Zeev: GP-level diversification provides no value to LPs
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 28:06
Oren Zeev, solo capitalist managing over $2.7B AUM, challenges traditional venture capital assumptions about LP portfolio risk management.
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“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.”
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