Run the Numbers

CJ Gustafson
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Run the Numbers is a business podcast about financial metrics and business models for CFOs, aspiring CFOs, finance leaders, and ambitious people operating tech startups. Hosted by CJ Gustafson, CFO and writer of Mostly Metrics, the show shares lessons, frameworks, and operator insights from the trenches as a tech exec. Think of it as a playbook for the things CJ wishes he knew earlier in his career, covering SaaS metrics, annual budgeting, forecasting, headcount, equity, dilution, fundraising, and the decisions that drive performance and growth.

  1. hace 1 día

    QuantumScape’s CFO on Funding the Future of Batteries | Kevin Hettrich

    In this episode of Run the Numbers, CJ sits down with Kevin Hettrich, CFO of QuantumScape and a Stanford-trained engineer who joined as the company’s first product manager. They cover how to allocate capital against scientific milestones, why QuantumScape moved to a licensing model, and how finance and product both decide what not to do. — SPONSORS: Cloud Capital helps you say goodbye to on-demand rates for cloud. Committing more cuts the rate you pay for cloud infrastructure by 20–60%. Commit wrong and you pay for capacity you'll never use. Cloud Capital underwrites that risk, so you capture the savings of deeper commitments without locking in architecture or putting engineers on it. Go to www.cloudcapital.co Brex is an intelligent finance platform that combines corporate cards, built-in expense management, and AI agents to eliminate manual finance work. By automating expense reviews and reconciliations, Brex gives CFOs more time for the high-impact work that drives growth. Join 35,000+ companies like Anthropic, Coinbase, and DoorDash at https://www.brex.com/metrics Abacum puts your actuals, forecasts, models, and business context in one place, so you can update the plan, run scenarios, and answer "why did this change?" without rebuilding the story from six spreadsheets and a Slack thread. Connect your source systems, keep models and assumptions aligned, and give leaders trusted answers while decisions are still being made. Go to abacum.ai/mostly-metrics. RightRev is a revenue recognition platform built for the AI economy, helping finance support usage-based pricing, credits, hybrid contracts, seats plus consumption, and whatever commercial model comes next. It gives product teams the freedom to keep innovating without outdated revenue systems slowing them down. Learn how RightRev can help at https://rightrev.com/cj Fidelity Private Shares gives founders the structure and simplicity to focus on what actually matters - building your company. If your startup needs a little extra support (and let’s be honest, who doesn’t need a little help now and then), then you’re in for a pleasant surprise with Fidelity. If you stay investor ready, you don’t have to get investor ready. Check out www.fidelityprivateshares.com Rillet is an AI-native ERP built for modern finance teams that want to replace NetSuite and close faster. With revenue recognition, close management, multi-entity support, and native Stripe and Salesforce integrations, Rillet helps scaling companies run their finance stack in one place. Hundreds of teams, including Windsurf and Mercor, use Rillet to make the zero-day close real. Book a demo at https://www.rillet.com/cj EY works with high-growth tech companies to navigate the messy realities of scaling—from regulatory requirements to IPO readiness. By helping teams get it right early and often, EY lets founders stay focused on building while reducing risk as they grow. Learn more at https://www.ey.com/techstartups — LINKS:  Mostly Talent: https://mostlymetrics.typeform.com/to/cLTxtAsN QuantumScape: https://www.quantumscape.com/ Kevin on linkedin: https://www.linkedin.com/in/kevinhettrich/ CJ: https://www.linkedin.com/in/cj-gustafson-13140948/ Mostly metrics: https://www.mostlymetrics.com — TIMESTAMPS: 0:00 Cold Open 2:44 From Engineer to First Product Manager 4:33 Why Better Batteries Are So Hard 6:29 Feedback Loops 10:16 The Approach That Didn’t Pencil 11:51 Counting Orders of Magnitude 13:49 Speed of Learning as a Metric 19:34 The Cost to Learn 20:32 Putting Numbers Behind Beliefs 21:45 Where to Forecast Tightly 24:05 Communicating Progress 25:52 The Licensing Model 30:02 What to Own 35:40 When Asset-Light Goes Too Far 36:41 Licensing as a Royalty Business 37:23 Capital Allocation Lessons 38:06 Product and Finance 42:03 Kevin’s Biggest Mistake 43:25 Advice to His Younger Self 46:11 Finance Tech Stack 46:48 Craziest Expense Ever #RunTheNumbersPodcast #QuantumScape #CFO #Batteries #CapitalAllocation

    QuantumScape’s CFO on Funding the Future of Batteries | Kevin Hettrich

  2. hace 5 días

    Greenhouse’s CFO on Breaking the AI Hiring Doom Loop | Paul Todgham

    In this episode of Run the Numbers, CJ sits down with Paul Todgham, CFO of Greenhouse, to talk about the AI doom loop in hiring, where candidates and recruiters both use AI and trust keeps falling. They also cover how to price AI products, how Paul measures AI ROI, and his “Surges and Savings” budgeting framework. — SPONSORS: Rillet is an AI-native ERP built for modern finance teams that want to replace NetSuite and close faster. With revenue recognition, close management, multi-entity support, and native Stripe and Salesforce integrations, Rillet helps scaling companies run their finance stack in one place. Hundreds of teams, including Windsurf and Mercor, use Rillet to make the zero-day close real. Book a demo at https://www.rillet.com/cj Cloud Capital helps you say goodbye to on-demand rates for cloud. Committing more cuts the rate you pay for cloud infrastructure by 20–60%. Commit wrong and you pay for capacity you'll never use. Cloud Capital underwrites that risk, so you capture the savings of deeper commitments without locking in architecture or putting engineers on it. Go to www.cloudcapital.co Brex is an intelligent finance platform that combines corporate cards, built-in expense management, and AI agents to eliminate manual finance work. By automating expense reviews and reconciliations, Brex gives CFOs more time for the high-impact work that drives growth. Join 35,000+ companies like Anthropic, Coinbase, and DoorDash at https://www.brex.com/metrics Abacum puts your actuals, forecasts, models, and business context in one place, so you can update the plan, run scenarios, and answer "why did this change?" without rebuilding the story from six spreadsheets and a Slack thread. Connect your source systems, keep models and assumptions aligned, and give leaders trusted answers while decisions are still being made. Go to abacum.ai/mostly-metrics. RightRev is a revenue recognition platform built for the AI economy, helping finance support usage-based pricing, credits, hybrid contracts, seats plus consumption, and whatever commercial model comes next. It gives product teams the freedom to keep innovating without outdated revenue systems slowing them down. Learn how RightRev can help at https://rightrev.com/cj Fidelity Private Shares gives founders the structure and simplicity to focus on what actually matters - building your company. If your startup needs a little extra support (and let’s be honest, who doesn’t need a little help now and then), then you’re in for a pleasant surprise with Fidelity. If you stay investor ready, you don’t have to get investor ready. Check out www.fidelityprivateshares.com EY works with high-growth tech companies to navigate the messy realities of scaling—from regulatory requirements to IPO readiness. By helping teams get it right early and often, EY lets founders stay focused on building while reducing risk as they grow. Learn more at https://www.ey.com/techstartups — LINKS:  Mostly Talent: https://mostlymetrics.typeform.com/to/cLTxtAsN Greenhouse: https://www.greenhouse.com/ Paul on linkedin: https://www.linkedin.com/in/paul-todgham-0a612/  CJ: https://www.linkedin.com/in/cj-gustafson-13140948/ Mostly metrics: https://www.mostlymetrics.com — TIMESTAMPS: 0:00 Cold Open 5:30 Does AI Change the Hurdle Rate? 6:31 Pressure on Backfills 7:33 Stack Ranking Your Team 8:48 Retention in the AI Era 10:34 1,400 Applicants 13:26 Human at the Center 17:53 AI Interviewing 22:44 Business Model Change 25:40 Forecasting a Transformative Product 26:34 How to Price AI 29:27 Willingness to Pay 31:37 Measuring AI ROI 39:43 Business Cases for AI Spend 41:36 Surges and Savings 42:24 Is the Savings List a Trick? 44:03 What Makes a Good Surge 46:28 Paul’s Biggest Mistake 47:33 Advice to His Younger Self 48:29 Greenhouse’s Finance Tech Stack 49:39 Craziest Expense Ever #RunTheNumbersPodcast #Greenhouse #CFO #AIinHiring #Budgeting

    Greenhouse’s CFO on Breaking the AI Hiring Doom Loop | Paul Todgham

  3. 3 nov

    Token Series Part 3 | Who’s Footing the Bill for AI?

    In Part 3 of our Token Series with Tabs, CJ and Ali Hussain ask who’s actually paying for AI. They cover the venture-funded subsidy behind today’s AI prices, why more companies are passing token costs on to customers, and how pricing is shifting toward hybrid commits, tiers, and credits. They also dig into overages, revenue leakage, and agentic commerce. __ SPONSORS: Tabs is an AI-native revenue platform that unifies billing, collections, and revenue recognition for companies running usage-based or complex contracts. By bringing together ERP, CRM, and real product usage data into a single system of record, Tabs eliminates manual reconciliations and speeds up close and cash collection. Companies like Cortex, Statsig, and Cursor trust Tabs to scale revenue efficiently. Learn more at ⁠https://www.tabs.com⁠ — LINKS:  Mostly Talent: ⁠⁠https://mostlymetrics.typeform.com/to/cLTxtAsN⁠⁠ Guest: ⁠⁠⁠⁠linkedin.com/in/ali-hussain786⁠ Company: ⁠⁠www.tabs.com⁠ CJ: ⁠⁠https://www.linkedin.com/in/cj-gustafson-13140948/⁠⁠ Mostly metrics: ⁠⁠https://www.mostlymetrics.com⁠⁠ 0:00 Cold Open 1:16 Who Foots the Bill for AI? 1:25 The Venture Subsidy 1:54 Sizing AI Spend 2:50 The Uber Analogy 4:50 Passing AI Costs Through 5:43 Will Buyers Go Cheaper? 7:17 Pricing and Packaging 8:18 Hybrid Commits 9:31 Where Tiers Fit 10:34 What Is a Credit? 12:42 The Overage Problem 14:51 Agentic Commerce 17:30 Next Up: Tokens as Currency #RunTheNumbersPodcast #AIPricing #UsageBasedPricing #CFO #AI

    Token Series Part 3 | Who’s Footing the Bill for AI?

  4. 2 nov

    The Hierarchy of Metrics BS: How Investors Spot Fake Numbers | Brian Neider

    In this episode of Run the Numbers, CJ sits down with Brian Neider of Lead Edge Capital, author of the viral “Hierarchy of Metrics Bullshit.” They cover how to spot misleading metrics, the difference between a good company and a good investment, and the worst EBITDA add-backs. They also look at how AI is changing software defensibility, and Brian tells the story of the giant Happy Gilmore check. — SPONSORS: Fidelity Private Shares gives founders the structure and simplicity to focus on what actually matters - building your company. If your startup needs a little extra support (and let’s be honest, who doesn’t need a little help now and then), then you’re in for a pleasant surprise with Fidelity. If you stay investor ready, you don’t have to get investor ready. Check out www.fidelityprivateshares.com Rillet is an AI-native ERP built for modern finance teams that want to replace NetSuite and close faster. With revenue recognition, close management, multi-entity support, and native Stripe and Salesforce integrations, Rillet helps scaling companies run their finance stack in one place. Hundreds of teams, including Windsurf and Mercor, use Rillet to make the zero-day close real. Book a demo at https://www.rillet.com/cj Cloud Capital helps you say goodbye to on-demand rates for cloud. Committing more cuts the rate you pay for cloud infrastructure by 20–60%. Commit wrong and you pay for capacity you'll never use. Cloud Capital underwrites that risk, so you capture the savings of deeper commitments without locking in architecture or putting engineers on it. Go to www.cloudcapital.co Brex is an intelligent finance platform that combines corporate cards, built-in expense management, and AI agents to eliminate manual finance work. By automating expense reviews and reconciliations, Brex gives CFOs more time for the high-impact work that drives growth. Join 35,000+ companies like Anthropic, Coinbase, and DoorDash at https://www.brex.com/metrics Abacum puts your actuals, forecasts, models, and business context in one place, so you can update the plan, run scenarios, and answer "why did this change?" without rebuilding the story from six spreadsheets and a Slack thread. Connect your source systems, keep models and assumptions aligned, and give leaders trusted answers while decisions are still being made. Go to abacum.ai/mostly-metrics. RightRev is a revenue recognition platform built for the AI economy, helping finance support usage-based pricing, credits, hybrid contracts, seats plus consumption, and whatever commercial model comes next. It gives product teams the freedom to keep innovating without outdated revenue systems slowing them down. Learn how RightRev can help at https://rightrev.com/cj EY works with high-growth tech companies to navigate the messy realities of scaling—from regulatory requirements to IPO readiness. By helping teams get it right early and often, EY lets founders stay focused on building while reducing risk as they grow. Learn more at https://www.ey.com/techstartups — LINKS:  Mostly Talent: https://mostlymetrics.typeform.com/to/cLTxtAsN Lead Edge Capital: https://leadedge.com/ CJ: https://www.linkedin.com/in/cj-gustafson-13140948/ Mostly metrics: https://www.mostlymetrics.com — TIMESTAMPS: 0:00 Cold Open 2:37 Origin of the Hierarchy of Metrics 4:37 Token Maxing: Today’s Page Views 5:29 What CEOs Get Cagey About 10:07 Selling Well vs. Intellectual Dishonesty 15:26 Asking “Explain It Again” 19:11 Good Company vs. Good Investment 23:25 Defining “Expensive” 24:32 Better Questions with EY 24:50 EBITDA Add-Backs 28:22 Revenue vs. EBITDA Multiples 29:28 The Craziest Add-Backs 35:15 Is Services Revenue Good Revenue? 39:28 Horizontal, Vertical, Infrastructure 41:44 How AI Hits Each Category 45:06 Moats 52:17 The Happy Gilmore Check #RunTheNumbersPodcast #LeadEdge #EBITDA #VentureCapital #AI

    The Hierarchy of Metrics BS: How Investors Spot Fake Numbers | Brian Neider

  5. 27 oct

    Anthropic's Historic IPO Has Arrived | S1 Breakdown

    In this episode of Run the Numbers, CJ breaks down Anthropic’s S-1: the revenue growth, 900% net revenue retention, compute costs, gross margin, and whether the company is actually profitable. We also cover the risk factors, the five-class share structure, executive pay, and what a roughly $2 trillion valuation implies next to other recent IPOs. — SPONSORS: RightRev is a revenue recognition platform built for the AI economy, helping finance support usage-based pricing, credits, hybrid contracts, seats plus consumption, and whatever commercial model comes next. It gives product teams the freedom to keep innovating without outdated revenue systems slowing them down. Learn how RightRev can help at https://rightrev.com/cj Fidelity Private Shares gives founders the structure and simplicity to focus on what actually matters - building your company. If your startup needs a little extra support (and let’s be honest, who doesn’t need a little help now and then), then you’re in for a pleasant surprise with Fidelity. If you stay investor ready, you don’t have to get investor ready. Check out www.fidelityprivateshares.com Rillet is an AI-native ERP built for modern finance teams that want to replace NetSuite and close faster. With revenue recognition, close management, multi-entity support, and native Stripe and Salesforce integrations, Rillet helps scaling companies run their finance stack in one place. Hundreds of teams, including Windsurf and Mercor, use Rillet to make the zero-day close real. Book a demo at https://www.rillet.com/cj Cloud Capital helps you say goodbye to on-demand rates for cloud. Committing more cuts the rate you pay for cloud infrastructure by 20–60%. Commit wrong and you pay for capacity you'll never use. Cloud Capital underwrites that risk, so you capture the savings of deeper commitments without locking in architecture or putting engineers on it. Go to www.cloudcapital.co Brex is an intelligent finance platform that combines corporate cards, built-in expense management, and AI agents to eliminate manual finance work. By automating expense reviews and reconciliations, Brex gives CFOs more time for the high-impact work that drives growth. Join 35,000+ companies like Anthropic, Coinbase, and DoorDash at https://www.brex.com/metrics Abacum puts your actuals, forecasts, models, and business context in one place, so you can update the plan, run scenarios, and answer "why did this change?" without rebuilding the story from six spreadsheets and a Slack thread. Connect your source systems, keep models and assumptions aligned, and give leaders trusted answers while decisions are still being made. Go to abacum.ai/mostly-metrics. EY works with high-growth tech companies to navigate the messy realities of scaling—from regulatory requirements to IPO readiness. By helping teams get it right early and often, EY lets founders stay focused on building while reducing risk as they grow. Learn more at https://www.ey.com/techstartups — LINKS:  Mostly Talent: https://mostlymetrics.typeform.com/to/cLTxtAsN CJ: https://www.linkedin.com/in/cj-gustafson-13140948/ Mostly metrics: https://www.mostlymetrics.com — TIMESTAMPS: 0:00 Cold Open 1:08 Ticker, Raise, and Valuation 2:02 Three Big Questions 2:21 Key Stats at a Glance 8:04 The Best Shareholder Letter Ever 11:18 Where Anthropic Sits in the AI Stack 15:20 How Anthropic Makes Money 18:02 Run Rate vs. ARR 20:56 Revenue Efficiency 22:48 The Four Financial Drivers 25:16 Are They Profitable? 26:37 Gross Margin 31:29 Cash Flow 35:22 Wallet Share and Too Many Partners 37:18 Red Flags 40:49 The Cap Table 42:08 Exec Pay and the Board 43:33 Valuation 44:50 IPO Comps 45:12 Odds and Ends 45:55 Bull Case and Final Take 46:57 Wrap Up #RunTheNumbersPodcast #Anthropic #IPO #S1 #AI

    Anthropic's Historic IPO Has Arrived | S1 Breakdown

  6. 26 oct

    Why Databricks’ Sid Kumar is Always Planning

    In this episode of Run the Numbers, CJ welcomes back Sid Kumar, who has led go-to-market through perpetual, cloud, SaaS, and consumption models at CA, AWS, HubSpot, and now Databricks. They cover how consumption changes the sales org, why customer success has an identity crisis, how to build a commission stack, and what ARR actually means. Sid also shares how AI is reshaping capacity planning and why he thinks annual planning is giving way to continuous planning. — SPONSORS: Abacum puts your actuals, forecasts, models, and business context in one place, so you can update the plan, run scenarios, and answer "why did this change?" without rebuilding the story from six spreadsheets and a Slack thread. Connect your source systems, keep models and assumptions aligned, and give leaders trusted answers while decisions are still being made. Go to abacum.ai/mostly-metrics. RightRev is a revenue recognition platform built for the AI economy, helping finance support usage-based pricing, credits, hybrid contracts, seats plus consumption, and whatever commercial model comes next. It gives product teams the freedom to keep innovating without outdated revenue systems slowing them down. Learn how RightRev can help at https://rightrev.com/cj Fidelity Private Shares gives founders the structure and simplicity to focus on what actually matters - building your company. If your startup needs a little extra support (and let’s be honest, who doesn’t need a little help now and then), then you’re in for a pleasant surprise with Fidelity. If you stay investor ready, you don’t have to get investor ready. Check out www.fidelityprivateshares.com Rillet is an AI-native ERP built for modern finance teams that want to replace NetSuite and close faster. With revenue recognition, close management, multi-entity support, and native Stripe and Salesforce integrations, Rillet helps scaling companies run their finance stack in one place. Hundreds of teams, including Windsurf and Mercor, use Rillet to make the zero-day close real. Book a demo at https://www.rillet.com/cj Cloud Capital helps you say goodbye to on-demand rates for cloud. Committing more cuts the rate you pay for cloud infrastructure by 20–60%. Commit wrong and you pay for capacity you'll never use. Cloud Capital underwrites that risk, so you capture the savings of deeper commitments without locking in architecture or putting engineers on it. Go to www.cloudcapital.co Brex is an intelligent finance platform that combines corporate cards, built-in expense management, and AI agents to eliminate manual finance work. By automating expense reviews and reconciliations, Brex gives CFOs more time for the high-impact work that drives growth. Join 35,000+ companies like Anthropic, Coinbase, and DoorDash at https://www.brex.com/metrics EY works with high-growth tech companies to navigate the messy realities of scaling—from regulatory requirements to IPO readiness. By helping teams get it right early and often, EY lets founders stay focused on building while reducing risk as they grow. Learn more at https://www.ey.com/techstartups — LINKS:  Mostly Talent: https://mostlymetrics.typeform.com/to/cLTxtAsN Craig on Linkedin: linkedin.com/in/craig-bealmear-a375573 Oklo: https://oklo.com/ CJ: https://www.linkedin.com/in/cj-gustafson-13140948/ Mostly metrics: https://www.mostlymetrics.com — TIMESTAMPS: 0:00 Cold Open 2:52 Go-to-Market 5:05 Perpetual, SaaS, Consumption 7:01 The Contract Isn’t the Moment of Truth 10:24 A Different Kind of AE 17:41 Customer Success’s Identity Crisis 20:23 Hunter vs. Farmer 22:44 Motion Specialization 23:50 Building the Commission Stack 28:07 CAC and LTV 29:54 What ARR Means 33:44 Pattern Matching With Data 38:13 Forecasting 38:59 Always Be Planning 41:10 AI and Capacity Planning 43:48 Will AI Change Sales Ops? 46:16 The Player-Coach Is Back 46:44 Getting Hands-On With AI 48:08 Hot Take on Annual Planning #RunTheNumbersPodcast #Databricks #GoToMarket #SalesOps #ConsumptionPricing

    Why Databricks’ Sid Kumar is Always Planning

  7. 22 oct

    Oklo CFO on Leading Through Deepwater Horizon | Craig Bealmear

    In this episode of Run the Numbers, recorded live at Brex Mode in Chicago, CJ sits down with Craig Bealmear, CFO of Oklo, who spent nearly 30 years at BP before moving into nuclear. They cover raising billions before meaningful revenue, why cash matters more than the P&L, and how he hires the finance team Oklo will need two years from now. Craig also looks back at leading through the Deepwater Horizon crisis. — SPONSORS: Brex is an intelligent finance platform that combines corporate cards, built-in expense management, and AI agents to eliminate manual finance work. By automating expense reviews and reconciliations, Brex gives CFOs more time for the high-impact work that drives growth. Join 35,000+ companies like Anthropic, Coinbase, and DoorDash at https://www.brex.com/metrics Abacum puts your actuals, forecasts, models, and business context in one place, so you can update the plan, run scenarios, and answer "why did this change?" without rebuilding the story from six spreadsheets and a Slack thread. Connect your source systems, keep models and assumptions aligned, and give leaders trusted answers while decisions are still being made. Go to abacum.ai/mostly-metrics. RightRev is a revenue recognition platform built for the AI economy, helping finance support usage-based pricing, credits, hybrid contracts, seats plus consumption, and whatever commercial model comes next. It gives product teams the freedom to keep innovating without outdated revenue systems slowing them down. Learn how RightRev can help at https://rightrev.com/cj Fidelity Private Shares gives founders the structure and simplicity to focus on what actually matters - building your company. If your startup needs a little extra support (and let’s be honest, who doesn’t need a little help now and then), then you’re in for a pleasant surprise with Fidelity. If you stay investor ready, you don’t have to get investor ready. Check out www.fidelityprivateshares.com Rillet is an AI-native ERP built for modern finance teams that want to replace NetSuite and close faster. With revenue recognition, close management, multi-entity support, and native Stripe and Salesforce integrations, Rillet helps scaling companies run their finance stack in one place. Hundreds of teams, including Windsurf and Mercor, use Rillet to make the zero-day close real. Book a demo at https://www.rillet.com/cj Cloud Capital helps you say goodbye to on-demand rates for cloud. Committing more cuts the rate you pay for cloud infrastructure by 20–60%. Commit wrong and you pay for capacity you'll never use. Cloud Capital underwrites that risk, so you capture the savings of deeper commitments without locking in architecture or putting engineers on it. Go to www.cloudcapital.co EY works with high-growth tech companies to navigate the messy realities of scaling—from regulatory requirements to IPO readiness. By helping teams get it right early and often, EY lets founders stay focused on building while reducing risk as they grow. Learn more at https://www.ey.com/techstartups — LINKS:  Mostly Talent: https://mostlymetrics.typeform.com/to/cLTxtAsN Craig on Linkedin: linkedin.com/in/craig-bealmear-a375573 Oklo: https://oklo.com/ CJ: https://www.linkedin.com/in/cj-gustafson-13140948/ Mostly metrics: https://www.mostlymetrics.com — TIMESTAMPS: 0:00 Cold Open 2:38 What Oklo Does 3:38 From BP to Nuclear 6:03 The Power Behind the AI Stack 7:47 Unconstrained Demand 12:38 Risks 13:50 Running a Pre-Revenue Company 14:57 The Say-Do Ratio 17:41 Asking the Dumb Questions 18:13 Raising Capital Before the Projects 21:15 Cash Management Pillars 25:05 One-Way vs. Two-Way Decisions 26:11 Defining Capability 27:35 Hiring for Two Years Out 28:07 Forecasting the Team 8 Quarters Out 30:07 Deepwater Horizon 31:46 Leading Through a Crisis 32:19 Wrap Up #RunTheNumbersPodcast #Oklo #Nuclear #CFO #BrexMode

    Oklo CFO on Leading Through Deepwater Horizon | Craig Bealmear

  8. 20 oct

    Token Series Part 2 | Finance's ChatGPT moment: MCP, Harness, and Headless Explained (simply)

    In Part 2 of our Token Series with Tabs, CJ and Ali Hussain ask how much AI is too much in finance. They cover why finance may be the most AI-forward function after product and engineering, how MCP became its “ChatGPT moment,” and why headless agents need a leash. They also get into where to start with governance and why deterministic layers still matter. — SPONSORS: Tabs is an AI-native revenue platform that unifies billing, collections, and revenue recognition for companies running usage-based or complex contracts. By bringing together ERP, CRM, and real product usage data into a single system of record, Tabs eliminates manual reconciliations and speeds up close and cash collection. Companies like Cortex, Statsig, and Cursor trust Tabs to scale revenue efficiently. Learn more at ⁠https://www.tabs.com⁠ — LINKS: Mostly Talent: ⁠⁠ https://mostlymetrics.typeform.com/to/cLTxtAsN⁠⁠ Guest: ⁠⁠⁠⁠ linkedin.com/in/ali-hussain786⁠ Company: ⁠⁠ www.tabs.com⁠ CJ: ⁠⁠ https://www.linkedin.com/in/cj-gustafson-13140948/⁠⁠ Mostly metrics: ⁠⁠ https://www.mostlymetrics.com⁠⁠ — TIMESTAMPS: 0:00 Cold Open 1:05 Why CFOs Ask About Org Design 2:25 Finance Is the Most AI-Forward Team 3:43 MCP: Finance’s ChatGPT Moment 5:08 Laying Tracks for Agents 5:53 Vendors, Employees, Customers 6:51 MCP, Harnesses, and Headless Agents 8:34 The New Finance Operating System 11:50 Governing AI in Finance 12:12 Where to Start: Billing and Collections 13:51 Will Deterministic Layers Survive? 14:51 Build vs. Buy 16:28 Why Revenue Work Is So Hard 18:11 Next Up: Who Foots the Bill? #RunTheNumbersPodcast #Tabs #CFO #AI #AITokens

    Token Series Part 2 | Finance's ChatGPT moment: MCP, Harness, and Headless Explained (simply)
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Run the Numbers is a business podcast about financial metrics and business models for CFOs, aspiring CFOs, finance leaders, and ambitious people operating tech startups. Hosted by CJ Gustafson, CFO and writer of Mostly Metrics, the show shares lessons, frameworks, and operator insights from the trenches as a tech exec. Think of it as a playbook for the things CJ wishes he knew earlier in his career, covering SaaS metrics, annual budgeting, forecasting, headcount, equity, dilution, fundraising, and the decisions that drive performance and growth.

Información

  • Creador
    CJ Gustafson
  • Años de actividad
    2024 - 2026
  • Episodios
    338
  • Clasificación
    Explícito
  • Copyright
    © CJ Gustafson
  • Mostrar sitio web
    Run the Numbers

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