Zeev: Adapting incumbent software companies will be huge AI beneficiaries
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 10:21
Oren Zeev is a solo venture capitalist managing $2.7B+ in AUM. He argues that incumbents holding superior data and customer relationships will capture significant value from AI.
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“Companies that on one hand are not, many companies are not easy to disrupt, and as long as they don't fall asleep on the wheel, and as long as they navigate, you know, they adapt they're going to be huge beneficiaries of AI.”
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