Derek Yan
Senior Investment Strategist at KraneShares specializing in thematic ETFs and emerging technology investing, focusing here on humanoid robotics and the KOID ETF that targets the embodied AI ecosystem.
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Mar 3, 2026 • 18min
Embodied AI in Action: Derek Yan on Humanoid Robotics, KOID ETF & the Physical AI Shift
Derek Yan, Senior Investment Strategist at KraneShares who focuses on thematic ETFs and emerging tech, talks about the rise of humanoid robotics and embodied AI. He explains why humanoids are hitting an inflection point now. He outlines near-term use cases, the KOID ETF’s ecosystem approach, and even brings a working humanoid on air to demonstrate capabilities in real time.
