GP diversification

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 GP diversification, oldest first

Feb 2, 2026 negative
Insight
Zeev: GP-level diversification provides no value to LPs
“By the way, from the LP perspective, diversification at the level of the GP makes no sense, because they have multiple GPs, so, so the diversification gives nothing to LPs.”
Oren Zeev Feb 2, 2026 ▶ 28:06 Oren Zeev: Why AI Growth Expectations Are BS & Won't Last? Why GPs Shouldn't Tell LPs Their Strategy
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