Рекорд Шкоды по расходу топлива | BMW, Audi и Mercedes в кризисе | У АвтоВАЗа рухнули продажи — Transcript
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- 0:03Well, that's how we'll start this first
- 0:05newscast of the year. The biggest news
- 0:08this year is that the presenters have
- 0:10been replaced by a cat, and the cat
- 0:11will be looking into a lamp, not at you
- 0:13. There, in the lamp. [ __ ], how
- 0:16interesting. Come on. Oh, another lamp.
- 0:20No. Hello. It's a banal electric car
- 0:42that didn't work out for us.
- 0:46Perhaps you still have the cat's ass in
- 0:48the frame now. There. And also her ass
- 0:50at the same time. Good afternoon, good
- 0:53morning, good evening. Finally, we have
- 0:55our first broadcast of 2026. We haven't
- 0:57quite gotten into our usual work
- 0:58routine yet, so we're not recording
- 1:00this broadcast in the office, but just
- 1:02stuck it in the kitchen at home and sat
- 1:04down.
- 1:05Let's focus
- 1:06on the water and the cat. Let's focus
- 1:09on the cat.
- 1:12No,
- 1:13Uncle Finn, let
- 1:19me do it. Yeah, well, I still have a
- 1:21tablecloth on the table. No, I'm
- 1:23laughing because she just came back to
- 1:26you.
- 1:27As you can see, some changes have
- 1:29happened in my house over the past year
- 1:31. I still feel weird being here, to be
- 1:35honest. But that's not what we're
- 1:36talking about. The most important thing
- 1:38is that over the New Year holidays we
- 1:40had quite a lot of car news, which is
- 1:41usually rare, because they usually keep
- 1:43all this stuff jingling constantly,
- 1:47like children's rattles, to calm down.
- 1:49Yeah. The most important thing is not
- 1:51to screw up, and that will be allowed.
- 1:52You have nowhere else to sit, right?
- 1:53Today you absolutely have to sit here.
- 1:56Why are you looking at me? Get out of
- 1:58here. Well, apparently you won't have
- 2:12to pay attention to some random cat
- 2:14walking around here. Besides, I also,
- 2:16well, I've already popped up somewhere,
- 2:18either on our Telegram channel or on
- 2:19Instagram, well, the finance thing
- 2:21flashed by somewhere, and people were
- 2:22like, "Where did the adult cat come
- 2:24from? How is that possible? What kind
- 2:26of adult, suddenly a cat appeared?"
- 2:28Let's think about it. Let's think about
- 2:30it. How could someone else's adult cat
- 2:34show up here? Go away. It's fine, she's
- 2:39glued to the couch. Sorry if the entire
- 2:48newsfeed turns into a montage of me
- 2:50throwing the cat out of frame, but
- 2:52that's exactly why you came here. So,
- 2:56the most important thing is that we had
- 2:57quite a lot of automotive news over the
- 2:59New Year holidays. Which is weird,
- 3:02because usually during the New Year
- 3:03holidays, everything kind of shuts down
- 3:05, nothing happens: car companies, you
- 3:07know, all the presentations, financial
- 3:08reports, that kind of thing are usually
- 3:10relegated to March, because nothing
- 3:12happens in January or February. And
- 3:14that's actually why the news usually
- 3:16doesn't get out, because, firstly,
- 3:18we're on vacation somewhere, surfing
- 3:19the waves—not content, just surfing
- 3:21the waves. And there's usually no
- 3:23interesting news, but we've got such a
- 3:25pile of news here that let's get to it
- 3:27right away. And all our other things,
- 3:30if we suddenly get carried away
- 3:32somewhere, will naturally already be
- 3:33inside. In my opinion, the Christmas
- 3:45tree is bad. It'll stand
- 3:47until March. It'll stand
- 3:48until March. It hasn't started to fall
- 3:50off yet, so it'll stand for a while.
- 3:51Well,
- 3:51in general, it's better to throw out
- 3:53the tree before it starts to fall off.
- 3:54Well, as
- 3:56you can probably guess, I didn't drag
- 3:59this tree here. It came with a
- 4:02tablecloth and a cat.
- 4:04And with a cat, yes. Naturally, I'm the
- 4:07one throwing it out. Well, like, how
- 4:10else could it be? I'd rather not think
- 4:12about it for now. Fuel consumption is
- 4:182.6 liters per 100 km and almost 3,000
- 4:20km on a single tank. A diesel Skoda
- 4:23Superb has set a world record. This
- 4:26news is actually from October 2025, but
- 4:28it somehow slipped my mind last fall. I
- 4:31only saw it, you know, on the weekend,
- 4:33during the holidays, when I was just
- 4:34poking around, like, "What else have we
- 4:36missed? What else haven't we talked
- 4:38about? What else interesting has
- 4:39happened in the automotive world?" Or
- 4:41somewhere nearby? And it turns out that
- 4:43in October, Mika Marczyk became the
- 4:45European Rally Champion. Honestly, I
- 4:47don't know who this driver is, because
- 4:48a quick Google search didn't reveal any
- 4:50major achievements other than the
- 4:51European Championship. Well, here he is
- 4:53, a guy who's involved in motorsports,
- 4:54who understands rallying, and who
- 4:56understands the car as a whole. He took
- 4:57a regular Skoda Superb for an interview
- 4:59, and then he said, "You know, I was
- 5:02also considering an Octavia." I was
- 5:04considering an Octavia, but it just had
- 5:05a small bug. The Superb has a bigger
- 5:06one, and the fuel consumption is plus
- 5:08or minus a kilometer. So, they took the
- 5:09Superb. And what did these guys do?
- 5:11They simply took a standard car,
- 5:13straight out of the box, just a regular
- 5:15car with a two-liter diesel engine
- 5:17producing 150 horsepower. They put
- 5:20low-rolling-resistance wheels on it,
- 5:22and a sports suspension. Just a little
- 5:25tuning, as is customary in the Skoda
- 5:27Club. Because if you buy an Octavia,
- 5:30for example, the sport suspension is
- 5:31installed on the first day, along with
- 5:33the chip. Incidentally, no chip was
- 5:35installed; the engine is standard. And
- 5:37you just drive very carefully, very
- 5:38deliberately, catching the slipstream
- 5:40from trucks. And just trying to brake
- 5:42as little as possible. So, the person
- 5:43understands what a car is and how to
- 5:44actually drive it. The guys managed to
- 5:47get 2,831 km on a single tank. On a
- 5:50standard tank, not a dual tank, not
- 5:52like the Kamaz, you know, where there
- 5:53are tanks on both sides, or some kind
- 5:55of extra tank on a Gazelle. No, it's
- 5:57just a regular, standard car.
- 5:59Essentially, the only improvement is
- 6:01the lowered suspension, which was made
- 6:03to lower the ride height and, again, to
- 6:05, well, reduce air resistance. And
- 6:08that's it, a world record. And at this
- 6:11point, absolutely all the wankers who
- 6:13sit in the internet comments and rant
- 6:16about how, oh, just a little bit more
- 6:18and we'll have solid-state batteries,
- 6:20unlike anything you'll have solid-state
- 6:22, yeah, there it is. And 1,000 km of
- 6:25range on a single charge in commuter
- 6:27trains. And hybrids, for [ __ ] sake,
- 6:30look at them, 1,000 km on a single tank
- 6:33. Now, if you charge it up, if you take
- 6:36a little extra steam, fart, drive very
- 6:38carefully, and so on, you can survive
- 6:401,500 km on a Lisyan, although it's
- 6:42impossible to survive 1,000 km on a
- 6:43Lisyan, but still. And all these
- 6:46presentation materials, all these
- 6:48figures, about how very soon, very soon
- 6:50, hybrids, electric cars, and all other
- 6:53modern cars, they will someday travel
- 6:55very long distances. And you won't have
- 6:58to worry about charging, fuel, and all
- 7:01that crap. All these materials that are
- 7:05constantly shoved in our faces are
- 7:07still just materials, and people just
- 7:09take a regular Skoda diesel,
- 7:11essentially from 2013, give or take,
- 7:13because, well, that diesel engine is
- 7:15still the same as the one from
- 7:16Dieselgate, by the way. It's just from
- 7:20there with additional catalytic
- 7:22converters, additional particulate
- 7:23filters, and all the additional
- 7:24restrictions to ensure it meets all
- 7:25environmental standards. And this is an
- 7:27engine from that era; Volkswagen
- 7:33approved the development of this engine
- 7:35back around 2007. Somewhere around
- 7:37there, they made the decision to make
- 7:39this series of engines, like the Ya-189
- 7:41and other two-liter diesels. A modern
- 7:45engine, of course, is no longer the 189
- 7:46series, it's already an upgrade, but
- 7:48still, it's the same inside, the same
- 7:50technology. So let's think about what
- 7:54would have happened if those 20 years,
- 7:56plus the huge sums of money that all
- 7:58the automakers spent on hybrids,
- 8:00electric cars, all that stuff, had been
- 8:03spent on improving the humble diesel.
- 8:07Maybe we would have gotten 4,000 km on
- 8:09a tank. And to be fair, how much more
- 8:12could you want when you can get 2,800.
- 8:16Yes, of course, there are all those
- 8:17things under the hood, along with the
- 8:19fact that we drive very carefully
- 8:21without air conditioning, don't brake,
- 8:23and people don't drive like that in
- 8:24real life, but it still became possible
- 8:26with modern hybrids and modern electric
- 8:28cars, and indeed with any other modern
- 8:30car. Well, it's simply, well,
- 8:32impossible. Not fast, not slow, not
- 8:35carefully, not aggressively, not with
- 8:37rolling, not with recuperation, which
- 8:39charges everything and spins all the
- 8:42energy around in a Dutch steering wheel
- 8:44. Unrealistic. So, here's a regular old
- 8:47diesel car for you, please. And the
- 8:49news, well, it didn't seem to go over
- 8:51much. It's like, well, just an
- 8:53achievement and an accomplishment, but,
- 8:55to me, it's very clear proof that the
- 8:57global auto industry as a whole is
- 8:58heading in a direction, well, just a
- 9:00little bit off, well, just a little bit
- 9:02. You have an efficient means of
- 9:06transporting a car, invented a long
- 9:08time ago. It already exists, everything
- 9:11is there, you can use it. Everything is
- 9:13okay. They've even figured out how to
- 9:15fit it into environmental standards,
- 9:17even modern ones, even Euro 6D, even
- 9:18all that stuff. And for some reason
- 9:22it's being ignored. I honestly don't
- 9:24understand why. Well, I understand, but
- 9:26I don't understand. And, besides, after
- 9:28the record and after the race, the
- 9:30driver comes out and says: "Well,
- 9:32actually, we didn't plan the route
- 9:34quite correctly. We drove from Poland
- 9:37to Paris and back, and he's a German
- 9:39driver. I wonder if they're just used
- 9:42to driving like that." And in Germany,
- 9:48you know, there were mountains, so we
- 9:50had to go up and down some. This also,
- 9:53well, had a negative impact on fuel
- 9:55consumption. So, overall, if you
- 9:57re-plan the route, and I also came up
- 9:59with a couple of tricks along the way
- 10:01to save even more, it's entirely
- 10:03possible to drive 3,000 km on a Baja in
- 10:05that same Superma. Just fill up once,
- 10:08and you'll find yourself. And I also
- 10:10really like seeing how, well, they
- 10:12brought a certain number of Zer 9Xs to
- 10:13Russia this winter. And we once
- 10:17discussed on the news that the Zer 9X
- 10:20is a [ __ ] killer, it's a Rolls-Royce
- 10:23competitor, and those guys really went
- 10:25overboard. It's got something like
- 10:291,000 horsepower, and fuel consumption
- 10:31is just half a gram per 500 km—
- 10:33everything's fantastic, some
- 10:34super-energy-efficient hybrid setup,
- 10:37very low fuel consumption, everything
- 10:39runs, farts, has fun, awesome,
- 10:41wonderful. So, the cars arrive, our
- 10:42conditions are there, damn it, and fuel
- 10:44consumption is 20 liters again. How
- 10:49come? Top Gear magazine is back with an
- 10:57article about one of the hardest things
- 10:59we've ever done. And this is Ford boss
- 11:02Gmfarley talking about the Red Bull
- 11:04Formula La engine. If you're not aware,
- 11:05if you're a healthy person, and if
- 11:07you're not obsessed with motorsports,
- 11:08then, well, this phrase means nothing
- 11:10to you. But in reality, well, something
- 11:11terrible is happening in the world of
- 11:13motorsports, and especially in the
- 11:14world of Formula La. Red Bull Racing is
- 11:16one of the leading teams in the
- 11:17championship overall and one of the
- 11:19most decorated teams in, well, modern
- 11:21Formula La. An important clarification
- 11:22here. Modern ones, otherwise, these
- 11:24Williams fans and Ferrari fans will
- 11:26come running, even those who've lost
- 11:28hope, but they'll still write something
- 11:29about how great these guys are, how
- 11:31Ranu has won titles, and so on. Yes, of
- 11:34course. But if we're talking about
- 11:35modern Formula 1, you have, like, three
- 11:37most successful teams. Red Bull,
- 11:38Mercedes, and Ferrari. And all the way
- 11:40back to Red Bull, they weren't a car
- 11:42manufacturer, they were just a racing
- 11:44team. And, accordingly, they never had
- 11:46the infrastructure to create their own
- 11:47engine. Before that, they were using
- 11:49Renault engines. Then they switched to
- 11:51Honda. And so, up until now, they've
- 11:52essentially been, well, collaborating
- 11:54with Honda, with Honda being
- 11:55responsible for the engines. Yes, Red
- 11:57Bull also has its own technical
- 11:59specialists who are also involved in
- 12:00building the engines and so on. But
- 12:02Honda is now going to Anmartin. Red
- 12:05Bull, some time ago, was like, "Well,
- 12:07we're going to have our own Red Bull
- 12:09Power Trains." It's some company that
- 12:11will actually produce our own engines.
- 12:14And now their main technical partner is
- 12:16Ford, with an engine, damn, probably
- 12:17from Transit, or something like that.
- 12:20And then recently, over the New Year
- 12:21holidays, they started slowly holding
- 12:23presentations from racing teams, saying
- 12:25, "We have such-and-such left-hand
- 12:26drives, we have such-and-such a car, we
- 12:28have such-and-such expectations," and
- 12:30so on, because the season is about to
- 12:32start. We're all getting ready for some
- 12:34testing. Very soon, we'll see a car
- 12:35with the new regulations, which will
- 12:37actually break down on the track and
- 12:38which are unlikely to complete a full
- 12:40lap. That's it. Well, that's what
- 12:42everyone expected, at least. But there
- 12:43was a joint presentation from Ford and
- 12:45Red Bull, saying, "Everything's fine
- 12:47with us," and so on. And the company's
- 12:49CEO, Jimfarli, was like, "Well, yeah, a
- 12:51Formula One engine is one of the most
- 12:52challenging things we've done in the
- 12:54modern world. It's such an interesting
- 12:57challenge, you know. It's all so
- 12:59interesting, yet so confusing." Where
- 13:03would you even park an F-150 here? And,
- 13:05frankly, before the season even starts,
- 13:08sitting around and discussing press
- 13:09releases, presentations, and team
- 13:11bosses 'promises about how we'll get
- 13:13our racing bastard out and smash
- 13:15everyone on the track and show everyone
- 13:17how good we are at driving? There's no
- 13:20point in discussing all that because,
- 13:21well, the race will tell. But I'm
- 13:22definitely certain about the new
- 13:23regulations. There's an interesting
- 13:25trend in that, oddly enough, we've
- 13:27suddenly seen a large number of
- 13:29automakers appear in motorsport.
- 13:31Because if you look at the 2026
- 13:33starting grid, we'll see, well,
- 13:35Mercedes-Ferrari, that's clear. We'll
- 13:38have Ford and Red Bull there next, and
- 13:39Audi will show up there next. They've
- 13:41already shown their car there, by the
- 13:43way, or showed it in time, and they've
- 13:45even even had a shakedown there. A
- 13:46shakedown. If you're a sane person,
- 13:48that means we've assembled a car, and
- 13:50we have no idea how it'll drive, or
- 13:52even if it'll drive at all. So, if
- 13:54anything happens, we have to drive it
- 13:5615 km around the race track to see if
- 13:58the wheels fall off. Basically, that's
- 14:00called a shakedown. Well, just actually
- 14:02driving it and checking that all the
- 14:03bolts are tightened.
- 14:04It's a funny term. If you try to
- 14:05translate it literally, it's like
- 14:07shaking it down.
- 14:08Yeah, just shaking the car down. What,
- 14:10like, does it even work? Does it even
- 14:11turn? Do we even have the steering
- 14:12wheel set up to go in that direction?
- 14:14Otherwise, maybe you press the gas, and
- 14:15it goes the other way. Nobody knows.
- 14:17That's high-performance motorsport. By
- 14:20the way, I once did a go-kart, um, a
- 14:21drunk race with a steering wheel that
- 14:23had the linkages reversed. So, you turn
- 14:26the wheel left, the car turns right,
- 14:28you turn the wheel right, and then you
- 14:29turn the wheel left. It's a drunk race
- 14:31because, well, it's literally drunk.
- 14:33Everyone drinks first and then goes
- 14:34go-karting. Just in case, I didn't tell
- 14:36you that. Well, these aren't public
- 14:38roads, so it's no big deal. Just a
- 14:40necessary ritual. I understand you had
- 14:45some kind of event closed to those who
- 14:46drive regularly.
- 14:48Yeah, right. And they drink for these
- 14:51closed events. So, Mercedes, Ferrari,
- 14:54Red Bull and Ford are returning, Audi
- 14:57is desperate, Toyota is apparently
- 14:59looking at something, maybe even
- 15:01returning full-time. Not just as a
- 15:03title sponsor of HAS, but if we take
- 15:05over the engine development there
- 15:06completely, we'll do everything there,
- 15:08everything will be great. Alp, Renault,
- 15:10Mercedes, McLaren, well, Aston Martin,
- 15:13a new Cadillac has appeared. And, by
- 15:16the way, they've already had a falling
- 15:18out with Ford. I don't know if you've
- 15:19seen the headlines or not. But we have
- 15:21two American automakers returning to
- 15:22Formula 1 at the same time. Firstly,
- 15:24they're surprised that there are no
- 15:25corners. Secondly, it's already
- 15:27starting, it even made headlines about
- 15:29Ford and Cadillac exchanging barbs
- 15:30before their Formula 1 debut. The head
- 15:33of Cadillac comes out and says, "Ford
- 15:35is doing crap there, they're just
- 15:37marketing and that's all." And we,
- 15:40Cadillac, we develop the car entirely
- 15:42ourselves, we make the engine ourselves
- 15:43, we're completely [ __ ] nuts, like
- 15:45everything's fine here, while Ford are
- 15:47complete losers, like everything's
- 15:49really bad. And then Jim Farley comes
- 15:51out and says, "Well, bro, we've been
- 15:53driving like Kosvod for a while, and
- 15:54now we've been with Redbull for a while
- 15:56now, and we've been on the track, and
- 15:58we're already driving. So, we have a
- 16:01car, you don't have a car yet, and you
- 16:03get to the track first, and then we'll
- 16:04figure out who's faster." So, there
- 16:07will definitely be some interesting
- 16:08fights. But there's one nasty rumor
- 16:10that's just floating around, well, it's
- 16:12sometimes discussed in news outlets,
- 16:14and it's also being discussed somewhere
- 16:17on Formula 1 Telegram channels.
- 16:19Apparently, because it's just floating
- 16:20around. Formula 1 management and the
- 16:24FIA, they're kind of open to the idea
- 16:26of bringing back regular gasoline
- 16:28engines. Well, without this hybrid
- 16:31addition of batteries, electric motors,
- 16:33and so on, which, if anything, greatly
- 16:36weigh down Formula 1, which, well,
- 16:38Formula 1 is a heavy car—well, that's
- 16:40not how it should be. You know,
- 16:43motorsport implies a certain lightness,
- 16:45so you have speed, dynamics, can take
- 16:47corners, and so on. But modern Formula
- 16:491, and all electric sports in general,
- 16:51are very large and the cars are very
- 16:53heavy. This creates a huge number of
- 16:55problems along the way. And so it seems
- 16:57like everyone is already like: "Yeah,
- 17:00well, let's make the cars really small
- 17:02again." That's it. And there we can
- 17:04immediately drop 200-300 kilograms from
- 17:06the car, without even throwing out the
- 17:08driver, if we just remove the batteries
- 17:10, electric motors, all that, and it
- 17:12will be much better for the racing, and
- 17:14for the spectacle, and for the cars
- 17:16themselves. But car manufacturers all
- 17:19need to sell hybrids. They need to sell
- 17:22hybrids. So, what's the debate supposed
- 17:23to be? [ __ ], hybrid, right? Right. And
- 17:26then we have Audi, then we have Cadc,
- 17:29and Ford, too. They all have a big
- 17:33problem with how to sell all this
- 17:34electric stuff, although it doesn't
- 17:36really help Mercedes much, by the way,
- 17:39and they've been in the hybrid era
- 17:41forever. Turbo engines, hybrid engines,
- 17:44and everything in between. And it's
- 17:46like, who knows. But purely from a
- 17:49marketing standpoint, it's as if
- 17:51automakers aren't interested in
- 17:53participating in a conventional
- 17:54gasoline formula.
- 17:56Perhaps the head of Ford meant that
- 17:58developing the engine was so
- 18:00complicated because everything had to
- 18:02be translated from inches to
- 18:03centimeters.
- 18:04Possibly. What the [ __ ] is a k? You
- 18:09know that story about how, in the 20th
- 18:11century, I think they bought some
- 18:13French blueprint for some kind of
- 18:14warship, started designing it, building
- 18:16it, and all that. They really weren't
- 18:19getting anywhere. They wasted a ton of
- 18:21money, and they were making complete
- 18:23and utter crap. They started to figure
- 18:25out what had happened and realized
- 18:27they'd been treating all the numbers in
- 18:29the drawings as their own imperial
- 18:31system. They weren't
- 18:33just building a ship in miles. I don't
- 18:39know if this is a tall tale or not, I
- 18:41haven't verified it, but I've come
- 18:42across this story quite a few times.
- 18:47Meanwhile, the Volkswagen plant in the
- 18:49Central Executive Committee is being
- 18:50loaded with old stuff. In goddamn 2018,
- 18:54Volkswagen decides, well, let's get
- 18:56closer to the outlet. We'll redesign
- 19:00the plant, and we'll be producing
- 19:02300,000 electric vehicles a year at
- 19:04this plant, which is actually a very
- 19:07large volume. And then the plant
- 19:09started churning out electric cars in
- 19:112019, and since then, somehow, 300,000
- 19:14hasn't happened. The planned volumes,
- 19:16well, nothing really happened, really.
- 19:18The plant is operating, producing
- 19:20approximately 200,000 electric vehicles
- 19:21, but even these volumes already seem,
- 19:23well, too high. I mean, it seems there
- 19:25won't be demand in the future to even
- 19:27maintain the current volume. And with
- 19:29such a production volume, the entire
- 19:30plant becomes unprofitable because the
- 19:32costs are too high, and you really need
- 19:34to produce 300,000 to make it
- 19:35interesting. And 200,000 cars produced
- 19:37is essentially just to recoup the costs
- 19:39. Maybe the plant is breaking even,
- 19:41maybe it's running a slight loss.
- 19:42Volkswagen doesn't disclose this data.
- 19:45But they say, "Well, we need to
- 19:46reorganize everything as a whole, and
- 19:47we need to reorganize production, we're
- 19:49already closing some of our factories
- 19:50there, and so on." So let's convert the
- 19:54Zwickau plant into a car recycling
- 19:56facility. Well, assembling cars doesn't
- 19:59work. It doesn't work. So we'll
- 20:00disassemble them there. You're dying
- 20:02over a cat.
- 20:04You clapped your hands. She, you know,
- 20:05like, you're telling a story, she
- 20:07starts to fall asleep, fall asleep,
- 20:08fall asleep, then you clap something.
- 20:09Oh, like, "[ __ ], are you kidding me?
- 20:18There's plenty of room in the apartment
- 20:21, where else can you sit? We already
- 20:24have this, well, like, joke that I took
- 20:26the cat. She's
- 20:27yours now.
- 20:28Yeah, right. Well, as you can see, she
- 20:31sleeps on me, she sits on me, she
- 20:33climbs on me all the time. That's it.
- 20:35Well, like, give me some work.
- 20:39Konstantin Sergeyevich throws a crowbar
- 20:42every year. Yeah. And you throw the cat
- 20:44?
- 20:44I throw the cat. Give me some work. We
- 20:51can't assemble cars. That's why let's
- 20:54dismantle them. We plan, well, I mean,
- 20:57Volkswagen plans to reach a volume of
- 21:00dismantled and recycled cars of 15,000
- 21:03units by 2030. How can I explain to you
- 21:05what 15,000 dismantled cars are at a
- 21:08plant that is designed to produce
- 21:10300,000 cars a year. Well, 15,000
- 21:16dismantled cars a year is like 1,250
- 21:19cars per month. That's about 40 cars
- 21:23per day. And if they were able to reach
- 21:26a production volume of 300,000 cars per
- 21:28year, that would be 830 cars per day.
- 21:31They plan to start disassembling 40
- 21:34cars per day by 2030. Well, in that
- 21:36area. And in general, the guys were
- 21:39planning to assemble 830 per day. Now
- 21:41there's a slight feeling that they're
- 21:42doing something wrong there, in my
- 21:44opinion. No. Besides, I understand that
- 21:46most likely for Volkswagen, as a
- 21:48company, and for them, the best
- 21:50decision is to simply close the plant,
- 21:52because it's simply unprofitable. Well,
- 21:54just, well, no. It's just that in the
- 21:56current economic situation, in terms of
- 21:58employee costs, in terms of electricity
- 22:00costs, in terms of tariffs from all
- 22:02these Chinese, American and all that,
- 22:04their economy is simply not working.
- 22:06But they have an agreement with the
- 22:08trade unions, they have an agreement
- 22:09with the federal states. In Germany,
- 22:10it's still a separate [ __ ] thing.
- 22:11Volkswagen still belongs to Saxony and
- 22:13the Federal Republic. I mean, like, if
- 22:16we, well, Volkswagen belonged to the
- 22:19Novgorod Region. There you go. Well,
- 22:20like, because that's how it worked out
- 22:22historically. And you're supposed to
- 22:24provide jobs within the country. Well,
- 22:26well, you just have to. Well, just
- 22:28because, well, you have to, but you
- 22:30don't have to, and you, well, can't.
- 22:32And you and you have no idea what the
- 22:34hell to do with people here. So, well,
- 22:36let's dismantle the cars. Besides,
- 22:39recycling cars is unprofitable, because
- 22:41the recycled materials are mainly, well
- 22:43, which, I mean, the raw materials that
- 22:44come out after processing, they are
- 22:46more expensive than the pure raw
- 22:47materials from the original. Like, just
- 22:50new, made, dug up. We talked about this
- 22:53in ecology. And this problem, by the
- 22:54way, has not been solved in any way.
- 22:56That is, well, as if you really
- 22:57dismantled a car for parts, and then
- 22:59recycled everything and then assembled
- 23:02new cars from this. Now, if all this
- 23:04commercial action were It's
- 23:06commercially viable, every car company
- 23:08would have similar factories by now.
- 23:10It's just logical. After all, if the
- 23:13business model really worked, then car
- 23:15companies would all be recycling if it
- 23:17promised good savings, not just the
- 23:18money earned. Because it's precisely
- 23:21the money earned that car companies
- 23:22could use right now, well, let's put it
- 23:24that way. They wouldn't mind if they
- 23:26had extra euros, dollars, and dirty
- 23:28Russian rubles wouldn't hurt either.
- 23:31But things turn out the way they do.
- 23:34And for the company,
- 23:35well, it's all logical. They realized
- 23:37they were doing something wrong and
- 23:39decided to sort it out. Like, we're
- 23:43assembling some kind of crap.
- 23:44Then they should have started
- 23:45assembling Toyotas. Oh, those words,
- 23:48yes. In the right ears.
- 23:50Yes. He'll take a look. What's going to
- 23:52happen
- 23:52to you? And where is he? On vacation.
- 23:54He's
- 23:55in the mountains. Yes. Riding around
- 23:57there on powder. These ordinary ones,
- 24:00like
- 24:00Popular entertainment.
- 24:01Popular entertainment, yes. Well, with
- 24:02us, well, something like that. Okay, I
- 24:04won't go there to fight for work. We'll
- 24:07just beam some warmth to vacationers at
- 24:09the ski resorts. Maybe that will melt
- 24:12the snow a little.
- 24:25What? Throw you out again. Let's throw
- 24:27you out. Well, come on, think about it,
- 24:33there are some options. Absolutely
- 24:42wonderful news, which actually came a
- 24:44little earlier than expected, because
- 24:46this data is also compiled a little
- 24:48later. The number of road fatalities in
- 24:49Russia has decreased over the past year
- 24:51. The Ministry of Internal Affairs has
- 24:53published data on road hazards for 2025
- 24:55in the unified interdepartmental
- 24:56information and statistical system. A
- 24:59total of 128,000 road accidents
- 25:00occurred in the Russian Federation,
- 25:03which is 3%fewer than in 2024, in which
- 25:0513,900 people died and 158,000 were
- 25:07injured. And this is essentially the
- 25:09lowest number of deaths in the entire
- 25:11history of modern Russia. And this is
- 25:13definitely worth celebrating, because,
- 25:15well, in 2022, a large number of
- 25:16factors emerged that made our traffic
- 25:18situation significantly worse. Because
- 25:21our entire logistics reoriented itself,
- 25:23and a large number of our railways
- 25:24ceased to be used, and a significant
- 25:26portion of the logistics began to go by
- 25:28car to the other side of the country,
- 25:30where the road infrastructure was not
- 25:31prepared for the fact that almost
- 25:33everything would go to Kazakhstan. Well
- 25:35, I mean, trade turnover. And with
- 25:37China, we also had different logistics
- 25:39and different roads and everything else
- 25:40. At the same time, we have the factor
- 25:43of the aging vehicle fleet. Well, no
- 25:44matter how young it gets, it is aging.
- 25:50This is logical. Many people, by the
- 25:52way, associate this thing with the fact
- 25:54that, well, brands have left, there are
- 25:55no normal cars, and so on. But it’s
- 25:58not easy when in 2008, 2007, 2006, your
- 26:01market growth rate was 2.2 million cars
- 26:04per year. were sold, and now you're
- 26:07selling 1,200. And when you have these
- 26:09scissors, where you have a difference
- 26:11of a million, naturally, you have this
- 26:13huge number of cars that were sold in
- 26:15the 2000 s—during that boom time,
- 26:16with cheap loans, and so on—it will,
- 26:18naturally, just continue to move along
- 26:20the timeline, and your vehicle fleet
- 26:22will, well, age. That's normal. At the
- 26:25same time, our vehicle fleet is
- 26:26increasing, because anyway, well, in
- 26:292024 and 2023, several million cars
- 26:31arrived or gathered in our country,
- 26:33well, I mean, an additional 2.8 million
- 26:35cars simply appeared on the roads. And
- 26:38these are all factors that put pressure
- 26:41on more people to die, because we have
- 26:43more cars, they are generally older,
- 26:45logistics have been reoriented, and so
- 26:47on. But essentially, we have a trend
- 26:50towards an increase in the number of
- 26:51alcohols. That's what happened. Only in
- 26:532023. A sharp jump. Well, because all
- 26:56these factors came together at once.
- 26:57And in 2024, a little less, in 2025,
- 27:00even less. And this is absolutely
- 27:01excellent news. We constantly cover all
- 27:03possible statistics regarding accidents
- 27:05, regarding incidents. We have a piece
- 27:07on this topic on the main channel.
- 27:10Throughout my years in the media, I've
- 27:11been paying attention to road safety
- 27:13and the work that's being done, because
- 27:14, well, it's being done on a huge scale
- 27:16. A huge number of people are directly,
- 27:19well, naturally thinking and doing a
- 27:21lot of different things to make our
- 27:22roads safer. And our current indicators
- 27:25, taking into account our
- 27:26characteristics, our weather conditions
- 27:28, our roads, our traffic and all our
- 27:30other characteristics, are very
- 27:32excellent. Therefore, once again, we
- 27:34send rays of gratitude and support to
- 27:35everyone involved. Thank you very much
- 27:37for your work. And for us, for everyone
- 27:39, for ordinary road users, this is
- 27:40important news, because every day Our
- 27:42roads are getting safer and safer. The
- 27:44main idea here is that things could
- 27:46have been much worse. Well, I mean,
- 27:48really much worse. With different
- 27:50traffic flows and everything else, and
- 27:51with infrastructure unprepared for
- 27:53large truck movements and so on. We
- 27:55could have easily jumped to 20,000 or
- 27:5825,000 fatalities. But even that jump
- 28:01that we did have, it's just, well, it's
- 28:02small, and that's great. Well, because
- 28:06again, like, in '22, 14,200 died, in
- 28:09'23, 14,500. And a significant amount
- 28:12of media was harping on this difference
- 28:14of 300 people within a year, with the
- 28:16idea that, oh, our roads are all over.
- 28:18Oh, as soon as you go out, a KamAZ
- 28:20truck will immediately smash you to
- 28:22pieces, oh, and then they'll roll you
- 28:24on a bicycle or an electric scooter and
- 28:26deliver you to someone's apartment.
- 28:28[ __ ], what a way to live. Meanwhile,
- 28:33German premium brands in 2025 continued
- 28:36decline. We released preliminary sales
- 28:38results for Audi, BMW, and Mercedes—
- 28:40preliminary, because auto companies
- 28:41always, well, they kind of throw out
- 28:43preliminary ones. And then, around
- 28:45March, along with the financial report,
- 28:47they also publish revised sales data,
- 28:48where we've calculated everything
- 28:50precisely, we've adjusted everything
- 28:51precisely, and this is the figure we
- 28:53sold. And, as expected, as expected,
- 28:56the German premium isn't doing very
- 28:58well, because, if you remember (it's
- 29:00unlikely, of course, but I'll remind
- 29:02you), we started the previous year by
- 29:04discussing the results of 2024, and
- 29:06there we also had, you know, this most
- 29:08remarkable negative growth, this sales"
- 29:10boom, "which is what happens there,
- 29:12like a takeoff, only in reverse. Well,
- 29:16those are some kind of terms. The only
- 29:18difference is that the main loser of
- 29:202024 was Audi. Their sales decline was
- 29:23something like 11%at that point. And
- 29:25this is, well, for such a For a car
- 29:27manufacturer of this scale, these are
- 29:29very sensitive figures. This year,
- 29:32Mercedes takes the [ __ ] throne; now
- 29:33they're at -10. And considering that
- 29:38Mercedes previously reported that
- 29:40they'd squandered all their net profit,
- 29:41now they're also seeing negative sales
- 29:43growth. Mm, what a slam dunk for pop
- 29:47management. Oh, I like that. It's
- 29:52amazing how BMW is holding up, because
- 29:54they're actually in more or less the
- 29:56same situation as Mercedes, Audi,
- 29:57Volkswagen, and so on, because, well,
- 29:59they're German too. The same conditions
- 30:03, they have the same everything,
- 30:04they're no different. Well, it's all
- 30:06the same, but at the same time, whether
- 30:08in 2024 or 2025, their sales decline
- 30:10relative to their competitors isn't as
- 30:13significant, either in 2024 or 2025.
- 30:15But most importantly, they're not
- 30:16losing net profit so rapidly. BMW is
- 30:19still making money. Not even that,
- 30:22they're still managing to make money
- 30:23from it. Because we're still reminding
- 30:25you what the new X3 looks like, and
- 30:27we're still reminding you what the new
- 30:28BMW 7 Series looks like. They're making
- 30:31money off of this. Although, if you
- 30:33look purely at premium brands, the
- 30:35throne of poop might belong to Mercedes
- 30:38. Perhaps it belongs to Porsche,
- 30:41because they also swallowed up the
- 30:43Taycans completely. They're doing just
- 30:46fine, too. China's sales are down 26%
- 30:48year-on-year. Not bad. And overall
- 30:51global sales are down 10%. That's it.
- 30:54Well done. And then, literally this
- 30:56very weekend, the head of Volkswagen,
- 30:58Olver Blume, and the former head of
- 30:59Porsche admitted it was a mistake to
- 31:01abandon the gasoline-powered Porsche
- 31:03Macan. As soon as this news appeared,
- 31:05we covered it with a deep sigh on our
- 31:07Telegram channel. I'm like, I already
- 31:10know what to say. Except sigh at
- 31:14200,000 people. You open your phone,
- 31:18and there's this wind from our Telegram
- 31:20channel, yeah. But Blume came out, and
- 31:22he's like," Well, You know, of course,
- 31:24we would do a lot of different crap.
- 31:26Well, uh, but with the Macan we kind of
- 31:28went too far, yes, it was a mistake. "
- 31:30Well, in fact, he just said one
- 31:32sentence, that abandoning the gasoline
- 31:34Macan was a mistake, and then the media
- 31:35spread it around as they wished. And
- 31:38then he also tried to justify it all by
- 31:40saying that, well, when we made this
- 31:42decision, you know, according to the
- 31:43data we had then, it didn't seem like
- 31:45such a mistake. Which, in fact, may be
- 31:48true, because, again, the decision to
- 31:50kill the gasoline Macan, well, more
- 31:51precisely, how, not to develop a new
- 31:53generation of the gasoline Macan, but
- 31:55to focus purely on the electric one,
- 31:57that was probably made around 2019,
- 31:58because the development cycle of a car,
- 32:00well, development, testing, launching
- 32:02into production, of its entire model
- 32:04and so on, is at least 5 years. Taking
- 32:06into account the pandemic, taking into
- 32:07account all this nonsense and so on,
- 32:08well, probably somewhere around Around
- 32:092019, that's exactly what happened.
- 32:11They had plans from the very beginning
- 32:13to show the electric Macan in 2023.
- 32:14There it is, staring at you with a
- 32:15photo, you're staring. That's it, well,
- 32:17that's what it looks like. I've seen it
- 32:18in person, I've even, God forgive me,
- 32:20sat in it. Well, it's a nightmare, but
- 32:21it's terrible. It's really bad. But
- 32:23really, around 2019, when people didn't
- 32:25even know there would be a pandemic,
- 32:27then maybe it was possible to think
- 32:30that, well, really, we have a world of
- 32:32electric cars, the future, and all that
- 32:34. Well, at least that's what Blum is
- 32:36hiding behind. But the most important
- 32:37thing, in the case of Porsche, is that,
- 32:39you know, everyone literally said that.
- 32:41Well, Blum also literally said
- 32:43something about it. And journalists
- 32:45also literally dropped a few hints that
- 32:47Porsche doesn't have a car and doesn't
- 32:50have the technology and doesn't even
- 32:52have plans for a car or the technology
- 32:54that could change sales. They
- 32:56understand this perfectly well. They
- 32:57understand perfectly well that they
- 32:59don't have a new 911, nor a new 718,
- 33:01much less a new one. Well, the fact
- 33:02that there will be an electric car,
- 33:03they already understand from here that
- 33:04everything will be very bad. There's no
- 33:06point in developing a new Taycan. The
- 33:07Panamer is basically a Mi-spec product.
- 33:09They screwed up the Macan; it's
- 33:10electric. And it's selling, well, it's
- 33:12selling, but not as they expected. And
- 33:15the only thing they have left is what?
- 33:16The
- 33:17electric Cayen. With this ski track
- 33:20instead of a screen. And any decision
- 33:25made from this point on could very
- 33:26likely turn out to be wrong, simply
- 33:28because everything is changing so
- 33:30quickly. Like, from here, from today,
- 33:33it's unclear how Europe, the US, and
- 33:36Russia will agree on anything, and they
- 33:38will definitely agree and there will be
- 33:41some new rules. And these customs
- 33:43duties, are they forever or not? And if
- 33:45they increase them, they will be
- 33:47canceled, they will be lowered, but
- 33:48what to do? It's unclear. And what
- 33:50about Germany? Will it happen? Oh, oh,
- 33:51like, oh, well, we, yes, we're
- 33:53investing all our money in the military
- 33:55industry there now and so on, but are
- 33:56we planning on trading anything there?
- 33:58Not at all. Or what? And what about
- 34:01China? And there, potentially, we have
- 34:02two of the largest markets on the
- 34:03planet: the US and China, well, more
- 34:05precisely, China and the US. We have
- 34:06commuter trains here, but we've already
- 34:07lost everything there, no one needs us
- 34:09there anymore. We won't catch up with
- 34:10developing a new commuter train. And we
- 34:12have nowhere to go. We don't have the
- 34:13specialists. And if we do, they're
- 34:14slanted, they'll still steal it and
- 34:16give it all over there. And why are we
- 34:17in the States, like...Well, yes, but
- 34:19kind of no. Therefore, the only option
- 34:21that Porsche has, what are they
- 34:23planning to do in the near future-what?
- 34:25Cayenne?
- 34:26No.
- 34:26Close factories?
- 34:27No.
- 34:28Lay off employees?
- 34:29No. Sell at a higher price? We have our
- 34:33audience that buys 911s. That's what we
- 34:36wouldn't do with it. There is, There is
- 34:38. So, we'll come up with some extra
- 34:40series, houndstooth stitching, trim the
- 34:42seats, and say it's a super-exclusive
- 34:44version. They'll flock to it and buy it
- 34:46anyway. And a carbon fiber hood will do
- 34:48. How wonderful are carbon fiber wheels
- 34:50for the price of an apartment?
- 34:51Everything's fine. These three dudes in
- 34:53Porsche caps, they'll definitely go and
- 34:55buy everything. They really, they even
- 34:57recently presented a slogan for their
- 34:59near future, which is very
- 35:01uninteresting. Damn, where did I see
- 35:04that? Well, they recently launched some
- 35:07kind of advertising campaign about
- 35:11quality, not quantity. Something like
- 35:13...
- 35:13Yeah. With some kind of focus on more
- 35:16exclusive refinement of our models, and
- 35:19so on down the list. And essentially
- 35:23sell the same thing that we, too,
- 35:25[ __ ] did in the 2010s with the 992
- 35:28718, and so on. And we're doing this.
- 35:31They made it in the 2010s, so we'll
- 35:33sell it to you at the end of the 2020s
- 35:35for double the price. Wonderful. It's
- 35:37clear that all German auto companies
- 35:38are still very resilient, and they can
- 35:39exist in this situation for a very long
- 35:40time. They can still lose money for a
- 35:46very long time, they can bleed to death
- 35:47for a very long time. They still have a
- 35:50very large reserve of strength, really.
- 35:52And on the one hand, this is a sad
- 35:53trend, it's really sad to read
- 35:54headlines about how your favorite
- 35:56German companies, who supposedly
- 35:57understand what cars are, can't make a
- 35:58car. On the other hand, these are very
- 36:02good trends, because the market will
- 36:03eventually explain to the guys what it
- 36:06needs, and they can deny reality as
- 36:07much as they want. They can think as
- 36:10much as they want that everything will
- 36:12blow up now, and we'll make some
- 36:13premium electric contraption again, and
- 36:15everything will be great. So they can
- 36:18spend as much time, resources, money,
- 36:20and so on, but in the end, the market
- 36:22will still break everyone over its knee
- 36:24, and auto companies will start
- 36:25producing what people are really
- 36:27interested in and need. Even In the
- 36:29case of Porsche. And also in the same
- 36:31piggy bank. The historical sales record
- 36:34of Gwagen. In the Mercedes financial
- 36:38statements, there is a funny line about
- 36:40Gwagen Gwagen showing a plus 23%growth,
- 36:42almost 50,000 units were sold. They
- 36:45really don’t disclose what share of
- 36:49those 50,000 cars sold was electric.
- 36:52It’s embarrassing to show something
- 36:53like that in public, apparently.
- 36:55Because again, if there was success
- 36:56there, they would have shown it
- 36:58everywhere. Because again, Mercedes,
- 37:00when their sales began to fall, their
- 37:03financial indicators fell somewhere
- 37:05around 2023, they were like: “Why
- 37:08should we constantly publish sales
- 37:10volumes of our cars by model? After all
- 37:13, the media, [ __ ], will replicate this
- 37:15thing and will go around telling
- 37:17everyone that no one needs the EQC.
- 37:19Here are our sales volumes. Here is a
- 37:21huge Mercedes sold only 500 units and
- 37:22went crazy. Why do we need this?
- 37:24Mercedes thought, and that's why
- 37:26they've basically lumped all their, uh,
- 37:28sales volumes for specific models into
- 37:31small groups. They have a front-wheel
- 37:34drive group, a group of just standard
- 37:36cars, and a Luxurious group, like where
- 37:38IMG, Maybach, all those guys are. And
- 37:41they're calculating strictly by these
- 37:42groups: we sold this much in the base
- 37:44segment, we sold this much on average,
- 37:45we sold this much in Luxurious.
- 37:47Basically, without revealing how many
- 37:49S-Classes, E-Classes, A-Classes, or
- 37:51whatever, it doesn't matter. But they
- 37:53specifically pulled out the Gentwagen
- 37:55and showed a 23%increase. It seems to
- 37:58me that there's simply nothing else to
- 38:00show, because again, well, if they'd
- 38:01had some success with the C-Class, they
- 38:03would have said so, but they don't. And
- 38:06just imagine how painful it is for the
- 38:09marketing and finance departments to
- 38:12look at this figure. Because you're
- 38:15investing every possible resource, your
- 38:17passion, and your expertise into
- 38:19pushing your new body products onto the
- 38:21market. There's a G-Class that no one's
- 38:24done anything with for 50 years, give
- 38:26or take a few kilometers, and it's just
- 38:28growing on its own. They should be
- 38:31feeling down, right? So, you're like,
- 38:34you've been working for years, and with
- 38:36your focus group and your efficient and
- 38:38knowledgeable manager, you came up with
- 38:40the idea of making an electric G-Class.
- 38:44You went to Las Vegas, twirled the
- 38:45dials, and thought everything was fine,
- 38:47but then, throughout production, we've
- 38:48been stuck in a shambles. Surely that
- 38:51must be sad. At least someone, well, at
- 38:54least someone must be sad there.
- 38:55Although, there's probably even more
- 38:57sadness in the eyes of someone who
- 38:58bought an electric G-Class. And this is
- 39:01the only sparkle in the mass of reports
- 39:02from German car companies that tell you
- 39:04exactly what needs to be done. Not in
- 39:07the sense that everything should become
- 39:09a G-Class, but in the sense that the
- 39:10market needs cars like these, among
- 39:12other things. There you go. Look, a
- 39:16gasoline wa-boo. And it's really nice
- 39:21that the Germans lost the entire
- 39:23competition for electric trains in
- 39:25China, because, well, it's as if the US
- 39:27is already noticeably moving away from
- 39:29electric cars. No one will let them in
- 39:31China anymore. And even if they do let
- 39:32them in the US, well, it'll be
- 39:34difficult. We need to build factories,
- 39:35and we still need to offer some kind of
- 39:37cars there that are relevant to the
- 39:38market. And as if dreaming about
- 39:40something purely electric is already
- 39:42out of the question. Maybe we'll
- 39:45quickly scrap all these drawings, throw
- 39:47them all in the trash, delete
- 39:49everything, and the G-Class. We'll
- 39:52think of something there. Mm, another 8
- 39:55+ 23%to sales. Maybe you'll make some
- 39:59money, guys. What do you think? Well,
- 40:01I've been wanting to see another new,
- 40:04brutal, sexy, cool, and wonderful
- 40:07German car for ages, not a Volkswagen
- 40:10D3. Well, considering they're investing
- 40:12a lot of money in defense, maybe you
- 40:13will. Meanwhile, Hyundai has decided
- 40:21not to buy out Russian assets. As you
- 40:24watch this newscast, there are
- 40:26literally a few days left until that
- 40:28option expires for 10,000 rubles, or 1
- 40:31euro, or 1 kopeck, or something like
- 40:33that. And it seems like sources close
- 40:37to Hyundai, to all the guys, are saying
- 40:39that everything, well, like the Koreans
- 40:41just decided to write it off and close
- 40:43the issue and won't buy back these
- 40:44enterprises, although the deal seems
- 40:46wonderful.
- 40:48Can't they add another 20 and extend it
- 40:49for another 3 years?
- 40:51Can I buy it? Let's do it this way. I
- 40:52have 10,000 too, but I'm kind of ready,
- 40:55just in case. If it's just a matter of
- 40:58ten, guys, damn, we'll chip in, we'll
- 41:00find a way here somehow, like, figure
- 41:01it out. It's clear that real agreements
- 41:03there are much more painful and much
- 41:05more complicated. And if Hyundai had
- 41:07the opportunity to return the plant,
- 41:09naturally, they would. Well, because
- 41:12it's a very large plant, huge, really,
- 41:15well, huge, necessary, cool, tasty,
- 41:18wonderful, worth a lot of money. If
- 41:21there was an opportunity to return it,
- 41:23they definitely would. But, apparently,
- 41:25that opportunity no longer exists. Why?
- 41:27We'll find out in 15 years. Meanwhile,
- 41:33AvtoVAZ ended up with a profit. It's
- 41:36not clear that it ended up with a
- 41:37profit at all, that's it, we're done
- 41:39with it. We don't need it. Or they
- 41:42ended 2025 with a profit, because, well
- 41:44, naturally, they don't talk about
- 41:46exact figures. The only exact figure
- 41:48that exists is that their sales fell by
- 41:51half. This figure is accurate because
- 41:53they produced 320,000 something cars.
- 41:55Last year, just to remind you, they
- 41:57produced 520,000-something cars, but
- 41:59the high tax rate, the current economic
- 42:01situation, and all the current
- 42:02difficulties, well, prevented the plant
- 42:04from producing more than 320,000 cars.
- 42:07But at the same time, there were
- 42:08supposedly no losses. Strictly speaking
- 42:12, AvtoVAZ doesn't actually report at
- 42:13all—well, maybe it doesn't report—
- 42:15because they ceased to be a public
- 42:17company in 2019, under the previous
- 42:18owners. Now, AvtoVAZ-T is simply a
- 42:20joint-stock company. They can only
- 42:22report internally, well, only to their
- 42:25shareholders. And all these press
- 42:27conferences about how we have such and
- 42:29such results—they might not do it in
- 42:30general, but for some reason they
- 42:32confidently do it, it's unclear, but
- 42:34they continue to come out and say this
- 42:35and that, look, we communicate with the
- 42:37press.
- 42:38AvtoVAZ is, in general, a company
- 42:40that's been doing the same thing for a
- 42:42very long time. That's
- 42:44true. Well, there's also the problem,
- 42:46which was also mentioned in the
- 42:48presentation: look, we have a debt
- 42:50burden, well, the plant has loans taken
- 42:52out by previous shareholders. Well, I
- 42:54mean, Renault. Back then, the interest
- 42:55rate was 4%. Now the rate is completely
- 42:58different. And that's a completely
- 43:00different cost. And they don't align
- 43:01with our business model. We're having a
- 43:03hard time lowering the rate. That's it.
- 43:04Well, that's roughly the premise. But
- 43:06given that the rate is already being
- 43:07lowered and the economy is starting to
- 43:09gradually warm up, AvtoZ is looking to
- 43:11the future with hope, not like that. We
- 43:13plan to produce 400,000 next year. Well
- 43:15, that's more than this year. Less than
- 43:17last year, yes. But more than this year
- 43:20. And we've already brought back the
- 43:22five-day workweek. Well, apparently
- 43:24simply because management sees the
- 43:26point. Oh, and they'll definitely
- 43:27release Azimuth, too. Yeah, we'll
- 43:29release it, yeah, by the end of the
- 43:31year we'll cram the 1.8 everywhere we
- 43:33can. Wherever it fits, that's where
- 43:35we'll cram it. In all the Vestas, in
- 43:36everything. That's it. That's it.
- 43:38That's everything that drives. Someone
- 43:39needs a 1.8. Let's shove it in. It'll
- 43:41run, everything will be great. Guys,
- 43:43don't worry. And some related news from
- 43:47fellow sufferers. The new BMW X3 is
- 43:49losing its steering wheel. A recall
- 43:51campaign is being conducted for 37,000
- 43:53cars. Videos like these have been all
- 43:55over the internet, claiming that BMW,
- 43:57the new X3, this bastard, even has a
- 43:59steering wheel that does this. That's
- 44:01it. And BMW is like," Okay, that's it,
- 44:02we're recalling 37,000 cars, we'll
- 44:04reflash them, everything will be fine.
- 44:06"Well, there are a bunch of memes about
- 44:07how AvtoVAZ isn't being written off
- 44:09exactly the same way. Well, more
- 44:11precisely, what AvtoVAZ BMW is saying
- 44:12is:" Here you go, just don't copy it
- 44:14exactly. "By the way, well, the whole
- 44:16story with the Vesta's steering wheel
- 44:17jamming happened in October of '25. Has
- 44:19anyone heard anything about it since
- 44:21then? What happened? How did that
- 44:24happen? Why? In October, the entire
- 44:27internet, the entire automotive
- 44:28internet, was running around saying,
- 44:29yeah, yeah, we're all going to die.
- 44:32Driverless Vestas will kill people,
- 44:34they'll drive around, and there will be
- 44:36an innocent driver. They'll just make
- 44:40everyone's money. And where is all this
- 44:42now? Let's think about it. Why? Why did
- 44:46all the media suddenly forget about the
- 44:48Vesta's role being blocked?
- 44:49What, do you think AvtoVAZ gave them
- 44:51money? Can
- 44:51you imagine how much money that is?
- 44:53Wait, how can you give money to the
- 44:55internet? Okay, come on, let's think
- 44:57about it.
- 44:58So what then? The FSB called everyone
- 44:59at home, came in, and said," Not
- 45:01another word about your car. "
- 45:02And the company's coordinated PR
- 45:04doesn't mean anything to you?
- 45:06Well, no. Just a coincidence.
- 45:09That doesn't happen.
- 45:10That doesn't happen.
- 45:11And how did the story with the woman
- 45:13who did nothing end? Well, I mean, no,
- 45:14that's it. I was like, before the
- 45:16episode today," What happened there, by
- 45:18the way? Nothing happened at all. "I
- 45:20mean, no new updates. Shumsky didn't
- 45:23make any new videos.
- 45:2415 of them. I don't know. Well, I mean,
- 45:26well, anyway, in October there was a
- 45:28surge that came from no traffic jams or
- 45:30not from no traffic jams, I don't know
- 45:31where. Well, I mean, it's like, at some
- 45:33point you go online, and there it is,
- 45:35all in the news. That's how it is. Well
- 45:37, it's all there. And now there's
- 45:38nothing and I couldn't find anything on
- 45:40Google. Maybe by the time you watch
- 45:43this episode, something new has already
- 45:45happened and the issue has been
- 45:47unblocked. I don't know, write in the
- 45:49comments.
- 45:50You managed to dodge it.
- 45:57Well, let's finish with Mercedes
- 45:59winning the Car of the Year for the
- 46:00first time in 52 years. Apparently,
- 46:03it's just like they
- 46:03gave us
- 46:05a calculator, I guess. I don't know.
- 46:08Apparently, things are really bad for
- 46:11Mercedes, because, well, let's just
- 46:13remember the winners, ah, and the
- 46:16runners-up of the European Car of the
- 46:18Year award, well, in recent years. If
- 46:22we look, say, at 2019, when there was
- 46:25still the pandemic, before total
- 46:27electrification, before all this, who
- 46:29was in first place? It should have been
- 46:33a magnificent European car. Definitely
- 46:34some kind of bestseller. Exactly, well,
- 46:36there was a large jury from different
- 46:38countries. And they certainly
- 46:40understand what's what in cars. That's
- 46:42why the Jaguar IPace is in first place.
- 46:46Jaguar's most unsuccessful car, as
- 46:48experience has shown. And before it, in
- 46:51second place, is the Alpin A110. The
- 46:53most unsuccessful so far.
- 46:55Yes, Sofarn. Yes, that's right. In
- 46:57third place, yes, indeed, is the
- 46:58new-generation Kia Citroen. Yeah, it's
- 47:00awesome. No questions asked. 2020. We
- 47:02have the Porsche Tayan among the
- 47:04winners, by the way, also the most
- 47:06successful, cool, wonderful car. The
- 47:08Fiat 500E was runner-up in 2020. The
- 47:10Toyota Yaris was the champion. No
- 47:13questions asked, of course. Well, let's
- 47:15move on. Kia EV6, Renault Megane ET,
- 47:18Hyundai Ionic 5, Volkswagen IDBs. Well,
- 47:22there's a certain, you know, you look
- 47:25at them, and it's a testosterone-fueled
- 47:27group of guys who are like," Wow, we're
- 47:30a car. "And we are a car, we are the
- 47:33Peugeot 208, the 2020 winner, yes. Well
- 47:36, and now the CL from Mercedes.
- 47:42European Car of the Year. Mercedes
- 47:45hasn't won the award for 52 years,
- 47:47since the 1926 S-Class. That was the
- 47:50only time Mercedes actually won this
- 47:51award. And that didn't stop him from
- 47:54making a huge number of cars over the
- 47:56past 50 years,
- 47:57including, by the way, the 126. No
- 47:59questions there. One of the most
- 48:01successful C-classes of all time. Those
- 48:04guys really hit the nail on the head
- 48:05back then, awesome, fantastic. And then
- 48:08everything Mercedes did all that time,
- 48:11which really had a huge number of great
- 48:13models, didn't deserve any awards. But
- 48:16what was the most important award? That
- 48:20these cars were bought, that people
- 48:22brought money to a company that was
- 48:23supposedly created to make money and
- 48:25sell cars to people, and people bought
- 48:27them, and the cars were sold and that's
- 48:29it. Absolutely great, wonderful. Let's
- 48:33see, of course, the results of the new
- 48:34CLA. So, you know, why is it Car of the
- 48:37Year? What is it? Some hybrid or
- 48:38something.
- 48:39And some wonderful hybrid. Please pass
- 48:48the award to the Prius. It won it in
- 48:502005. That's exactly what the
- 48:52technology was twenty years ago.
- 48:55Although now, of course, they'll tell
- 48:56you that it's a completely different
- 48:58thing. Get out, go. Because at this
- 49:00point I can only quote my beloved and
- 49:02adored Clarkson. Regarding absolutely
- 49:05all these magnificent cars. I think
- 49:06you've heard this quote, but let's
- 49:08reinforce it anyway. There are many
- 49:10reasons why we're stopping the show. I
- 49:12mean, Ntur, but for me, one of the main
- 49:14reasons is that I'm simply not
- 49:15interested in electric cars. They're
- 49:17just household appliances, like washing
- 49:19machines, microwaves, and so on. You
- 49:22can't review them, you can't enjoy them
- 49:24, they're just crap. And I can't
- 49:27disagree with him. And that's it for
- 49:33this, this first news bulletin of this
- 49:36year. I missed you. Everyone was
- 49:39screaming on the Telegram channel,
- 49:40asking where the news was, where. Let
- 49:42me remind you, just in case, previous
- 49:44years we'd just get going around
- 49:47February, like," Oh, life's a mess.
- 49:49It's a little earlier here. We're
- 49:51already in working mode, there'll be a
- 49:53bunch of updates. Wait, watch, we won't
- 49:56argue. Have a nice day. But you still
- 50:02got in the shot.
- 50:12Well, I climbed down after her.
- 50:14And here there was supposed to be a
- 50:15cutaway, but we didn't have enough
- 50:16money, that's why people came like that
- 50:17. And just so you knew. Ah.
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