Cheeky Pint
Meta CFO Susan Li on headcount vs. GPU allocation, “free cash flow” hats, and almost becoming a PM
18 Jun 2025
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 transcripthttps://cheekypint.transistor.fm/2/transcriptTimestamps(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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