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2000年股东大会 · 巴菲特和比尔盖茨的友谊是如何开始的

57 段 · 2 位说话人 · 原片 4:23
M1
M10:00

Buffett 先生,你认识 Bill Gates 已经有好几年了,而且你跟他相处的时间,可能比我们这个房间里的任何一个人都要多。

Mr. Buffett, you've known Bill Gates for several years and probably spent more time with him than any of us in this room.

你愿不愿意——

Would you feel—.
M2
M20:09

如果 Jeff Raikes 在这儿的话,那可就不是这样了。

That isn't the case if Jeff Raikes is here.

我不知道,Jeff 在这儿吗?

I don't know, is Jeff here?
M1
M10:13

不在。

No.
M2
M20:13

不管怎么说,你继续。

Anyway, go ahead.

不过,我们这儿确实有一位本地老乡,住在离这儿三十英里的地方,Jeff Raikes,他是 Microsoft 的一位核心员工。

But we, we did have a local fellow who comes from 30 miles from here, Jeff Raikes, who's a key Microsoft employee.

而且我,我想他这周末应该就在城里。

And I, I think he's in town this weekend.

我还以为他今天在会场呢。

I thought he was at the meeting.
M1
M10:25

我不是想为了抬杠,才做那么宽泛的概括。

I didn't mean to make the broad generalization to be argumentative.
M2
M20:30

我只是,我只是不想让 Jeff 觉得我是在故意把他排除在外,不让他说话。

I just, I just didn't want Jeff to think I was trying to muzzle him out.
M1
M10:33

当然,当然。

Sure, sure.

那这么说吧,嗯,我换个方式来问。

That being said, I guess, um, here's the way I'll rephrase this.

你愿不愿意跟我们讲讲,你和 Gates 先生的关系是怎么开始的,后来又是怎么发展的?

Would you feel comfortable sharing with us how your relationship began, how it evolved with Mr. Gates?

还有,关于他的精神气质和竞争性格,你觉得面对政府和各州目前提起的反垄断诉讼,他会多么强硬地捍卫自己公司的立场?

And with regard to his spirit and competitive nature, how vigorous do you expect him to defend his company's position against the government and states' current antitrust suit?

然后这个问题也想问问你们两位,也包括 Munger 先生,你们觉得政府和各州最终胜诉、把他的公司拆分成几块的可能性有多大?

And then for both of you, Mr. Munger included, what, in your opinion, are the odds that the government and the states will prevail and split his company into pieces?

另外,既然 Munger 先生提到了,我想再问一下,能不能也更新一下公司持有的白银仓位情况,以及它未来作为一项投资的前景?

And then since Mr. Munger mentioned, I guess I'd ask, could we have an update on the company's silver position and its future as an investment as well?

谢谢你把这扇门打开了。

Thank you for opening that door.
M2
M21:19

好吧,不过他也可以把门关上。

Okay, well, he can close them too.

是这样,我确实不太愿意替 Bill 说任何话,尤其是关于他接下来会怎么做。

Yeah, I really don't feel comfortable speaking for Bill at all in terms of what he's going to do.

事实上,我觉得他们一直都讲得挺明确的,他和 Steve Ballmer 都很直白地说过 Microsoft 会怎么做。

In fact, I think they've been quite outspoken, he and Steve Ballmer both, about what, what Microsoft will do.

所以我不想试着去换种说法、去修饰,或者做任何别的解释,因为他们,你知道,他们说那些话的时候很清楚自己在说什么。我会按他们字面上的意思来理解,而且我确实不该再往里加任何东西。

So I don't want to try and rephrase that or modify it or do anything else because they, you know, they know what they're saying when they say it, and, and I would take them at their word, and, and I really shouldn't be adding anything to it.

我认识 Bill,是因为我的一位很好的朋友,Meg Greenfield,她当时是 Post 的社论版编辑。

I met Bill because a very good friend of mine, Meg Greenfield, was the editorial page editor at the Post.

有一次,大概是十多年前吧,她给我打电话,她说,Warren——她非常喜欢 Washington 州,也是在那边长大的。

She called me one time 10 or more years ago, and she said, Warren— she loved the state of Washington and growing up out there.

所以她就说,我买得起第二套房子吗?

So she said, can I afford to buy a second home?

她那时候住在 Washington, D.C.。

She was living in Washington, D.C. now.

然后她就说,我买得起第二套房子吗?

And so she says, can I afford to buy a second home?

在 Washington 州。

In Washington.

我就说——然后她又说,我会把我所有的财务资料都寄给你。

And I said— and she said, I'll send you all my financial information.

我说,Meg,不用。

I said, Meg, you don't need to.

任何来问我自己买不买得起某样东西的人,其实都买得起。

Anybody that asks me whether they can afford something can afford it.

反而是那些不来问我的人,他们才是真的永远买不起。

It's the people that don't ask me, they never can afford it.

所以我就说,去做吧,这会让你开心的。

So I said, just go do it, and it'll make you happy.

后来她还真这么做了。

And so she did.

再过了一两年,她想让我过去看看,在我这点小小鼓励下,她都弄成什么样了。

And then a year or two later, she wanted to have me come out and see what she'd done with my mild encouragement.

所以我就过去参观了一下。

And so I went out there and visited.

那是一九九一年七月四号那个周末,他们在那个岛上办了游行,还有很多她想让我看的东西。

It was the July 4th weekend in 1991, and they had this parade on this island and everything she wanted me to see.

她还另外请了几个人过来。

And she had a few other people out too.

后来她跟 Bill 的父母也是朋友,所以我回到那边的时候,我们就去了 Hood Canal 看他们,也算是见见 Bill 的父母。

And then she was a friend of Bill's parents, and so we went down there to the Hood Canal to visit them when I was back there, to meet the parents.

我觉得 Bill 本来是不想来的,不过 Kay Graham 要来。

And I think Bill didn't want to come, but Kay Graham was coming in.

他想见见她。

He wanted to meet her.

他可不是想见我。

He didn't want to meet me.

所以他来了,然后我们一下子就很投缘。

And so he came in, and then we hit it off immediately.

我们聊得特别开心。

We had a great time.

我的意思是,他本来像是要跟一只黑猩猩讲这些技术上的东西一样,不过对他来说,我算是一只有点意思的黑猩猩。

And I mean, he had this chimpanzee to whom he was going to try and explain this technical stuff, but I was kind of an interesting chimpanzee to him.
M1
M13:26

所以我们——

So we—
M2
M23:27

而且他——他是个特别厉害的老师。

And he was— he's a terrific teacher.

所以我们一起待了好几个小时,然后,然后,然后我们就是特别合得来。

So we spent a number of hours, and, and, and we just plain hit it off.

而且,那个,嗯,我觉得他说的东西特别有意思,从那以后我们一直都相处得很愉快。

And, and, uh, I found it very interesting what he had to say, and we've had a good time, good time ever since.

我们还一起打 bridge,一起打高尔夫,所以我可以告诉你,他在这些项目上竞争心是很强的。

And we play bridge together and golf together, so I can tell you that he's quite competitive in those games.

但关于 Microsoft 或者别的什么,我就不能说了。

But I can't tell you anything about Microsoft or anything.

我对它也没了解那么多。

I don't know that much about it.

而且就算我真知道什么私人内幕,也不适合拿出来讲。

It wouldn't be right if I did know anything personal to be talking about it.

Charlie,你也认识 Bill。

Charlie, you know Bill.

对,不过我也不想替,你知道的,任何别人发言。

Yeah, well, I don't want to speak for, you know, anybody else either.

不过碰巧的是,对于那场还在进行中的 antitrust case,我是挺同情 Microsoft 那一边的。

I happen to be quite sympathetic to the Microsoft side of the pending antitrust case.

至于 silver,我只能说,到目前为止,这一路都挺沉闷的。

And regarding silver, all I can say is, so far it's been a dull ride.