Beyond the Hype: Derek Yan on the AI Build-Out, Private Access, and Where the Real Opportunity Lies

Lead-Lag Live

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18d ago 22:26

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In this episode of Lead-Lag Live, I sit down with Derek Yan, CFA and Senior Investment Strategist at KraneShares, to cut through the noise surrounding the AI “bubble” narrative and unpack where the true opportunity still lies.

From infrastructure shortages and the rise of reasoning models to the challenge of accessing private AI leaders, Derek shares why the current cycle is still in its infancy and how investors can capture the next phase of growth.

In this episode:
– Why AI demand is outpacing computing capacity worldwide
– How reasoning models are reshaping the AI investment landscape
– Why the Magnificent 7 alone won’t capture the AI revolution
– The importance of balancing infrastructure vs application exposure
– How A-GIX connects investors to both public and private AI leaders

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Chapters

1. Beyond the Hype: Derek Yan on the AI Build-Out, Private Access, and Where the Real Opportunity Lies (00:00:00)

2. Bubble Talk vs. Real AI Demand (00:01:11)

3. Is This Infrastructure or Applications? (00:03:09)

4. Beyond the Magnificent Seven (00:08:08)

5. Three Core Challenges for AI Investing (00:11:30)

6. Underestimated Demand and Physical AI (00:15:22)

7. Where to Learn More & Closing (00:21:09)

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