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 $1BN in AUM and is known for his "radical alignment" approach, often taking $0 in management fees. His track record includes massive successes like Navan, Audible, and Houzz.
AGENDA:
03:11 – Why the Best Investments Always Look "Wrong" at the Start
05:58 – The AI Tsunami: How to Spot Beneficiaries vs. Victims
10:43 – The Death of Incumbents? Why Most AI Predictions Are Wrong
14:12 – Why Chasing Hyper-Growth is a "Disaster Waiting to Happen"
19:41 – The Biggest Mistakes From 2021 and Investing Lessons From It?
25:52 – Is the Future of Venture Boutique or Mega Fund: Does the Middle Die?
32:00 – The Great VC Shakeout: Why 50% of Funds Will Slowly Die
38:52 – Why Oren Zeev Takes $0 in Management Fees
50:48 – Why VCs Should Never Tell Their LPs What They Are Doing?
59:11 – How I Missed Investing in Facebook and Lessons Learned