Susan Li of Meta—the youngest chief financial officer of a Fortune 100 company—joins John Collison to talk about capital allocation, managing investors, and how Mark Zuckerberg has changed over the 17 years of working together.

Timestamps

01:20 - Early education and career

02:15 - Lessons from Michael Grimes at Morgan Stanley

03:12 - Leadership traits and succession planning at Meta

06:05 - Mark Zuckerberg’s leadership and culture of feedback

09:06 - Financial forecasting and capital allocation

14:18 - ROI on Meta’s portfolio of bets

15:05 - Investor sentiment in 2022

17:49 - The story behind the “free cash flow” hats

18:58 - CapEx trends in the AI era

21:48 - A memorable earnings call

24:16 - Challenges of allocating compute vs headcount budgets

26:55 - AI’s impact on productivity and operations

Greg Brockman—OpenAI cofounder and Stripe's first engineer—joins Stripe cofounder John Collison to talk about research-driven product development, an early moment he thought OpenAI was doomed, S curves in AI advancement, and energy bottlenecks.

Watch Cheeky Pint on YouTube: https://www.youtube.com/playlist?list=PLcoWp8pBTM3ATMYLP-hFIhJORSw-nFOiY

Timestamps:

02:51 - Was OpenAI the first company to take the scaling hypothesis seriously?

04:53 - Lessons from Dota about deep learning

08:08 - What is a good new Turing test?

08:57 - Personalization in AI

09:57 - Research-driven product development

10:26 - An early moment OpenAI felt doomed

15:01 - OS limits on AI product development

17:59 - When will AI make novel advancements in math or science?

20:03 - Energy bottlenecks

22:30 - S curves in AI advancement

24:00 - AI coding

26:25 - Refactoring as a killer AI use case

27:26 - How OpenAI decides what products to built

28:53 - Growing up in North Dakota

30:17 - How far away is AGI?

John sits down with founders and builders over a pint—Greg Brockman (cofounder of OpenAI), Susan Li (chief financial officer at Meta), Kyle Vogt (founder of The Bot Company and cofounder of Twitch and Cruise), and Pieter Levels (indie hacker).

Watch Cheeky Pint on YouTube: https://youtube.com/@stripe.