Meta CFO Susan Li on headcount vs. GPU allocation, “free cash flow” hats, and almost becoming a PM
No se pudo agregar al carrito
Add to Cart failed.
Error al Agregar a Lista de Deseos.
Error al eliminar de la lista de deseos.
Error al añadir a tu biblioteca
Error al seguir el podcast
Error al dejar de seguir el podcast
Meta CFO Susan Li on headcount vs. GPU allocation, “free cash flow” hats, and almost becoming a PM
-
Narrado por:
-
De:
Acerca de esta escucha
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