Shanu Mathew is currently a Portfolio Manager and Research Analyst

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).

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Shanu Mathew

Man, AMZN, META and GOOGL all still investing a lot into data centers. MSFT too but was more measured in commentary / outlook, I thought.

“Whole company CAPEX will be ~100b in 2025 up from 80b in 2024 w/ majority being AI investment. Under the covers, data center CAPEX in 2024…

The world is now producing hundreds of terawatt-hours (TWh) of electricity per year from nuclear fusion.

And the reactor was in the sky this whole time.

we’re now way past the point where raw model size/capability is the differentiator. the game is now all about who can make ai actually useful to normal people without requiring a phd to prompt it right. product design, workflows, ux—these will decide who dominates next.

iphone…

Some great slides from @NatBullard's famous annual deck on Decarbonization! https://www.nathanielbullard.com/presentations

China's coal consumption is eye watering

"The US Army Corps of Engineers has temporarily paused permitting on 168 renewable energy projects across the US to comply with President Donald Trump’s fossil fuels mandate... The pause, issued to comply with Trump’s Jan. 20 'Unleashing American Energy' executive order, will…

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Thank You, Kobe
posts on January, 2020 Read now
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