저자: SamEvans · 외국인
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워런 버핏이 테슬라 FSD(완전자율주행)가 사회엔 이롭지만 보험사엔 나쁠 것이라고 언급했다는 점을 소개. FSD로 사고가 50% 줄 수 있고, 테슬라가 주행 데이터로 보험을 직접 운영하면서 기존 자동차보험사가 불리해진다는 논리. 버핏이 GM 지분을 전량 매각했고 BYD에는 2008년부터 투자 중이라는 점도 언급. 진행자는 테슬라 투자 가능성에 대해 확답하지 않음.
다듬은 글
Warren Buffett has met with investors at the quarterly meeting for birkshire heway this is the really crucial meeting where he actually provides his advice to investors and Bufford has actually sounded off on Tesla's for self driving but interestingly he believes it will be negative for insurance companies and he's essentially telling investors we probably won't be investing in insurance companies for this one crucial reason very interesting information hello my friends welcome to the channel I'm Sam Evans you're watching the electric Viking I remember at college or university I got a textbook um in class and it was about investing and there was in one entire chapter dedicated to Burkshire Hathaway and Warren Buffett and I was talking about how Burkshire Hathaway had beaten the market every year um for I believe it was at the time about 35 straight years this is obviously showing you my age year because bursh haway been a around a long time a lot longer than that now but essentially bursh haway had averaged annual returns of nearly 30% it was just truly staggering and ever since that day since I was what about 20 years old I thought wow Warren Buffett is truly a genius whatever he says I need to listen to well the thing is bursh haway you know I had thought for a while there they were just um kind of lost their way a little bit but they're still beating the market like it every year and Warren Buffett is still doing his thing and he's still advising people sharing with him his nuggets of wisdom many of them have been extremely valuable and I've shared them with many people over the years because I find them very valuable while Warren Buffett is now saying insurance companies are in for a bad time he's saying that full self-driving Tesla for self-driving will soon cost insurers massive amounts of money and so therefore he's basically warning people against investing in insur in insurance companies he has said that Tesla for self driving is good for society it will save a lot of lives but bad for insurance companies could Warren Buffett be considering investing in Tesla he could be he dumped his stock um Buffett and bur hathway have long been bullish on General Motors that's a bit of an embarrassment I think but they they just dumped they have never done this before dumped an entire big position of One stock at one time they dumped their entire position several billion dollars of General Motors stock a few months ago I think it was actually about the end of last year is it possible Burkshire Hathaway and Buffett are looking at investing in Tesla I don't know but keep in mind they are invested pretty heavily in byd and that investment began all the way back in 2008 Buffett said this if accidents get reduced by 50% it's going to be good for society and bad for insurance companies good for society is what we're looking for now obviously he's just put in the good for for society is what we're looking for to try and make him try to make it sound like it's it's not about the dollars here but what it comes down to for Burkshire hathway is making a smart investment and bursh haway basically predicting that full self-driving will reduce accidents by 50% that is a huge reduction and if you actually look at the number of crashes in the United States it is still massive in comparison to other Western countries there's way too many crashes in the US for some reason so many people still run red lights and drive drunk it's crazy I mean you've got NBA players recently um who have been you know caught with basically sports stars who've been caught um drink driving and killing people I mean this this all kinds of insane stuff going on so I think it's going to be a huge benefit to society once we have more car manufacturers or or in particular using autonomous driving where human beings are well not driving themselves when they shouldn't be investing in insurance companies for auto assuming self driving technology Pro proves to be much safer and far less accident prone will be a FS errand in the future says talk news as insurance costs come way down leading to farless profit for auto insurance companies now the other reason insurance companies will have a hard time is the data they don't have access to Tesla's data or other companies uh detailed data so Tesla vehicles obviously they film um when they're driving and Tesla is getting you know billions of miles of filming so they're able to see what people are doing they actually if you've opt into it Tesla will track your data and then they can actually offer you an insurance premium based on your data they can see what kind of driving you're a safe driver okay well we know based on your driving history that your likelihood of having an accident is X and then they can say give you the right premium potentially a big discount now if you're not a good driver or a bad driver Tesla will go well we'll avoid that person we'll avoid having to have the a high chance of us losing on that one because that person's much more likely to have a crash they might be 10 20 times more likely and then Tesla can say well make a better profit a much bigger profit on its insurance so in the future it's more likely that some of these insurers won't have access to that data that automakers will and they'll be at a disadvantage like they are now versus Tesla and of course that's one of the reasons why Tesla has been moving into the insurance ins industry I find this fascinating information guys and it's definitely worth looking at because Warren Buffett doesn't make these kinds of comments on the back of you know back of his hand he makes these kind of comments after he's really thought about them seriously the future of the automotive industry is going to change rapidly Tony saber Warren Buffett Elon Musk now some of the the smartest Minds in the world are saying that full self-driving autonomous cars will revolutionize society that people will do a lot more trips in the future there'll be a lot more driving but the price of actually driving as a service will go down enormously taxi drivers um Uber will not be able to compete with full self driving it it just won't be possible because a car without a person will make travel incredibly cheap however it will change society in some pretty significant ways but I think more importantly back to what bar Warren Buffett has said here it'll make car travel so much safer now for you personally the riskiest most dangerous thing you can do is get in your car and drive somewhere that's the most risky thing that about 99% of us do on a daily basis reducing that risk by 50% well it could be the difference between life and death thanks for watching
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