oren zeev

One Man VC (Zeev Ventures)

[oren zeev @orenzeev]

@MrsRoyKeaneo 1. It’s not Gallant
2. He’s not mentioning Hannibal or Hamas
3. It’s legal to show in Israel.

It’s not a secret that in the chaos of Oct 7 there were cases of friendly fire and Israeli casualties as a result. Nobody in Israel ever denied it.

[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."

[oren zeev @orenzeev]

@johnfelix123 So true

[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

[oren zeev @orenzeev]

@dscheinm is right

[Dan Scheinman @dscheinm]

For all of our human rights, please vote @ethanagarwal
Ro’s assault on truth, America and the meaning of politics is a violation of his constituents human rights. People in his district worried about jobs, education and health care. This is Ro.

[oren zeev @orenzeev]

@aziz0nomics the days of this particular government are numbered ..

[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: https://t.co/WoFnhrnuuu

[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.

[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

[oren zeev @orenzeev]

@aziz0nomics @JacobALinker He would be great. Not just preferable to Ben Gvir which is a super low bar.

[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

[oren zeev @orenzeev]

@NYCMayor Pls focus on your day job of ruining NYC

[oren zeev @orenzeev]

@johnfelix123 So true !! Finally someone says it !

[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.

[oren zeev @orenzeev]

@johnfelix123 Correct

[oren zeev @orenzeev]

@magantifa @aziz0nomics I hope not

[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.

[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 :)

[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

[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.