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

Call me old school, but I don't buy that because the math doesn't change.

If you have a company that can double every year for the next five years, it's going to be 32x what it is today because two to the power of five was 32 before AI and after AI.

That has not changed.

So the real question is,

Is it sustainable growth and is it healthy growth?

So maybe a company grew from one to five, but it's not necessarily healthy growth.

The economics are not very impressive.

And I think that next year they're not going to be growing much.

So yeah, so in that case, it's not going to be enough to grow from one to five.

But if the company grew from one to five and they look like next year is going to be 20 or 15 and the economics are healthy, absolutely it's a great company that I want to be invested in.

And I think there is danger in dismissing companies that actually have right now a company that's raising.

And really, the company is growing at 100%.

It's at 20 million today, growing to ARR, growing to 40 million with very healthy economics.

And I think this should also double the following year.

And one investor said, oh, you know, we're going to have a challenge with the growth rate of 100%, right?

And I have a lot of respect for this investor personally.

I'm not going to mention him.

I have a lot of respect for him.

I think he's dead wrong on this one.

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