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 Space based data centers + Kardashev level mentions in the PR. What a time to be alive
“By directly harnessing near-constant solar power with little operating or maintenance costs, these satellites will transform our ability to scale compute. It’s always sunny in space!
One Team 🚀
https://x.ai/news/xai-joins-spacex
How many senior people at the frontier labs saying they don’t write code anymore does it take before people realize we’ve hit takeoff
Codex is writing all my code these days, and I've fully switched to using the Codex app. The velocity of the Codex team is really impressive.
Codex app!
Has anyone been using Codex or Claude Code apps > CLI? It still feels like once you're used to CLI, it's just less friction/faster. What am I missing?
Today, we’re introducing the Codex app, our flagship Codex experience. Work on multiple things in parallel, extend Codex with skills, and automate repetitive tasks. The most exciting part for us has been using the app to build itself.
This is the first of many new things coming
"... are enterprises building directly on models, or are they buying applications, instead?... one thing is clear: the reported death of third party apps is greatly exaggerated, to put it mildly... Today third-party apps appear to be alive and well. Our data shows a continued
2CreditSights analyst on Odd Lots: 110 GW utility supply committed to come online vs +50 GW consensus DC demand by 2030 (95 GW - 45 GW today per speaker's math). The current grid has slack (e.g., reserve margin + running plants at higher utilizations), power forward curves remain
NEW ODD LOTS:
The Utilities Analyst Who Says Datacenter Math Doesn't Add Up
@tracyalloway and I talk to CreditSights' co-head of IG credit Andy DeVries who says datacenter power demand will fall short and that utilities are OVERBUILDING for the future https://podcasts.apple.com/us/podcast/the-utilities-analyst-who-says-the-data-center/id1056200096?i=1000747673378
.@energy_said: "If all of the world’s gas turbine manufacturing capacity was deployed in combined cycle mode, then there would be 75-80GW pa of total manufacturing capacity for turbine-based gas generation. Without further capacity additions, the demand for new gas generation
57:08
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
Listen Here
