Thrive Capital acquires $215M in Amazon shares, signaling venture capital's public market pivot

Thrive Capital acquires $215M in Amazon shares, signaling venture capital's public market pivot

Thrive Capital acquired $215M of Amazon and $100M of Shopify, signaling venture's shift to track AI infrastructure in public markets. Venture capital is flagging AWS and merchant-AI as core stack bets—signaling where enterprise technology budgets will consolidate next.