Kleiner Perkins partner Ilya Fushman on AI's next wave, from Anthropic to Waymo

Kleiner Perkins partner Ilya Fushman says AI is still early in reshaping the economy, with opportunities spanning frontier models such as Anthropic's, consumer agents, autonomous vehicles and robotics. He argues physical AI could produce the next trillion-dollar companies and says he is increasingly optimistic about the IPO and M&A markets. He spoke with Ed Ludlow on "Bloomberg Tech."