The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · Harry Stebbings

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

February 2, 2026·1 hr 8 min·5 clips

Auron Zeev reveals why Navan is immune to AI disruption and set to be a huge beneficiary.

Harry Stebbings interviews solo capitalist Auron Zeev, who manages over $1 billion AUM, discussing AI's impact on investments, the dangers of growth obsession, LP-GP alignment, and predictions of venture fund failures. Zeev shares insights on Navan's AI resilience, his zero-fee structure, and the future of venture capital.

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