看好Uber；自动驾驶被视为潜在利好而非风险，利润率显著改善（从-40%升至+12%）提供支撑。
逐段跳播
但我们也拥有很多伟大的公司。所以，我带着这些偏见进来，比如，如果我有1万美元可以投资，我可以把它投到Reddit、Uber或Alphabet，或者我可以投到Hermes，或者其他一百万种东西。
对我来说，如果我在谈论Hermes，我不能把它排在B TOC之上，因为我还不太想把它加入投资组合。
>> But we we own a lot of great companies, too. So, I I come in with these biases of like, you know, if I have, you know, $10,000 to invest, uh, I could either put it in in in Reddit or Uber or Alphabet or I could put in Hermes or, you know, a million other things. And, you know, for me, if I'm putting talking about Hermes, like I can't I can't rank it higher than than B TOC because I'm just I'm not that close to to wanting to add it to the portfolio.
这就像人们对Uber提出的同样论点，他们只是说，哦，你知道，我们不知道会发生什么。自动驾驶汽车会毁了一切。终值太不确定了。我对Uber了解得足够多，我能看到自动驾驶汽车实际上会如何成为他们业务的福音。
it's it's like the same argument people make with Uber where they just kind of like oh you know we don't know what's going to happen. AVs are going to ruin everything. Uh the terminal value is too uncertain. Um, I understand Uber well enough where I I can see how uh AVs will actually be um a boon to their business.
我认为Uber和Copart所经历的时间存在错配，因为对于Uber来说，道路上的汽车中有多少是Uber的？几乎可以忽略不计。所以Uber可能会在未来10年内受到自动驾驶汽车的显著影响，而这一切都是理论上的，对于总费率或汽车碰撞率要显著下降，你几乎需要到处都是自动驾驶汽车。
I think there's a time mismatch between what Uber would experience and what Copot would experience because for Uber I mean how much of the volume of cars on the road is Uber? It's like negligible. It's almost nothing. So Uber will probably be touched by AVs in like the next 10 years very significantly for and this is all a theory for the total rates or like the um the rates of you know cars crashing to go down significantly you would almost need exclusively AVs on the street everywhere.
这很有趣。我最近才想到这一点，因为我看到一个关于哪家公司会受到自动驾驶汽车更严重损害或影响的投票，Uber还是Copart，绝大多数人投给了Uber。我有点，就像你一样，我相当确信Uber甚至可能会通过聚合需求而受益，但至少我看到了这一点，我无法理解的是Uber在未来10年内会遇到问题或至少受到自动驾驶汽车的影响。
Um which is just interesting. I just thought about that recently because um I saw a poll about which company will be more severely damaged or at least impacted by a vis Uber or Copart and the vast majority voted for Uber. Um and I was a bit you know just like you I'm quite confident that that Uber will probably even be a beneficiary by aggregating that demand but at least I saw the point that I was like okay what I couldn't understand is that Uber will have problems or at least an impact of AVs in like the next 10 years
而自动驾驶汽车在共享出行中对Uber来说是未来10年的事情。我认为这是一种错配，但这并不改变这是一个终值担忧的事实。
Whereas AVs in right sharing for Uber is a thing for the next 10 years. Um I think that's that's sort of a mismatch which doesn't change anything about the fact that it's a terminal value concern.
我想我完全理解你为什么如此看好Uber，因为对我来说，我们至少相差二十年，从我们看到自动驾驶汽车的地方来看。我认为这是相当长的时间。
I think I know fully understand why you're so bullish on Uber um because to me we at least two decades like apart from like where we see AVs. Um, which is quite a long time I would say.
我们有一张非常好的图表，在过去五年中，你可以看到Uber的利润率从负40%上升到正12%。他们有这个55个百分点的波动。
We have a really great chart where over the last five years you can see Uber going from negative 40% margins to positive 12% margin. This they have this like 55 point swing.
这个频道对 $UBER 的历次判断
The Intrinsic Value Podcast 在这只股票上共 2 条判断，这里只列相邻的几条。