Pro-Deregulation for Innovation: Believes that government regulation, particularly in Europe regarding AI and in the U.S. regarding energy, is the primary impediment to technological and economic advancement.
Middle East as a Growth Hub: Views countries like Saudi Arabia, the UAE, and Qatar as regions that are 'significantly on the rise' and focuses his investment strategy on these areas and other pro-business emerging markets like Albania.
AI as an Efficiency Multiplier: Champions AI as a tool for dramatically improving bureaucratic efficiency, citing BrainCo's success in reducing a multi-month government permitting process to three minutes.
Iran as a Weakened Adversary: Asserts that Iran and its proxies have been significantly degraded and their nuclear program set back, viewing them as a diminished threat in the region.
Diplomatic Normalization as the Path to Peace: Frames the Abraham Accords as the successful model for regional stability and believes the October 7th attack was a direct attempt by Iran and Hamas to derail further normalization between Israel and Saudi Arabia.
▶Post-White House Pivot to AI and Venture CapitalMay 2026
After his government service, Kushner has launched two major business initiatives: Affinity Partners, a private equity fund, and BrainCo, an AI implementation startup. He is actively involved as both a capital allocator, making significant investments in firms like Phoenix Holdings, and as an operator co-founding and growing BrainCo.
This dual-track approach as both investor and founder in the AI space suggests a strategy to capture value across the technology ecosystem, leveraging his fund's capital to support his operational ventures and market insights.
▶Leveraging Geopolitical Experience for Investment StrategyMar–May 2026
Kushner's investment thesis for Affinity Partners appears heavily influenced by his diplomatic work, targeting regions like the Middle East (Israel, Saudi Arabia, UAE) and emerging pro-business markets like Albania. He explicitly connects investment potential to factors like a country's leadership and strategic location, areas he focused on as a senior advisor.
Investors and analysts should assess the degree to which his past political relationships provide proprietary deal flow and mitigate risk in complex geopolitical environments, a factor that differentiates his fund from more traditional investment vehicles.
▶Advocacy for Deregulation to Spur InnovationMar 2026
A recurring theme in Kushner's commentary is the view that government regulation is a primary obstacle to progress. He specifically blames Europe's regulatory environment for its lag in AI innovation and points to the massive backlog of U.S. energy projects awaiting permits as a critical domestic bottleneck.
This strong deregulatory stance indicates that his business ventures will likely thrive in, and actively seek out, environments with minimal government friction, which could be a key risk factor or advantage depending on future political and legislative changes.
▶Framing Past Diplomacy as a Blueprint for Regional StabilityMar 2026
Kushner frequently references his role in brokering the Abraham Accords and resolving the GCC dispute as foundational diplomatic successes. He posits that these agreements created a new paradigm for Middle East stability and that the October 7th Hamas attack was specifically intended to disrupt the next phase of this process: an Israel-Saudi normalization deal.
His narrative positions his past diplomatic work not merely as a historical achievement but as an active and relevant framework for understanding current conflicts, suggesting that he views economic integration and normalization as the primary antidote to extremism in the region.