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 I suspect the market is overestimating data-center power demand and underestimating the scale of broader electrification.
In a cautiously-bullish scenario, we may see >10 GW of new U.S. data-center load added annually. But these customers are effectively price-insensitive, can…
I think this is a provocative take and a good thought but wanted to work through the rationale a bit.
Today, most AI tools run in the cloud. Every time you ask a model to write, summarize, translate, or analyze something, that request hits a GPU in a data center. More users →…
On-device inference breaks the AI capex trade
Firm & flexible service for a given large load aren't mutually exclusive - these services can be complementary & enable faster access to capacity while firm upgrades are complete.
Dwarkesh cooked with this imo:
-RLVR paradox: Labs spending billions pre-baking specific skills that reals a fundamental tension: if we're close to human-like learners, it makes all this pre-training pointless since they'd learn on-the-job.
-Human labor's real value: We don't…
New post: Thoughts on AI progress (Dec 2025)
1. What are we scaling?
Personal LLM usage update:
-5.1 Thinking and Gemini 3 Pro Thinking for most searches
-Opus 4.5 for complex prompts/projects has been spectacular alongside the other two
-Grok - They throttled the free version? It's insanely short and brief now, even when prompted for more detail
S&P on Data Center Value Chain into 2026: Not without its risks. Near-term growth looks rock solid, lot of questions on how much of this persists in the MT-LT as constraints loosen or any of these trends reverse.
-Investment-grade hyperscalers offering to backstop leases for…
Brutal results.
Harvard: "74% of S&P 500 firms revised emissions data at least once in their Corporate Social Responsibility (CSR) reports from 2010-2020. In a majority of cases, the total emissions reported in previous years was revised upward."
"More than 135 million tons of…
Mizuho: "Based on our analysis, we estimate an aggregated 25GW–30GW increase for planned AI data centers in the US in 2026–2028. This translates into an est of 8GW–10GW per year in the US."
Mizuho's US hyperscale AIDC (CSP and neo-clouds) accumulated GW deployment schedule:…
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
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