Professional experience includes working at a global asset manager with ~$250+ billion AUM focused on Sustainable Investing. Prior to joining his current role in 2021, Shanu was a Vice President and Head of ESG at First Eagle Alternative Credit, a $20 billion+ alternative asset manager.
Previous experiences include Strategic Finance at Expanse (acquired by PANW for ~$1 billion) and Tech/ Healthcare M&A banking at Evercore (~$40 billion of transaction experience).
Learn more about shanu 
Climate, Investing, NBA, & Rap. SVP, Portfolio Manager – Sustainable Investing. Prev: Head of ESG, HY Credit, Startup (acq.) IB. Own Views. RTs ≠ endorsement.
Financial Services
Chicago, IL"Fast-forward to today. We are in the next phase of 'software'. With AI, we will soon live in a world where the workflows will be customized not just based on corporate but also on personal needs... I didn’t learn a new interface. AI showed up inside the tool I was already using.
Software sector is having a moment of AI reckoning. The sharp correction and sell-off in stocks say we are at the end of a long cycle. It also says that we are at the start of a new one. And that involves a new approach - embedded intelligence. An approach I learned when using a
To many, the conventional pitch on cleantech/climate tech is simple = demand is growing, adoption is accelerating, TAM is enormous (all true btw). BUT demand growth and equity returns are completely different questions. In other words, just buying thematic exposure is likely to
Creativity, agency, taste!
The AI/white collar work dynamic that people don’t seem to understand: Creativity will become the key skill humans get rewarded for. These tools can do whatever you can imagine, but you have to have a good imagination.
If you're an AI researcher and you're really afraid of something you should just say it outright vs. make it a puzzle. The puzzle reads as narcissism.
Um, guys
“We are heading to an age of 100x productivity with the right tools. Recursive self improvement loops likely go live in the next 12mo. It’s time to recalibrate my gradient on the big picture. 2026 is gonna be insane and likely the busiest (and most consequential) year
Last day at xAI.
xAI's mission is push humanity up the Kardashev tech tree. Grateful to have helped cofound at the start. And enormous thanks to @elonmusk for bringing us together on this incredible journey. So proud of what the xAI team has done and will continue to stay close
How do we hit this number actually? Goes back to the Q I asked the other day, I see all the forecasts but how do people plan to get 25-30GW per annum with the bottlenecks only getting worse. Even if the issues dramatically got better in 2 years, that means the rate of building
http://x.com/i/article/2021260850242142208
Pretty sweet - congrats to the Base team. Utilities leveraging home battery systems to strength the grid during high demand conditions!
We’re excited to announce a new partnership with @ElPasoElectric, launching a pilot program that will use home battery systems to strengthen the electric grid during times of high demand.
This program represents a scalable model for utilities seeking to add 24/7 dispatchable,
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It has been a turbulent month in the financial sector, which could have big implications for the world of energy. Mobilising capital is vital for achieving international goals to curb greenhouse gas emissions and to adapt to the impacts
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