Climate VC @ankurcapital. Student of VC & financial markets.

Joined September 2021
23 Photos and videos
Shiva Shanker retweeted
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…
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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.
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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%
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🇮🇳 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 👇
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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.
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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/transf… #ClimateTech #IndiaLeads
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Shiva Shanker retweeted
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.
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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.
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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
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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
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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
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The SEBI interim order in quite a neat little 100 bullet point summary - nsearchives.nseindia.com/con…

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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…
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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
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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
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