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从营收指标看,Jumia正处于快速上升阶段。2018年Jumia的GMV为8.28亿欧元,同比增长了63.3%;公司实现营收1.31亿欧元,同比增长38.9%。虽然发展迅速,但Jumia尚未实现盈利。2018年,Jumia经调整EBITDA为-1.50亿欧元,比2017年-1.27亿欧元有所扩大。

所以世界不可能发生翻天覆地的变化。如果有人认为你可以每年改变10%的能源,那是行不通的。但是世界正在朝着正确的方向前进——努力减少碳排放。不会投资特斯拉让电动车替代燃油车可能会阻碍经济发展ANDY SERWER:Speaking of those cars,look at Tesla andwhat Elon Musk is doing.That kind of is a revolution. Right?

ANDY SERWER:Knownsknowns and unknownknows and unknownunknowns.安迪·塞尔:知之为知之,不知为不知。WARREN BUFFETT: Yeah, and all that.And the question is thebox that says knowns and important。

沃伦·巴菲特:嗯,这是个非常好的问题。但是我没有好的答案。我确实本来应该拥有谷歌。他们曾经来拜访过我。ANDY SERWER:Larry and Sergey?安迪·塞尔沃:拉里和谢尔盖?(《红周刊》记者注:谷歌的两位创始人)WARREN BUFFETT:Yeah. Yeah. And they-- and we were-- thiswas a long time ago. I mean, this was before they went public. They weretalking to me a little bit about it. And we were using search at GEICO in asignificant way. So I knew the power of search. And I actually used search alot myself, starting with Altavista or something, going way back. And search isincredibly valuable to me. And-- and it was valuable to GEICO.

“货运版滴滴”满帮帮助实现货车与货物的匹配。满帮集团董事局主席王刚在分论坛介绍,原来车找货、货找车需要两天时间,现在只要两个小时。成交的时间从两个小时缩短到15分钟。陈生强认为,数字科技可以为实体经济创造新动能,核心原因在于,数字科技已经成为实现数字经济的关键手段,已经成为当下各行各业实现数字化升级的必选项,并激发新业态、新模式,助力数字经济规模不断扩大。

沃伦·巴菲特:是的,完全正确。问题是同一个盒子上,可能同时写着“可知”和“重要”。WARREN BUFFETT:Is there anything in that box? And can youtell what‘s in that box and what isn’t in that box? And that‘s what I callknowing your circle of competence. And my circle of competence doesn’t includethe ability to predict interest rates a day from now or a year from now or fiveyears from now. So I say, can I function without knowing that? It‘s the sameway as predicting what business is going to do or the stock market’s going todo. I can‘t do any of those things. But that doesn’t mean I can‘t do wellinvesting over time.

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