The Peel(@ThePeelPod):.@orenzeev on how Israel went from exporting oranges to building the biggest tech companies: "When I was a kid, oranges were the biggest export of Israel. Israel’s tech ecosystem started with American companies opening development centers there. I started my career at IBM Research in Israel. Intel already had a chip design facility when I was a student at the Technion in the '80s. And in most cases, it wasn't some corporate decision that Israel was interesting. It was one really good person working for IBM or Intel in the US who, for personal reasons, moved back to Israel. The company didn't want to lose them, so they said, work from Israel, hire two or three people. And the ecosystem grew from there. It was very organic."

2026.10.25 20:06

.@orenzeev on how Israel went from exporting oranges to building the biggest tech companies: "When I was a kid, oranges were the biggest export of Israel. Israel’s tech ecosystem started with American companies opening development centers there. I started my career at IBM Research in Israel. Intel already had a chip design facility when I was a student at the Technion in the '80s. And in most cases, it wasn't some corporate decision that Israel was interesting. It was one really good person working for IBM or Intel in the US who, for personal reasons, moved back to Israel. The company didn't want to lose them, so they said, work from Israel, hire two or three people. And the ecosystem grew from there. It was very organic."

Turner Novak 🍌🧢@TurnerNovak

2026.10.23 14:48

New @ThePeelPod with @orenzeev He manages $2.7B across 11 funds with no team. He has no meetings, doesn't write investment memos, and has never shown an LP a single slide from a deck. We get in to the 30-minute conversation that turned into his first fund, why most partners add negative value, the days his calendar is empty enough to surf on a Tuesday, his fund that had only five companies (and why diversification is a lie), how Navan went from a $90M run rate to zero in a month (and survived), why he does cross-fund investing, refusing DPI when LP's want it, and the 30-year history of Israel's startup economy. Full episode here + links below. Timestamps: 0:00 Running $2.7B with no team or partners 1:58 How one person can beat a team 4:43 Omission beats commission: why committees miss 7:13 What really fills a partnership's day 9:23 The returns business, not the production business 10:58 A week in his nearly empty calendar 16:49 The mistakes new solo GP's make 19:34 Eleven funds, zero slides 22:09 No thesis 24:28 Why diversification doesn't work 27:14 The fund with only five companies 30:44 TripActions insight: everyone hates their travel software 34:59 Paying employees to spend less 37:34 COVID: $90M run rate to zero 39:24 How Navan survived 41:34 A $100M round with no way to price it 44:29 Keeping the team: the real test of leadership 46:04 What Oren looks for in founders 50:39 Cross-fund investing, and "trust me, bro" 53:59 Always his own biggest LP 55:14 The DPI stand that cost him LP's 58:54 Decart, and the Anthropic deal 1:03:54 Inside the 30-year rise of Israel's tech ecosystem 1:07:19 The Yozma program that built an industry 1:11:59 Why Israelis build now instead of selling early 1:14:39 Moving to the Valley in the 2002 nuclear winter 1:17:19 Audible, and why the first home run matters 1:19:29 Leaving Apax, and going solo 1:22:04 Peter Thiel and a fund raised in 30 minutes 1:24:24 The second fund: 48 hours, still no deck 1:25:49 ICON: helping Israeli founders crack the Valley 1:30:29 The leader he admires most: Anwar Sadat

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