Fred Havemeyer
A leading sell-side equity analyst from Macquarie specializing in AI and software research within the US.
Best podcasts with Fred Havemeyer
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Mar 21, 2024 • 1h 1min
How AI Changes Your P&L with Fred Havemeyer of Macquarie
Exploring AI's impact on CFO roles, company valuations, and metrics used by operators vs bankers. Delving into AI's productivity gains, revenue potential of Microsoft 365 co-pilot, challenges in cloud cost management, and financial blunders. Discussing AI pricing models, infrastructure optimization impact on margins, and risks of AI technology for businesses.
