Oren Zeev: 50% of Funds Will Go Out of Business | Why Growth Expectations Today are BS and Will Not Last

Oren Zeev is one of the most prominent solo capitalists in venture. He is one of the most no BS investors of our time. Oren manages over $2.7BN in AUM and is known for his "radical alignment" approach. His track record includes massive successes like Navan, Audible, and Houzz.

In Today's Show We Discuss:

• Why the Best Investments Always Look "Wrong" at the Start

• The AI Tsunami: How to Spot Beneficiaries vs. Victims

• The Death of Incumbents? Why Most AI Predictions Are Wrong

• Why Chasing Hyper-Growth is a "Disaster Waiting to Happen"

• The Biggest Mistakes From 2021 and Investing Lessons From It?

• Is the Future of Venture Boutique or Mega Fund: Does the Middle Die?

• The Great VC Shakeout: Why 50% of Funds Will Slowly Die

• Why VCs Should Never Tell Their LPs What They Are Doing?

• How I Missed Investing in Facebook and Lessons Learned