# @20vc on YouTube

- **Type:** Video
- **Original URL:** https://youtube.com/watch?v=KuurCxYog5k
- **Gondola URL:** https://gondola.cc/posts/55218596-20vc-youtube
- **Thumbnail:** https://img.gondola.cc/tr:w-,h-,fo-auto/postThumbnails/50399ff2ea.jpg
- **Posted:** 2026-02-02T15:00:43.000+00:00
- **Account Owner:** 20VC with Harry Stebbings (@20vc) — https://gondola.cc/20vc

## Caption

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.

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Timestamps:

00:00 Intro
01:38 Why the Best Investments Always Look "Wrong" at the Start
03:43 The AI Tsunami: How to Spot Beneficiaries vs Victims 
06:57 The Death of Incumbents? Why Most AI Predictions Are Wrong
11:29 Why Chasing Hyper-Growth is a "Disaster Waiting to Happen"
18:43 The Biggest Mistakes From 2021 and Investing Lessons From It?
33:20 Is the Future of Venture Boutique or Mega Fund: Does the Middle Die?
35:54 The Great VC Shakeout: Why 50% of Funds Will Slowly Die
44:02 Why Oren Zeev Takes $0 in Management Fees
57:50 Why VCs Should Never Tell Their LPs What They Are Doing?
01:02:41 Quick-Fire Round
01:07:21 How I Missed Investing in Facebook and Lessons Learned

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Subscribe on Spotify:
https://open.spotify.com/show/3j2KMcZTtgTNBKwtZBMHvl?si=85bc9196860e4466

Subscribe on Apple Podcasts:
https://podcasts.apple.com/us/podcast/the-twenty-minute-vc-20vc-venture-capital-startup/id958230465

Follow Harry Stebbings on X:
https://twitter.com/HarryStebbings

Follow Oren Zeev on X:
https://twitter.com/orenzeev

Follow 20VC on Instagram:
https://www.instagram.com/20vchq

Follow 20VC on TikTok:
https://www.tiktok.com/@20vc_tok

Visit our Website:
https://www.20vc.com

Subscribe to our Newsletter:
https://www.thetwentyminutevc.com/contact
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#20vc #harrystebbings #orenzeev #zeevventures #vc #ai #aigrowth #investing

## Stats

- **Views:** 9,037
- **Likes:** 123
- **Shares:** 0
- **Comments:** 4

## Credits

| Name | Username | Profile | Role |
| --- | --- | --- | --- |
| 20VC with Harry Stebbings | @20vc | https://gondola.cc/20vc | Podcast |

## Tags

20vc, zeevventures, aigrowth, harrystebbings, vc, orenzeev, ai, investing

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