저자: ChamathPalihapitiya · 외국인
요약 보기
결론: 영상은 Saber(SABR)를 AI 수혜 소형주로 제시하며 장기 매수 관점을 강조한다. 핵심 주장: 여행 플랫폼(Expedia, Booking 등)은 Saber의 데이터 공급에 의존하는 중간상이라 AI 시대에 가치가 소멸할 수 있고, 데이터를 쥔 Saber가 수혜를 본다는 논리다. 근거 수치: Saber 시가총액 약 13억 달러, 주가 약 5달러, 팬데믹 전 24달러 이상에서 약 5분의 1 수준으로 하락. 10배 상승 가능성과 5배 회복 가능성을 언급. Saber 사업: Google Cloud 기반 Saber Travel AI 출시, 개발자 생태계 지원 역할. 투자 전략: 진행자는 Saber를 매달 분할매수(dollar cost averaging) 중이며, 외가격 풋옵션 매도로 프리미엄을 받으며 포지션을 쌓는다고 설명. 수익이 본격화되는 시점은 향후 5년 내로 봤고 올해나 내년은 아니라고 함. 언급 종목: Saber(매수 긍정), Expedia·Booking 등 여행 플랫폼(부정적 전망), Airbnb(언급만, 방향 불명확). 리스크: 소형주이며 AI 수익화 시점이 멀다는 점이 전제. 다만 영상 내 명시적 손실 리스크 언급은 제한적. 출연자 전망: 장기적으로 AI 수혜 기대, 단기 방향 예측은 없음.
다듬은 글
very well respected uh investor and entrepreneur in the tech space mentioned a very uh Niche AI stock which I think is a very very very interesting play and get them can potentially be a 10 bagger and I started a small investment in this company um and I think it's it's it's very very worthwhile looking into this stock and um yeah let's just hear what shamat has to say and then we go deeper into into this stock and see what it's all about so there we go an example given to being by nikesh Aurora so it's not I'm not going to take credit for it who's the CEO of all networks but he was telling me you know you look at Bravo the travel space all the public travel companies are like 300 billion dollars of public market cap Expedia Travelocity all these companies but they're pure middlemen and they sit on top of the data feed that comes from a handful of companies one of them is saber and so I went in my looked at saber a Savers like a 1.3 billion dollar company a small little company but they are the ones that go into all the airlines extract all this gobbledygook data normalize it and allow Expedia travelocitybooking.com to exist in a world of machine learning where an AI where theoretically you can have conversational languages inside of WhatsApp or messenger or Instagram you see this beautiful picture you're like book me a ticket to that place well saber is actually the key value Creator there and all these Expedia examples that are plugged into GPS says no economic sense those companies should go to zero so I've used that as a way of forcing function for me to try to prove that there's really these two barbells it's a barbell bookends one is a silicon and one of these sort of like data providers that's probably an investable thing that's defensible everything in the middle I think what what people have said is true which is today it looks like it's worth a couple million dollars tomorrow's worth of nothing so those are very very strong words what shamat says but I think it makes a lot of sense right um if you have an AI that can access the data you probably would not need uh platforms like booking or Expedia and so because those are purely middlemen Airbnb is a bit of a different thing I think because they are in a specific Niche but um yeah like a platform like booking what's the difference between uh any other hotel booking platform so I think uhmad really makes a really good point um that saber is at you know they're like the apex predator right so they have the access to the data and the X to the data that's where you know where if you have access to the data that's where AI thrives so I want to go a little bit more um uh deeper into what saber does so they do they provide data but uh I actually have uh they actually have a very nice video on the website uh on their saber travel AI so I'm briefly gonna play this how can technology make travel more personal introducing singular travel AI the ingrained technology that will help make personalized travel a reality bringing together Savers deep industry expertise with Google Cloud's state-of-the-art AI technology an advanced learning capabilities saber travel AI enables travel companies to take retailing and customer experiences to the next level access real-time unprecedented data on Traveler preferences and business insights like never before to provide the right offer to the right person at the right time extending that customized experience all the way through to the day of travel it's about getting better acquainted with today's traveler who they are their likes their dislikes and using predictive insights to keep them coming back for more increase Revenue opportunities while enabling more tailored travel experiences scalable intelligent take a bold step forward in infusing decision science across the full travel spectrum and get ready to experience everything saber travel AI has in store for the fear of travel so it was like a overview of what they're doing but they actually say we're actually provides we look at the website actually provides a a lot of it's it's kind of like you can compare like Sofi which has like an an ecosystem for developers to build their applications on right and um and saber is one of those companies that actually supports developers to build these new AI applications on there so that's very very very interesting because the new platforms will be AI driven there's no doubt right the existing platforms like Expedia booking may have some advantage that they have the reach they have like the the the the the reach of the of the uh the public that uses their platforms but there's you know other ways like WhatsApp or even an x.com that could use this this data to to um to help you with uh with your travel plans so I think this is a really good uh saber is a really well positioned uh company to uh you know to to take advantage of of um of this this AI Revolution so I want to go a little bit into the the the numbers the stock here so um you know before the pandemic um saber was was above 24 uh dollars of stock right after after pandemic it dropped and like every Technology stock uh they dropped a lot um so they dropped by a factor of five um with the potential I think uh it could actually go back up there so it would be like a 5x but I think it it actually really has the potential to be like a den backer and the reason why is like it's uh it you see that again and again like with these smaller Capital um with stocks with a small market cap um you know Big Wall Street uh Wall Street investors they don't buy these little stocks so that's our advantages like retail investor you can get in these stocks quite early and then when the big money comes well then you know then you can actually you know make a make a nice profit so what am I what am I doing uh that's what I what I do that's my core strategy what I what I do with um with super snowball is I accumulate with out of one money put options so I think it makes sense to actually look at also the options you know today the the stock is at five uh five around five dollars so when we look at for example what I'm doing I am selling the October 20 put option which gives like a premium of 44.44 which is like a very yeah a very significant um uh of course of Premium um so that's how I'm gradually building up uh saber I don't think there is real hurry um to buy the stock but I am uh every month I'm dollar cost averaging in in saber I think it's a long-term play I think we have to be very so there's a there's a lot of like um hype like around uh well I wouldn't say hype there is a real substance around AI that that's that's true but the the commercial actually the the profits are going to be a little bit further in the future uh it's not going to be this year and maybe not you know next year at the big money is going to be made with AI but it's going to be in the next five years definitely so so um that's why I say I'm building up uh my position in saber and uh and yeah it's going to be um uh the position that I'm building up uh until quite nice percentage and uh I'm doing it with what I always do I accumulate my accumulation strategy is what I teach in super snowball so I buy with out of the money put options so I got my margin of safety and yeah that has been working really well for me and yeah if you're interested in learning how I acquire these stocks well go to supersnowball.com and there you can learn more about how I do it and learn more about the strategy thank you for listening bye
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