Oren Zeev

speaker

727 appearances 1 recordings 1 series first heard Feb 2026 last heard 2 Feb

Oren Zeev’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Feb 2026 with 1.

Appearances

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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · 20VC: 50% of Funds Will Go Out of Business | Why Growth Expectations Today are BS and Will Not Last | Why Oren Zeev Takes $0 Management Fees But 30% Carry | Why GPs Should Not Tell LPs Their Strategy · 2 Feb 2026 podcast

I'm in the Peter Thiel camp, I guess.

I don't like to go where everyone else goes and have 10, 20 competitors from the get-go because I think the chances of building a market... I really want every investment to become a market leader.

And the more competition there is...

early on, the smaller the chance.

So I try to avoid it every now and then.

I find myself in such a situation, okay, but I don't like it.

So I try to avoid it and I try to do things.

To me, if everyone is doing something, it's a reason not to do it, not a reason to do it.

Not so much, surprisingly, because I think the fundamentals are the same fundamentals.

Yeah, we have, of course, a tsunami wave that changes everything, which I think creates a lot of opportunities because basically every single industry business is going through change.

And whenever there's change, there's opportunity.

And there's a lot of value being created and there's a lot of value being destroyed and there's a lot of value being shifted.

The one thing maybe you could argue that changed, I don't know if it's 24 months or 36 months, is that every investment I have to ask myself, is this company a likely beneficiary of AI or not?

The answer is that they're a victim of AI.

Obviously, it's an easy answer.

But even if the answer is neutral, still the answer is probably no.

So I just have to ask this question, which is a question I wouldn't ask four years ago, right?

Four years ago, I would look at an opportunity.

I wouldn't ask myself, is this a beneficiary of AI?

But in the past three years, absolutely.

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