Kleiner Perkins: AI still early, bullish on physical AI
AI summary
On Bloomberg Tech, Kleiner Perkins partner Ilya Fushman said AI is still in the early stages of reshaping the economy, with opportunities spanning frontier-model companies such as Anthropic, consumer agents, autonomous vehicles and robotics. He said the firm sees "physical AI" as a potential source of the next trillion-dollar companies, and that he is increasingly optimistic about both the IPO and M&A markets. These are the investor's own views; no deal sizes or timelines were given.
In-depth insight
A prominent VC's account of where AI capital may go next is a useful signal on the "physical AI" narrative and private-market sentiment, though it carries no concrete deal details.
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