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![MollySOShea Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::954060455831580672.png) Molly O’Shea [@MollySOShea](/creator/twitter/MollySOShea) on x 17.6K followers
Created: 2025-05-02 20:07:15 UTC

DEEP DIVE: Kleiner Perkins $10B+ AUM & The Rise of AI

Partner, Leigh Marie Braswell

We go deep into her investment in Windsurf, their potential $3B OpenAI acquisition, KP's legendary succession planning, her AI 'BS detector,' ARR scams, Scale AI, & more.

Highlights:
00:25 - KP's Legendary Generational Transformation 
08:08 - @windsurf_ai: Angel Investment to Potential $3B Acquisition 
18:21 - Hyper-Competitive AI Landscape 
25:43 - ARR, Fraud, & Scams 
31:52 - Code-Gen Competition: Cursor, Devin, Copilot, Windsurf 
35:48  - Key Trends in AI Infra & ML Applications 
40:13 - Leigh Marie's  Scale AI Journey 
46:17 - Talent Vortexes & Investing 
52:34 - Seed-Strapped Companies & Growth 
58:37 - Poker Nights & Networking 
01:03:05 - Looking Forward: AI and Founders

@kleinerperkins @LM_Braswell

![](https://pbs.twimg.com/amplify_video_thumb/1918395532508348416/img/5cjChLTEkNmQHmqD.jpg)

XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1918396890829447457/c:line.svg)

**Related Topics**
[acquisition](/topic/acquisition)
[open ai](/topic/open-ai)
[$3b](/topic/$3b)
[windsurf](/topic/windsurf)
[investment](/topic/investment)
[coins ai](/topic/coins-ai)
[$10b](/topic/$10b)
[kleiner perkins](/topic/kleiner-perkins)

[Post Link](https://x.com/MollySOShea/status/1918396890829447457)