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.

A Thrive Capital fund has swelled to about $3.7bn on OpenAI and SpaceX bets, Joshua Kushner’s first formal investor letter reveals, and the firm is quietly selling part of its…

Plus, the dubious business of prediction markets & the White House targets an OpenAI policy exec