Bloomberg Technology

From Anthropic to Waymo: Kleiner Perkins Bets on AI’s Next Act

Kleiner Perkins partner Ilya Fushman says AI is still in the early stages of reshaping the economy, with opportunities extending from frontier models like Anthropic to consumer agents, autonomous vehicles and robotics. He discusses why the firm sees physical AI as a potential source of the next trillion-dollar companies, the rapid growth of leading private…

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Kleiner Perkins partner Ilya Fushman says AI is still in the early stages of reshaping the economy, with opportunities extending from frontier models like Anthropic to consumer agents, autonomous vehicles and robotics. He discusses why the firm sees physical AI as a potential source of the next trillion-dollar companies, the rapid growth of leading private AI businesses, and why he’s increasingly optimistic about both the IPO and M&A markets. He joins Ed Ludlow on “Bloomberg Tech.”
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1 Comment

  1. @matscarlmeyer2832

    October 9, 2026 at 3:16 pm

    Better with annual loss rate ALR

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