anti-portfolio

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 2, 2026 by Oren Zeev · across every show →

Everything said about anti-portfolio, oldest first

Feb 2, 2026 negative
Insight
Zeev: VC anti-portfolios are fallacious because seeing deals doesn't mean winning
“This is one thing that is, Consistent fallacy within VCs that they think that just because they saw a deal, they necessarily would have been able to do it. No, you know with all due to anti-portfolio, it doesn't make sense that the same deal appears in 20 diff…”
Oren Zeev Feb 2, 2026 ▶ 1:10:34 Oren Zeev: Why AI Growth Expectations Are BS & Won't Last? Why GPs Shouldn't Tell LPs Their Strategy
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