Thrive Capital's Bold Bets on Category-Defining Companies with Kareem Zaki

Kareem Zaki shares the founding and development of Thrive Capital, emphasizing their strategy of opportunism combined with a focus on category-defining companies, their unique approach to talent cultivation and company-building in various sectors, especially healthcare, and their intentional media minimalism.

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LINKS:
Thrive Capital: https://thrivecap.com/

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X / TWITTER:
@kareemszaki
@ThriveCapital
@eriktorenberg
@turpentinemedia

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TIMESTAMPS:
(00:00) Intro
(00:45) Thrive Capital's unique approach
(02:51) Balancing concentration and opportunism
(06:49) The generalist vs. specialist debate
(11:13) Investing in category-defining companies
(14:48) Thrive's New York and San Francisco balance
(17:09) Sponsors: Oracle | Squad
(19:20) Thrive's philosophy on selling
(19:48) Building a strong reputation
(25:38) Concentration strategy and fund size
(34:41) Thrive's unique approach to talent acquisition
(36:57) The philosophy behind Thrive's incubations
(40:20) Navigating regulated and capital-intensive industries
(43:53) Building for the future of healthcare
(50:26) Adapting to macro trends in venture capital
(54:06) The future vision for Thrive
(56:15) Cultivating young talent at Thrive
(01:01:36) Maintaining Thrive's core DNA
(01:04:57) Wrap