Cheeky Pint

Author: Stripe

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

Genres: Business, Entrepreneurship, Technology

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Meta CFO Susan Li on headcount vs. GPU allocation, “free cash flow” hats, and almost becoming a PM
Episode 2
Wednesday, 18 June, 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.Timestamps01:20 - Early education and career02:15 - Lessons from Michael Grimes at Morgan Stanley03:12 - Leadership traits and succession planning at Meta06:05 - Mark Zuckerberg’s leadership and culture of feedback09:06 - Financial forecasting and capital allocation14:18 - ROI on Meta’s portfolio of bets15:05 - Investor sentiment in 202217:49 - The story behind the “free cash flow” hats18:58 - CapEx trends in the AI era21:48 - A memorable earnings call24:16 - Challenges of allocating compute vs headcount budgets 26:55 - AI’s impact on productivity and operations