Heath Terry, Citi

"The demand for AI is real": OpenAI CFO on the selloff

7 calls: why Citi's Heath Terry calls the selloff structural, how OpenAI is courting the towns fighting its data centers, and why a former Fed president…

Nov 7 • Scuttlebutt

Heath Terry: the newest AI models cost more per token and less per task

3 calls: why rising prices for inference, memory and power are the bull case, which data centers towns actually fight, and why the open-source threat is…

Sep 12 • Scuttlebutt

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