Shiva Shanker

1st trip to UAE this year & its interesting seeing the infra throttling: GPS on highways not as reliable, open wifi now needs OTPs, apparently friction to limit drones from using the infra. India's lesson- these don't unthrottle quickly since neighbourhood doesn't change quickly

Not an AI stock performance - this is India's energy transition. India added 4.6 gigawatt-hours (GWh) of battery energy storage capacity in Q1 2026, a 941% increase compared Q4 2025 as per @MercomIndia.

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%

🇮🇳 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 👇