I think ZL runs fine with Yae. So saying no shields in her team is not entirely accurate.

Besides even with all the heals and no shield, Yae will get interrupted casting her E.

Main issue over at Yae mains sub, is not so much squishy, but too much E field time that leaves chance to interruption and messing tight rotations more.

Which is one of the reasons they want I-frames during E.

If you run Raiden as carry, Bennett is far better than TTDS (and much bigger buff) as both Raiden and Yae can use it on field (eg. Raiden burst then Yae burst) . TTDS means you have to choose which to buff and has much worse uptime than Bennett.

4p Noblesse and ToM is functionally similar.

Yes Kokomi is good with Yae, but since Yae hasn't actually has a "BiS team comp" yet, she still has other options too.