our time horizon is forever." goes hard

Joshua Kushner@JoshuaKushner

in markets, to go long on something is to bet it grows more valuable over time. much of the conversation today is short on humans, wagering that ai makes people redundant. we believe the opposite is true for the industries @ThriveHoldings operates in.

we are long humans.

https://www.thriveholdings.com/long-humans

3hViews 4.8KLikes 29Bookmarks 1
signüll@signulll

@JoshuaKushner @ThriveHoldings thrive retrofit.

Joshua Kushner@JoshuaKushner

in markets, to go long on something is to bet it grows more valuable over time. much of the conversation today is short on humans, wagering that ai makes people redundant. we believe the opposite is true for the industries @ThriveHoldings operates in.

we are long humans.

https://www.thriveholdings.com/long-humans

50mViews 1.3KLikes 7Bookmarks 1
Grant Hesser@GrantHesser

@JoshuaKushner @ThriveHoldings Would encourage the team to spend some time around hospice.

2hViews 336Likes 1
Invest Like the Best@InvestLikeBest

@patrick_oshag Recommend listening to our full conversation with Josh here:

1hViews 317Likes 4
Matin@antimimetics

@JoshuaKushner @ThriveHoldings "Our time horizon is forever."

3hViews 379Likes 3
bilal@bilaltwovec

"we are long humans" and "our time horizon is forever" are better guiding principles for the future than treating RSI as some sort of ai 2027 countdown

Joshua Kushner@JoshuaKushner

in markets, to go long on something is to bet it grows more valuable over time. much of the conversation today is short on humans, wagering that ai makes people redundant. we believe the opposite is true for the industries @ThriveHoldings operates in.

we are long humans.

https://www.thriveholdings.com/long-humans

2hViews 194Likes 2Bookmarks 0
Invest with AC@investingwithac

@JoshuaKushner @ThriveHoldings 👀 nice!

3hViews 479Likes 1
Dave Font@davefontenot

@JoshuaKushner @nathanbaugh27 @ThriveHoldings helllllll yeah

3hViews 362Likes 1
Leo@edgeofarete

@JoshuaKushner @ThriveHoldings excited to see the thrive eternal post as well

3hViews 459
Bhargav Chaudhari@heyybhargav

@patrick_oshag maybe Thrive really is the new age Berkshire Hathaway

1hViews 33Likes 2
Forrest Limon@ForrestLimon

@JoshuaKushner @ThriveHoldings @JoshuaKushner I am also long humans. I'd love to be a part of what you are building. Will continue to follow-up.

2hViews 323
isaac@isaaccyn

@JoshuaKushner @ThriveHoldings typo?

2hViews 198

@JoshuaKushner @ThriveHoldings Going to dive in now...

2hViews 192
Finn Murphy@FinnMurphy12

@JoshuaKushner @ThriveHoldings ser when are you gonna buy the Knicks? - 5th Ave hometown asset

2hViews 55Likes 1
David Perlov@DavidPerlov

@JoshuaKushner @ThriveHoldings Everyone shorting humans is still hiring them as fast as they can.

2hViews 150
Michael Yuan@yuanmichael15

@JoshuaKushner @ThriveHoldings Unfortunate phrasing but fully agree.

1hViews 129
Nate Cooper@Nrcoope

@JoshuaKushner @davefontenot @ThriveHoldings Love this

2hViews 119
Ferbin@Ferbin08

@JoshuaKushner @ThriveHoldings The machine finds patterns. The human decides what matters.

That's the whole game in trading, robotics, voice agents. Pattern matching is the easy part. Judgment is the hard part.

Long humans.

2hViews 94
Trace Cohen@Trace_Cohen

@JoshuaKushner @ThriveHoldings

2hViews 74
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