oren zeev

1.2K posts

oren zeev

oren zeev

@orenzeev

One Man VC (Zeev Ventures)

Katılım Nisan 2009
215 Takip Edilen6.2K Takipçiler
oren zeev
oren zeev@orenzeev·
I have been saying this the whole time. One of the very few occasions I felt confident that the public market was wrong.
Marcelo P. Lima@MarceloLima

Orlando Bravo: "The SaaSpocalypse is over... AI is an enormous, enormous tailwind for software companies... I was here last year at Super Return, and I think one of the LLM leaders made a comment that by this year, 50% of all white-collar jobs are going to be gone. And somebody in private equity made a comment that 50% of the people in this conference wouldn't have a job by next year. And look at the conference. You even had security outside. There's more people here than ever before... Our companies, 60% of the code that they write is machine-generated. But our number of developers, we have 20,000 of them, they're going up because now they can be a lot more productive."

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John Felix
John Felix@johnfelix123·
People love to rag on solo GPs while simultaneously underestimating how hard partnerships are. So many VC partnerships seem to be formed around "we can raise more money together" rather than "we invest better together." Investing is hard enough, and doing it with a partner adds another layer of complexity entirely. The number of partnership splits in recent years is a good reminder of just how hard it can be. For a partnership to work, 1+1 really needs to be >2.
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oren zeev
oren zeev@orenzeev·
A great watch/listen
Molly O’Shea@MollySOShea

BREAKING: Inside Lead Bank - $56M Investment Now Worth $1.5 BILLION Jackie Reses is on an iconic run. @Lead_Bank is the $1.5B tech-first bank powering Stripe, Walmart, Ramp, Affirm & Revolut Backed by Andreessen Horowitz, Coatue, Greycroft, ICONIQ, Khosla Ventures, Ribbit Capital, Zeev Partners, plus Larry Fink, Rob Goldstein & Larry Summers personally. CEO & Co-Founder Jackie Reses (@jackiereses) We cover: - Sitting on Alibaba's board with Jack Ma, Joe Tsai + Masayoshi Son "Masa would come in & be like, 'Yes, it shall be blessed.'" - Taking an HR role at Yahoo, then turning it into Chief Development Officer - Jack Dorsey: "He'll sit in meetings & not say a word. There's real wisdom in his ability to 'just zip it.' " - Why she's skeptical of the de-banking narrative - Building Lead to $280M in revenue with no sales team 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Jackie Reses, CEO of Lead Bank (01:06) The swiss army knife of Silicon Valley (02:46) Inside the Alibaba boardroom with Jack Ma and Masa (05:23) Being one of the only Americans on Alibaba’s board (10:29) What Jack Ma and Masayoshi Son are really like (12:32) The biggest lessons Jackie learned from Alibaba (15:12) From Goldman Sachs to Silicon Valley (17:44) Why Yahoo hired a PE investor to run HR (22:53) Yahoo was a hot mess (25:33) The deal that recovered billions for Yahoo (26:31) How Jack Dorsey recruited Jackie to Square (29:53) Three engineers, three days, one crypto platform (33:51) What Jack Dorsey is really like (36:13) Being Jack Dorsey’s HR lead during Twitter chaos (40:03) How to spot real innovation vs hype (42:21) Why debanking is a myth (48:10) Why buy a 100 year old bank (51:23) Growing a bank with no sales team (54:11) The APIs powering the future of finance (56:03) How AI is transforming banking (57:07) The JD Vance connection (58:39) What it feels like inside the White House (01:02:53) The biggest misconception about government (01:04:21) Why Lead Bank’s culture feels different (01:05:35) The next chapter for Lead Bank

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oren zeev
oren zeev@orenzeev·
@aziz0nomics the days of this particular government are numbered ..
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John Aziz
John Aziz@aziz0nomics·
I am so sad, disappointed and disgusted with the Ben Gvir video. For a long time I said that Palestinians who want peace should try to negotiate with the Israeli government—including the current one. I am having a moment of doubt.
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oren zeev
oren zeev@orenzeev·
I rarely have the opportunity to talk shop with someone who I’ve known for 30 years and who’s been investing as long as I have @mikeeisenberg
Michael Eisenberg@mikeeisenberg

I asked @orenzeev what is an unpopular opinion of his? He bucked popular wisdom on the current chase after hyper hyper hyper growth companies. I fully agree. DON'T MISS THE FULL DISCUSSION WITH THE CURRENT KING OF SOLO GP VC. Link to full episode: youtube.com/watch?v=qN52wZ…

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oren zeev
oren zeev@orenzeev·
Excited for @Decart , super important milestone!
Decart@DecartAI

Excited to share that we’ve raised $300M in our Series B round, led by @radicalvcfund, bringing our total funding to more than $450M, with leading technology companies joining as both customers and investors. We continue accelerating the path to AGI through our two core pillars: ultra-optimized infrastructure for AI workloads, and realtime world models built on top of it. Today, we’re also launching DOS (Decart Optimization Stack) 2.0 – our next-generation inference and training platform, delivering over 1,600 tokens per second for agentic inference and over 100 FPS for world models across major hardware platforms. Alongside DOS, we will launch new versions of our world models in the coming weeks: Lucy, for immersive realtime experiences, and Oasis, for physical AI. Grateful to our partners, customers, and backers across media & entertainment, Physical AI, chips, hyperscalers, and the broader AI ecosystem. @radicalvcfund, @Adobe, @alphaptrs, @amazon and @awscloud, @Atreidesmgmt, @benchmark, @eBay, @nvidia, @sequoia, @Toyota, @valor, @orenzeev; Andrej Karpathy, Michael Eisner, Yamauchi-No.10 Family Office, Moritz Baier-Lentz and more. We made a film for this moment with Decart CEO @DLeitersdorf and Moritz Baier-Lentz - a look at the company, the technology, and what comes next.

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oren zeev
oren zeev@orenzeev·
@johnfelix123 confidence sure.. not sure re alignment.. if 4 years into the fund it’s clear that 4x net is not realistic, which is probably more than 50% chance, what incentive does the manager have to do any work ? If there’s at least 10% GP commitment I would say better alignment
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John Felix
John Felix@johnfelix123·
Met a Fund I GP this week with a pretty unusual carry structure: 0% carry below 4x net, 25% above One of the strongest alignment signals I’ve ever seen. You can debate if it’s rational or not, but it’s hard to fake that level of confidence.
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John Aziz
John Aziz@aziz0nomics·
@JacobALinker mostly 3/, he's looking for a way back into government. BUT I consider him very preferable to, say, Ben Gvir. ¯\_(ツ)_/¯
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oren zeev
oren zeev@orenzeev·
@arampell @AOC By exploiting her fans and making them spend thousands of dollars per concert tickets.. by AOC’s logic any success is somehow an exploitation of someone
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Alex Rampell
Alex Rampell@arampell·
@AOC Ok, how did Taylor Swift do it?
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Alexandria Ocasio-Cortez
Alexandria Ocasio-Cortez@AOC·
Someone can certainly *make* a billion dollars. That’s not the same thing as earning. Growing fast and disrupting markets also often means chasing and wielding market power, political influence, and scale. Take Airbnb. They heavily lobby politicians against passing housing laws to protect working class residents because it’s bad for their business model. Airbnb could not exist at its current scale and size without the housing market destabilizations, displacements, and exploits that are supercharging the evictions of working people everywhere from Puerto Rico to Jackson Hole. Now young people are planning for a future where they will never be able to afford to own a home while others have 20 and live off renting it out to them at extortionate rates with zero protections. Yes, a tiny amount of people can make billions of dollars doing that. And millions of everyday Americans are bearing the cost.
Paul Graham@paulg

Sure you can earn a billion dollars. I've been teaching people how to do it for 20 years. The way you do it is to start a company that grows fast. You don't have to do anything bad to make a company grow fast. You just have to make something people want. paulgraham.com/ace.html

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Mayor Zohran Kwame Mamdani
Mayor Zohran Kwame Mamdani@NYCMayor·
Last night, Israeli forces intercepted and boarded a humanitarian aid flotilla bound for Gaza in international waters off the coast of Greece — unlawfully detaining more than 175 people, including several New Yorkers. My team has been in direct contact with State and Federal partners as we work to confirm the whereabouts and conditions of these New Yorkers. This is a brazen violation of international law. Those detained must be released.
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John Felix
John Felix@johnfelix123·
The anti-portfolio conversation in VC is getting tired. Seeing a great company doesn’t mean you had access/would have won the deal. So many “misses” were never real options.
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oren zeev
oren zeev@orenzeev·
@johnfelix123 $100k or $1m or $2m, no difference. Either it’s a real commitment or it’s not. And $1m or $2m is not a real commitment for a $500m+ fund.
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John Felix
John Felix@johnfelix123·
Tier-1 GPs writing small (often $100k) LP checks isn’t the marketing flex EMs think it is. Many of these GPs do it everywhere. And advisors who don’t know they’re in your deck (or won’t take a reference call) aren’t advisors.
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John Felix
John Felix@johnfelix123·
Contrary to popular belief, there’s actually no law requiring emerging managers to raise bigger funds every cycle If your strategy works at $50M… you’re actually allowed to just keep raising $50M funds
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oren zeev
oren zeev@orenzeev·
@aziz0nomics It is worth commending the IDF for seriously investigating this and addressing it appropriately. There will always be dumb or even worse behaviors in any organization that includes many thousands of ppl. The question is how the said organization deals with these behaviors.
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John Aziz
John Aziz@aziz0nomics·
To all of those who attacked me and said it is fake or Hezbollah propaganda.
Israel Defense Forces@IDF

Following the completion of an initial examination regarding a photograph published earlier today of an IDF soldier harming a Christian symbol, it was determined that the photograph depicts an IDF soldier operating in southern Lebanon. The IDF views the incident with great severity and emphasizes that the soldier’s conduct is wholly inconsistent with the values expected of its troops. The incident is being investigated by the Northern Command and is currently being addressed through the chain of command. Appropriate measures will be taken against those involved in accordance with the findings. Furthermore, the IDF is working to assist the community in restoring the statue to its place. The IDF is operating to dismantle the terrorist infrastructure established by Hezbollah in southern Lebanon, and has no intention of harming civilian infrastructure, including religious buildings or religious symbols.

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oren zeev
oren zeev@orenzeev·
@AdamRFisher @jstreetdotorg I 100% agree w you. I believe it should be Israel’s initiative on the aid side. J street totally lost their way. They have no “raison d’etre”. The world doesn’t need another anti Israel organization- there are more than enough already :)
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Adam Fisher
Adam Fisher@AdamRFisher·
@orenzeev @jstreetdotorg I agree, but the next step is halting arms sales. They don’t object to aid. They object to Israel using weapons.
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J Street
J Street@jstreetdotorg·
This moment demands a reset. J Street is calling for the U.S. to end unconditional financial military subsidies to Israel and to move towards a relationship where we treat Israel like any other ally. J Street supports: – Phasing out taxpayer-funded military aid by 2028, when the current agreement ends. – Ensuring Israel can defend itself, by selling – not subsidizing – the weapons it needs, including Iron Dome. – Enforcing U.S. law on how American arms are used, including withholding certain weapons when those laws are not met. Why now? The current U.S. aid agreement expires in 2028. This is the moment to chart a smarter path forward. At the same time, after the devastation in Gaza and ongoing suffering in the West Bank, it is clear that the status quo is no longer sustainable. Israel is strong, prosperous and capable of paying for its defense. Treating Israel as an exception and supplying it with a blank check worth billions has made support for the country more divisive and less sustainable. Simply put, the U.S. should treat Israel like any other partner. The normalization of this relationship doesn’t weaken the alliance – it strengthens it, protects democracy and secures long-term bipartisan support.
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oren zeev
oren zeev@orenzeev·
@AdamRFisher @jstreetdotorg I actually happen to believe that it’s in Israel’s interest to voluntarily decline the aid. But irrespective of my opinion on the aid, j-street has long ago become an anti Israel organization
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Adam Fisher
Adam Fisher@AdamRFisher·
@jstreetdotorg Other allies are part of NATO (UK, Spain, Turkey) or have US military bases (South Korea, Japan). What kind of "pro Israel" group are you?
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oren zeev
oren zeev@orenzeev·
@CogitoEdu Actually, although it’s not required by law as it is in the US, the most recent 6(!) Israeli prime ministers were all born in Israel , some before 1948 and some after: Netanyahu, Lapid, Bennett, Olmert, Sharon, Barak.
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John Felix
John Felix@johnfelix123·
1/ The VC world loves a good binary debate. “Concentrated funds outperform.” “Diversification is better for capturing the power law.” Both sides argue like it’s obvious. Both sides are missing the point. Here's the nuance most people ignore 👇
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Keşfet

@johnfelix123 @dscheinm @aziz0nomics @mikeeisenberg @Decart @JacobALinker @arampell @AOC