Leigh Marie Clark joins the podcast to dive into Kleiner Perkins latest funds; KP21 and Select III, totalling over $2B. Leigh also shares what it takes to build and back top-tier startups today, as well as comments on Windsurf, the evolving AI landscape, and the metrics that really matter when evaluating early-stage companies.We discuss:- Fund size & investment thesis- Inside Kleiner Perkins: team insights & decision-making- The Windsurf story & user growth- Company success metrics & revenue red flags- How competitive markets are won- Key trends in AI infra & machine learning- “Talent vortex” theory & bootstrapped startups- AI implementation across KP’s portfolio- Leigh’s poker nights & 2025 opportunitiesAnd much more—enjoy!——Follow:Molly on X: https://x.com/MollySOSheaLeigh on X: https://x.com/LM_BraswellFollow Sourcery for the latest updates! https://www.sourcery.vc/https://x.com/Sourceryvchttps://www.youtube.com/channel/UCryX1BS5mlkAT7rwwJ45jwA——Timestamps:(00:00) introduction (01:19) Fund size & thesis (02:30) @kleinerperkins team (05:22) “Brex Ad” (06:24) Leigh’s major & minor (08:21) Current exit environment (10:08) @kleinerperkins Windsurf story(21:00) Windsurf’s user growth (22:04) Growth rate/team size (22:54) Leigh’s metrics for company success (24:38) “Sketchy” rev metrics(30:09) Due diligence & round times (32:00) How Windsurf wins in an ultra competitive market (35:40) AI infrastructure & ML key trends (40:26) Leigh’s background (46:20) What’s a “Talent vortex”?(52:30) Is AI facilitating more bootstrapped companies? (54:33) Does @kleinerperkins see port co’s implementing AI?(58:40) Leigh’s poker nights (1:02:43) 2025 opportunities (1:03:40) Outro ——#podcast #investing #technology #venturecapital #entrepreneur #startup #siliconvalley