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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The PitchAuthor: Harry Stebbings
The Twenty Minute VC (20VC) interviews the world's greatest venture capitalists with prior guests including Sequoia's Doug Leone and Benchmark's Bill Gurley. Once per week, 20VC Host, Harry Stebbings is also joined by one of the great founders of our time with prior founder episodes from Spotify's Daniel Ek, Linkedin's Reid Hoffman, and Snowflake's Frank Slootman. If you would like to see more of The Twenty Minute VC (20VC), head to www.20vc.com for more information on the podcast, show notes, resources and more. Language: en Genres: Business, Investing, News, Tech News Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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20VC: 50% of Funds Will Go Out of Business | Why Growth Expectations Today are BS and Will Not Last | Why Oren Zeev Takes $0 Management Fees But 30% Carry | Why GPs Should Not Tell LPs Their Strategy
Sunday, 1 February, 2026
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 $1BN in AUM and is known for his "radical alignment" approach, often taking $0 in management fees. His track record includes massive successes like Navan, Audible, and Houzz. AGENDA: 03:11 – Why the Best Investments Always Look "Wrong" at the Start 05:58 – The AI Tsunami: How to Spot Beneficiaries vs. Victims 10:43 – The Death of Incumbents? Why Most AI Predictions Are Wrong 14:12 – Why Chasing Hyper-Growth is a "Disaster Waiting to Happen" 19:41 – The Biggest Mistakes From 2021 and Investing Lessons From It? 25:52 – Is the Future of Venture Boutique or Mega Fund: Does the Middle Die? 32:00 – The Great VC Shakeout: Why 50% of Funds Will Slowly Die 38:52 – Why Oren Zeev Takes $0 in Management Fees 50:48 – Why VCs Should Never Tell Their LPs What They Are Doing? 59:11 – How I Missed Investing in Facebook and Lessons Learned
