Heath Terry retweeted
"All of these companies that are adopting AI, are any of them going to slow down their adoption of AI because of what happened on Tuesday? No."
@heathterry, @Citi head of AI research, remains bullish regardless of the election or this week's sell-off:
cnbc.com/video/2026/11/06/ci…
Heath Terry retweeted
"Just the suggestion that there is some sort of terminal value risk around that search side of things – that's what we've been worried about for four years."
@Citi Head of AI Research @heathterry explains why $GOOGL's earnings worried investors:
cnbc.com/video/2026/10/29/we…
Talking to @nathanbenaich is always an education. Talking to him days after he releases his annual Stateof.AI report? A privilege.
RSI, Open vs frontier, compute constraints, enterprise adoption, financing, he has deep insight into it all: open.spotify.com/episode/0bX…
What will shape AI's next chapter? In this Research @ Citi podcast, @heathterry & @nathanbenaich explore findings from Nathan's State of AI report, including frontier model competition, autonomous agents & the race to build AI infrastructure.@airstreet on.citi/3UcksTl
Heath Terry retweeted
Solving the AI infrastructure challenge requires tech & utility sectors collaborating. Our panel with Crusoe AI’s Chase Lochmiller highlighted how flexible digital infrastructure optimizes grid capacity & lowers energy costs to enable the creation of AI models.#CitiTMTConference
ALT Citi's Heath Terry and Crusoe AI\u2019s Chase Lochmiller talking at Citi TMT conference
ALT Crusoe AI\u2019s Chase Lochmiller talking at Citi TMT conference
Heath Terry retweeted
Citi isn't worried about AI capex fatigue. The firm says hyperscalers continue generating strong returns on invested capital and believes the market is underestimating the long-term payoff from today's AI infrastructure spending.
Heath Terry of Citi says investors may be questioning massive AI spending today.. but history suggests they'll appreciate it later. He compares the current AI buildout to $AMZN's early AWS investments, arguing today's heavy capex could become tomorrow's biggest profit driver.
Heath Terry retweeted
Heath Terry of Citi says investors may be questioning massive AI spending today.. but history suggests they'll appreciate it later. He compares the current AI buildout to $AMZN's early AWS investments, arguing today's heavy capex could become tomorrow's biggest profit driver.
Heath Terry retweeted
"We want to see that backlog continue to accelerate because that's telling us...companies are adopting AI in a way that's showing that they're getting return out of it."
@Citi head of tech and comms research Heath Terry previews Q1 mega-cap tech earnings:
cnbc.com/video/2026/04/27/ci…
Heath Terry retweeted
This concept that AI is a race to a finish line is foolish..what was the endpoint of the computer race? There wasn't one.
Heath Terry retweeted
🪩The one and only @stateofai 2025 is live! 🪩
It’s been a monumental 12 months for AI. Our 8th annual report is the most comprehensive it's ever been, covering what you *need* to know about research, industry, politics, safety and our new usage data.
My highlight reel:
Heath Terry retweeted
Congestion pricing by the #’s 6 months in:
* 67k fewer drivers entering the zone daily
* Delays in Holland tunnel down 65%
* Traffic deaths down 32% so far in 2025
* $500m projected this year for MTA capital improvements
* Broadway theater attendance up 12%
* Subway ridership up 7%
* Bus ridership up 12%
* LIRR ridership up 8%
So yes this program is a SUCCESS.
Heath Terry retweeted
Three of the current Top 5 in the AP Poll - Texas, Penn State and Indiana - do not have a win over team currently ranked. No. 9 Alabama has more (4) than the current Top 5 has combined (3).
Heath Terry retweeted
"The share of chips manufactured at TSMC’s facility in Phoenix that are usable is about 4 percentage points higher than comparable facilities in Taiwan..."
TSMC has achieved early production yields at its first plant in Arizona that surpass similar factories in Taiwan, a significant breakthrough for a US expansion project initially dogged by delays and worker strife trib.al/c6XdKvH
Heath Terry retweeted
🪩The @stateofai 2024 has landed! 🪩
Our seventh installment is our biggest and most comprehensive yet, covering everything you *need* to know about research, industry, safety and politics.
As ever, here's my director’s cut (+ video tutorial!) 🧵
Heath Terry retweeted
The Ryan Williams TD called by these Japanese commentators is so out of pocket..
Heath Terry retweeted
RIP. Legend doesn't begin to describe him. Most people know the big stuff but few knew about his constant generosity. He let me crash in his apartment for 3 years. I just wish I'd kept that yellow legal pad with the first draft of "Sunday Morning Coming Down"
Heath Terry retweeted
Michigan looking like a team who for the past several years knew all of their opponents’ plays before the snap and now do not any more.
Heath Terry retweeted
Since @CFBPlayoff era in 2014, most overrated teams based on preseason/final polls:
1-Auburn
2-USC
3-Wisconsin
4-A&M
5-LSU
6-Texas
7-Oregon
8-Oklahoma
9-Miami
10-Florida State
Rest of 25 most overrated ⬇️
actionnetwork.com/ncaaf/mcmu…
Heath Terry retweeted
Street trees have long been connected to many positive outcomes like reducing urban heat islands, improving traffic safety, cutting air pollution and raising property values. There is also a connection between planting street trees and lower mortality. cnu.org/publicsquare/2022/11…
