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Meta CFO Susan Li on headcount vs. GPU allocation, “free cash flow” hats, and almost becoming a PM

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Manage episode 489546978 series 3672576
Content provided by Stripe. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stripe or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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

(00:00) Intro

(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

  continue reading

5 episodes

Artwork
iconShare
 
Manage episode 489546978 series 3672576
Content provided by Stripe. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stripe or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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

(00:00) Intro

(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

  continue reading

5 episodes

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