Lead-Lag Live Access the AI Revolution — How AGIX Gives Investors Pre-IPO Exposure to AI Unicorns
Sep 18, 2025
In this engaging discussion, Derek Yan, Director at KraneShares and lead on the AGIX ETF initiative, reveals how AGIX allows investors to tap into promising private AI companies like Anthropic and xAI. He elaborates on the hybrid ETF design that marries public equities with late-stage private firms, utilizing a unique AI scoring framework to spot genuine innovators. The conversation also dives into the potential of foundational model companies and why enterprise AI might soon eclipse its consumer counterpart in profitability.
AI Snips
Chapters
Transcript
Episode notes
Hybrid ETF Brings VC Access To Retail
- KraneShares launched AGIX to give retail investors exposure to private AI leaders alongside public equities.
- They partnered with Atena Capital to bring venture insights into an index-driven ETF structure.
Foundational Model Companies Are Central
- AGIX holds late-stage private AI companies such as Anthropic and xAI inside the ETF.
- Including these model companies is critical because they sit at the epicenter of this AI cycle.
Enterprise AI Likely Outpaces Consumer Gains
- Enterprise AI will likely outgrow consumer AI in scale and profitability over the next few years.
- Foundational models' APIs will drive revenue through enterprise adoption and integrated workflows.