Thrive Holdings 以约 76 亿美元股权收购 ADT
OpenAI-backed Thrive Holdings acquires ADT
Thrive Capital 旗下 PE 机构 Thrive Holdings 宣布收购物理安防公司 ADT，价格为每股 10 美元、约 76 亿美元股权，交易企业总价值 153 亿美元。Thrive Holdings 持有超过 75 家公司，OpenAI 作为其伙伴和投资方向其公司提供 AI 模型、技术和前驻工程师；ADT 将成为其智能家居安防业务的基础，双方暂未公布具体 AI 安防新品。
In Brief
Posted:
12:56 PM PDT · October 29, 2026
Thrive Holdings has acquired physical security company ADT for $10 per share or about $7.6 billion in equity, the companies announced on Thursday. Beyond equity, the total enterprise value of the deal is $15.3 billion, ADT said.
Thrive Holdings is the PE spinout from Josh Kushner’s powerhouse VC firm Thrive Capital. It also counts OpenAI as its partner, as well as an investor. The firm’s mission is to hold other companies long-term, revitalizing them with AI. Currently, Thrive Holdings holds over 75 companies, it says.
As a partner, OpenAI supplies AI models and tech as well as people, otherwise known as forward-deployed engineers, to Thrive’s companies.
Neither ADT nor Thrive announced what new AI-powered security products they will be releasing, but they did tease that the plan was to invest and release new products. “ADT will form the foundation of Thrive Holdings’ smart home security business,” the press release said.
AI-powered physical security is having a moment right now. Apple just entered the field with a new line of smart home and home security products in collaboration with LG and Schneider Electric. Amazon updated its smart home line, including new AI-powered home cameras. And who knows what the future might bring? Some startups are offering AI dog robots as roving security guards.
来源：TechCrunch：AI · techcrunch.com