Meta CFO Susan Li on headcount vs. GPU allocation, “free cash flow” hats, and almost becoming a PM
About this episode
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.
Full episode transcript
https://cheekypint.transistor.fm/2/transcript
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
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