Oren Zeev
Founding Partner, Zeev Ventures. On 1 show, 4 appearances, plus 1 compilation re-air not counted. The Shows tab opens the full record on each.
investorfounder@orenzeev ↗zeevventures.com ↗Wikipedia ↗
Oren Zeev is a Silicon Valley venture capitalist who runs Zeev Ventures as a solo general partner. He is also a co-founder of the financial technology company Tipalti.
1shows
4appearances
125statements
8resolved
6supported
0contradicted
75%fully supported
33said about them ↓ Everything Oren Zeev said on any show that made the record, most notable first. Each card names its show and opens the statement there.
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…”
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 …”
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.”
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 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 …”
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.”
Zeev: Partners in large VC firms prioritize personal deals over fund performance
“You know, if the typical, if a partner in a in a partnership, especially large partnership with some, with politics and all that they're much more interested in their investments succeeding than anything else because that's their career.”
Zeev: VCs should not be price sensitive on high-growth companies
“In general, I don't think one should be overly price sensitive. Obviously, you know, you have to have some discipline, but the reality is that if you're dealing with companies that are growing at over a hundred percent per year, and you believe it's sustainabl…”
Zeev: VC partnerships drive investment decisions toward mediocrity, not exceptionalism
“So that's another example where I think that You know, a partnership can drive things more towards mediocrity as opposed to exceptionalism.”
Zeev: LPs are wildly over-diversified with 20 to 40 GP relationships
“I would say that on the LP side, I think they're way over-diversified because most of them have 20, 30, 40 relationships. That's crazy because each of their underlying investments or funds is also very diversified. It's not very likely to lose money. So each, …”
Zeev: Multi-partner VC approval dynamics force investors into persuasion mode
“When I quote unquote consult with people in a partnership model, I'm also in a persuasion mode or a sale mode because I need to get it approved. So I think just naturally, and I think everyone is like that, you're just less receptive. First of all, you're just…”
Zeev: Diversification in venture capital is overrated and funds are over-diversified
“I think diversification is way overrated. I think that VC funds are generally way over diversified”
Zeev Ventures keeps little to no follow-on reserves in its funds
“I pretty much do not keep reserves, or keep very, very little, and the reason is, because I do cross-fund, I don't feel that I need to keep reserves, because I can invest from the next fund, if I want to”
Zeev: Deals requiring heavy due diligence are not obvious enough to back
“Sometimes LPs ask me, how do you do diligence, and I tell them I don't, and I exaggerate a little bit, because sometimes I make a few phone calls, but I'm not exaggerating by much, and usually there is, like, silence. They've never heard it before, and then I …”
Zeev: Founder secondaries increase ambition by reducing personal financial pressure
“The fact that you let them Take money off the table actually brings better alignment. Even a significant amount, even if it's five or ten million, they're much more likely to try to hit for the fences and not take the first couple of hundred million dollar acq…”
Zeev: Portfolio diversification fails in venture capital during market downturns
“In terms of diversification, if I learned anything, is that the diversification doesn't work, because when things turn south like that, then diversification is not going to save you, because everything goes down, and because everything is very correlated.”
Zeev: Many VC partnerships hide severe internal dysfunction from LPs
“I think many, many partnerships are much more dysfunctional Then you would see from the outside, and there is a lot of, often, tensions between, you would think that partners need to be, you know, you would expect that partners are best friends, and really thi…”
Zeev: VCs should write off investments if they know more than the founder
“If I know better than them, that's a horrible sign. I should just, I, you know, I should write the investment off if I think I know better than the founder.”
Zeev: I take zero income from fund management fees
“By the way, I pay myself zero. I don't see anything, which is very unusual. I don't know any VC in the world that has zero income. From the management fees.”
Zeev: Navan faces zero risk of AI disruption and will benefit hugely
“Now, specifically with Navan, which a company I know well, I'm a hundred percent convinced that there's zero chance that we get disrupted by AI, and there is a hundred percent chance that we're huge beneficiaries of AI.”
Zeev: Technology is only 5% of defensibility in complex businesses
“The more operationally complex a business is, the more it's about distribution. The more it's about integration with source and with other pieces of software or content in the case of Navan or part of the ecosystem, the more the more it's in a regulated, this …”
Zeev: Adapting incumbent software companies will be huge AI beneficiaries
“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.”
Zeev: Only one in thousands of AI customer support startups will succeed
“One, you know, one of them is going to be successful, but there's a thousand or two, but there's a thousands that are not. So I'm not, at the very early stages, I don't trust my intuition enough to know which one of the thousand is going to be successful.”
The other half of the tape: Oren Zeev's own voice is left out of every number here. Other people bring the name up 33 times in 10 episodes across the shows. every mention, with the transcript →
Who brings them up most Harry Stebbings 17Nico Wittenborn 4Fabrice Grinda 4Rory O'Driscoll 3Peter Lacaillade 2Ariel Cohen 2Mike Chalfen 1
Every mention by year
tap a year for its mentions
20VC 33
2025 10 mentions in 2 episodes 5 per episode
2023 9 mentions in 2 episodes 5 per episode
2022 6 mentions in 4 episodes 2 per episode
- Fabrice Grinda: The First Person to Predict the Collapse of Credit Suisse? | 20VC #886 · 20VC with Harry Stebbings
- 20VC: WTF Is Going On? 3 Outcomes for What Could Happen From Here; What Needs to Happen To Avoid Recession? Why Stagnation is Most Likely and What This Means for Startups and Venture & Why Catastrophe is More Likely Than Ever and Switzerland Could Be a "H
- dLocal CEO Sebastian Kanovich: The $8BN Company You Might Not Know | 20VC #926 · 20VC with Harry Stebbings
- Mike Chalfen: How to Build Anti-Fragile Venture Portfolios Today | 20VC #904 · 20VC with Harry Stebbings
- every mention in 2022, scene by scene →
2020 8 mentions in 2 episodes 4 per episode
- 20VC: TripActions CEO Ariel Cohen on The Future of Business and Personal Travel & Layoffs; How To Do Them The Right Way & Maintain Company Culture and Morale
- 20VC: The Implications of a Biden vs a Trump Administration on Venture and Startups, How The Rise of Rolling Funds, SPACs and Solo Capitalists Will Impact Venture & What We Can Do To Swing the Race Pendulum in VC with Barry Eggers, Founding Partner @ Ligh
- every mention in 2020, scene by scene →
One line per show, most statements first. The link opens Oren's full record on that show: the calibration, argument clarity, speaking style and every statement made there.
| Show | Role there | Eps | Statements | Record | |
|---|---|---|---|---|---|
| 20VCLEDGER | Founding Partner, Zeev Ventures | 4 +1 | 125 | 75% 6/8 | full record on 20VC → |