Kleiner Perkins' Ilya Fushman on AI's Next Act: From Anthropic to Waymo

Kleiner Perkins partner Ilya Fushman joins Ed Ludlow on "Bloomberg Tech" to discuss why he believes AI is still in the early stages of reshaping the economy. Fushman highlights opportunities extending from frontier models like Anthropic to consumer agents, autonomous vehicles, and robotics. He explains why the firm sees physical AI as a potential source of the next trillion-dollar companies and discusses the rapid growth of leading private AI businesses. Fushman also shares his increasingly optimistic outlook on both the IPO and M&A markets, suggesting that the momentum in AI could drive significant exits and consolidation. His perspective offers a rare glimpse into how top venture capital firms are positioning themselves for the next wave of innovation. With AI continuing to evolve, Fushman's insights are invaluable for entrepreneurs, investors, and anyone interested in the future of technology. Tune in to hear why Kleiner Perkins is betting big on AI's next act and what it means for the broader tech ecosystem.