Zeev: Overvalued Series A rounds with no progression have existed for 30 years
Oren Zeev · Oren Zeev: Why AI Growth Expectations Are BS & Won't Last? Why GPs Shouldn't Tell LPs Their Strategy · Feb 2, 2026 · at 50:07
Oren Zeev, founder of Zeev Ventures, responds to Harry Stebbings' view that Series A is currently overpriced relative to seed-stage progress.
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“It's always been the case. It's always been the case, even 30 years ago, that someone invests you know, you have a seed round basically founders in the idea it's priced low. And then a year and a half later, basically, they have now 20 people, they have an office, maybe they have a few tiny, you know, small customers, they really haven't proven anything, but the perception is, oh, now it's a company, and we made so much progress, now we have a product, now we have this, you really didn't prove anything, and all of a sudden, they jump in valuation, this is, there's nothing new under the sun, this has been the case, always, ok?”
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