Oren Zeev was not on this episode. A recording of them was played into it, so these
are their words but not an appearance on 20VC. It still counts as said, and it is kept out of every score on their page.
Oran Zeev, founder of Zeev Ventures, reflects on recovering from dot-com market losses by investing in Audible in 2002.
0:00 / 0:03exact quote · 3.5s
720p mp4 · rendered on demand · StarZero watermark
“The first deal that I did off the bet was Audible, which was a big success”
quote is from the automated transcript, cleaned for reading:
filler sounds and stutters are removed, nothing is rephrased. names can be misheard
(the analysis reads context, assessments check outside sources). how →
More from Oren Zeev
Disclosure
Zeev: I banned an LP who complained about rapid fund deployment
“I had a, an LP who joined in the third fund, and four months later, I tell him that you know, I'm raising our fine for, I finished, I'm raising, and he totally freaked out, and he started lecturing me on, he didn't call it what you called it, he called it vint…”
Oren ZeevMay 24, 2022▶ 7:25Oren Zeev: How I Raised $1 BILLION in 12 Months | 20VC #888 · 20VC with Harry Stebbings
Opinion
Zeev: Predictions that AI will kill software incumbents are provocative BS
“So the bottom line is, I think this notion that all the incumbents are going to die, you know, this notion that is being promoted by some People who I think whose main motivation is to make provocative statements, you know and get attention as thought leaders …”
Oren ZeevFeb 2, 2026▶ 9:32Oren Zeev: Why AI Growth Expectations Are BS & Won't Last? Why GPs Shouldn't Tell LPs Their Strategy
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 ZeevFeb 2, 2026▶ 28:06Oren Zeev: Why AI Growth Expectations Are BS & Won't Last? Why GPs Shouldn't Tell LPs Their Strategy
PredictionOpen · timeframe Feb 2029
Zeev will not change deployment pace for LP vintage preferences
“I'm going to do my thing, and if it works for them, fine, and if not, they can opt themselves out, and some of them have, and it's fine. Good people opted out, and it's fine. I'm not going to do things differently.”
Oren ZeevFeb 2, 2026▶ 28:54Oren Zeev: Why AI Growth Expectations Are BS & Won't Last? Why GPs Shouldn't Tell LPs Their Strategy
Opinion
Oren Zeev: Traditional mid-sized VC partnerships are in deep trouble
“If you are traditional five, six person partnership without anything Very, very, very unique and special in the friendship that you bring to the table, then yes, I think you are in trouble because it's almost like, you know, worse off. On one hand, you're not …”
Oren ZeevFeb 2, 2026▶ 35:01Oren Zeev: Why AI Growth Expectations Are BS & Won't Last? Why GPs Shouldn't Tell LPs Their Strategy
Insight
Zeev: Mid-Tier VCs Inflate Paper Marks to Survive Fundraising
“However, if you if you are a fund that is more middle of the road and you're not sure how Is it gonna be a raise or not? You're gonna find any excuse to keep the prices up, right? To look good on paper.”
Oren ZeevFeb 2, 2026▶ 37:47Oren Zeev: Why AI Growth Expectations Are BS & Won't Last? Why GPs Shouldn't Tell LPs Their Strategy
Made with StarZero
Turn any episode into a week of clips.
This entire site, over 1,200 episodes transcribed, diarized, checked and made playable,
runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the
moments worth sharing, cuts them, captions them, and reframes them for every feed.
We use essential cookies to make the site work. With your permission we
also use analytics cookies (Google Analytics and Mixpanel) to understand
usage and improve StarZero. See our Cookie Policy.