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KraneShares
@KraneShares
China & emerging tech exposure ($KWEB, $AGIX, $KOID) + insights for forward-looking investors. Prospectus & disclosures:
参加 December 2011
368 フォロー中    8.2K ファン
"Actuators will be the GPUs of tomorrow. GPUs are in short supply right now, but actuators are the future," Derek Yan told @SergeBerger on the Steady Wealth Podcast from KraneShares' Switzerland event, From Digital to Physical AI: Humanoids, China AI, & Emerging Technologies. Derek discussed the shift from digital to physical AI alongside a live robot demonstration and made the case that we may be approaching a ChatGPT-style inflection point for humanoid robotics and highlighted $KOID as a way to capture the full physical AI ecosystem, from the brain and integrators down to the critical components like actuators and harmonic drives that represent today's biggest production bottleneck. He also pointed to $AGIX as the vehicle bringing private AI leaders like @Anthropic into an ETF wrapper. Thank you, Serge, for having us on! Watch: KOID: AGIX:
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