Are today’s LLMs (Large Language Models, like GPT4) ready to be deployed at scale into enterprise, and especially into finance? 🔮 Probably not. Why? 𝐏𝐞𝐫𝐦𝐢𝐬𝐬𝐢𝐨𝐧𝐬 🔑 𝐚𝐧𝐝 𝐬𝐞𝐜𝐮𝐫𝐢𝐭𝐲 🔒 Just like most tools that try to go enterprise, there are nuanced permissions and data sharing compliance measures that need to be followed. Most companies store 𝐬𝐞𝐧𝐬𝐢𝐭𝐢𝐯𝐞 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥𝐬 with customer revenue/churn, payroll, and vendor data with identifiable names. 📊 You need to train the model and customize the responses based on who is asking the question 🙋🏻‍♂️🕵🏽

#TBT. Just your average Sunday at Uber a decade ago... spend a few AM hours in the office talking about Black Car pricing strategy. Let your boss crash a girls brunch with bschool friends because he doesn't have other plans. Head back up to SF, do some emails, and then maybe an UberPOOL jam session at night. Almost everyone I knew at Uber worked an equivalent of one day over the weekend every weekend for a period of 2-3 years. We would often chat with coworkers leaving the office together at 9pm during the week. We had standing 10pm meetings with India and China

As a mom, finance leader, and CEO, I'm finding it a little harder today to go about a normal routine after seeing pictures and hearing stories from Nashville. While I don't have a great way to process all of this, let alone an answer to the super complex problem, it makes me even more appreciative of the amazing people I get to spend time with.

Where are you opening your new bank accounts? 🏦 What are the key metrics you’re evaluating? 📊 Without a doubt, one key factor is size. The WSJ has a very cool chart that helps visualize 𝐬𝐢𝐳𝐞, 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞, 𝐚𝐧𝐝 % 𝐮𝐧𝐢𝐧𝐬𝐮𝐫𝐞𝐝 𝐝𝐞𝐩𝐨𝐬𝐢𝐭𝐬. One thing that stood out to me was the American Express National Bank, especially compared to SVB!

When a finance leader wants to take on a COO/GM role, here are the top areas that typically could use more experience: 📈 GTM: A robust GTM plan isn't just a bunch of numbers on a spreadsheet. You need to think about the actual messaging, assets, and customer profiles your marketing dollars are getting deployed to. Can you come up with the words for your marketing email? Can you create a design and actually launch a campaign? While you may have support, people will be looking up to your opinions and guidance! 🛠️ Product: Understand how your product gets made, either by software engineers or other manufacturing methods. It can get pretty technical, pretty quickly

Diversified cash management strategies weren't critical... until they were. The same can be said about your vendors and vendor relationships. Think about the critical pieces of software and other suppliers for your business today. Do you have a prioritized list of vendors, contact information, and backup options? What if your CRM had an outage? Or your ERP? Managing a robust vendor strategy is so much more than being able to negotiate the lowest cos