
Sign up to save your podcasts
Or
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
5
1313 ratings
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
1,032 Listeners
519 Listeners
1,780 Listeners
937 Listeners
2,316 Listeners
9,095 Listeners
401 Listeners
121 Listeners
39 Listeners
97 Listeners
461 Listeners
43 Listeners
20 Listeners
17 Listeners
28 Listeners