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Cheeky Pint

Cheeky Pint

Stripe
Veröffentlicht: 2025-06-18
© 2025 Stripe
Cheeky Pint - QR Code
GratisNeu
3 Folgen
Audio
Anhören auf Apple Podcasts
GratisNeu
3 Folgen
Audio
Anhören auf Apple Podcasts
Veröffentlicht: 2025-06-18
© 2025 Stripe
Aktuelle Folge
Meta CFO Susan Li on headcount vs. GPU allocation, “free cash flow” hats, and almost becoming a PM

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

Susan Li of Meta—the youngest chief financial officer of a Fortune 100 company—joins Stripe cofounder John Collison to talk about capital allocation, managing investors, and how Mark Zuckerberg has changed over the 17 years of working together.
Länge: 29:43
Abspielen
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
Folgen-ID: 1000713434117
GUID: 9cf94993-cba8-4d4d-826b-a0fcd0587134
Erscheinungs­datum: 18.6.2025, 15:00:00

Beschreibung

Stripe cofounder John Collison interviews founders, builders, and leaders over a pint.

Feed-URL

https://feeds.transistor.fm/cheeky-pint-with-john-collison

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