Ron Zori

Ron: From Essential to LH — Concentrated Investing

Guest Ron tells his story: pro soccer in Israel, Columbia University, working with Edward on Delivery Hero and Kite Ventures, leading revenue at a company scaled from zero to $400M, his first venture check into Public.com, an Andreessen Horowitz scout program, then founding Essential — and, for the last eight months, investing at LH while keeping his Essential commitments. He explains why he backs very few companies and goes deep with founders rather than chasing 'most active VC' deal-count metrics, citing Peter Thiel and Josh Kushner as concentrated-bet models. He also discusses why storytelling matters for early-stage founders — it recruits talent, investors and customers — arguing the best founders are irrational and part of his job is giving them confidence.

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