Shiva Shanker

This chart explains a lot of quiet tension in venture right now. Early-stage performance over the last decade breaks into three distinct vintage regimes, driven more by macro conditions than manager behavior. If you’re still thinking about recent vintages on a single curve, this is worth a closer look. Full context in our 2025 Fund Benchmarks Report 2025: angellist.com/data-center/fu…

The full release from google is here - cloud.google.com/blog/products/…

The energy cost of AI has been an open question Google's ClimateOps head just dropped some data at the #BNEFSummit. I's AI queries now have the footprint of 9 seconds of TV viewing/ 5 drops of water). For the math nerds that's 0.24 Wh & 0.26ML.

Everyone is underestimating AI TAM. @coatuemgmt's EMW event had some great data. TLDR - 42% of US businesses now pay for AI As a user adopts @ChatGPTapp, their @Google traffic drops 8% in 1993, economists predicted 0.8% productivity growth by 2000. Reality? 2.0%

Curious how this fits into the bigger picture? Read Ankur Capital’s new climate report: "Transforming India’s Core Sectors" Explore where the next wave of innovation and investment is happening. 📘 Download: ankurcapital.com/post/transform… #ClimateTech #IndiaLeads

Two Indian companies leading the charge: 🌍 @AltCarbonIndia: Raised $12M, already selling credits to global buyers 🏆 Mati: Won the $50Mn XPrize for ERW innovation in rice. Both are building the world’s most scalable, cost-effective carbon removal tech.

🇮🇳 Indian startups are quietly outpacing the world in carbon removal. While the West builds billion-dollar DAC machines, India is scaling Enhanced Rock Weathering (ERW): a low-cost, permanent solution already being deployed at scale. Let’s break it down 👇

Waymo now does more rides than Lyft in SF. There are only 300 Waymos. Lyft has 45,000 drivers. Every Waymo is doing more rides than 150 human drivers.

What 7 years and ecosystem compounding can do: Then: ₹25/km for a solo e-bike rental. Now: You'd pay around that for a chauffeured EV SUV with the right distance. Better tech. Better ops. Better deal.

After years investing in climate-relevant tech in India, we asked: Where is Indian VC actually going — and how does it compare globally? The results are surprising. Energy, transport, agri, industry, carbon — mapped over 5 years. 📊 Report here: shorturl.at/MO9gK #VC #India

Capital doesn’t always follow urgency. We mapped 5 yrs of venture funding across India’s climate-linked sectors. 2 sectors get 80% of the capital but cause just ⅓ of emissions. Another causes ⅓ — and is only now rising. Full report drops tom Any guesses? #ClimateTech #VC #India

The SEBI interim order in quite a neat little 100 bullet point summary - nsearchives.nseindia.com/content/circul…

While everyone’s busy pointing fingers in the Gensol saga - it’s worth noting how quickly SEBI did its job. Compliant received in June 2024 for for use of debt that was only drawn in late 2023. #Governance #SEBI #India #CapitalMarkets #Accountability

Venture investing in #Deeptech sometimes means saying no to great teams until the world catches up. At @ankurcapital, we’re excited to lead Vimano’s first round and help power critical infrastructure for new energy solutions. Our investment thesis is here:ankurcapital.com/post/why-we-in…

Audible's margins have crossed the impressive threshold and just gone to scary. Marketplaces have always had the ability to increase take rates as they earn a more dominant position but 75% for non-exclusive audiobooks & the pricing power are staggering #Marketplace #Amazon

Link to full video - youtube.com/watch?v=oHYoSB…

Powerful visual on the value capture and profitability growth by the 7 large tech companies. In the past 6 quarters - Earnings of the S&P500 (most mature US companies) goes from an 8% increase to a 16% reduction if you simply remove the financials of big tech. @BG2Pod