저자: 워런버핏 · 외국인
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첫 줄 결론: 이 영상은 워런 버핏과 빌 게이츠의 과거 일화와 인생관을 소개하는 내용으로, 자산 가격 방향에 대한 예측은 포함되어 있지 않다. 영상 소개: 진행자가 버핏과 게이츠의 대화·인터뷰 장면을 편집해 보여주는 영상이며, 좋아요 수 목표를 걸고 제작한 파트2 성격이다. 버핏의 과거 일화: 25달러에 산 핀볼 기계로 작은 사업을 키웠고, 사업 경력 초기에 정점을 찍은 뒤 이후로는 내리막이었다고 회고했다. 사탕 브랜드처럼 제품 자체를 좋아하는 기업에 끌린다고 말했다. 게이츠와 버핏의 만남: 1991년 7월 5일 처음 만났으며, 게이츠는 버핏이 금융 투자자라 자신과 접점이 적을 것이라 생각했으나 소프트웨어 가격과 산업 변화에 대해 질문받고 놀랐다고 회상했다. 일상과 시간 관리: 버핏은 대부분 회의 없이 독서와 사고에 시간을 쓰고, 자본 배분이 핵심 업무라고 말했다. 게이츠는 회의가 많고 연 2주 '생각 주간(think week)'을 가진다고 했다. 버크셔 이사회와 후계: 게이츠는 버크셔 해서웨이 이사로 합류했으나 후계 자리는 본인이 아니라고 선을 그었다. 이사 보수는 연 900달러 수준이라는 농담이 나왔다. 인생 조언: 버핏은 외부 평가(outer scorecard)보다 내면의 기준(inner scorecard)이 중요하다고 말했고, 'No'라고 말하는 법을 배웠다고 언급했다. 투자 실수에 대한 견해: 버핏은 가장 큰 실수는 저지른 것이 아니라 알면서도 하지 않은 '기회 상실(omission)'이라고 했으며, 약 100억 달러 규모의 놓친 이익을 언급했다. 게이츠는 인터넷 TV(IPTV)에 너무 일찍 뛰어들었던 사례와 검색 시장에서 뒤처진 점을 실수로 꼽았다. 마무리: 포커 게임용 현금, 지갑 습관 등 가벼운 질의응답으로 영상이 끝난다.
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check this man's credit see if he's good I was just wondering what is what would you consider to be the worst investment you've ever made the worst investment I ever made how long do you have how much money as you guys be in both billionaires do you guys carrying a wallet any given time how much we got in our wallet well I can answer that I'll take the whole place what's going on guys today I have another video with Warren Buffett so now on my last video with Warren Buffett I told you guys if you guys give me a hundred likes I will do a part two video of Warren Buffett and in this video I'll be featuring Warren Buffett and Bill Gates now this is a very fun video we're gonna get to know them a little we're also gonna be watching a Q&A and of course we'll be digging into the minds of these billionaires so once again before we get this video started don't forget to give me a like and we get this video 200 likes I'm gonna do another part 3 video of Warren Buffett or also let me know in the comments section if you guys want to see more Warren Buffett Bill Gates or just Warren Buffett either way give me a thumbs up if you're new to my channel don't forget to smash that subscribe button and hit that notification ball well then my kind of place I think it's a lot of fun when you can have a product like a See's candy or whatever you really love the product itself I just like to eat and especially candy this is unbelievable the I claim to be pretty good at pinball I had bought a machine for twenty five dollars in 1946 build a small empire out of it it was the best business I was ever in I peaked very early in my business career it's been all downhill ever since so this is this article is the start of the personal computer industry this really cheap kit computer appeared on the cover of this magazine and we saw in December 74 and then Paul was saying oK you've got to drop out we've got to start Microsoft this is gonna happen without us and in fact this company who made this may became our first customer there's something I've heard the story but I've never seen the magazine before and frankly if I read it I wouldn't have known what to do with it I'll take the whole place when your mother first said I'd like you to come and have dinner with me and warm up it'll be here you should meet him you didn't seem that interested why was that well-worn I thought it was somebody who bought and sold securities which is a very zero-sum thing that's not curing disease or a cool piece of software and the idea of you know kind of looking at volume curves and it doesn't invent anything and so I thought my way of looking at the world what I wanted to figure out do and what he looked at that there wouldn't be much intersection and that's why it was so shocking when I met him he was the first person to really ask me about software and software pricing and why wasn't IBM with all of their strengths able to overwhelm Microsoft and what what was going to happen in terms of how software would change the world and you know he let me ask him about okay well why do you invest in certain industry why are some banks more proper than others and he was clearly a broad systems thinker and so it started a conversation that has been fun and enriching and you know an incredible friendship that was completely unexpected I should mention that that I mean I am the only college grad up here yeah I'll be taking my Harvard shirt off pretty soon because I didn't complete the whole pillar so I didn't think I should leave it on although they don't allow you to work could you tell us a little bit about uh your typical workday and how you manage your time to a lot further like playing Halo to you and that kind of stuff well I don't get to play much halo - I have to say when I play with my colleagues at work I get slaughtered so fast that's unbelievable when I'm on an Xbox Live Project Gotham Racing I'm a little better at it's nice to have a job where gaming is a serious pursuit and we get to think about that you know and playing around the latest technology whether it's you know new PCs looking at new software sitting down with researchers it's it's why I think my job is the best Warren thinks is the best but I'm I'm sure I'm right anyway I'm in meetings a lot my calendar gets very full with those and then at night after the kids have gone to bed I'm on email a great deal I get messages during the day that's my chance to give long responses and then over the weekend I send a lot of mail as well as well I take two weeks a year to just go off and read and think where I'm not interrupted by work or anything else I'm just solidly trying to think about the future and people get to send me things to read as part of that so-called think week so it's nice mix of things about 25% of the time that I'm out traveling around meeting with customers Europe Asia and that sort of helps me think okay do we have the right priorities what what are people responding well to and what would they they like to see us do better I'm on think week about 50 weeks year you'd be surprised at at my days I mean they are they're very unstructured no meetings none I mean we've been I don't like meetings and I read a lot I wish I were a faster reader you know I get more done but I do read a lot and I I I'm on the phone a moderate amount our businesses run themselves basically out there my job is allocating capital and and I that's what I'm thinking about but I don't like to have things all packed hour an hour an hour and though I are both extraordinarily lucky I mean we really get to do what we like to do the way we want to do it with people that we choose to be around then they're terrific I mean we we've really got everything our way and it's a we're very fortunate and in his world he has some he has a different kind of pace than I have but we both love it the way we do it and and my guess is that we're each the most productive in that particular mode too because it it it fits our personalities and and and aptitudes this is mr.
gates since you joined the board at Berkshire Hathaway have you considered possibly taking over for mr. Buffett when he retires Dean's take notes on this one yeah this this being on the Berkshire Board is a real honor for me and and I just joined the board last December I have to say it's not very remunerate --iv I can't couldn't even make the flight out here on my Berkshire director speed but but Berkshires been organized in a very unique way and of course very different from my business experience which is all really related to software and what goes on there so I'm looking forward to being a good advisor making sure that Berkshires grooming people for whatever succession eventually has to take place but it won't be me Berkshires got a lot of great people and they they understand the unique system there and I'll step step up to it we pay our board our directors $900 a year and I really would like to pay him more but Bill's so far ahead of me on that Forbes list already seriously we're very very lucky I mean there were there are people that would pay anything to have bail on their board and it's a real act of friendship that he has come on the Berkshire Board it takes a lot of time if the rewards are there they're only psychic but it's it to have him there you know with the small difference in our ages makes me feel very good I'm the older actually I'm in this explain it they it makes me feel very good to know that I've got people of both of the quality and the experience and everything else to make that decision when I'm not there the next morning so I'm very grateful I'm a senior marketing major here at the University and if you guys decided to drop a hundred dollar bill would you bother going back to pick it up or would you let a lowly college student like myself go get it if he drops ten cents off the floor as he walks out and he doesn't pick it up I'll pick it up and I was just wondering what is the best piece of advice you've ever been given and how has it impacted your personal or professional lives what did I tell you that impressed you the most first I met Warren we were talking about getting together and doing something again he pulled out his calendar and the pages were so blank and I said wow you know you've managed to avoid getting tied in to a lot of kind of meaningless activity and you know Warren said yeah you have to be good at saying no and picking the things that really make a difference and that's one of many things I've learned from warm but that's one of my favorites and I so I can blame it on him whenever I'm turning things down actually I I told him that was it the truth is I don't get invited anyplace I think that and I got an awful lot of good advice from my dad and he didn't he didn't lay it on me I mean he just you know you you picked it up from him but that was never any of this you know do this do that type of thing at all but but I think he really taught me that it's more important in terms of what's on your inner scorecard than your outer scorecard I mean some people get in a position where they they're thinking all the time of what what the world's gonna think of this or that instead of what they themselves think about and if if your inner score card if you're if you're comfortable with that I think you're gonna have a pretty happy life and I think the people that strive too much for the outer score card sometimes find that it's a little Hollow when they get all through I was just wondering what is what would you consider to be the worst investment you've ever made the worst investment I ever made how long do you have well I I've made some very bad ones but that doesn't really bother me I may bother the shareholders but that's another question you know you're gonna make you're gonna make mistakes in life I mean there's no question about it you don't want to make them on the big decisions you know who you marry and some things like that so there's no way I'm going to make a lot of business and investment decisions without making some mistakes I may try to minimize them I don't I don't dwell on them at all I don't I don't look back the biggest mistakes are the ones that actually don't show up they're the mistakes of omission rather than commission we've never lost that much money on any one investment but it's the things that I knew enough to do that I didn't do we have we have missed profits of as much as you know maybe 10 billion dollars in things that I knew enough to do and I didn't do now the fact they didn't by Microsoft way back is not a forgone opportunity because I didn't know enough to make that decision but there have been other investments where I didn't know enough to make the decision and for one reason or another I either didn't do it at all or I did it on a small scale I was sucking my thumb when I should have been writing checks you know basically and you know those don't show up yeah there's no place where it shows missed off Unity's but I've I've missed some big ones the triumphs in life are partly trying speakers you know that everything isn't going to be a triumph and and and I would never get too hung up on mistakes I know a lot of people that really agonize over them and and it it just isn't worth it I mean tomorrow's another day and you live it forward and just go on to the next thing I think in in Microsoft's case the biggest mistake is where we miss something that's coming along is going to be huge and for us if we get in too early like the idea of delivering TV over the Internet IPTV we got in probably five years before we needed to it's just now starting to happen I don't I don't feel bad about that at all there's a few things like understanding direction say the internet search would go where we go we're playing the tiny bit of ketchup on that but you know let's work some overtime on this little problem here people are kind of under estimating our ability to move to the front of the pack there and we've had that in many cases we had that when the internet came along and became this big phenomena that we needed to really push the company into that we had that one IBM broke off its relationship with us and went in to competition with us that was a very big challenge but we don't want to have anything that comes along some breakthrough in terms of how software is done that we haven't gotten the best people in and are putting that together with the work we're doing so it'd be missing something like that that that'd be our worst mistake how much money as you guys be in both billionaires do you guys carry a wallet any given time how much we got that wallet well I can answer that because we're gonna go to this evening we're gonna get in a poker game okay and it's a $500 buy-in so I made very sure that I had a fire at least 500 dollars in my wallet I have a little more than that but I don't carry around a lot of buddy bill no actually a lot of times it's weird I don't carry a wall at all I do what I do carry his bridge problems so there's but if I get in in a line or things are slow or even I'm driving I like to have something to mental to work on he bet $500 tonight though I brought a little extra so I'm ready for the game so this is July 5th 1991 we didn't know why we were meeting each other until we met each other we thought our domains did not overlap right but the domain of trying to understand how the world works what was going on we both found each other's way of looking at that so fascinating that they had to tear us apart and we became friends as of that day my real vocational goal was to be a mattress tester that would be a terrific job I just test mattresses all day but I never got that but they did me a mattress after me the Warren well there we go well touting pretty nice I can you imagine I mean this is this is the way to spend your time I think this is better than that precisely I wouldn't I wouldn't fool around with computers well I could be in this position well I didn't do very much in the purchasing and at our family I can't recall ever buying anything actually check this man's credit and see if he's good being successful or almost anything means having a passion for it if you see somebody with even reasonable intelligence and a terrific passion for what they do and who can get people around them to March even when those people can't see over the top of the next hill things are gonna happen you know building Microsoft was incredibly fun and because we were right about software we had the women to our back and so when I got into philanthropy the idea of could I do it twice you know in an area where the feedback isn't quite as obvious of what you're doing right wrong now I can say that we've got this organization that is so much fun to be a part of it so it's not only a great organization but it's got these metrics that at least on some of them we've exceeded our own expectations how do we get out of here well we don't want you to get out of it well designed in that respect it's like a casino and but let me get oriented now and the truth is I don't know where we are anyways that's it for Warren Buffett and Bill Gates if you guys enjoyed this video don't forget to leave me a thumbs up and if you're new to this channel don't forget to hit that notification Bell smash that subscribe button I'll see you guys next time bye bye
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