Show Notes
As copper wiring hits physical limits in AI data centers, Tema ETFs CIO Yuri Khodjamarian explains why photonics and optical networking represent the next trillion dollar infrastructure bottleneck. He also breaks down how his fund $LAZR provides rare pre-IPO exposure to Anthropic, why photonics technology is positioned to outpace traditional chip makers, and how retail investors can capitalize on this massive shift to light-speed computing.
00:00 Introduction 00:15 Photonics: The Next Frontier of AI Infrastructure 01:33 Inside the $LAZR ETF Portfolio 03:02 Anthropic’s Role in the Photonics ETF 04:15 Why Anthropic Over OpenAI 05:18 Anthropic’s Pre-IPO Exposure and ETF Strategy 06:24 Photonics vs. Nvidia and Broadcom: AI Investment Opportunities 10:03 Photonics Growth Drivers and the Next Wave of Demand 11:26 AI Infrastructure Valuations and the Photonics Opportunity 13:25 The Best AI Investment Opportunities in Today’s Market 16:15 Rapid-Fire: This or That
Recorded: October 13, 2026
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