Professional experience includes working at a global asset manager with ~$200+ billion AUM focused on Sustainable Investing. Prior to joining Lazard 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, ILSure the All-In guys will cover Grok being prompted to force responses about white genocide the same way had it been some democratic/liberal focus, right? Lol @theallinpod
Grok randomly blurting out opinions about white genocide in South Africa smells to me like the sort of buggy behavior you get from a recently applied patch. I sure hope it isn't. It would be really bad if widely used AIs got editorialized on the fly by those who controlled them.
Water markets are fragmented and the vast majority systems serve very small communities (on a relative basis to cities)
"the US Water segment is highly fragmented, creating consolidation opportunities, with more than 150k water systems (16% investor-owned, 84% public-owned),…
If you measure primary energy correctly, you’ll realize that human civilization is already almost entirely solar powered.
18 TW of “primary energy” is a rounding error on the 12,000 TW of sunlight that powers our agriculture, to say nothing of the photosynthesis that maintains…
Think about it. $20BN+ type of investments being made for large data centers.
Optionality of having a few coals in the fire by holding multiple queue spots? Even worth $Ms, it's still a drop in the bucket and worthwhile for hyperscalers to have some flexibility.
“The phantom load problem arises because the cost of getting in a queue is lower than the weighted likelihood that they’ll want to use their position,” Rábago said. “When it’s cheaper to buy a queue position than not to use your queue position, you’ll buy queue positions all day…
We're finally saying the quiet part out loud!
“Conservatively, you’re seeing five to 10 times more interconnection requests than data centers actually being built,” said Astrid Atkinson, a former Google senior director of software engineering and now co-founder and CEO of grid…
Who is working on commercially viable alternatives to this?
"The semiconductor industry is heavily reliant on PFAS chemicals, such as perfluoroalkyl acids (PFA) for photolithography, fluorinated gases for etching and deposition, and fluoropolymers for packaging. According to a…
Coreweave results add to AI bullishness:
-Revenue backlog (including RPO plus other contracted revenue) reached $25.9 billion, +63% YoY
-Network of 33 purpose-built AI data centers across the US and Europe with 420 megawatts of active power. Represents 1.6GW. In 1Q25 alone,…
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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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