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Great pod with Meta's CFO, worth a listen
When asked about CapEx/datacenter spend, even the CFO of Meta acknowledges energy/physics is the constraint. We need "research innovations" so that we can "distribute the training" process across geographically disparate clusters...
19.6.2025
Susan Li is CFO of Meta and has never(!!) done a podcast. We talked about AI capex, whether your baseball hat should say FCF or EBITDA, how Meta allocates GPUs, and working with Mark Zuckerberg.
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