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CFOs are preparing for greater scrutiny of data center projects at a time when financing is becoming more expensive following the Democratic sweep of Congress.
CFO Gonzalo Luchetti shares his highlights and key takeaways from Citi’s Third Quarter Earnings. For the full replay and materials, please visit:
CFO's are now paying close attention to token usage and costs, especially for non core engineering workflows that use AI. I'm seeing equal or better answers produced with 50% less tokens and 90% lower token costs using Grok 4.7 versus Opus 5.5. Build model choice and token budgets into AI enabled workflows. Examples below.
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CFOs have moved from viewing digital assets as purely speculative to having utility. The opportunity now is what crypto and stablecoins, like $XRP and $RLUSD, can do for treasury, payroll, and cross-border flows. The game-changer: onchain markets don't stop at 5 pm or take weekends off. That opens the door to new ways to put idle cash to work around the clock and to empower treasury as a strategic value driver. @rvereecke, SVP, Ripple Treasury, explores the shift in the latest Crypto In One Minute.
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CFO Mark Davies and legal chief Andy Missan signed each other’s severance agreements while Matt Mullenweg was on leave, providing a year of salary and additional equity vesting if their departures qualify for the benefits.
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CFO of OpenAI, Sarah Friar, on pacing the frontier: "If we have to pace things, we will always make an investment decision based on strong ROI, but from where I sit today there is so much opportunity to drive growth that I am still highly focused on getting more compute to keep that flywheel going...on the compute front, remember, when we have more compute we can build the best models." Via @CNBCFastMoney
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CFOs are spending record amounts on share repurchases. Plus, Rolls-Royce’s Helen McCabe on how to engineer a transformation.
"CFOs don't wake up wanting yield. They want better cash management." Harris Leow of @ReapGlobal on turning corporate treasury into infrastructure where liquidity stays productive and instantly spendable.
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"CFOs Meet LLMs", Cool but: - I wouldn't trust LLM to suddenly forget what's after the "cutoff"; hence IMO forecasts are biased. - LLMs were trained on all this CFO Survey data anyway, which could explain the similarities described.
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PETROBRAS’ CFO SAYS HIGH BRENT PRICES IN SEPTEMBER WILL POSITIVELY IMPACT Q4 RESULTS, WHILE THE CEO SAYS THE COMPANY INCREASED OIL PRODUCTION BY CONNECTING 49 WELLS UP TO Q3, AGAINST 44 PLANNED FOR THE YEAR
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