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The ETF That Owns X.AI and Anthropic — Inside the AI Arms Race with Derek Yan
Manage episode 498884125 series 3383922
KraneShares’ Derek Yan joins me on Lead-Lag Live to break down the only U.S.-listed ETF that owns equity in private AI giants like X.AI and Anthropic — in partnership with REX Shares.
This isn't just another tech fund. $AGIX is built for the AI age — giving investors rare exposure to the companies powering artificial general intelligence (AGI), including OpenAI rivals that may never hit public markets.
We dive into:
- Why KraneShares is betting on AGI as the next major tech supercycle
- What sets X.AI and Anthropic apart from other AI players
- How KraneShares built a structure to hold private equity inside a 40 Act ETF
- What the AI Score reveals about the next winners in public markets
- Why the next AI boom might happen in applications — not just chips
Subscribe for sharp, high-conviction takes with the people building the future of finance.
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Chapters
1. Introducing AGI-X ETF (00:00:00)
2. XAI and Anthropic: Private AI Giants (00:05:42)
3. AI Score Framework and Performance (00:12:23)
4. Private Equity in ETF Structure (00:22:03)
5. Future of AI Investment Opportunities (00:27:41)
840 episodes
Manage episode 498884125 series 3383922
KraneShares’ Derek Yan joins me on Lead-Lag Live to break down the only U.S.-listed ETF that owns equity in private AI giants like X.AI and Anthropic — in partnership with REX Shares.
This isn't just another tech fund. $AGIX is built for the AI age — giving investors rare exposure to the companies powering artificial general intelligence (AGI), including OpenAI rivals that may never hit public markets.
We dive into:
- Why KraneShares is betting on AGI as the next major tech supercycle
- What sets X.AI and Anthropic apart from other AI players
- How KraneShares built a structure to hold private equity inside a 40 Act ETF
- What the AI Score reveals about the next winners in public markets
- Why the next AI boom might happen in applications — not just chips
Subscribe for sharp, high-conviction takes with the people building the future of finance.
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Chapters
1. Introducing AGI-X ETF (00:00:00)
2. XAI and Anthropic: Private AI Giants (00:05:42)
3. AI Score Framework and Performance (00:12:23)
4. Private Equity in ETF Structure (00:22:03)
5. Future of AI Investment Opportunities (00:27:41)
840 episodes
All episodes
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