Shanu Mathew
@ShanuMathew93
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Electrotech, AI power/DCs, Sustainable Investing, NBA, & Rap posts. PM- public equities. Prior: HY credit, ibanking. All views expressed = personal. Not advice.
Chicago, IL
Joined June 2019
@ShanuMathew93 The ability to define the problem really in detail, break it down, understand its component parts and then deploy the most suitable tool to solve each part. Then aggregate it, review the recommendation and human makes the final decisions. How we are bullding AI features.
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If the AI replacing majority of work for a huge amount of the labor force case happens, do cities die or thrive? Lose meaning through work so community becomes more important but also if income isn’t as important, you want more space and a better QoL
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Spent my weekend defending a hive from wasps on my Xbox. Boss asked what game. Had to explain bees 🐝 Bee Simulator: The Hive is out now on PlayStation, Xbox and Switch!
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As these AI tools continue to improve so even dummies like me can use them, we are going to move into a world where it’s all about structured problem solving with data. Instead of raw effort or intellectual horsepower, it will become more about who can structure complex problems
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I was invited to join the @sunyascoop Stories Podcast with @rajmistry to discuss AI infrastructure constraints and where the real bottlenecks are. We covered why power infrastructure can’t scale like shale production did (risk allocation differs when ratepayers foot the bill),
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Power your home for less. Generate clean energy from the sun and save every month with Tesla Solar.
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Cool use of AI agents in the wild. With plentiful, cheap compute can simulate a lot of behaviors pre launch or early in a product’s roadmap. Hopefully with more data and better approaches, this means i) better initial products and ii) faster product cycle iterations
Today we started rolling out SimGym — a system that creates “digital customers” that behave like real ones. They browse your site, complete tasks, and reveal optimization opportunities. You can even run A/B tests with *zero* live traffic! Spent a year developing it.
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Recently got access to @aterio_io's great dataset on data centers. How does this compare to what other folks are seeing? (cc: @BenBajarin) Active power capacity: AWS: 9 GW Meta: 5.3GW GOOGL: 5.1 GW MSFT: 4.7 GW
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Oh snap, 3Q25 PR: "Data Center Solutions revenue was $331 million for the first nine months of 2025 and $138 million for the first nine months of 2024, representing 140% growth." Small as % of business, but nominally not nothing!
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You started selling on Amazon to make money... Not to fight with buggy shipment tools and janky spreadsheets. Boxem makes it faster than ever to get back to the things that matter Try it free today:
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SLB, the oilfield services company, is spending $30M on 'dc manufacturing expansion' Per Grok/Gemini, "SLB offers modular data center infrastructure for AI and cloud, including cooling systems, power distribution, and enclosures, leveraging oil/gas expertise for full-lifecycle
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Commentary from BNP: "Plus, mid-teens # of customers in +18 GW backlog adds QTD, with only ~1/3 hyperscalers, supports healthy diversity in customer demand. That said, the key test into ’26 remains whether 40 GW of higher-priced slots (majority for ‘28+ delivery) converts to
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GEV gave a resounding positive update on their business - both on gas turbines and electrifcation/grid -Signed 18 GW of new contracts … now expect ~80 GW under contract by YE’25 -On track to increase annual gas turbine capacity to 20 GW in mid ’26; Implementing actions to
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Why do people drink iced coffee in <30 degree weather The joy of hot coffee hits different when it’s cold
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Our CRM was built for businesses that want to grow smarter.🌱 Automate tasks, manage leads, and close more deals!
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Yep, these are the parts of the supply chain that are more stressed and are a few year lead time decisions. Forging, castings, alloys. Need more lines & skilled labor to expand. “Forgings and castings that’s where the real innovation needs to happen. That’s where the leadtime
I’ve gotten a lot of messages about this announcement. I’m happy for Boom! They needed revenue, and they’ve poured a lot of money into engine dev. Hes right Aeroderivative architectures are inherently overbuilt, costly, more maintenance intensive than heavy frame. It’s great
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Agreed. Even though they lot, it was insane how one guy controlled the entire game against a literal super team. If he had ANY help when it mattered, they would’ve won.
Game 1 of the 2018 Finals is the best individual game I’ve ever seen someone play and it meant nothing because his teammates shot 3-of-18 on 3’s he created and JR Smith forgot the score.
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.@KimStrassel: “I shiver to think about how close we came to full-on censorship under this last administration.”
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Facts. You can argue he was more physically dominant in 2012-2013 but 2018 Bron was the most complete player I’ve ever seen. Did everything on the floor and carried that Cavs team way further than they should’ve gone in insanely dominant fashion the entire playoffs. Couldn’t be
not only do i agree with lebron that 17/18 was the peak of his powers, i’ll take it a step further and say i think it’s the best a basketball player has ever been
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Implies $1,033/kW which is in range for turbines ($1.25BN / 1.21GW). You can be ~$800 (CT simple)-$1,600 (aeros) so this is extremely competitive if they hit those cost ranges!
42MW per unit. 1.21GW launch order. 420MW min order size. Also 90 days from concept to $1.3B backlog = $69M/day. The numerology is strong with this one💪
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President Donald Trump plans an executive order to create a single national regulatory framework for artificial intelligence. The move follows Florida Gov. Ron DeSantis’ proposal for an “Artificial Intelligence Bill of Rights,” including limits on utility charges tied to
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