Latest / 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
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…
The skinny
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