{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Cheeky Pint","title":"Meta CFO Susan Li on headcount vs. GPU allocation, “free cash flow” hats, and almost becoming a PM","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/8a8f48cb\"></iframe>","width":"100%","height":180,"duration":1783,"description":"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.\nFull episode transcript\nhttps://cheekypint.transistor.fm/2/transcript\n\nTimestamps\n(00:00) Intro\n(01:20) Early education and career\n(02:15) Lessons from Michael Grimes at Morgan Stanley\n(03:12) Leadership traits and succession planning at Meta\n(06:05) Mark Zuckerberg’s leadership and culture of feedback\n(09:06) Financial forecasting and capital allocation\n(14:18) ROI on Meta’s portfolio of bets\n(15:05) Investor sentiment in 2022\n(17:49) The story behind the “free cash flow” hats\n(18:58) CapEx trends in the AI era\n(21:48) A memorable earnings call\n(24:16) Challenges of allocating compute vs headcount budgets \n(26:55) AI’s impact on productivity and operations","thumbnail_url":"https://img.transistorcdn.com/yxGTFiQoO_yf4AoNETaTqI0qZ7bnSJakdxQ_jGkRaug/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS82ZGFk/ODk1OGE5Y2ExZjc5/MGMxNjYwOWQxYjdi/YTlkYy5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}