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 Maybe it’s a function of the size of my account now (still small in the grand scheme of things) but a lot more snippy l”this isn’t energy!” or “I don’t care” in replies to non SME material about day to day life. Usually from rando anon accounts with limited followers, too.
My
This is beautiful. You can feel the happiness in the song.
If you’re mad about Bad Bunny performing at the Super Bowl, go yell at a wall.
Bad Bunny in the studio recording 'dtmf', 2024
A lot of people talking about 1TW of AI data center capacity. Tbh, I'm not convinced there's actually sufficient profitable demand for that. There might be. But that's ~$50T in CapEx.
Even spread out over 10 years, that's 16% of US GDP/yr, which would make it the largest
I built a unified fitness dashboard that pulls from 8 different data sources into one app.
Here's the full walkthrough w/ screenshots. Sidenotes - workouts been lower intensity with the move but once I get settled, it's back on sight 👿
🏠 Home — Daily readiness score, sleep,
.@AlphaSenseInc expert call on solid oxide fuel cells for data centers.
-The opportunity is real: AI-driven power demand is unprecedented, traditional turbine lead times are long, and SOFCs deliver reliable 24/7 baseload power on-site. Bloom Energy is best positioned to capture
Feel the Claude Code!
-"4% of GitHub public commits are being authored by Claude Code right now. At the current trajectory, we believe that Claude Code will be 20%+ of all daily commits by the end of 2026"
-"Anthropic is on track to add as much power as OpenAI in the next three
Takeaways from Bloom Energy call:
-On-site power has shifted from "last resort" to "business necessity," and Bloom is riding that wave: product backlog up 140% YoY to ~$6B with ~$14B in service backlog; backlog now includes half a dozen hyperscale and neo-cloud end customers vs.
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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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