Sunya Stories

Sunya
  • 5.0 (4)
  • BUSINESS

Sharing stories from those in the world of energy. Hosted by Raj Mistry.

  1. 12/09/2025

    AI and Power with Shanu Mathew

    Sunya Stories Episode #15 - AI and Power with Shanu Mathew - Senior Vice President and Portfolio Manager at Lazard Asset Management Hosted by Raj Mistry Ai-generated show notes: Keywords AI models, data centers, power constraints, energy storage, nuclear energy, market dynamics, hardware performance, compute needs, flexibility, value capture Summary In this conversation, Raj Mistry and Shanu Mathew discuss the latest developments in AI models, the impact of new hardware, and the challenges faced by data centers in terms of power constraints and labor shortages. They explore the future of AI and compute needs, the role of flexibility in power management, and the potential of nuclear energy. The discussion also touches on value capture in the energy sector and the dynamics of the market as it evolves. Takeaways The latest AI models show significant multimodal capabilities. Pre-training remains a critical aspect of AI model development. Demand for data center capacity is increasing amid power constraints. Labor shortages are impacting the energy and data center sectors. Flexibility in power management is becoming increasingly important. Nuclear energy presents both opportunities and challenges for communities. Storage solutions are vital for managing energy supply and demand. The market for AI and energy is rapidly evolving with new technologies. Value capture in the energy sector is still unclear. The TAM for AI is expected to expand significantly. Titles AI Models and Their Impact on Workflows Understanding Hardware Dynamics in AI Sound bites "The scaling laws are intact." "Pre-training is still very much alive." "The cure to high prices is high prices." Chapters 00:00 Introduction and Model Releases 03:24 The Power of Multimodal Models 05:44 Scaling Laws and Compute Investment 08:27 Hardware and Training Models 11:05 Power Needs and Data Center Capacity 13:54 Constraints in Power Supply 16:56 Flexibility in Power and Data Centers 25:04 Data Center Workload Management 26:44 Operational Complexity and Smart Solutions 28:03 Rapid Advancements in AI and Hardware 29:48 Model Leapfrogging in AI 30:36 AI's Impact on Job Dynamics 32:44 Value Creation vs. Value Capture in AI 34:20 The Future of Software in an AI-Driven World 37:14 Incentives and Stakeholder Dynamics in Power Markets 44:28 The Political Landscape of Energy Risks 47:12 The Challenges of Nuclear Energy 50:24 The Future of Energy Storage and Flexibility 57:35 Navigating Community Concerns in Energy Projects 58:38 Identifying White Space in Energy Innovation 01:02:37 Market Dynamics and Future Outlook

    1h 7m

  2. 10/07/2025

    Energy Advocacy with Mike Howard

    Sunya Stories Episode #14 - Energy Advocacy with Mike Howard of Howard Energy Partners Hosted by Raj Mistry Summary: Mike Howard's journey in the energy industry began with a focus on high-paying jobs.The transition from fieldwork to office roles marked a significant change in Howard's career.The midstream sector experienced significant growth during the shale boom.Market changes and challenges require adaptability and resilience in the energy sector.Natural gas plays a crucial role in meeting future energy demands.Energy advocacy is essential for educating the public about energy sources and needs.The workforce challenge in the energy sector is critical, with a need for skilled labor.Energy poverty remains a pressing global issue that needs addressing.The geopolitical landscape of energy is shifting, with countries like China investing heavily in energy infrastructure.The future of energy will be shaped by innovation, education, and a commitment to providing energy for all.

    1h 13m

  3. 10/02/2025

    Unpacking SPACs: Insights with Andrejka Bernatova and Nader Daylami

    Sunya Stories Episode #13 with Dynamix Corporation CEO and CFO - Andrejka Bernatova and Nader Daylami Hosted by Raj Mistry

    1h 8m

  4. 07/08/2025

    AI meets energy with David Heikkinen

    Sunya Stories episode #12 with David Heikkinen of WhiteHawk Energy.

    1h 16m

  5. 04/27/2025

    Cut your costs with Matthew Hatami

    Sunya Stories episode #11 with Matthew J. Hatami. Hosted by Raj Mistry

    1h 42m

  6. 04/13/2025

    Leaving Investment Banking with Andrew Schaper

    Sunya Stories episode #10 with Andrew Schaper of Schaper Energy Consulting. Hosted by Raj Mistry.

    1h 20m

  7. 04/01/2025

    Energy Private Equity with Cresta's Chris Rozzell

    Sunya Stories Episode #9 with Chris D. Rozzell, Co-founder and Managing Partner of Cresta Fund Management Hosted by Raj Mistry Note: The discussion in this podcast is for informational purposes and should not be relied on as investment advice or an offer to sell or a solicitation for an offer to buy any securities. Any opinions expressed are those of the speaker and are subject to change. The podcast does not provide a complete representation of all investments managed by Cresta, and any investments that are discussed may not be representative of Cresta’s overall investment performance and are not meant to act as case studies for such investments. Any discussion of past performance is provided for informational purposes only, is not track record information and should not be relied upon as a guarantee of future performance. Listeners should not make investment decisions based solely on the information in this podcast.

    1h 28m

  8. 01/29/2025

    Energy investing with S2G's Bala Nagarajan

    Sunya Stories Episode #8 with S2G Investment's Bala Nagarajan

    50 min
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Ratings & Reviews

5
out of 5
4 Ratings

About

Sharing stories from those in the world of energy. Hosted by Raj Mistry.

Information

  • Creator
    Sunya
  • Years Active
    2024 - 2025
  • Episodes
    15
  • Rating
    Explicit
  • Copyright
    © Sunya
  • Show Website
    Sunya Stories

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