Oren Zeev is one of the most prominent solo capitalists in venture. He is one of the most no BS investors of our time. Oren manages over $2.7BN in AUM and is known for his “radical alignment” approach. His track record includes massive successes like Navan, Audible, and Houzz.
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Timestamps:
00:00 Intro
01:38 Why the Best Investments Always Look “Wrong” at the Start
03:43 The AI Tsunami: How to Spot Beneficiaries vs Victims
06:57 The Death of Incumbents? Why Most AI Predictions Are Wrong
11:29 Why Chasing Hyper-Growth is a “Disaster Waiting to Happen”
18:43 The Biggest Mistakes From 2021 and Investing Lessons From It?
33:20 Is the Future of Venture Boutique or Mega Fund: Does the Middle Die?
35:54 The Great VC Shakeout: Why 50% of Funds Will Slowly Die
44:02 Why Oren Zeev Takes $0 in Management Fees
57:50 Why VCs Should Never Tell Their LPs What They Are Doing?
01:02:41 Quick-Fire Round
01:07:21 How I Missed Investing in Facebook and Lessons Learned
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