Bloomberg Technology

Kleiner Perkins: AI’s Next Trillion-Dollar Companies Go Physical

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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2 Comments

  1. @matscarlmeyer2832

    October 9, 2026 at 3:16 pm

    Better with annual loss rate ALR

  2. @ActiveorNot6677

    October 10, 2026 at 2:01 am

    Its the “vibe” that makes Anthropic so attractive….forget finance fundamentals

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