Humanoid Robots Are Coming: Investing in the KOID Opportunity

In this episode of Lead-Lag Live, Michael Gayed sits down with Cole Wenner from KraneShares to break down the rise of humanoid robots and why the theme is moving from cool demos to real-world deployment. Cole explains embodied intelligence, the labor and aging-population pressures driving demand, and where humanoids are likely to show up first — warehouses, factories, hospitals, and eventually the home. They walk through the three parts of the KOID approach: the “brain” (AI and semiconductor...