How AI Changes Your P&L with Fred Havemeyer of Macquarie

In this episode CJ is joined by Fred Havemeyer, a leading sell-side equity analyst from Macquarie specializing in AI and software research within the US. They delve deep into AI’s impact on the near term role of a CFO. Fred offers an unparalleled analysis of how to quantify productivity gains with AI, the difference between the metrics the sell side uses versus operators and their day to day models. They also cover why company valuations are both an art and a science, and the difference in metrics that operators vs bankers use to make decisions.

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FOLLOW US ON X:

@cjgustafson222 (CJ)

@Montaukmagic (Fred)

@turpentinemedia

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TIMESTAMPS:

(00:00) Preview

(01:03) Episode Summary and Intro on Fred

(03:10) Sponsor - Maxio | Netsuite 

(05:46) 2021: High-Profile Breaches

(08:19) CFO Metrics and Managing Expectations

(11:05)  The Beauty Of The Software Space

(12:16) Carefully Playing the Game of Metrics

(15:40) Does Everything End Up in a DCF Model?

(18:06) The AI Revolution: Adoption, Impact, and Future Prospects

(22:42) AI's Productivity Paradox: Boosting the Bottom Line

(27:10) Sponsor - Attio | Thoropass

(29:25) CFOs on AI Pricing Models

(32:56) Cost Management and Avoiding Misconfiguration Mistakes

(37:39) Margin Profile of Generative AI

(42:50) Sponsor - Tropic

(44:00) Optimizing Hardware Usage and Mapping the Right Hardware to the Right Problem

(46:09) On Snowflake and Optimization, Infrastructure, and Negotiation

(50:36) Exploring AI's Capabilities and Limitations on Working with Numbers

(58:02) The Future of AI in Business and Risk Management

(1:00:09) Wrap