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The ETF That Owns X.AI and Anthropic — Inside the AI Arms Race with Derek Yan episode artwork

EPISODE · Aug 7, 2025 · 29 MIN

The ETF That Owns X.AI and Anthropic — Inside the AI Arms Race with Derek Yan

from The Pain Trade Podcast · host Michael A. Gayed, CFA

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. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show

Episode metadata supplied by the publisher feed · Published Aug 7, 2025

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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 - Wha...

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The ETF That Owns X.AI and Anthropic — Inside the AI Arms Race with Derek Yan

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