No Priors: Artificial Intelligence | Technology | Startups · Conviction

Jared Kushner: BrainCo, Affinity Partners, and the Geopolitics of AI

September 15, 2025·58 min·4 clips
AI cut a 40-step government permitting process to 3 minutes, achieving over 90% accuracy and eliminating graft.
The setting is Miami. Sarah frames the conversation inside Affinity Partners' headquarters, with Jared Kushner moving between his investing firm, BrainCo, and the habits he says he took from government into business. Affinity gets explained by what he did not want first: another couple billion dollar private equity firm. The asset he wants to sell is judgment on messy problems. Government, in this version, is less a trophy credential than a place where he learned operating lessons. The AI part stays grounded. BrainCo matters to Kushner because applied AI knowledge changes how he looks at investments. Sarah does not let the conversation sit at novelty. She asks whether AI can change a company's growth profile, margin profile, or portfolio-level advantage. Kushner says the implementation is real, but only when expertise is attached to specific use cases. Then the bottleneck appears: focus. BrainCo has more project demand than it can casually absorb, so customer choice and hiring discipline matter. A useful customer has a hard problem, usable data, and enough command structure to make the organization change. Kushner ends on the operator side of the job: learning from CEOs, moving lessons across companies, and helping teams treat technology as a management shift.

As heard by us

A focused AI-investing conversation about how firms, customers, and execution have to line up.

Jared Kushner's conversation with Sarah Goa and Elad Gil presents Affinity Partners as a firm built around complex problem solving, with AI treated as part of the edge it wants to offer.

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Why you'd press play

You want a strategic AI investing conversation grounded in real business constraints.

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