# ![@ShanuMathew93 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1136075085851308033.png) @ShanuMathew93 Shanu Mathew

Shanu Mathew posts on X about ai, meta, data, data centers the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1136075085851308033/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1136075085851308033/c:line/m:interactions.svg)

- [--] Week [---------] +792%
- [--] Month [---------] +61%
- [--] Months [----------] +711%
- [--] Year [----------] +875%

### Mentions: [--] [#](/creator/twitter::1136075085851308033/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1136075085851308033/c:line/m:posts_active.svg)

- [--] Week [---] +32%
- [--] Month [---] +16%
- [--] Months [-----] +126%
- [--] Year [-----] +260%

### Followers: [------] [#](/creator/twitter::1136075085851308033/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1136075085851308033/c:line/m:followers.svg)

- [--] Week [------] +1%
- [--] Month [------] +4.90%
- [--] Months [------] +73%
- [--] Year [------] +138%

### CreatorRank: [-------] [#](/creator/twitter::1136075085851308033/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1136075085851308033/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[technology brands](/list/technology-brands)  28.18% [stocks](/list/stocks)  20.91% [finance](/list/finance)  20% [countries](/list/countries)  2.73% [social networks](/list/social-networks)  2.73% [currencies](/list/currencies)  2.73% [musicians](/list/musicians)  1.82% [financial services](/list/financial-services)  0.91% [automotive brands](/list/automotive-brands)  0.91% [celebrities](/list/celebrities)  0.91%

**Social topic influence**
[ai](/topic/ai) 19.09%, [meta](/topic/meta) 11.82%, [data](/topic/data) #310, [data centers](/topic/data-centers) #15, [$googl](/topic/$googl) 6.36%, [gas](/topic/gas) #1348, [up to](/topic/up-to) 5.45%, [growth](/topic/growth) #2816, [open ai](/topic/open-ai) #1052, [microsoft](/topic/microsoft) #2541

**Top accounts mentioned or mentioned by**
[@kaya85kaya](/creator/undefined) [@straightcash385](/creator/undefined) [@iragirons](/creator/undefined) [@kirannrg](/creator/undefined) [@countryroadr](/creator/undefined) [@duncancampbell](/creator/undefined) [@stratechery](/creator/undefined) [@benthompson](/creator/undefined) [@thestalwart](/creator/undefined) [@freedomly7](/creator/undefined) [@kantrowitz](/creator/undefined) [@btaylor](/creator/undefined) [@elpasoelectric](/creator/undefined) [@elonmusk](/creator/undefined) [@factoryai](/creator/undefined) [@tryramp](/creator/undefined) [@linear](/creator/undefined) [@abhilashjain17](/creator/undefined) [@data_junkie_](/creator/undefined) [@gavinsbaker](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [Microsoft Corp. (MSFT)](/topic/microsoft) [Morgan Stanley (MS)](/topic/morgan-stanley) [Southern Co (SO)](/topic/southern-co) [Apollo Global Management, Inc. (APO)](/topic/$apo) [GE Vernova Inc. (GEV)](/topic/$gev)
### Top Social Posts
Top posts by engagements in the last [--] hours

""The focus of power companies is shifting away from clean energy and sustainability as they race to meet growing power demand from artificial intelligence" per Exelon Corp CEO Calvin Butler "Clean is not even on the agenda right now https://twitter.com/i/web/status/1915017807223259602 https://twitter.com/i/web/status/1915017807223259602"  
[X Link](https://x.com/ShanuMathew93/status/1915017807223259602)  2025-04-23T12:19Z 19.1K followers, [----] engagements


"Met with a HVAC company ceo 1-2 years ago who said in [--] years capturing all the waste heat from massive data centers would be a massive business. Obviously need to be close enough to load centers for heating (eg residential industrial) and be in a geography where its easy to build but its a great idea Data centres eat electricity. But their waste heat Finland turns it into home heating. Cities are plugging data-centre heat into district-heating systems cutting waste and cutting emissions. https://t.co/78z1icRbBH Data centres eat electricity. But their waste heat Finland turns it into home"  
[X Link](https://x.com/ShanuMathew93/status/1996186907852648887)  2025-12-03T11:57Z 19.2K followers, 1.5M engagements


"As electricity bills and electricity price inflation becomes more of a political hot button issue I wonder the impact to M&A appetite in the power & energy. Constellation Energy negotiating DOJ settlement for $16.4B Calpine acquisition to create largest US power fleet. Companies expanded divestiture proposal beyond initial [--] PA/DE plants offered to FERC in July addressing DOJ antitrust concerns in PJM and other regions. State approvals (TX NY) secured. DOJ clearance final hurdle before year-end close. https://twitter.com/i/web/status/1996610593013334187"  
[X Link](https://x.com/ShanuMathew93/status/1996610593013334187)  2025-12-04T16:00Z 19.2K followers, [----] engagements


"Interesting. Assuming this is just $3bn equity so they can use leverage to deploy a lot more capital. "Apollo Global Management Inc. and Capital Power launch $3bn partnership to buy US gas plants. Apollo will provide about 75% of the capital with Capital Power contributing the balance and taking a 25% to 50% working interest in each acquisition." https://twitter.com/i/web/status/2000340394232762527 https://twitter.com/i/web/status/2000340394232762527"  
[X Link](https://x.com/ShanuMathew93/status/2000340394232762527)  2025-12-14T23:01Z 19.2K followers, [----] engagements


""Private equity firms invested $68.5 billion into [--] deals around data centers and energy in [----] according to PitchBook data." https://twitter.com/i/web/status/2008199563526431110 https://twitter.com/i/web/status/2008199563526431110"  
[X Link](https://x.com/ShanuMathew93/status/2008199563526431110)  2026-01-05T15:31Z 19.2K followers, [----] engagements


"Have they been throttling Claude the agents is notably slower less capable lot more trial and error forgetting instructions not listening. Been my experience last 1-2 weeks. To the point I'm like hating the tool now because it's not reliable. Just me"  
[X Link](https://x.com/ShanuMathew93/status/2015451982039781782)  2026-01-25T15:49Z 19.2K followers, 18.7K engagements


"Meta serious about scaling + fiber optic cables have strong outlook. "Meta has committed to paying Corning up to $6 billion through [----] for fiber-optic cable in its AI data centers Corning CEO Wendell Weeks told CNBC" "'Almost every phone call I get from my customers is trying to see how do we get them more' Weeks said. 'I think next year the hyperscalers will be our biggest customers'. https://twitter.com/i/web/status/2016139684347248691 https://twitter.com/i/web/status/2016139684347248691"  
[X Link](https://x.com/ShanuMathew93/status/2016139684347248691)  2026-01-27T13:22Z 19K followers, [----] engagements


"Baker Hughes talking about their data center orders and pipeline on their 4Q25 call yesterday: "In power systems orders increased significantly to $2.5 billion in [----] including $1 billion tied to data center applications reflecting accelerating demand and growing customer confidence in our solutions" "Resilient power supply has emerged as a key bottleneck which creates a significant opportunity for Baker Hughes as data center build-out increases demand for behind-the-meter power solutions providing speed reliability and scale. Against this backdrop we now expect to book approximately $3"  
[X Link](https://x.com/ShanuMathew93/status/2016149518463463830)  2026-01-27T14:01Z 19.2K followers, 17.7K engagements


"It's funny seeing FinTwit up in arms about duking on Claude or Coding tools for excel and saying we won't be replaced. i) no financial modeling was never the separator / value add for alpha generation deal execution etc. BUT it was a crucial input and a 'needed to be done' skillset that teams were built around and staffed around - e.g. how many good PMs or good deal teams (PE or IB) don't have people that know their way around a model None it's necessary needed and valued ii) financial modeling is good at showing you a range of scenarios probability weighting them and understanding the true"  
[X Link](https://x.com/ShanuMathew93/status/2016451149541376170)  2026-01-28T09:59Z 19.1K followers, [----] engagements


"Admin really pushing gas and BTM "GE Vernova is in frequent talks with the Trump administration about ramping up production of natural gas turbines to power data centers for AI operations." https://twitter.com/i/web/status/2016565737834340507 https://twitter.com/i/web/status/2016565737834340507"  
[X Link](https://x.com/ShanuMathew93/status/2016565737834340507)  2026-01-28T17:35Z 19.2K followers, [----] engagements


"Blackstone to the rescue: "Blackstone is considering expanding its financial commitment to Oracle Corp.'s data-center project in Michigan including a potential debt investment. The alternative asset manager which had already been in talks to provide equity capital is also mulling a debt investment to help bolster the sites financing" https://twitter.com/i/web/status/2016568704402682201 https://twitter.com/i/web/status/2016568704402682201"  
[X Link](https://x.com/ShanuMathew93/status/2016568704402682201)  2026-01-28T17:46Z 19.2K followers, [----] engagements


"Takeaways from Meta call: -CapEx acceleration for AI infrastructure buildout: [----] guidance of $115-135B driven by Meta Superintelligence Labs and core business needs; Q4 [----] CapEx was $22.1B with investments focused on data centers servers and network infrastructure; majority of [----] expense growth ($162-169B total) will be driven by infrastructure costs including third-party cloud spend depreciation and operating expenses -Persistent capacity constraints requiring aggressive expansion through 2026: Meta remains capacity constrained despite ramping infrastructure through [----] with compute"  
[X Link](https://x.com/ShanuMathew93/status/2016838626298974216)  2026-01-29T11:39Z 19K followers, [----] engagements


"Takeaways from NextEra call: -Data center hub strategy with 15-30 GW target by 2035: "15 by 35" origination channel targeting [--] GW for data center hubs by [----] (6 GW gas by [----] balance renewables/storage); expects to double goal to at least [--] GW; currently have [--] potential hubs in discussions targeting [--] by year-end; strategy focused on "bring your own generation" (BYOG) where hyperscalers pay for infrastructure; renewables/storage provides speed-to-market "hook" then grow with gas or SMRs. - Record origination with secured supply through 2029: Added [----] GW to backlog in [----] (35 GW"  
[X Link](https://x.com/ShanuMathew93/status/2016872892722454704)  2026-01-29T13:55Z 19.2K followers, [----] engagements


"$30bn from SoftBank $50bn from Amazon Rumors of OpenAIs death have been exaggerated it appears"  
[X Link](https://x.com/ShanuMathew93/status/2016982428242325806)  2026-01-29T21:10Z 19.1K followers, [----] engagements


"DCs need to get used to being flexible in scarcity events. Made this point on a pod recorded earlier this morning "Electric Reliability Council of Texas Chairman Bill Flores said Thursday that some data centers and cryptocurrency miners voluntarily curtailed power use during the recent winter storm that strained the states grid and others across the country." https://twitter.com/i/web/status/2017230808059179222 https://twitter.com/i/web/status/2017230808059179222"  
[X Link](https://x.com/ShanuMathew93/status/2017230808059179222)  2026-01-30T13:37Z 19K followers, [----] engagements


"Meta capex accelerating from $39B (2024) to $72B (2025) to $135B (2026). Revenue grew 22% to $201B in [----] expecting up to 34% growth in current quarter. AI improvements driving 3.5% more Facebook ad clicks 1% more Instagram conversions. Video generation tools hit $10B revenue run rate in Q4. https://twitter.com/i/web/status/2017233519022326052 https://twitter.com/i/web/status/2017233519022326052"  
[X Link](https://x.com/ShanuMathew93/status/2017233519022326052)  2026-01-30T13:48Z 19K followers, [----] engagements


"Sharing the UK transition real time 1) everywhere is dog friendly except the grocery store literally so welcome and friendly. More than the states 2) diversity is incredible here - ages ethnicities nationalities everyone is here 3) rain/wind does not deter people from getting out and about 4) people dont chug enough water here Ask for multiple refills during dinner 😂 https://twitter.com/i/web/status/2017702959480558044 https://twitter.com/i/web/status/2017702959480558044"  
[X Link](https://x.com/ShanuMathew93/status/2017702959480558044)  2026-01-31T20:54Z 19.1K followers, [----] engagements


"Oracle raising $45-50B this year (half equity half debt) to build cloud capacity for contracted demand from AMD Meta NVDA OpenAI TikTok xAI. OpenAI committed $300B to rent Oracle servers but remains unprofitable. Credit default swaps hit highest levels since [----]. FCF estimates negative through [----]. https://twitter.com/i/web/status/2018230706577502444 https://twitter.com/i/web/status/2018230706577502444"  
[X Link](https://x.com/ShanuMathew93/status/2018230706577502444)  2026-02-02T07:51Z 19.2K followers, [----] engagements


"JPM on FLNC: "The company said that that its data center pipeline stood at [--] GWh 80% of which having originated since the end of September suggesting quite the pickup in a short period of time""  
[X Link](https://x.com/ShanuMathew93/status/2018256893219655991)  2026-02-02T09:35Z 19.1K followers, 31.4K engagements


"Woof: "China produced 86% of batteries globally in [----] at nearly [--] TWh of capacity." https://substack.com/redirect/116ac755-fa7b-4132-99bd-512dcc5b2b54j=eyJ1Ijoib3F2MSJ9.n11GMMBHp_Zz5aRXne0jeUvT-HTh985Ix1AWhrGAb-Y https://substack.com/redirect/116ac755-fa7b-4132-99bd-512dcc5b2b54j=eyJ1Ijoib3F2MSJ9.n11GMMBHp_Zz5aRXne0jeUvT-HTh985Ix1AWhrGAb-Y"  
[X Link](https://x.com/ShanuMathew93/status/2018348320100372678)  2026-02-02T15:38Z 19.2K followers, 19.6K engagements


"I'm going to take the under but notable estimate from Wells Fargo: "Based on FID & very likely projects we estimate BTM gas data centers could reach [--] GW by [----] representing 40% of our total AI power demand forecast for that yr" https://twitter.com/i/web/status/2018376545057030585 https://twitter.com/i/web/status/2018376545057030585"  
[X Link](https://x.com/ShanuMathew93/status/2018376545057030585)  2026-02-02T17:30Z 19.1K followers, [----] engagements


"Looks like AES found its suitor but nothing confirmed yet. GIP has been rumored to be in pursuit for a while now. Bloomberg: BlackRocks GIP and EQT AB are reportedly teaming up to acquire AES Corp which supplies renewable power to Microsoft and other hyperscalers. Deal could come in weeks. AES at $10.5B market cap $43B EV. Power assets remain hot M&A targets as AI electricity demand surges. https://twitter.com/i/web/status/2018586939809476947 https://twitter.com/i/web/status/2018586939809476947"  
[X Link](https://x.com/ShanuMathew93/status/2018586939809476947)  2026-02-03T07:26Z 19.1K followers, [----] engagements


"Large load connection queues for the US are significant across many regions. Each ISO defines large load differently but 75MW is generally a safe threshold"  
[X Link](https://x.com/ShanuMathew93/status/2018676225540042811)  2026-02-03T13:21Z 19.1K followers, [----] engagements


".@stratechery @benthompson on the $ today: AI coding doesn't kill software. Customers pay for products not code. They're paying for support compliance integrations security patches someone else owning the never-ending maintenance commitment. That stuff doesn't go away just because writing the initial app gets cheaper. BUT if every software company can write infinite code cheaply the competitive dynamics change. The SaaS playbook of finding a niche and growing your slice worked when building was expensive. Now everyone can build into adjacencies overnight. Shifts from growing the pie to"  
[X Link](https://x.com/ShanuMathew93/status/2018711085516247138)  2026-02-03T15:40Z 19.2K followers, 44.5K engagements


"Blue Owl always catching strays"  
[X Link](https://x.com/ShanuMathew93/status/2018999368922066981)  2026-02-04T10:45Z 19.2K followers, [----] engagements


"Will be $600bn+ for hyperscalers by year end I bet So the big [--] are projected to do $550+ billion in capex over the next [--] months. So the big [--] are projected to do $550+ billion in capex over the next [--] months"  
[X Link](https://x.com/ShanuMathew93/status/2019168203105267800)  2026-02-04T21:56Z 19.2K followers, [----] engagements


"Wells Fargo estimates BESS demand rises from [--] GWh in 2025E to [--] GWh in [----] a 16% CAGR"  
[X Link](https://x.com/ShanuMathew93/status/2019399024651170194)  2026-02-05T13:13Z 19.2K followers, [----] engagements


"Do we think the US could bring on 30GW/yr in data centers or at what point do physical constraints literally break the spreadsheet math Not enough labor pipes turbines equipment etc. This year probably 10-20GW on a 40GW base. Stepping to a rate of adding 20-30GW/yr seems insane to me but that's the type of #s floating around in serious conversations. https://twitter.com/i/web/status/2019431231969005713 https://twitter.com/i/web/status/2019431231969005713"  
[X Link](https://x.com/ShanuMathew93/status/2019431231969005713)  2026-02-05T15:21Z 19.2K followers, 16.4K engagements


"Takeaways from Google call: -Massive CapEx ramp to meet supply-constrained AI demand: [----] CapEx guided $175-185B (vs $91.4B in 2025) 60% servers 40% data centers/networking; Sundar expects supply constraints to persist throughout 2026; compute capacity power and land are his top concerns -Cloud is the clearest AI infrastructure monetization engine: Revenue up 48% to $17.7B ($70B+ run rate); backlog surged 55% sequentially to $240B; $1B+ deals in [----] exceeded prior three years combined; gen AI product revenue up 400% YoY; just over half of [----] ML compute CapEx allocated to cloud; Apple"  
[X Link](https://x.com/ShanuMathew93/status/2019510062088433752)  2026-02-05T20:34Z 19K followers, 15.2K engagements


"Amazon: With such strong demand for our existing offerings and seminal opportunities like AI chips robotics and low earth orbit satellites we expect to invest about $200 billion in capital expenditures across Amazon in [----] and anticipate strong long-term return on invested capital Blows the capex number out of the water too. Never seen anything like this Takeaways from Google call: -Massive CapEx ramp to meet supply-constrained AI demand: [----] CapEx guided $175-185B (vs $91.4B in 2025) 60% servers 40% data centers/networking; Sundar expects supply constraints to persist throughout 2026;"  
[X Link](https://x.com/ShanuMathew93/status/2019520238925254738)  2026-02-05T21:15Z 19K followers, 10.8K engagements


"@TheStalwart Capex is higher than we originally anticipated"  
[X Link](https://x.com/ShanuMathew93/status/2019524244544319643)  2026-02-05T21:31Z 19K followers, [----] engagements


"@iRagIrons Meta and Alphabet went up on bigger capex"  
[X Link](https://x.com/ShanuMathew93/status/2019599737825960119)  2026-02-06T02:31Z 19K followers, [--] engagements


"Cyclicals and staples 2000: tech blowing up. best oppos in commodities and financials 2008: financials blowing up. best oppos in tech 2014: energy blowing up. best oppos in tech 2026: software blowing up. best oppos if history is any guide structural industry changes lead to opportunities elsewhere 2000: tech blowing up. best oppos in commodities and financials 2008: financials blowing up. best oppos in tech 2014: energy blowing up. best oppos in tech 2026: software blowing up. best oppos if history is any guide structural industry changes lead to opportunities elsewhere"  
[X Link](https://x.com/ShanuMathew93/status/2019604042993762404)  2026-02-06T02:48Z 19.1K followers, [----] engagements


"How investors are using AI - summarizing news synthesizing files searching for answers to specific questions etc. As agentic AI gets better screening modeling etc. is all on the table"  
[X Link](https://x.com/ShanuMathew93/status/2019761395395399817)  2026-02-06T13:13Z 19K followers, [----] engagements


"Not a great headline. "Stellantis takes a $26 billion write-down tied largely to electric vehicles. Shares in the company tumbled [--] percent in Europe today after it became the latest carmaker to announce an accounting charge tied to what it said was overinvestment in EVs" https://twitter.com/i/web/status/2019764626737463632 https://twitter.com/i/web/status/2019764626737463632"  
[X Link](https://x.com/ShanuMathew93/status/2019764626737463632)  2026-02-06T13:26Z 19K followers, [----] engagements


"Takeaways from Fluence call: -Data center BESS demand is surging but remains pre-revenue: [--] GWh of data center projects in discussion (up from [--] GWh last quarter) including hyperscaler portfolios but zero has converted to backlog yet; only 25% of data center/long-duration leads have reached pipeline stage (down from 50% last quarter as screening tightened); management expects first conversions in Q3-Q4 calendar 2025; new use cases driving interest include speed-to-power (avoiding grid upgrade delays) power quality (10ms response on roadmap) backup power replacing thermal gensets and"  
[X Link](https://x.com/ShanuMathew93/status/2019772867898978800)  2026-02-06T13:59Z 19.1K followers, 10K engagements


"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. just one a year ago; C&I backlog grew 135% YoY across telecom manufacturing logistics retail healthcare and education; over 2/3 of annual revenue comes from repeat customers with master contract structures designed for recurring orders; Oracle specifically named as an example of deepening multi-project engagement"  
[X Link](https://x.com/ShanuMathew93/status/2019774408424837151)  2026-02-06T14:05Z 19.1K followers, 10.9K engagements


"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 years" -"forecast shows that Anthropics quarterly ARR additions have overtaken OpenAIs. Anthropic is adding more revenue every month than OpenAI." https://twitter.com/i/web/status/2019777184387174721 https://twitter.com/i/web/status/2019777184387174721"  
[X Link](https://x.com/ShanuMathew93/status/2019777184387174721)  2026-02-06T14:16Z 19K followers, [----] engagements


"https://newsletter.semianalysis.com/p/claude-code-is-the-inflection-pointutm_source=post-email-title&publication_id=6349492&post_id=186989157&utm_campaign=email-post-title&isFreemail=true&r=ovlm4&triedRedirect=true&utm_medium=email https://newsletter.semianalysis.com/p/claude-code-is-the-inflection-pointutm_source=post-email-title&publication_id=6349492&post_id=186989157&utm_campaign=email-post-title&isFreemail=true&r=ovlm4&triedRedirect=true&utm_medium=email"  
[X Link](https://x.com/ShanuMathew93/status/2019777187533000983)  2026-02-06T14:16Z 19.1K followers, [---] engagements


"This is beautiful. You can feel the happiness in the song. If youre mad about Bad Bunny performing at the Super Bowl go yell at a wall. Bad Bunny in the studio recording 'dtmf' [----] https://t.co/WbYROLOYsc Bad Bunny in the studio recording 'dtmf' [----] https://t.co/WbYROLOYsc"  
[X Link](https://x.com/ShanuMathew93/status/2019877361660133393)  2026-02-06T20:54Z 19.1K followers, [----] engagements


"@Freedomly7 Its bad bunny recording a song not that hard"  
[X Link](https://x.com/ShanuMathew93/status/2020107972064498087)  2026-02-07T12:10Z 19.1K followers, [--] engagements


"Maybe its a function of the size of my account now (still small in the grand scheme of things) but a lot more snippy lthis isnt energy or I dont care in replies to non SME material about day to day life. Usually from rando anon accounts with limited followers too. My tweets are a stream of consciousness of things Im thinking about consuming reacting to or enjoying at the moment. At any point if I dont get any fulfillment from the platform Ill simply stop posting. I dont work for you. Ill tweet what I want unfollow if thats an issue. That being said plenty of awesome engagements and"  
[X Link](https://x.com/ShanuMathew93/status/2020109218909393260)  2026-02-07T12:15Z 19.1K followers, [----] engagements


"Output of: Create a caricature of me and my job based on everything you know about me. Sample photo attached if helpful"  
[X Link](https://x.com/ShanuMathew93/status/2020174986044960937)  2026-02-07T16:37Z 19.1K followers, [----] engagements


"Matter of time (if not already) until they are already studying testing and launching for front office JUST IN: Anthropic engineers have spent six months at Goldman building autonomous systems for time-intensive high-volume back-office work JUST IN: Anthropic engineers have spent six months at Goldman building autonomous systems for time-intensive high-volume back-office work"  
[X Link](https://x.com/ShanuMathew93/status/2020402580183216318)  2026-02-08T07:41Z 19.1K followers, [----] engagements


"This is true. There will always be a use case and demand for products that provide the assurance reliability and cover for enterprises since they are battle tested and trusted. You may never get fired for implementing a Salesforce but you can get fired but a failed agentic coding deployment or massive security vulnerability or failed uptime. But what multiple do you put on software businesses now Growth does not look the same. There will be smaller companies that dont convert and would rather build their own tools. Margins/pricing power may look different as competitors can duplicate features"  
[X Link](https://x.com/ShanuMathew93/status/2020409550688444920)  2026-02-08T08:09Z 19.2K followers, [----] engagements


"Amazon Alphabets Google Microsoft and Meta together reported about $120 billion in capital expenditures largely meaning data center spending like Nvidia chips in their most recent three months. Bigger headlines emerged around their plans which proceeded like a bidding war. Meta gave a range of up to $135 billion in capex this year Google followed with $185 billion and Amazon capped the reporting season with an unprecedented $200 billion plan." https://twitter.com/i/web/status/2020565042035392785 https://twitter.com/i/web/status/2020565042035392785"  
[X Link](https://x.com/ShanuMathew93/status/2020565042035392785)  2026-02-08T18:27Z 19.2K followers, [----] engagements


"Hyperscaler capex keeps accelerating. Google guided $180bn for [----] (+100% YoY) the most aggressive among CSPs with 60% into servers/AI compute and 40% into data centers + networking. Meta at $125bn (+73% YoY) above consensus largely AI servers + DC expansion (no formal split but compute-heavy incl. finance leases). Microsoft shifting capex mix to 66% servers/CPU/GPU from 50% vs 1/3 long-lived DC assets and rolling out Maia ASIC. Amazon now guiding $200bn for [----] (+5060% YoY) predominantly AWS-driven: bulk of incremental spend in short-lived AI hardware (GPUs Trainium networking) with DC"  
[X Link](https://x.com/ShanuMathew93/status/2020582723912409329)  2026-02-08T19:37Z 19.1K followers, [---] engagements


"*NFL picks literally the top global artist and US citizen (vs. recent performers)* random reply guys: "this is football let's not make it political" my brother in christ YOU are the one making it political. the irony Just enjoy the game and show Our country was built on excellence & diversity. One love"  
[X Link](https://x.com/ShanuMathew93/status/2020628504295920125)  2026-02-08T22:39Z 19.2K followers, [----] engagements


"Alphabet is raising $20 billion in US dollar bonds plus first-ever UK and Swiss offerings including a 100-year bond. The company plans up to $185 billion in capex this year. Morgan Stanley expects hyperscalers to borrow $400 billion in [----] up from $165 billion in [----] potentially pushing corporate spreads wider. Plenty of appetite: "Alphabets US dollarbondsale on Mondayhas drawnmore than $100 billion of orders" https://twitter.com/i/web/status/2020936004912267516 https://twitter.com/i/web/status/2020936004912267516"  
[X Link](https://x.com/ShanuMathew93/status/2020936004912267516)  2026-02-09T19:01Z 19.2K followers, [----] engagements


"Constellation Energy just signed a [---] MW power supply deal with CyrusOne through its Calpine subsidiary. The agreement covers a new data center in Texas adjacent to the [----] MW Freestone Energy Center with Phase [--] adding another [---] MW. Total Calpine-CyrusOne contracted power now sits at roughly [----] MW across Texas. https://twitter.com/i/web/status/2020966504456716565 https://twitter.com/i/web/status/2020966504456716565"  
[X Link](https://x.com/ShanuMathew93/status/2020966504456716565)  2026-02-09T21:02Z 19.2K followers, [----] engagements


"Per a Politico report the Trump administration is pushing major tech companies to sign a voluntary compact on data center development. Key terms: developers pay 100% of new generation and transmission costs commit to holding residential electricity prices harmless allow load curtailment during grid emergencies and go "water positive." Microsoft already made similar commitments independently. The compact has no regulatory enforcement but could matter for companies seeking federal help on grid interconnections and shifts the economics of power procurement for MSFT GOOGL AMZN and META."  
[X Link](https://x.com/ShanuMathew93/status/2020989899378151632)  2026-02-09T22:35Z 19.2K followers, 24.9K engagements


"Looking for folks who work at any of the AI-native Salesforce challengers to learn more about them: Attio Clarify folk Sierra Gong Clari Affinity Intercom Zendesk Kustomer Freshdesk Creatio etc. DM me if youre at one of these and would be willing to chat on the industry http://Day.ai http://Day.ai"  
[X Link](https://x.com/ShanuMathew93/status/2020990513805963347)  2026-02-09T22:37Z 19.2K followers, [----] engagements


"Google puts money where it's mouth is: "The deal is the latest in a series of bets Google has made to develop a soup-to-nuts strategy for accessing vast amounts of power. Among its competitors Google was first to strike deals to develop advanced nuclear and geothermal plants designed to operate constantly. It was first to experiment with how it can reduce data-center power use during times of strain on the grid. And with the acquisition of Intersect will be the first to incorporate within its business the means to build its own electricity sources for Google data centers.""  
[X Link](https://x.com/ShanuMathew93/status/2021189863815483692)  2026-02-10T11:49Z 19.2K followers, [----] engagements


"Alphabet is raising at least $9.4 billion in sterling and Swiss franc bonds including an ultra-rare 100-year note. The [---] billion sterling tranche is a record drawing [--] billion in bids. This follows Monday's $20 billion US dollar deal that attracted $100 billion in orders. Credit markets are open for business. Alphabet is raising $20 billion in US dollar bonds plus first-ever UK and Swiss offerings including a 100-year bond. The company plans up to $185 billion in capex this year. Morgan Stanley expects hyperscalers to borrow $400 billion in [----] up from $165 billion in 2025"  
[X Link](https://x.com/ShanuMathew93/status/2021210012576632835)  2026-02-10T13:09Z 19.2K followers, [----] engagements


"Charles River Associates report here: https://media.crai.com/wp-content/uploads/2026/02/02092628/Retail-rate-trends-in-the-US.pdf https://media.crai.com/wp-content/uploads/2026/02/02092628/Retail-rate-trends-in-the-US.pdf"  
[X Link](https://x.com/ShanuMathew93/status/2021215438223421676)  2026-02-10T13:31Z 19.2K followers, [----] engagements


"Thought this was a good one from @Kantrowitz @btaylor 1/ Bret Taylor's core argument was that the real disruption isn't vibe coding it's the shift from tools to agents. Software goes from something humans use to something that does the work autonomously. The dashboard becomes a niche oversight layer not the primary interface. The future is "audit my financials" not a better spreadsheet. 2/ The incumbent killer isn't technology it's business models. Salesforce SAP and Adobe can all build AI. What they can't easily do is abandon predictable high-margin seat-based subscriptions for volatile"  
[X Link](https://x.com/ShanuMathew93/status/2021255908651573589)  2026-02-10T16:12Z 19.2K followers, [----] engagements


"Other solid charts from here: -Yoy % change in electricity demand by region - globally moving up from LSD to MSD -Over 2500+ GW of renewable largeload and storage projects are currently stalled in grid queues worldwide - With rapidly expanding variable renewable energy (VRE) capacities technical curtailment due to grid bottlenecks has been rising in many regions -IEA analysis based on data reported by utilities in the United States indicate a trend of only around 20% of the data centre connection requests materialising in the short to medium term "Global electricity demand is forecast to"  
[X Link](https://x.com/ShanuMathew93/status/2021267588580597967)  2026-02-10T16:58Z 19.2K followers, [----] engagements


"Pretty sweet - congrats to the Base team. Utilities leveraging home battery systems to strength the grid during high demand conditions Were excited to announce a new partnership with @ElPasoElectric launching a pilot program that will use home battery systems to strengthen the electric grid during times of high demand. This program represents a scalable model for utilities seeking to add 24/7 dispatchable https://t.co/pxQpXVwFhH Were excited to announce a new partnership with @ElPasoElectric launching a pilot program that will use home battery systems to strengthen the electric grid during"  
[X Link](https://x.com/ShanuMathew93/status/2021285677598404796)  2026-02-10T18:10Z 19.2K followers, [----] engagements


"Um guys We are heading to an age of 100x productivity with the right tools. Recursive self improvement loops likely go live in the next 12mo. Its time to recalibrate my gradient on the big picture. [----] is gonna be insane and likely the busiest (and most consequential) year for the future of our species. Last day at xAI. xAI's mission is push humanity up the Kardashev tech tree. Grateful to have helped cofound at the start. And enormous thanks to @elonmusk for bringing us together on this incredible journey. So proud of what the xAI team has done and will continue to stay close Last day at"  
[X Link](https://x.com/ShanuMathew93/status/2021471004602601733)  2026-02-11T06:26Z 19.2K followers, 18.2K engagements


"Mizuho analyst Brett Linzey compiles some 4Q25 data center orders and FY26 guidance commentary from earnings. Strong across most gray IT equipment + electrical + cooling + connectivity equipment providers"  
[X Link](https://x.com/ShanuMathew93/status/2021884843936649627)  2026-02-12T09:51Z 19.2K followers, [----] engagements


"https://www.bloomberg.com/news/articles/2026-02-12/founders-fund-d-e-shaw-dragoneer-among-lead-investors-in-anthropic-dealsrnd=homepage-americas&sref=vuYGislZ https://www.bloomberg.com/news/articles/2026-02-12/founders-fund-d-e-shaw-dragoneer-among-lead-investors-in-anthropic-dealsrnd=homepage-americas&sref=vuYGislZ"  
[X Link](https://x.com/ShanuMathew93/status/2021915287277146142)  2026-02-12T11:52Z 19.2K followers, [---] engagements


"in isolation yes most efficient form of baseload power gen but power is best thought of as a system w/ a portfolio of solutions. you will start to see things like load flexibility more batteries hybrid setups architecture changes etc. you will explore all options if you're willing to pay $3k/KW and wait 2-3+ years (because the price pushed up in the first place due to the time to power push) https://twitter.com/i/web/status/2021923658000662700 https://twitter.com/i/web/status/2021923658000662700"  
[X Link](https://x.com/ShanuMathew93/status/2021923658000662700)  2026-02-12T12:25Z 19.2K followers, [--] engagements


"Is BBG just using a stale/old chart here or are they applying some % * total capex to derive 'data centers for training and inference' Shows capex peaking out in [----] but even in that chart it shows Meta at $105B when they just told you they're going to spend $115-$135B capex THIS year https://twitter.com/i/web/status/2021924668915982362 https://twitter.com/i/web/status/2021924668915982362"  
[X Link](https://x.com/ShanuMathew93/status/2021924668915982362)  2026-02-12T12:29Z 19.2K followers, [----] engagements


"Again my Q continues to be how are we going to be pushing 20-30GW/year in aggregate if the below is true for one of the fastest & most aggressive scalers in AWS Outside these two sites from AWS no other site is moving fast enough for a GW-scale delivery in late [----] or [----]. Outside these two no other site is moving fast enough for a GW-scale delivery in late [----] or [----]. AWS has broken ground on some GW-scale sites in Georgia North Carolina and Pennsylvania but progress there is slower. Big picture: AWSs plan to double power capacity by [----] https://t.co/i4LRdc8oNo Outside these two no"  
[X Link](https://x.com/ShanuMathew93/status/2021925586210341367)  2026-02-12T12:33Z 19.2K followers, [----] engagements


"Interesting point that Chris Snyder at MS makes - VRT orders have grown slower than the broader pace of hyperscaler capex + US DC construction figures from the census bureau. Do we see a catch up which would mean more/accelerated growth to come"  
[X Link](https://x.com/ShanuMathew93/status/2021932256877568288)  2026-02-12T12:59Z 19.2K followers, [----] engagements


"https://www.bloomberg.com/news/articles/2026-02-11/private-equity-scores-big-profits-flipping-gas-plants-to-producers-in-ai-race https://www.bloomberg.com/news/articles/2026-02-11/private-equity-scores-big-profits-flipping-gas-plants-to-producers-in-ai-race"  
[X Link](https://x.com/ShanuMathew93/status/2021935203376410647)  2026-02-12T13:11Z 19.2K followers, [---] engagements


"Where am I getting my 20-30GW a year Barclays (Thompson): "Assuming $50bn per [--] GW of compute $670 bn of [----] hypercale capex implies nearly [----] GW of compute additions. AMZN added [---] GW in [----] including [---] GW in 4Q25 with capacity up 2x vs. [----] and reiterated plans to 2x again by [----] plus noted it will "add a lot more in [----] and [----] and in [----] for that matter." MSFT added [--] GW in F2Q26 alone vs. 2+ GW in F2025. OpenAI disclosed it grew from [---] GW in [----] to [---] GW in [----] and [---] GW in [------] xAI is approaching [--] GW" https://twitter.com/i/web/status/2021937089772704034"  
[X Link](https://x.com/ShanuMathew93/status/2021937089772704034)  2026-02-12T13:19Z 19.2K followers, [----] engagements


"@kirannrg Data centers have not been the cause of rising rates yet though - LBNL EPRI CRA all did detailed deep dives. LBNL actually found situations where rates went down where load growth was high"  
[X Link](https://x.com/ShanuMathew93/status/2021952456574328901)  2026-02-12T14:20Z 19.2K followers, [--] engagements


"Terminal will be able to access anything on your machine depending on where you open Claude from + can also give it read/write access in other folders in the session. If you run claude --dangerously-skip-permissions it has full machine access FYI haha depending on your risk tolerance Been building personal apps/dashboards so far - moving app sync'd with notion fitness dashboard with all the various tracking/devices I have a 'second brain' that searches through all my likes/content/posts etc. Brainstorming new projects all the time. Need access in my work computer."  
[X Link](https://x.com/ShanuMathew93/status/2022320814888988697)  2026-02-13T14:43Z 19.2K followers, [--] engagements


"Southern Co in their update: -Unprecedented data center and manufacturing load growth: [--] gigawatts in pipeline and [--] gigawatts already contracted through [----] ramping to [--] gigawatts in 2030s; Signed [--] large load contracts in last [--] months alone representing over [--] gigawatts across Georgia and Alabama; total contracted load of [--] gigawatts through [----] (ramping to [--] gigawatts in 2030s)ramping to [--] gigawatts mid-2030s; additional [--] gigawatts in "advanced stage negotiations" across system; contracts include pricing and terms designed to pay for incremental cost to serve new demand while"  
[X Link](https://x.com/ShanuMathew93/status/1986153246826627129)  2025-11-05T19:26Z 19.2K followers, 38.4K engagements


""Southern Co. Chief Executive Officer Chris Womack said that after years of flat growth in US electricity use demand for the company is now expected to jump by 8% to 10% annually thanks to the boom for artificial intelligence." https://twitter.com/i/web/status/2013965877549355491 https://twitter.com/i/web/status/2013965877549355491"  
[X Link](https://x.com/ShanuMathew93/status/2013965877549355491)  2026-01-21T13:24Z 19.2K followers, [----] engagements


"I feel like industry season [--] is a curveball like whats this show even about right now Season [--] and [--] were so good not sure Im a fan"  
[X Link](https://x.com/ShanuMathew93/status/2020270437679395131)  2026-02-07T22:56Z 19.2K followers, [----] engagements


"@CountryRoadR Claude max pro subscription and some elbow grease The data uploads are manual since there arent a ton of public facing APIs but Ill probably update it quarterly"  
[X Link](https://x.com/ShanuMathew93/status/2022569813575356448)  2026-02-14T07:13Z 19.2K followers, [--] engagements


"My takeaways from the Eaton call: -Data center demand hitting escape velocity: Q4 orders up 200% YoY with sales up 40%; order mix shifted to 50/50 cloud/AI in [----] versus mostly cloud previously with AI loads increasing dollar-per-megawatt content; hyperscalers reconfirmed [----] CapEx plans; multi-tenant and new cloud players "never seen so active" -Mega project pipeline provides multi-year visibility: $3 trillion mega project backlog up 30% YoY across [---] tracked projects; data centers represent 54% of YTD announcements; U.S. Dodge data center construction backlog now equals [--] years at 2025"  
[X Link](https://x.com/ShanuMathew93/status/2019001098254664084)  2026-02-04T10:52Z 19.2K followers, 47.9K engagements


"This effectively tells you the same thing as the LBNL or EPRI studies but again to emphasize the narrative violation: "we conclude that prevailing narratives suggesting there is a nationwide trend in retail rates are not entirely accurate. There is no single trend that meaningfully captures the trajectories that retail electric rates have taken in the past five and ten years" "for most American customers rates have been fairly stable." " where rates have increased data centers have generally not been the cause.""  
[X Link](https://x.com/ShanuMathew93/status/2021215435929137552)  2026-02-10T13:31Z 19.2K followers, 10.5K engagements


"A recent Xylem/Global Water Intelligence analysis estimates the AI value chaindata centers plus the upstream power and semiconductor supply chaincould add [--] trillion liters of water per year by [----] (about a 129% increase). In that framework only 4% is onsite data-center cooling; the rest is upstreampower (54%) and chip manufacturing (42%). Thats about [--] million Olympic swimming pools roughly a Lake Mead per year in scale. https://twitter.com/i/web/status/2021261658446766567 https://twitter.com/i/web/status/2021261658446766567"  
[X Link](https://x.com/ShanuMathew93/status/2021261658446766567)  2026-02-10T16:35Z 19.2K followers, [----] engagements


"Bullish data center equipment read - Vertiv with the MONSTER results: -4Q25 Orders came in at about $8.4bn +252% y/y and +117% q/q vs. expectations closer to $4bn. -Backlog stands at $15bn (+109% y/y) vs. expectations in the $10.5-11bn range. -TTM orders +81% "Americas region and hyperscale/colocation data centers were the primary drivers of order strength" https://twitter.com/i/web/status/2021551152018432500 https://twitter.com/i/web/status/2021551152018432500"  
[X Link](https://x.com/ShanuMathew93/status/2021551152018432500)  2026-02-11T11:45Z 19.2K followers, 23.9K engagements


""With gas plants trading at a frenzied clip power investors are poised for another banner year. Private equity firms agreed to sell more than $8 billion of natural gas plants in January alone compared with more than $25 billion for all of last year according to data from energy research firm Enverus." https://twitter.com/i/web/status/2021935199307608088 https://twitter.com/i/web/status/2021935199307608088"  
[X Link](https://x.com/ShanuMathew93/status/2021935199307608088)  2026-02-12T13:11Z 19.2K followers, [----] engagements


"UBS sums it up: "For context VRT orders have been running at $3.5-4 billion per quarter so todays $8.4 billion number is far beyond expectations and has positive implications for growth this year and beyond. To this point backlog more than doubled year over year and the companys [----] organic growth guidance in the high 20% level is about [---] basis points better than expectations. These numbers are more characteristic of an emerging growth/tech companynot an $80 billion market cap with over $10 billion in revenue. This speaks to VRTs dominant position across a wide range of data center"  
[X Link](https://x.com/ShanuMathew93/status/2021553011990888765)  2026-02-11T11:52Z 19.2K followers, [----] engagements


"Interesting. "Metas assertion that it lacks power over the venture is debatable and has drawn scrutiny from investors and lawmakers. Meta is a hyperscaler and knows how to run data centers for artificial intelligence while Blue Owl is a financier. Whether the venture succeeds economically will come down to Metas decisions and know-how." https://www.wsj.com/livecoverage/jobs-report-unemployment-stock-market-02-11-2026/card/meta-auditor-ey-raised-red-flag-on-data-center-accounting-TrOVlxGZGnL37d8Dv01hutm_source=chatgpt.com $META Metas auditor EY raised concerns over a $27 billion data-center"  
[X Link](https://x.com/ShanuMathew93/status/2021659086387806261)  2026-02-11T18:54Z 19.2K followers, [----] engagements


"Meta is breaking ground on a 1GW data center campus in Lebanon Indiana. Investment exceeds $10 billion making it one of Meta's largest infrastructure projects. The site joins a growing list of gigawatt-scale US builds including the 5GW+ Hyperion campus in Louisiana. Meta claims it will pay full energy costs and plan needs years ahead to avoid impacting residents Meta announces 1GW data center campus in Indiana https://t.co/6oMPMZX8ag Meta announces 1GW data center campus in Indiana https://t.co/6oMPMZX8ag"  
[X Link](https://x.com/ShanuMathew93/status/2021660189447872789)  2026-02-11T18:58Z 19.2K followers, 42.5K engagements


"What point of the fear/greed cycle is this when is it considered a reach If there are less office workers in the long run as a result of AI there will be less demand for office space" "CBRE Groupshares drop as much as 15%. Jones Lang LaSalle Inc.(-12.54%)Cushman & Wakefield Ltd.(-10.95%)" https://twitter.com/i/web/status/2021994063977648319 https://twitter.com/i/web/status/2021994063977648319"  
[X Link](https://x.com/ShanuMathew93/status/2021994063977648319)  2026-02-12T17:05Z 19.2K followers, [----] engagements


"Barclays: "According to McCoy data global GT orders in Q425 reached [--] GW (+134% y-o-y after +84% in Q3)""  
[X Link](https://x.com/ShanuMathew93/status/2022346670273331567)  2026-02-13T16:26Z 19.2K followers, [----] engagements


"Take-aways from Solaris Energy call: -Massive capacity buildout signals confidence in multi-year demand cycle: Pro forma generation capacity expanded to [---] GW by early [----] up from prior plan of [---] GW by H1 2027; ordered [---] MW of incremental capacity at $450M ($900K/MW) with deliveries concentrated in H2 [----] and H2 2027; management stated they wouldn't order equipment without being close to contract signing and suggested new contract announcements likely within 90-180 days -Data center power demand is scaling beyond expectations: Many sites now need [--] GW+ just for initial phase with plans"  
[X Link](https://x.com/ShanuMathew93/status/2022349706999857592)  2026-02-13T16:38Z 19.2K followers, [----] engagements


"Post-close they also announced a 500+ MW agreement with an IG-rated global tech company on a 10-year term (plus 5-year option) starting Jan [--]. Notable cancellation protection with 50% of remaining rental fees due on termination"  
[X Link](https://x.com/ShanuMathew93/status/2022349711056015602)  2026-02-13T16:38Z 19.2K followers, [----] engagements


"Two new Dell'Oro reports size the AI infrastructure buildout. Global data center capex is now forecast to hit $1.7T by [----] approaching $1T in [----] alone. Physical infrastructure (power cooling racks) will surpass $80B by [----] at mid-teens CAGR. Accelerated servers could account for two-thirds of total DC spend by decade end. https://twitter.com/i/web/status/2022355194877497671 https://twitter.com/i/web/status/2022355194877497671"  
[X Link](https://x.com/ShanuMathew93/status/2022355194877497671)  2026-02-13T17:00Z 19.2K followers, [----] engagements


"To be clear the call takeaways were 3Q25 in November but the wanted to set up the now client agreement announced THIS WEEK in Feb-26 (which was a large cause of the move). Shouldve labeled dates. They will be reporting 4Q soon and Ill add that on"  
[X Link](https://x.com/ShanuMathew93/status/2022569271000183058)  2026-02-14T07:11Z 19.2K followers, [---] engagements


"I dont know that the complete AI bulls realize how manual and low tech some jobs still are. I dont know if that means they get AI disrupted faster or slower but its more about the fact that integration into the real economy takes a lot longer than folks anticipate What is the best way to fade the "AI is going to automate every job" It's such tech bro nonsense What is the best way to fade the "AI is going to automate every job" It's such tech bro nonsense"  
[X Link](https://x.com/ShanuMathew93/status/2022576181623525882)  2026-02-14T07:38Z 19.2K followers, [----] engagements


"Hyperscaler capex keeps accelerating. -Google guided $180bn for [----] (+100% YoY) the most aggressive among CSPs with 60% into servers/AI compute and 40% into data centers + networking. -Meta at $125bn (+73% YoY) above consensus largely AI servers + DC expansion (no formal split but compute-heavy incl. finance leases). -Microsoft shifting capex mix to 66% servers/CPU/GPU from 50% vs 1/3 long-lived DC assets and rolling out Maia ASIC. -Amazon now guiding $200bn for [----] (+5060% YoY) predominantly AWS-driven: bulk of incremental spend in short-lived AI hardware (GPUs Trainium networking) with DC"  
[X Link](https://x.com/ShanuMathew93/status/2020583503033987421)  2026-02-08T19:40Z 19.2K followers, 13K engagements


"Theres an odd phenomenon going with the AI bull or bear debate from the loudest accounts. Lot of pragmatic people that are engaging too but the stuff that gets airwaves on either side is a bit much Bulls hand wave concerns around ROIC and dont offer objective evidence around job loss / replacement etc. as its mostly anecdotal or vibes. Yes demand for intelligence is insanely high BUT its not infinite if cost of intelligence also scales to infinity how many less users / penetration do you get if costs 10xd or 100xd Bears hand wave all the progress tools have made (and the acceleration of"  
[X Link](https://x.com/ShanuMathew93/status/2021645636211196073)  2026-02-11T18:00Z 19.2K followers, [----] engagements


"Broker commentary from investor meetings on GEV/Siemens: "US pricing power remains strong as the cost for combined cycle gas plant construction cruises towards $3k/kW; production slots are now selling for [----] and beyond" https://twitter.com/i/web/status/2021883580394205570 https://twitter.com/i/web/status/2021883580394205570"  
[X Link](https://x.com/ShanuMathew93/status/2021883580394205570)  2026-02-12T09:46Z 19.2K followers, 37.2K engagements


"The revenue numbers are objectively impressive. This growth demonstrates how massive this last year was for Anthropic "Anthropic adoption grew from 16.7% to 19.5% one of its largest monthly gains since we started tracking. One in five businesses on Ramp now pays for Anthropic (a year ago it was one in 25). Meanwhile OpenAI adoption slipped from 36.8% to 35.9% giving back some of last month's gains. Google held steady at 4.5%." Insanely impressive trajectory. https://t.co/LJ9PcPjsub Insanely impressive trajectory. https://t.co/LJ9PcPjsub"  
[X Link](https://x.com/ShanuMathew93/status/2022311677534797897)  2026-02-13T14:07Z 19.2K followers, [----] engagements


"Built a personal knowledge graph (aka "second digital brain") that indexes everything I consume. It can track the various ideas/topics I post engage with or save and see how interconnected they are what's rising/falling the overlap of topics across time etc. 165K+ items across tweets books articles YouTube and bookmarks. All searchable explorable and clustered. 🧠 Stack: Next.js [--] Flask SQLite with FTS5 sentence-transformers Claude for auto-tagging. Hybrid BM25 + semantic search entity extraction topic trends over time and UMAP clustering. All local I mean it's literally my content and brain"  
[X Link](https://x.com/ShanuMathew93/status/2022324178767028286)  2026-02-13T14:57Z 19.2K followers, [----] engagements


"RT @ShanuMathew93: This feels qualitative and soft but a lot of assessment of large technology companies is increasingly going to be about"  
[X Link](https://x.com/anyuser/status/2022646648279797801)  2026-02-14T12:18Z 19.2K followers, [--] engagements


"I built a unified fitness dashboard that pulls from [--] 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 HRV resting HR and training load (acute:chronic ratio). Four domain cards for Recovery Training Body and Blood with mini-trend sparklines. AI-generated priorities ranked by severity plus a recent activity feed. 😴 Sleep Side-by-side Oura Ring vs Garmin comparison. Sleep score stage breakdowns (deep/REM/light) efficiency HRV"  
[X Link](https://x.com/anyuser/status/2019805811057299643)  2026-02-06T16:10Z 19.2K followers, [----] engagements


"@kaya85kaya Youre talking about [--] decades ago. Supply chain dependencies change and labor forces hollow out. Not as easy as flipping a switch. People also get burned on excess supply and shutter facilities then develop scar tissue on expanding capacity"  
[X Link](https://x.com/ShanuMathew93/status/2021952113518301640)  2026-02-12T14:18Z 19.2K followers, [---] engagements


"https://x.com/ShanuMathew93/status/2019805811057299643s=20 I built a unified fitness dashboard that pulls from [--] 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 https://t.co/rXx980LwPu https://x.com/ShanuMathew93/status/2019805811057299643s=20 I built a unified fitness dashboard that pulls from [--] different data sources into one app. Here's the full walkthrough w/ screenshots. Sidenotes - workouts been lower intensity with the"  
[X Link](https://x.com/ShanuMathew93/status/2022325108136607775)  2026-02-13T15:00Z 19.2K followers, [---] engagements


"Posted the [--] individual project tweets as replies to this one. What next [--] ongoing vibe coding projects. Will share videos whenever I can scrub privacy and get them working better Europe Move HQ What: Relocation command center for Chicago London move with two-way Notion sync Core features: Task tracker by category (visa banking housing pet) [--] ongoing vibe coding projects. Will share videos whenever I can scrub privacy and get them working better Europe Move HQ What: Relocation command center for Chicago London move with two-way Notion sync Core features: Task tracker by category (visa banking"  
[X Link](https://x.com/ShanuMathew93/status/2022325639483642086)  2026-02-13T15:03Z 19.2K followers, [----] engagements


"Anyone who tells you they know what is going to happen is overconfident and 99.9% chance going to be wrong your gentle reminder there are like zero economists or ppl in general who know how to reason about what happens when near zero cost human level intelligence gets woven into the fabric of the economy at scale this fast. this scenario has never remotely been in the possibility your gentle reminder there are like zero economists or ppl in general who know how to reason about what happens when near zero cost human level intelligence gets woven into the fabric of the economy at scale this"  
[X Link](https://x.com/ShanuMathew93/status/2022572716717674690)  2026-02-14T07:24Z 19.2K followers, [----] engagements


"This feels qualitative and soft but a lot of assessment of large technology companies is increasingly going to be about what type of culture or how fast their product org can move type conversations Incumbents are slow moving by nature of their size/success. Now competing with AI-native or AI-first organizations will force some uncomfortable transitions to how teams/organizations are run I've been chatting with some great AI native founders and companies (@FactoryAI @tryRamp @Linear). The way they build products is just completely different. Regardless of function (eng PM design sales) they"  
[X Link](https://x.com/ShanuMathew93/status/2022578074915594321)  2026-02-14T07:46Z 19.2K followers, [----] engagements


"RT @ShanuMathew93: I dont know that the complete AI bulls realize how manual and low tech some jobs still are. I dont know if that means"  
[X Link](https://x.com/ShanuMathew93/status/2022646613991125379)  2026-02-14T12:18Z 19.2K followers, [--] engagements


"Ed might I suggest Occam's razor here. Simple explanation of comparing different figures vs. Meta trying to masquerade a $50bn+ investment as $10bn+ which serves them no purpose to do. The $10bn is most likely referring to the campus development (e.g. land buildings MEP related community investment etc.) EXCLUDING IT equipment which is the bulk of the fully loaded cost. The construction/development is also what the local community would care more about in a PR like this versus a fully loaded cost that includes equipment from various other suppliers outside their community. Using your own"  
[X Link](https://x.com/ShanuMathew93/status/2021875666535297146)  2026-02-12T09:14Z 19.2K followers, [----] engagements


"Boom. "Anthropic is nearing the completion of a deal to raise more than $20 billion in a funding round co-led by investors including Peter Thiels Founders Fund D.E. Shaw & Co. and Dragoneer Investment Group according to people familiar with the matter adding to the artificial intelligence companys roster of backers in one of the largest startup funding rounds ever. These firms will invest alongside Coatue Management and Singapores GIC which are expected to lead the financing" https://twitter.com/i/web/status/2021915285456892360 https://twitter.com/i/web/status/2021915285456892360"  
[X Link](https://x.com/ShanuMathew93/status/2021915285456892360)  2026-02-12T11:52Z 19.2K followers, [----] engagements


"Pretty sweet. So that makes MSFT OpenAI Anthropic and Meta that have directly or indirectly addressed that they will offset electricity bill / grid upgrade costs for their data center infra. Google doing a ton re: power procurement. Sure AWS will announce something soon Prescriptive language: "Anthropic will cover electricity price increases that consumers face from our data centers." "We will pay for 100% of the grid upgrades needed to interconnect our data centers paid through increases to our monthly electricity charges." "We will work to bring net-new power generation online to match our"  
[X Link](https://x.com/ShanuMathew93/status/2021943841935274479)  2026-02-12T13:45Z 19.2K followers, 11.7K engagements


"@duncancampbell Use the local apps or directly in terminal Dont even need the middle layer"  
[X Link](https://x.com/ShanuMathew93/status/2022219378956415142)  2026-02-13T08:00Z 19.2K followers, [---] engagements


"Data centers are slated to account for 50% or so of U.S. power-demand growth for the rest of the decade"  
[X Link](https://x.com/ShanuMathew93/status/2022307661090349474)  2026-02-13T13:51Z 19.2K followers, [----] engagements


"https://x.com/ShanuMathew93/status/2022324178767028286s=20 Built a personal knowledge graph (aka "second digital brain") that indexes everything I consume. It can track the various ideas/topics I post engage with or save and see how interconnected they are what's rising/falling the overlap of topics across time etc. 165K+ items https://t.co/pecGjQm8yh https://x.com/ShanuMathew93/status/2022324178767028286s=20 Built a personal knowledge graph (aka "second digital brain") that indexes everything I consume. It can track the various ideas/topics I post engage with or save and see how"  
[X Link](https://x.com/ShanuMathew93/status/2022325113765425550)  2026-02-13T15:00Z 19.2K followers, [---] engagements


"This is what people are missing and what is driving uncertainty in markets for example In this case Excel was entirely eliminated from the workflow as the user vibe coded a different too altogether The underlying platform/data moats and rent extraction rates all need to be questioned You dont understand. I was using Claude to help me set up some formulas for an excel sheet that I use to forecast revenue. Claude suggested we build a web app instead due to limited excel functionality. I then spent [--] hours standing up a full web app that is an interactive https://t.co/whcg8DcX6g You dont"  
[X Link](https://x.com/ShanuMathew93/status/2022336587112030425)  2026-02-13T15:46Z 19.2K followers, 65.6K engagements


"Takeoff I spent last night with Andrew Strominger and Alex Lupsasca two of the top physicists in the world They just released a paper co-authored with OpenAi that seems to me like ASI Andrew who helped develop string theory told me that a year ago his view was that he didnt know https://t.co/wwKPAskcOd I spent last night with Andrew Strominger and Alex Lupsasca two of the top physicists in the world They just released a paper co-authored with OpenAi that seems to me like ASI Andrew who helped develop string theory told me that a year ago his view was that he didnt know https://t.co/wwKPAskcOd"  
[X Link](https://x.com/ShanuMathew93/status/2022571080586788976)  2026-02-14T07:18Z 19.2K followers, [----] engagements


"Biggest question is if value accrues to i) data platforms as the cost and ability to build comprehensive analysis is easier than ever OR ii) the analytical/integration layer that seamlessly works with any dataset and can unlock insights a new way the out of the box version wont be able to compete with Biggest Q in SaaS next 5-10 years What no one is talking about that everyone should be talking about is how agents will remove the switching cost of SaaS providers turning previously irreplaceable systems into carcasses of data repositories. That is when SaaS will really be hit. What no one is"  
[X Link](https://x.com/ShanuMathew93/status/2022670111677522379)  2026-02-14T13:51Z 19.2K followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing