Lead-Lag Live The ETF That Owns X.AI and Anthropic — Inside the AI Arms Race with Derek Yan
Aug 7, 2025
Derek Yan, the Head of Strategy at KraneShares, provides insights on the groundbreaking AGIX ETF, which invests in private AI powerhouses like X.AI and Anthropic. He explains why KraneShares believes AGI represents the next major tech supercycle and discusses what distinguishes these companies from others in the sector. The conversation also highlights the development of an innovative AI score for assessing potential winners in public markets and explores the transformative impacts of AI technologies on various applications.
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AGIX ETF's Unique AI Exposure
- The AGIX ETF uniquely captures AI companies across public and private stages, including giants like X.AI and Anthropic.
- This broad exposure helps investors access the AI ecosystem powering artificial general intelligence (AGI).
Role of Large Language Models
- AI large language model companies like OpenAI, Anthropic, and XAI drive generative AI innovation impacting many industries.
- Their models automate tasks like content and code generation, reshaping enterprises and consumer applications.
Shifting Allocation Strategy
- As foundational AI companies go public, the ETF intends to focus more on private AI application companies.
- This shift captures new AI-driven application innovations beyond hardware and infrastructure layers.