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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 Lead-Lag Live · 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 chipsSubscribe 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

What this episode covers

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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How long is this episode of Lead-Lag Live?

This episode is 29 minutes long.

When was this Lead-Lag Live episode published?

This episode was published on August 7, 2025.

What is this episode about?

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 —...

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