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Philip Clark

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  1. Sourcery with Molly O'Shea58 min

    Inside Thrive Capital: Investing in OpenAI, Wiz, Cursor, Nudge, Physical Intelligence

    Philip Clark, Molly O'Shea

    Thrive Capital and partner Philip Rossetti outline a concentrated investment strategy that targets the emerging hardware renaissance and software leaders like OpenAI and Cursor, prioritizing founders who aggressively pursue market dominance. By leveraging deep partnerships with ex-Elon Musk and ex-OpenAI talent, the firm has backed transformative ventures such as Mesh Optical, Nudge, and the security giant Wiz, which secured the largest startup acquisition in history. This approach focuses on long-term physical intelligence and AI infrastructure, betting on young, talent-dense teams to drive geometric growth while navigating complex geopolitical and technical shifts.