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Рекорд Шкоды по расходу топлива | BMW, Audi и Mercedes в кризисе | У АвтоВАЗа рухнули продажи — Transcript

by Асафьев. Жизнь · 8,901 words · 1,388 segments · language en · Watch on YouTube

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  1. 0:03Well, that's how we'll start this first
  2. 0:05newscast of the year. The biggest news
  3. 0:08this year is that the presenters have
  4. 0:10been replaced by a cat, and the cat
  5. 0:11will be looking into a lamp, not at you
  6. 0:13. There, in the lamp. [ __ ], how
  7. 0:16interesting. Come on. Oh, another lamp.
  8. 0:20No. Hello. It's a banal electric car
  9. 0:42that didn't work out for us.
  10. 0:46Perhaps you still have the cat's ass in
  11. 0:48the frame now. There. And also her ass
  12. 0:50at the same time. Good afternoon, good
  13. 0:53morning, good evening. Finally, we have
  14. 0:55our first broadcast of 2026. We haven't
  15. 0:57quite gotten into our usual work
  16. 0:58routine yet, so we're not recording
  17. 1:00this broadcast in the office, but just
  18. 1:02stuck it in the kitchen at home and sat
  19. 1:04down.
  20. 1:05Let's focus
  21. 1:06on the water and the cat. Let's focus
  22. 1:09on the cat.
  23. 1:12No,
  24. 1:13Uncle Finn, let
  25. 1:19me do it. Yeah, well, I still have a
  26. 1:21tablecloth on the table. No, I'm
  27. 1:23laughing because she just came back to
  28. 1:26you.
  29. 1:27As you can see, some changes have
  30. 1:29happened in my house over the past year
  31. 1:31. I still feel weird being here, to be
  32. 1:35honest. But that's not what we're
  33. 1:36talking about. The most important thing
  34. 1:38is that over the New Year holidays we
  35. 1:40had quite a lot of car news, which is
  36. 1:41usually rare, because they usually keep
  37. 1:43all this stuff jingling constantly,
  38. 1:47like children's rattles, to calm down.
  39. 1:49Yeah. The most important thing is not
  40. 1:51to screw up, and that will be allowed.
  41. 1:52You have nowhere else to sit, right?
  42. 1:53Today you absolutely have to sit here.
  43. 1:56Why are you looking at me? Get out of
  44. 1:58here. Well, apparently you won't have
  45. 2:12to pay attention to some random cat
  46. 2:14walking around here. Besides, I also,
  47. 2:16well, I've already popped up somewhere,
  48. 2:18either on our Telegram channel or on
  49. 2:19Instagram, well, the finance thing
  50. 2:21flashed by somewhere, and people were
  51. 2:22like, "Where did the adult cat come
  52. 2:24from? How is that possible? What kind
  53. 2:26of adult, suddenly a cat appeared?"
  54. 2:28Let's think about it. Let's think about
  55. 2:30it. How could someone else's adult cat
  56. 2:34show up here? Go away. It's fine, she's
  57. 2:39glued to the couch. Sorry if the entire
  58. 2:48newsfeed turns into a montage of me
  59. 2:50throwing the cat out of frame, but
  60. 2:52that's exactly why you came here. So,
  61. 2:56the most important thing is that we had
  62. 2:57quite a lot of automotive news over the
  63. 2:59New Year holidays. Which is weird,
  64. 3:02because usually during the New Year
  65. 3:03holidays, everything kind of shuts down
  66. 3:05, nothing happens: car companies, you
  67. 3:07know, all the presentations, financial
  68. 3:08reports, that kind of thing are usually
  69. 3:10relegated to March, because nothing
  70. 3:12happens in January or February. And
  71. 3:14that's actually why the news usually
  72. 3:16doesn't get out, because, firstly,
  73. 3:18we're on vacation somewhere, surfing
  74. 3:19the waves—not content, just surfing
  75. 3:21the waves. And there's usually no
  76. 3:23interesting news, but we've got such a
  77. 3:25pile of news here that let's get to it
  78. 3:27right away. And all our other things,
  79. 3:30if we suddenly get carried away
  80. 3:32somewhere, will naturally already be
  81. 3:33inside. In my opinion, the Christmas
  82. 3:45tree is bad. It'll stand
  83. 3:47until March. It'll stand
  84. 3:48until March. It hasn't started to fall
  85. 3:50off yet, so it'll stand for a while.
  86. 3:51Well,
  87. 3:51in general, it's better to throw out
  88. 3:53the tree before it starts to fall off.
  89. 3:54Well, as
  90. 3:56you can probably guess, I didn't drag
  91. 3:59this tree here. It came with a
  92. 4:02tablecloth and a cat.
  93. 4:04And with a cat, yes. Naturally, I'm the
  94. 4:07one throwing it out. Well, like, how
  95. 4:10else could it be? I'd rather not think
  96. 4:12about it for now. Fuel consumption is
  97. 4:182.6 liters per 100 km and almost 3,000
  98. 4:20km on a single tank. A diesel Skoda
  99. 4:23Superb has set a world record. This
  100. 4:26news is actually from October 2025, but
  101. 4:28it somehow slipped my mind last fall. I
  102. 4:31only saw it, you know, on the weekend,
  103. 4:33during the holidays, when I was just
  104. 4:34poking around, like, "What else have we
  105. 4:36missed? What else haven't we talked
  106. 4:38about? What else interesting has
  107. 4:39happened in the automotive world?" Or
  108. 4:41somewhere nearby? And it turns out that
  109. 4:43in October, Mika Marczyk became the
  110. 4:45European Rally Champion. Honestly, I
  111. 4:47don't know who this driver is, because
  112. 4:48a quick Google search didn't reveal any
  113. 4:50major achievements other than the
  114. 4:51European Championship. Well, here he is
  115. 4:53, a guy who's involved in motorsports,
  116. 4:54who understands rallying, and who
  117. 4:56understands the car as a whole. He took
  118. 4:57a regular Skoda Superb for an interview
  119. 4:59, and then he said, "You know, I was
  120. 5:02also considering an Octavia." I was
  121. 5:04considering an Octavia, but it just had
  122. 5:05a small bug. The Superb has a bigger
  123. 5:06one, and the fuel consumption is plus
  124. 5:08or minus a kilometer. So, they took the
  125. 5:09Superb. And what did these guys do?
  126. 5:11They simply took a standard car,
  127. 5:13straight out of the box, just a regular
  128. 5:15car with a two-liter diesel engine
  129. 5:17producing 150 horsepower. They put
  130. 5:20low-rolling-resistance wheels on it,
  131. 5:22and a sports suspension. Just a little
  132. 5:25tuning, as is customary in the Skoda
  133. 5:27Club. Because if you buy an Octavia,
  134. 5:30for example, the sport suspension is
  135. 5:31installed on the first day, along with
  136. 5:33the chip. Incidentally, no chip was
  137. 5:35installed; the engine is standard. And
  138. 5:37you just drive very carefully, very
  139. 5:38deliberately, catching the slipstream
  140. 5:40from trucks. And just trying to brake
  141. 5:42as little as possible. So, the person
  142. 5:43understands what a car is and how to
  143. 5:44actually drive it. The guys managed to
  144. 5:47get 2,831 km on a single tank. On a
  145. 5:50standard tank, not a dual tank, not
  146. 5:52like the Kamaz, you know, where there
  147. 5:53are tanks on both sides, or some kind
  148. 5:55of extra tank on a Gazelle. No, it's
  149. 5:57just a regular, standard car.
  150. 5:59Essentially, the only improvement is
  151. 6:01the lowered suspension, which was made
  152. 6:03to lower the ride height and, again, to
  153. 6:05, well, reduce air resistance. And
  154. 6:08that's it, a world record. And at this
  155. 6:11point, absolutely all the wankers who
  156. 6:13sit in the internet comments and rant
  157. 6:16about how, oh, just a little bit more
  158. 6:18and we'll have solid-state batteries,
  159. 6:20unlike anything you'll have solid-state
  160. 6:22, yeah, there it is. And 1,000 km of
  161. 6:25range on a single charge in commuter
  162. 6:27trains. And hybrids, for [ __ ] sake,
  163. 6:30look at them, 1,000 km on a single tank
  164. 6:33. Now, if you charge it up, if you take
  165. 6:36a little extra steam, fart, drive very
  166. 6:38carefully, and so on, you can survive
  167. 6:401,500 km on a Lisyan, although it's
  168. 6:42impossible to survive 1,000 km on a
  169. 6:43Lisyan, but still. And all these
  170. 6:46presentation materials, all these
  171. 6:48figures, about how very soon, very soon
  172. 6:50, hybrids, electric cars, and all other
  173. 6:53modern cars, they will someday travel
  174. 6:55very long distances. And you won't have
  175. 6:58to worry about charging, fuel, and all
  176. 7:01that crap. All these materials that are
  177. 7:05constantly shoved in our faces are
  178. 7:07still just materials, and people just
  179. 7:09take a regular Skoda diesel,
  180. 7:11essentially from 2013, give or take,
  181. 7:13because, well, that diesel engine is
  182. 7:15still the same as the one from
  183. 7:16Dieselgate, by the way. It's just from
  184. 7:20there with additional catalytic
  185. 7:22converters, additional particulate
  186. 7:23filters, and all the additional
  187. 7:24restrictions to ensure it meets all
  188. 7:25environmental standards. And this is an
  189. 7:27engine from that era; Volkswagen
  190. 7:33approved the development of this engine
  191. 7:35back around 2007. Somewhere around
  192. 7:37there, they made the decision to make
  193. 7:39this series of engines, like the Ya-189
  194. 7:41and other two-liter diesels. A modern
  195. 7:45engine, of course, is no longer the 189
  196. 7:46series, it's already an upgrade, but
  197. 7:48still, it's the same inside, the same
  198. 7:50technology. So let's think about what
  199. 7:54would have happened if those 20 years,
  200. 7:56plus the huge sums of money that all
  201. 7:58the automakers spent on hybrids,
  202. 8:00electric cars, all that stuff, had been
  203. 8:03spent on improving the humble diesel.
  204. 8:07Maybe we would have gotten 4,000 km on
  205. 8:09a tank. And to be fair, how much more
  206. 8:12could you want when you can get 2,800.
  207. 8:16Yes, of course, there are all those
  208. 8:17things under the hood, along with the
  209. 8:19fact that we drive very carefully
  210. 8:21without air conditioning, don't brake,
  211. 8:23and people don't drive like that in
  212. 8:24real life, but it still became possible
  213. 8:26with modern hybrids and modern electric
  214. 8:28cars, and indeed with any other modern
  215. 8:30car. Well, it's simply, well,
  216. 8:32impossible. Not fast, not slow, not
  217. 8:35carefully, not aggressively, not with
  218. 8:37rolling, not with recuperation, which
  219. 8:39charges everything and spins all the
  220. 8:42energy around in a Dutch steering wheel
  221. 8:44. Unrealistic. So, here's a regular old
  222. 8:47diesel car for you, please. And the
  223. 8:49news, well, it didn't seem to go over
  224. 8:51much. It's like, well, just an
  225. 8:53achievement and an accomplishment, but,
  226. 8:55to me, it's very clear proof that the
  227. 8:57global auto industry as a whole is
  228. 8:58heading in a direction, well, just a
  229. 9:00little bit off, well, just a little bit
  230. 9:02. You have an efficient means of
  231. 9:06transporting a car, invented a long
  232. 9:08time ago. It already exists, everything
  233. 9:11is there, you can use it. Everything is
  234. 9:13okay. They've even figured out how to
  235. 9:15fit it into environmental standards,
  236. 9:17even modern ones, even Euro 6D, even
  237. 9:18all that stuff. And for some reason
  238. 9:22it's being ignored. I honestly don't
  239. 9:24understand why. Well, I understand, but
  240. 9:26I don't understand. And, besides, after
  241. 9:28the record and after the race, the
  242. 9:30driver comes out and says: "Well,
  243. 9:32actually, we didn't plan the route
  244. 9:34quite correctly. We drove from Poland
  245. 9:37to Paris and back, and he's a German
  246. 9:39driver. I wonder if they're just used
  247. 9:42to driving like that." And in Germany,
  248. 9:48you know, there were mountains, so we
  249. 9:50had to go up and down some. This also,
  250. 9:53well, had a negative impact on fuel
  251. 9:55consumption. So, overall, if you
  252. 9:57re-plan the route, and I also came up
  253. 9:59with a couple of tricks along the way
  254. 10:01to save even more, it's entirely
  255. 10:03possible to drive 3,000 km on a Baja in
  256. 10:05that same Superma. Just fill up once,
  257. 10:08and you'll find yourself. And I also
  258. 10:10really like seeing how, well, they
  259. 10:12brought a certain number of Zer 9Xs to
  260. 10:13Russia this winter. And we once
  261. 10:17discussed on the news that the Zer 9X
  262. 10:20is a [ __ ] killer, it's a Rolls-Royce
  263. 10:23competitor, and those guys really went
  264. 10:25overboard. It's got something like
  265. 10:291,000 horsepower, and fuel consumption
  266. 10:31is just half a gram per 500 km—
  267. 10:33everything's fantastic, some
  268. 10:34super-energy-efficient hybrid setup,
  269. 10:37very low fuel consumption, everything
  270. 10:39runs, farts, has fun, awesome,
  271. 10:41wonderful. So, the cars arrive, our
  272. 10:42conditions are there, damn it, and fuel
  273. 10:44consumption is 20 liters again. How
  274. 10:49come? Top Gear magazine is back with an
  275. 10:57article about one of the hardest things
  276. 10:59we've ever done. And this is Ford boss
  277. 11:02Gmfarley talking about the Red Bull
  278. 11:04Formula La engine. If you're not aware,
  279. 11:05if you're a healthy person, and if
  280. 11:07you're not obsessed with motorsports,
  281. 11:08then, well, this phrase means nothing
  282. 11:10to you. But in reality, well, something
  283. 11:11terrible is happening in the world of
  284. 11:13motorsports, and especially in the
  285. 11:14world of Formula La. Red Bull Racing is
  286. 11:16one of the leading teams in the
  287. 11:17championship overall and one of the
  288. 11:19most decorated teams in, well, modern
  289. 11:21Formula La. An important clarification
  290. 11:22here. Modern ones, otherwise, these
  291. 11:24Williams fans and Ferrari fans will
  292. 11:26come running, even those who've lost
  293. 11:28hope, but they'll still write something
  294. 11:29about how great these guys are, how
  295. 11:31Ranu has won titles, and so on. Yes, of
  296. 11:34course. But if we're talking about
  297. 11:35modern Formula 1, you have, like, three
  298. 11:37most successful teams. Red Bull,
  299. 11:38Mercedes, and Ferrari. And all the way
  300. 11:40back to Red Bull, they weren't a car
  301. 11:42manufacturer, they were just a racing
  302. 11:44team. And, accordingly, they never had
  303. 11:46the infrastructure to create their own
  304. 11:47engine. Before that, they were using
  305. 11:49Renault engines. Then they switched to
  306. 11:51Honda. And so, up until now, they've
  307. 11:52essentially been, well, collaborating
  308. 11:54with Honda, with Honda being
  309. 11:55responsible for the engines. Yes, Red
  310. 11:57Bull also has its own technical
  311. 11:59specialists who are also involved in
  312. 12:00building the engines and so on. But
  313. 12:02Honda is now going to Anmartin. Red
  314. 12:05Bull, some time ago, was like, "Well,
  315. 12:07we're going to have our own Red Bull
  316. 12:09Power Trains." It's some company that
  317. 12:11will actually produce our own engines.
  318. 12:14And now their main technical partner is
  319. 12:16Ford, with an engine, damn, probably
  320. 12:17from Transit, or something like that.
  321. 12:20And then recently, over the New Year
  322. 12:21holidays, they started slowly holding
  323. 12:23presentations from racing teams, saying
  324. 12:25, "We have such-and-such left-hand
  325. 12:26drives, we have such-and-such a car, we
  326. 12:28have such-and-such expectations," and
  327. 12:30so on, because the season is about to
  328. 12:32start. We're all getting ready for some
  329. 12:34testing. Very soon, we'll see a car
  330. 12:35with the new regulations, which will
  331. 12:37actually break down on the track and
  332. 12:38which are unlikely to complete a full
  333. 12:40lap. That's it. Well, that's what
  334. 12:42everyone expected, at least. But there
  335. 12:43was a joint presentation from Ford and
  336. 12:45Red Bull, saying, "Everything's fine
  337. 12:47with us," and so on. And the company's
  338. 12:49CEO, Jimfarli, was like, "Well, yeah, a
  339. 12:51Formula One engine is one of the most
  340. 12:52challenging things we've done in the
  341. 12:54modern world. It's such an interesting
  342. 12:57challenge, you know. It's all so
  343. 12:59interesting, yet so confusing." Where
  344. 13:03would you even park an F-150 here? And,
  345. 13:05frankly, before the season even starts,
  346. 13:08sitting around and discussing press
  347. 13:09releases, presentations, and team
  348. 13:11bosses 'promises about how we'll get
  349. 13:13our racing bastard out and smash
  350. 13:15everyone on the track and show everyone
  351. 13:17how good we are at driving? There's no
  352. 13:20point in discussing all that because,
  353. 13:21well, the race will tell. But I'm
  354. 13:22definitely certain about the new
  355. 13:23regulations. There's an interesting
  356. 13:25trend in that, oddly enough, we've
  357. 13:27suddenly seen a large number of
  358. 13:29automakers appear in motorsport.
  359. 13:31Because if you look at the 2026
  360. 13:33starting grid, we'll see, well,
  361. 13:35Mercedes-Ferrari, that's clear. We'll
  362. 13:38have Ford and Red Bull there next, and
  363. 13:39Audi will show up there next. They've
  364. 13:41already shown their car there, by the
  365. 13:43way, or showed it in time, and they've
  366. 13:45even even had a shakedown there. A
  367. 13:46shakedown. If you're a sane person,
  368. 13:48that means we've assembled a car, and
  369. 13:50we have no idea how it'll drive, or
  370. 13:52even if it'll drive at all. So, if
  371. 13:54anything happens, we have to drive it
  372. 13:5615 km around the race track to see if
  373. 13:58the wheels fall off. Basically, that's
  374. 14:00called a shakedown. Well, just actually
  375. 14:02driving it and checking that all the
  376. 14:03bolts are tightened.
  377. 14:04It's a funny term. If you try to
  378. 14:05translate it literally, it's like
  379. 14:07shaking it down.
  380. 14:08Yeah, just shaking the car down. What,
  381. 14:10like, does it even work? Does it even
  382. 14:11turn? Do we even have the steering
  383. 14:12wheel set up to go in that direction?
  384. 14:14Otherwise, maybe you press the gas, and
  385. 14:15it goes the other way. Nobody knows.
  386. 14:17That's high-performance motorsport. By
  387. 14:20the way, I once did a go-kart, um, a
  388. 14:21drunk race with a steering wheel that
  389. 14:23had the linkages reversed. So, you turn
  390. 14:26the wheel left, the car turns right,
  391. 14:28you turn the wheel right, and then you
  392. 14:29turn the wheel left. It's a drunk race
  393. 14:31because, well, it's literally drunk.
  394. 14:33Everyone drinks first and then goes
  395. 14:34go-karting. Just in case, I didn't tell
  396. 14:36you that. Well, these aren't public
  397. 14:38roads, so it's no big deal. Just a
  398. 14:40necessary ritual. I understand you had
  399. 14:45some kind of event closed to those who
  400. 14:46drive regularly.
  401. 14:48Yeah, right. And they drink for these
  402. 14:51closed events. So, Mercedes, Ferrari,
  403. 14:54Red Bull and Ford are returning, Audi
  404. 14:57is desperate, Toyota is apparently
  405. 14:59looking at something, maybe even
  406. 15:01returning full-time. Not just as a
  407. 15:03title sponsor of HAS, but if we take
  408. 15:05over the engine development there
  409. 15:06completely, we'll do everything there,
  410. 15:08everything will be great. Alp, Renault,
  411. 15:10Mercedes, McLaren, well, Aston Martin,
  412. 15:13a new Cadillac has appeared. And, by
  413. 15:16the way, they've already had a falling
  414. 15:18out with Ford. I don't know if you've
  415. 15:19seen the headlines or not. But we have
  416. 15:21two American automakers returning to
  417. 15:22Formula 1 at the same time. Firstly,
  418. 15:24they're surprised that there are no
  419. 15:25corners. Secondly, it's already
  420. 15:27starting, it even made headlines about
  421. 15:29Ford and Cadillac exchanging barbs
  422. 15:30before their Formula 1 debut. The head
  423. 15:33of Cadillac comes out and says, "Ford
  424. 15:35is doing crap there, they're just
  425. 15:37marketing and that's all." And we,
  426. 15:40Cadillac, we develop the car entirely
  427. 15:42ourselves, we make the engine ourselves
  428. 15:43, we're completely [ __ ] nuts, like
  429. 15:45everything's fine here, while Ford are
  430. 15:47complete losers, like everything's
  431. 15:49really bad. And then Jim Farley comes
  432. 15:51out and says, "Well, bro, we've been
  433. 15:53driving like Kosvod for a while, and
  434. 15:54now we've been with Redbull for a while
  435. 15:56now, and we've been on the track, and
  436. 15:58we're already driving. So, we have a
  437. 16:01car, you don't have a car yet, and you
  438. 16:03get to the track first, and then we'll
  439. 16:04figure out who's faster." So, there
  440. 16:07will definitely be some interesting
  441. 16:08fights. But there's one nasty rumor
  442. 16:10that's just floating around, well, it's
  443. 16:12sometimes discussed in news outlets,
  444. 16:14and it's also being discussed somewhere
  445. 16:17on Formula 1 Telegram channels.
  446. 16:19Apparently, because it's just floating
  447. 16:20around. Formula 1 management and the
  448. 16:24FIA, they're kind of open to the idea
  449. 16:26of bringing back regular gasoline
  450. 16:28engines. Well, without this hybrid
  451. 16:31addition of batteries, electric motors,
  452. 16:33and so on, which, if anything, greatly
  453. 16:36weigh down Formula 1, which, well,
  454. 16:38Formula 1 is a heavy car—well, that's
  455. 16:40not how it should be. You know,
  456. 16:43motorsport implies a certain lightness,
  457. 16:45so you have speed, dynamics, can take
  458. 16:47corners, and so on. But modern Formula
  459. 16:491, and all electric sports in general,
  460. 16:51are very large and the cars are very
  461. 16:53heavy. This creates a huge number of
  462. 16:55problems along the way. And so it seems
  463. 16:57like everyone is already like: "Yeah,
  464. 17:00well, let's make the cars really small
  465. 17:02again." That's it. And there we can
  466. 17:04immediately drop 200-300 kilograms from
  467. 17:06the car, without even throwing out the
  468. 17:08driver, if we just remove the batteries
  469. 17:10, electric motors, all that, and it
  470. 17:12will be much better for the racing, and
  471. 17:14for the spectacle, and for the cars
  472. 17:16themselves. But car manufacturers all
  473. 17:19need to sell hybrids. They need to sell
  474. 17:22hybrids. So, what's the debate supposed
  475. 17:23to be? [ __ ], hybrid, right? Right. And
  476. 17:26then we have Audi, then we have Cadc,
  477. 17:29and Ford, too. They all have a big
  478. 17:33problem with how to sell all this
  479. 17:34electric stuff, although it doesn't
  480. 17:36really help Mercedes much, by the way,
  481. 17:39and they've been in the hybrid era
  482. 17:41forever. Turbo engines, hybrid engines,
  483. 17:44and everything in between. And it's
  484. 17:46like, who knows. But purely from a
  485. 17:49marketing standpoint, it's as if
  486. 17:51automakers aren't interested in
  487. 17:53participating in a conventional
  488. 17:54gasoline formula.
  489. 17:56Perhaps the head of Ford meant that
  490. 17:58developing the engine was so
  491. 18:00complicated because everything had to
  492. 18:02be translated from inches to
  493. 18:03centimeters.
  494. 18:04Possibly. What the [ __ ] is a k? You
  495. 18:09know that story about how, in the 20th
  496. 18:11century, I think they bought some
  497. 18:13French blueprint for some kind of
  498. 18:14warship, started designing it, building
  499. 18:16it, and all that. They really weren't
  500. 18:19getting anywhere. They wasted a ton of
  501. 18:21money, and they were making complete
  502. 18:23and utter crap. They started to figure
  503. 18:25out what had happened and realized
  504. 18:27they'd been treating all the numbers in
  505. 18:29the drawings as their own imperial
  506. 18:31system. They weren't
  507. 18:33just building a ship in miles. I don't
  508. 18:39know if this is a tall tale or not, I
  509. 18:41haven't verified it, but I've come
  510. 18:42across this story quite a few times.
  511. 18:47Meanwhile, the Volkswagen plant in the
  512. 18:49Central Executive Committee is being
  513. 18:50loaded with old stuff. In goddamn 2018,
  514. 18:54Volkswagen decides, well, let's get
  515. 18:56closer to the outlet. We'll redesign
  516. 19:00the plant, and we'll be producing
  517. 19:02300,000 electric vehicles a year at
  518. 19:04this plant, which is actually a very
  519. 19:07large volume. And then the plant
  520. 19:09started churning out electric cars in
  521. 19:112019, and since then, somehow, 300,000
  522. 19:14hasn't happened. The planned volumes,
  523. 19:16well, nothing really happened, really.
  524. 19:18The plant is operating, producing
  525. 19:20approximately 200,000 electric vehicles
  526. 19:21, but even these volumes already seem,
  527. 19:23well, too high. I mean, it seems there
  528. 19:25won't be demand in the future to even
  529. 19:27maintain the current volume. And with
  530. 19:29such a production volume, the entire
  531. 19:30plant becomes unprofitable because the
  532. 19:32costs are too high, and you really need
  533. 19:34to produce 300,000 to make it
  534. 19:35interesting. And 200,000 cars produced
  535. 19:37is essentially just to recoup the costs
  536. 19:39. Maybe the plant is breaking even,
  537. 19:41maybe it's running a slight loss.
  538. 19:42Volkswagen doesn't disclose this data.
  539. 19:45But they say, "Well, we need to
  540. 19:46reorganize everything as a whole, and
  541. 19:47we need to reorganize production, we're
  542. 19:49already closing some of our factories
  543. 19:50there, and so on." So let's convert the
  544. 19:54Zwickau plant into a car recycling
  545. 19:56facility. Well, assembling cars doesn't
  546. 19:59work. It doesn't work. So we'll
  547. 20:00disassemble them there. You're dying
  548. 20:02over a cat.
  549. 20:04You clapped your hands. She, you know,
  550. 20:05like, you're telling a story, she
  551. 20:07starts to fall asleep, fall asleep,
  552. 20:08fall asleep, then you clap something.
  553. 20:09Oh, like, "[ __ ], are you kidding me?
  554. 20:18There's plenty of room in the apartment
  555. 20:21, where else can you sit? We already
  556. 20:24have this, well, like, joke that I took
  557. 20:26the cat. She's
  558. 20:27yours now.
  559. 20:28Yeah, right. Well, as you can see, she
  560. 20:31sleeps on me, she sits on me, she
  561. 20:33climbs on me all the time. That's it.
  562. 20:35Well, like, give me some work.
  563. 20:39Konstantin Sergeyevich throws a crowbar
  564. 20:42every year. Yeah. And you throw the cat
  565. 20:44?
  566. 20:44I throw the cat. Give me some work. We
  567. 20:51can't assemble cars. That's why let's
  568. 20:54dismantle them. We plan, well, I mean,
  569. 20:57Volkswagen plans to reach a volume of
  570. 21:00dismantled and recycled cars of 15,000
  571. 21:03units by 2030. How can I explain to you
  572. 21:05what 15,000 dismantled cars are at a
  573. 21:08plant that is designed to produce
  574. 21:10300,000 cars a year. Well, 15,000
  575. 21:16dismantled cars a year is like 1,250
  576. 21:19cars per month. That's about 40 cars
  577. 21:23per day. And if they were able to reach
  578. 21:26a production volume of 300,000 cars per
  579. 21:28year, that would be 830 cars per day.
  580. 21:31They plan to start disassembling 40
  581. 21:34cars per day by 2030. Well, in that
  582. 21:36area. And in general, the guys were
  583. 21:39planning to assemble 830 per day. Now
  584. 21:41there's a slight feeling that they're
  585. 21:42doing something wrong there, in my
  586. 21:44opinion. No. Besides, I understand that
  587. 21:46most likely for Volkswagen, as a
  588. 21:48company, and for them, the best
  589. 21:50decision is to simply close the plant,
  590. 21:52because it's simply unprofitable. Well,
  591. 21:54just, well, no. It's just that in the
  592. 21:56current economic situation, in terms of
  593. 21:58employee costs, in terms of electricity
  594. 22:00costs, in terms of tariffs from all
  595. 22:02these Chinese, American and all that,
  596. 22:04their economy is simply not working.
  597. 22:06But they have an agreement with the
  598. 22:08trade unions, they have an agreement
  599. 22:09with the federal states. In Germany,
  600. 22:10it's still a separate [ __ ] thing.
  601. 22:11Volkswagen still belongs to Saxony and
  602. 22:13the Federal Republic. I mean, like, if
  603. 22:16we, well, Volkswagen belonged to the
  604. 22:19Novgorod Region. There you go. Well,
  605. 22:20like, because that's how it worked out
  606. 22:22historically. And you're supposed to
  607. 22:24provide jobs within the country. Well,
  608. 22:26well, you just have to. Well, just
  609. 22:28because, well, you have to, but you
  610. 22:30don't have to, and you, well, can't.
  611. 22:32And you and you have no idea what the
  612. 22:34hell to do with people here. So, well,
  613. 22:36let's dismantle the cars. Besides,
  614. 22:39recycling cars is unprofitable, because
  615. 22:41the recycled materials are mainly, well
  616. 22:43, which, I mean, the raw materials that
  617. 22:44come out after processing, they are
  618. 22:46more expensive than the pure raw
  619. 22:47materials from the original. Like, just
  620. 22:50new, made, dug up. We talked about this
  621. 22:53in ecology. And this problem, by the
  622. 22:54way, has not been solved in any way.
  623. 22:56That is, well, as if you really
  624. 22:57dismantled a car for parts, and then
  625. 22:59recycled everything and then assembled
  626. 23:02new cars from this. Now, if all this
  627. 23:04commercial action were It's
  628. 23:06commercially viable, every car company
  629. 23:08would have similar factories by now.
  630. 23:10It's just logical. After all, if the
  631. 23:13business model really worked, then car
  632. 23:15companies would all be recycling if it
  633. 23:17promised good savings, not just the
  634. 23:18money earned. Because it's precisely
  635. 23:21the money earned that car companies
  636. 23:22could use right now, well, let's put it
  637. 23:24that way. They wouldn't mind if they
  638. 23:26had extra euros, dollars, and dirty
  639. 23:28Russian rubles wouldn't hurt either.
  640. 23:31But things turn out the way they do.
  641. 23:34And for the company,
  642. 23:35well, it's all logical. They realized
  643. 23:37they were doing something wrong and
  644. 23:39decided to sort it out. Like, we're
  645. 23:43assembling some kind of crap.
  646. 23:44Then they should have started
  647. 23:45assembling Toyotas. Oh, those words,
  648. 23:48yes. In the right ears.
  649. 23:50Yes. He'll take a look. What's going to
  650. 23:52happen
  651. 23:52to you? And where is he? On vacation.
  652. 23:54He's
  653. 23:55in the mountains. Yes. Riding around
  654. 23:57there on powder. These ordinary ones,
  655. 24:00like
  656. 24:00Popular entertainment.
  657. 24:01Popular entertainment, yes. Well, with
  658. 24:02us, well, something like that. Okay, I
  659. 24:04won't go there to fight for work. We'll
  660. 24:07just beam some warmth to vacationers at
  661. 24:09the ski resorts. Maybe that will melt
  662. 24:12the snow a little.
  663. 24:25What? Throw you out again. Let's throw
  664. 24:27you out. Well, come on, think about it,
  665. 24:33there are some options. Absolutely
  666. 24:42wonderful news, which actually came a
  667. 24:44little earlier than expected, because
  668. 24:46this data is also compiled a little
  669. 24:48later. The number of road fatalities in
  670. 24:49Russia has decreased over the past year
  671. 24:51. The Ministry of Internal Affairs has
  672. 24:53published data on road hazards for 2025
  673. 24:55in the unified interdepartmental
  674. 24:56information and statistical system. A
  675. 24:59total of 128,000 road accidents
  676. 25:00occurred in the Russian Federation,
  677. 25:03which is 3%fewer than in 2024, in which
  678. 25:0513,900 people died and 158,000 were
  679. 25:07injured. And this is essentially the
  680. 25:09lowest number of deaths in the entire
  681. 25:11history of modern Russia. And this is
  682. 25:13definitely worth celebrating, because,
  683. 25:15well, in 2022, a large number of
  684. 25:16factors emerged that made our traffic
  685. 25:18situation significantly worse. Because
  686. 25:21our entire logistics reoriented itself,
  687. 25:23and a large number of our railways
  688. 25:24ceased to be used, and a significant
  689. 25:26portion of the logistics began to go by
  690. 25:28car to the other side of the country,
  691. 25:30where the road infrastructure was not
  692. 25:31prepared for the fact that almost
  693. 25:33everything would go to Kazakhstan. Well
  694. 25:35, I mean, trade turnover. And with
  695. 25:37China, we also had different logistics
  696. 25:39and different roads and everything else
  697. 25:40. At the same time, we have the factor
  698. 25:43of the aging vehicle fleet. Well, no
  699. 25:44matter how young it gets, it is aging.
  700. 25:50This is logical. Many people, by the
  701. 25:52way, associate this thing with the fact
  702. 25:54that, well, brands have left, there are
  703. 25:55no normal cars, and so on. But it’s
  704. 25:58not easy when in 2008, 2007, 2006, your
  705. 26:01market growth rate was 2.2 million cars
  706. 26:04per year. were sold, and now you're
  707. 26:07selling 1,200. And when you have these
  708. 26:09scissors, where you have a difference
  709. 26:11of a million, naturally, you have this
  710. 26:13huge number of cars that were sold in
  711. 26:15the 2000 s—during that boom time,
  712. 26:16with cheap loans, and so on—it will,
  713. 26:18naturally, just continue to move along
  714. 26:20the timeline, and your vehicle fleet
  715. 26:22will, well, age. That's normal. At the
  716. 26:25same time, our vehicle fleet is
  717. 26:26increasing, because anyway, well, in
  718. 26:292024 and 2023, several million cars
  719. 26:31arrived or gathered in our country,
  720. 26:33well, I mean, an additional 2.8 million
  721. 26:35cars simply appeared on the roads. And
  722. 26:38these are all factors that put pressure
  723. 26:41on more people to die, because we have
  724. 26:43more cars, they are generally older,
  725. 26:45logistics have been reoriented, and so
  726. 26:47on. But essentially, we have a trend
  727. 26:50towards an increase in the number of
  728. 26:51alcohols. That's what happened. Only in
  729. 26:532023. A sharp jump. Well, because all
  730. 26:56these factors came together at once.
  731. 26:57And in 2024, a little less, in 2025,
  732. 27:00even less. And this is absolutely
  733. 27:01excellent news. We constantly cover all
  734. 27:03possible statistics regarding accidents
  735. 27:05, regarding incidents. We have a piece
  736. 27:07on this topic on the main channel.
  737. 27:10Throughout my years in the media, I've
  738. 27:11been paying attention to road safety
  739. 27:13and the work that's being done, because
  740. 27:14, well, it's being done on a huge scale
  741. 27:16. A huge number of people are directly,
  742. 27:19well, naturally thinking and doing a
  743. 27:21lot of different things to make our
  744. 27:22roads safer. And our current indicators
  745. 27:25, taking into account our
  746. 27:26characteristics, our weather conditions
  747. 27:28, our roads, our traffic and all our
  748. 27:30other characteristics, are very
  749. 27:32excellent. Therefore, once again, we
  750. 27:34send rays of gratitude and support to
  751. 27:35everyone involved. Thank you very much
  752. 27:37for your work. And for us, for everyone
  753. 27:39, for ordinary road users, this is
  754. 27:40important news, because every day Our
  755. 27:42roads are getting safer and safer. The
  756. 27:44main idea here is that things could
  757. 27:46have been much worse. Well, I mean,
  758. 27:48really much worse. With different
  759. 27:50traffic flows and everything else, and
  760. 27:51with infrastructure unprepared for
  761. 27:53large truck movements and so on. We
  762. 27:55could have easily jumped to 20,000 or
  763. 27:5825,000 fatalities. But even that jump
  764. 28:01that we did have, it's just, well, it's
  765. 28:02small, and that's great. Well, because
  766. 28:06again, like, in '22, 14,200 died, in
  767. 28:09'23, 14,500. And a significant amount
  768. 28:12of media was harping on this difference
  769. 28:14of 300 people within a year, with the
  770. 28:16idea that, oh, our roads are all over.
  771. 28:18Oh, as soon as you go out, a KamAZ
  772. 28:20truck will immediately smash you to
  773. 28:22pieces, oh, and then they'll roll you
  774. 28:24on a bicycle or an electric scooter and
  775. 28:26deliver you to someone's apartment.
  776. 28:28[ __ ], what a way to live. Meanwhile,
  777. 28:33German premium brands in 2025 continued
  778. 28:36decline. We released preliminary sales
  779. 28:38results for Audi, BMW, and Mercedes—
  780. 28:40preliminary, because auto companies
  781. 28:41always, well, they kind of throw out
  782. 28:43preliminary ones. And then, around
  783. 28:45March, along with the financial report,
  784. 28:47they also publish revised sales data,
  785. 28:48where we've calculated everything
  786. 28:50precisely, we've adjusted everything
  787. 28:51precisely, and this is the figure we
  788. 28:53sold. And, as expected, as expected,
  789. 28:56the German premium isn't doing very
  790. 28:58well, because, if you remember (it's
  791. 29:00unlikely, of course, but I'll remind
  792. 29:02you), we started the previous year by
  793. 29:04discussing the results of 2024, and
  794. 29:06there we also had, you know, this most
  795. 29:08remarkable negative growth, this sales"
  796. 29:10boom, "which is what happens there,
  797. 29:12like a takeoff, only in reverse. Well,
  798. 29:16those are some kind of terms. The only
  799. 29:18difference is that the main loser of
  800. 29:202024 was Audi. Their sales decline was
  801. 29:23something like 11%at that point. And
  802. 29:25this is, well, for such a For a car
  803. 29:27manufacturer of this scale, these are
  804. 29:29very sensitive figures. This year,
  805. 29:32Mercedes takes the [ __ ] throne; now
  806. 29:33they're at -10. And considering that
  807. 29:38Mercedes previously reported that
  808. 29:40they'd squandered all their net profit,
  809. 29:41now they're also seeing negative sales
  810. 29:43growth. Mm, what a slam dunk for pop
  811. 29:47management. Oh, I like that. It's
  812. 29:52amazing how BMW is holding up, because
  813. 29:54they're actually in more or less the
  814. 29:56same situation as Mercedes, Audi,
  815. 29:57Volkswagen, and so on, because, well,
  816. 29:59they're German too. The same conditions
  817. 30:03, they have the same everything,
  818. 30:04they're no different. Well, it's all
  819. 30:06the same, but at the same time, whether
  820. 30:08in 2024 or 2025, their sales decline
  821. 30:10relative to their competitors isn't as
  822. 30:13significant, either in 2024 or 2025.
  823. 30:15But most importantly, they're not
  824. 30:16losing net profit so rapidly. BMW is
  825. 30:19still making money. Not even that,
  826. 30:22they're still managing to make money
  827. 30:23from it. Because we're still reminding
  828. 30:25you what the new X3 looks like, and
  829. 30:27we're still reminding you what the new
  830. 30:28BMW 7 Series looks like. They're making
  831. 30:31money off of this. Although, if you
  832. 30:33look purely at premium brands, the
  833. 30:35throne of poop might belong to Mercedes
  834. 30:38. Perhaps it belongs to Porsche,
  835. 30:41because they also swallowed up the
  836. 30:43Taycans completely. They're doing just
  837. 30:46fine, too. China's sales are down 26%
  838. 30:48year-on-year. Not bad. And overall
  839. 30:51global sales are down 10%. That's it.
  840. 30:54Well done. And then, literally this
  841. 30:56very weekend, the head of Volkswagen,
  842. 30:58Olver Blume, and the former head of
  843. 30:59Porsche admitted it was a mistake to
  844. 31:01abandon the gasoline-powered Porsche
  845. 31:03Macan. As soon as this news appeared,
  846. 31:05we covered it with a deep sigh on our
  847. 31:07Telegram channel. I'm like, I already
  848. 31:10know what to say. Except sigh at
  849. 31:14200,000 people. You open your phone,
  850. 31:18and there's this wind from our Telegram
  851. 31:20channel, yeah. But Blume came out, and
  852. 31:22he's like," Well, You know, of course,
  853. 31:24we would do a lot of different crap.
  854. 31:26Well, uh, but with the Macan we kind of
  855. 31:28went too far, yes, it was a mistake. "
  856. 31:30Well, in fact, he just said one
  857. 31:32sentence, that abandoning the gasoline
  858. 31:34Macan was a mistake, and then the media
  859. 31:35spread it around as they wished. And
  860. 31:38then he also tried to justify it all by
  861. 31:40saying that, well, when we made this
  862. 31:42decision, you know, according to the
  863. 31:43data we had then, it didn't seem like
  864. 31:45such a mistake. Which, in fact, may be
  865. 31:48true, because, again, the decision to
  866. 31:50kill the gasoline Macan, well, more
  867. 31:51precisely, how, not to develop a new
  868. 31:53generation of the gasoline Macan, but
  869. 31:55to focus purely on the electric one,
  870. 31:57that was probably made around 2019,
  871. 31:58because the development cycle of a car,
  872. 32:00well, development, testing, launching
  873. 32:02into production, of its entire model
  874. 32:04and so on, is at least 5 years. Taking
  875. 32:06into account the pandemic, taking into
  876. 32:07account all this nonsense and so on,
  877. 32:08well, probably somewhere around Around
  878. 32:092019, that's exactly what happened.
  879. 32:11They had plans from the very beginning
  880. 32:13to show the electric Macan in 2023.
  881. 32:14There it is, staring at you with a
  882. 32:15photo, you're staring. That's it, well,
  883. 32:17that's what it looks like. I've seen it
  884. 32:18in person, I've even, God forgive me,
  885. 32:20sat in it. Well, it's a nightmare, but
  886. 32:21it's terrible. It's really bad. But
  887. 32:23really, around 2019, when people didn't
  888. 32:25even know there would be a pandemic,
  889. 32:27then maybe it was possible to think
  890. 32:30that, well, really, we have a world of
  891. 32:32electric cars, the future, and all that
  892. 32:34. Well, at least that's what Blum is
  893. 32:36hiding behind. But the most important
  894. 32:37thing, in the case of Porsche, is that,
  895. 32:39you know, everyone literally said that.
  896. 32:41Well, Blum also literally said
  897. 32:43something about it. And journalists
  898. 32:45also literally dropped a few hints that
  899. 32:47Porsche doesn't have a car and doesn't
  900. 32:50have the technology and doesn't even
  901. 32:52have plans for a car or the technology
  902. 32:54that could change sales. They
  903. 32:56understand this perfectly well. They
  904. 32:57understand perfectly well that they
  905. 32:59don't have a new 911, nor a new 718,
  906. 33:01much less a new one. Well, the fact
  907. 33:02that there will be an electric car,
  908. 33:03they already understand from here that
  909. 33:04everything will be very bad. There's no
  910. 33:06point in developing a new Taycan. The
  911. 33:07Panamer is basically a Mi-spec product.
  912. 33:09They screwed up the Macan; it's
  913. 33:10electric. And it's selling, well, it's
  914. 33:12selling, but not as they expected. And
  915. 33:15the only thing they have left is what?
  916. 33:16The
  917. 33:17electric Cayen. With this ski track
  918. 33:20instead of a screen. And any decision
  919. 33:25made from this point on could very
  920. 33:26likely turn out to be wrong, simply
  921. 33:28because everything is changing so
  922. 33:30quickly. Like, from here, from today,
  923. 33:33it's unclear how Europe, the US, and
  924. 33:36Russia will agree on anything, and they
  925. 33:38will definitely agree and there will be
  926. 33:41some new rules. And these customs
  927. 33:43duties, are they forever or not? And if
  928. 33:45they increase them, they will be
  929. 33:47canceled, they will be lowered, but
  930. 33:48what to do? It's unclear. And what
  931. 33:50about Germany? Will it happen? Oh, oh,
  932. 33:51like, oh, well, we, yes, we're
  933. 33:53investing all our money in the military
  934. 33:55industry there now and so on, but are
  935. 33:56we planning on trading anything there?
  936. 33:58Not at all. Or what? And what about
  937. 34:01China? And there, potentially, we have
  938. 34:02two of the largest markets on the
  939. 34:03planet: the US and China, well, more
  940. 34:05precisely, China and the US. We have
  941. 34:06commuter trains here, but we've already
  942. 34:07lost everything there, no one needs us
  943. 34:09there anymore. We won't catch up with
  944. 34:10developing a new commuter train. And we
  945. 34:12have nowhere to go. We don't have the
  946. 34:13specialists. And if we do, they're
  947. 34:14slanted, they'll still steal it and
  948. 34:16give it all over there. And why are we
  949. 34:17in the States, like...Well, yes, but
  950. 34:19kind of no. Therefore, the only option
  951. 34:21that Porsche has, what are they
  952. 34:23planning to do in the near future-what?
  953. 34:25Cayenne?
  954. 34:26No.
  955. 34:26Close factories?
  956. 34:27No.
  957. 34:28Lay off employees?
  958. 34:29No. Sell at a higher price? We have our
  959. 34:33audience that buys 911s. That's what we
  960. 34:36wouldn't do with it. There is, There is
  961. 34:38. So, we'll come up with some extra
  962. 34:40series, houndstooth stitching, trim the
  963. 34:42seats, and say it's a super-exclusive
  964. 34:44version. They'll flock to it and buy it
  965. 34:46anyway. And a carbon fiber hood will do
  966. 34:48. How wonderful are carbon fiber wheels
  967. 34:50for the price of an apartment?
  968. 34:51Everything's fine. These three dudes in
  969. 34:53Porsche caps, they'll definitely go and
  970. 34:55buy everything. They really, they even
  971. 34:57recently presented a slogan for their
  972. 34:59near future, which is very
  973. 35:01uninteresting. Damn, where did I see
  974. 35:04that? Well, they recently launched some
  975. 35:07kind of advertising campaign about
  976. 35:11quality, not quantity. Something like
  977. 35:13...
  978. 35:13Yeah. With some kind of focus on more
  979. 35:16exclusive refinement of our models, and
  980. 35:19so on down the list. And essentially
  981. 35:23sell the same thing that we, too,
  982. 35:25[ __ ] did in the 2010s with the 992
  983. 35:28718, and so on. And we're doing this.
  984. 35:31They made it in the 2010s, so we'll
  985. 35:33sell it to you at the end of the 2020s
  986. 35:35for double the price. Wonderful. It's
  987. 35:37clear that all German auto companies
  988. 35:38are still very resilient, and they can
  989. 35:39exist in this situation for a very long
  990. 35:40time. They can still lose money for a
  991. 35:46very long time, they can bleed to death
  992. 35:47for a very long time. They still have a
  993. 35:50very large reserve of strength, really.
  994. 35:52And on the one hand, this is a sad
  995. 35:53trend, it's really sad to read
  996. 35:54headlines about how your favorite
  997. 35:56German companies, who supposedly
  998. 35:57understand what cars are, can't make a
  999. 35:58car. On the other hand, these are very
  1000. 36:02good trends, because the market will
  1001. 36:03eventually explain to the guys what it
  1002. 36:06needs, and they can deny reality as
  1003. 36:07much as they want. They can think as
  1004. 36:10much as they want that everything will
  1005. 36:12blow up now, and we'll make some
  1006. 36:13premium electric contraption again, and
  1007. 36:15everything will be great. So they can
  1008. 36:18spend as much time, resources, money,
  1009. 36:20and so on, but in the end, the market
  1010. 36:22will still break everyone over its knee
  1011. 36:24, and auto companies will start
  1012. 36:25producing what people are really
  1013. 36:27interested in and need. Even In the
  1014. 36:29case of Porsche. And also in the same
  1015. 36:31piggy bank. The historical sales record
  1016. 36:34of Gwagen. In the Mercedes financial
  1017. 36:38statements, there is a funny line about
  1018. 36:40Gwagen Gwagen showing a plus 23%growth,
  1019. 36:42almost 50,000 units were sold. They
  1020. 36:45really don’t disclose what share of
  1021. 36:49those 50,000 cars sold was electric.
  1022. 36:52It’s embarrassing to show something
  1023. 36:53like that in public, apparently.
  1024. 36:55Because again, if there was success
  1025. 36:56there, they would have shown it
  1026. 36:58everywhere. Because again, Mercedes,
  1027. 37:00when their sales began to fall, their
  1028. 37:03financial indicators fell somewhere
  1029. 37:05around 2023, they were like: “Why
  1030. 37:08should we constantly publish sales
  1031. 37:10volumes of our cars by model? After all
  1032. 37:13, the media, [ __ ], will replicate this
  1033. 37:15thing and will go around telling
  1034. 37:17everyone that no one needs the EQC.
  1035. 37:19Here are our sales volumes. Here is a
  1036. 37:21huge Mercedes sold only 500 units and
  1037. 37:22went crazy. Why do we need this?
  1038. 37:24Mercedes thought, and that's why
  1039. 37:26they've basically lumped all their, uh,
  1040. 37:28sales volumes for specific models into
  1041. 37:31small groups. They have a front-wheel
  1042. 37:34drive group, a group of just standard
  1043. 37:36cars, and a Luxurious group, like where
  1044. 37:38IMG, Maybach, all those guys are. And
  1045. 37:41they're calculating strictly by these
  1046. 37:42groups: we sold this much in the base
  1047. 37:44segment, we sold this much on average,
  1048. 37:45we sold this much in Luxurious.
  1049. 37:47Basically, without revealing how many
  1050. 37:49S-Classes, E-Classes, A-Classes, or
  1051. 37:51whatever, it doesn't matter. But they
  1052. 37:53specifically pulled out the Gentwagen
  1053. 37:55and showed a 23%increase. It seems to
  1054. 37:58me that there's simply nothing else to
  1055. 38:00show, because again, well, if they'd
  1056. 38:01had some success with the C-Class, they
  1057. 38:03would have said so, but they don't. And
  1058. 38:06just imagine how painful it is for the
  1059. 38:09marketing and finance departments to
  1060. 38:12look at this figure. Because you're
  1061. 38:15investing every possible resource, your
  1062. 38:17passion, and your expertise into
  1063. 38:19pushing your new body products onto the
  1064. 38:21market. There's a G-Class that no one's
  1065. 38:24done anything with for 50 years, give
  1066. 38:26or take a few kilometers, and it's just
  1067. 38:28growing on its own. They should be
  1068. 38:31feeling down, right? So, you're like,
  1069. 38:34you've been working for years, and with
  1070. 38:36your focus group and your efficient and
  1071. 38:38knowledgeable manager, you came up with
  1072. 38:40the idea of making an electric G-Class.
  1073. 38:44You went to Las Vegas, twirled the
  1074. 38:45dials, and thought everything was fine,
  1075. 38:47but then, throughout production, we've
  1076. 38:48been stuck in a shambles. Surely that
  1077. 38:51must be sad. At least someone, well, at
  1078. 38:54least someone must be sad there.
  1079. 38:55Although, there's probably even more
  1080. 38:57sadness in the eyes of someone who
  1081. 38:58bought an electric G-Class. And this is
  1082. 39:01the only sparkle in the mass of reports
  1083. 39:02from German car companies that tell you
  1084. 39:04exactly what needs to be done. Not in
  1085. 39:07the sense that everything should become
  1086. 39:09a G-Class, but in the sense that the
  1087. 39:10market needs cars like these, among
  1088. 39:12other things. There you go. Look, a
  1089. 39:16gasoline wa-boo. And it's really nice
  1090. 39:21that the Germans lost the entire
  1091. 39:23competition for electric trains in
  1092. 39:25China, because, well, it's as if the US
  1093. 39:27is already noticeably moving away from
  1094. 39:29electric cars. No one will let them in
  1095. 39:31China anymore. And even if they do let
  1096. 39:32them in the US, well, it'll be
  1097. 39:34difficult. We need to build factories,
  1098. 39:35and we still need to offer some kind of
  1099. 39:37cars there that are relevant to the
  1100. 39:38market. And as if dreaming about
  1101. 39:40something purely electric is already
  1102. 39:42out of the question. Maybe we'll
  1103. 39:45quickly scrap all these drawings, throw
  1104. 39:47them all in the trash, delete
  1105. 39:49everything, and the G-Class. We'll
  1106. 39:52think of something there. Mm, another 8
  1107. 39:55+ 23%to sales. Maybe you'll make some
  1108. 39:59money, guys. What do you think? Well,
  1109. 40:01I've been wanting to see another new,
  1110. 40:04brutal, sexy, cool, and wonderful
  1111. 40:07German car for ages, not a Volkswagen
  1112. 40:10D3. Well, considering they're investing
  1113. 40:12a lot of money in defense, maybe you
  1114. 40:13will. Meanwhile, Hyundai has decided
  1115. 40:21not to buy out Russian assets. As you
  1116. 40:24watch this newscast, there are
  1117. 40:26literally a few days left until that
  1118. 40:28option expires for 10,000 rubles, or 1
  1119. 40:31euro, or 1 kopeck, or something like
  1120. 40:33that. And it seems like sources close
  1121. 40:37to Hyundai, to all the guys, are saying
  1122. 40:39that everything, well, like the Koreans
  1123. 40:41just decided to write it off and close
  1124. 40:43the issue and won't buy back these
  1125. 40:44enterprises, although the deal seems
  1126. 40:46wonderful.
  1127. 40:48Can't they add another 20 and extend it
  1128. 40:49for another 3 years?
  1129. 40:51Can I buy it? Let's do it this way. I
  1130. 40:52have 10,000 too, but I'm kind of ready,
  1131. 40:55just in case. If it's just a matter of
  1132. 40:58ten, guys, damn, we'll chip in, we'll
  1133. 41:00find a way here somehow, like, figure
  1134. 41:01it out. It's clear that real agreements
  1135. 41:03there are much more painful and much
  1136. 41:05more complicated. And if Hyundai had
  1137. 41:07the opportunity to return the plant,
  1138. 41:09naturally, they would. Well, because
  1139. 41:12it's a very large plant, huge, really,
  1140. 41:15well, huge, necessary, cool, tasty,
  1141. 41:18wonderful, worth a lot of money. If
  1142. 41:21there was an opportunity to return it,
  1143. 41:23they definitely would. But, apparently,
  1144. 41:25that opportunity no longer exists. Why?
  1145. 41:27We'll find out in 15 years. Meanwhile,
  1146. 41:33AvtoVAZ ended up with a profit. It's
  1147. 41:36not clear that it ended up with a
  1148. 41:37profit at all, that's it, we're done
  1149. 41:39with it. We don't need it. Or they
  1150. 41:42ended 2025 with a profit, because, well
  1151. 41:44, naturally, they don't talk about
  1152. 41:46exact figures. The only exact figure
  1153. 41:48that exists is that their sales fell by
  1154. 41:51half. This figure is accurate because
  1155. 41:53they produced 320,000 something cars.
  1156. 41:55Last year, just to remind you, they
  1157. 41:57produced 520,000-something cars, but
  1158. 41:59the high tax rate, the current economic
  1159. 42:01situation, and all the current
  1160. 42:02difficulties, well, prevented the plant
  1161. 42:04from producing more than 320,000 cars.
  1162. 42:07But at the same time, there were
  1163. 42:08supposedly no losses. Strictly speaking
  1164. 42:12, AvtoVAZ doesn't actually report at
  1165. 42:13all—well, maybe it doesn't report—
  1166. 42:15because they ceased to be a public
  1167. 42:17company in 2019, under the previous
  1168. 42:18owners. Now, AvtoVAZ-T is simply a
  1169. 42:20joint-stock company. They can only
  1170. 42:22report internally, well, only to their
  1171. 42:25shareholders. And all these press
  1172. 42:27conferences about how we have such and
  1173. 42:29such results—they might not do it in
  1174. 42:30general, but for some reason they
  1175. 42:32confidently do it, it's unclear, but
  1176. 42:34they continue to come out and say this
  1177. 42:35and that, look, we communicate with the
  1178. 42:37press.
  1179. 42:38AvtoVAZ is, in general, a company
  1180. 42:40that's been doing the same thing for a
  1181. 42:42very long time. That's
  1182. 42:44true. Well, there's also the problem,
  1183. 42:46which was also mentioned in the
  1184. 42:48presentation: look, we have a debt
  1185. 42:50burden, well, the plant has loans taken
  1186. 42:52out by previous shareholders. Well, I
  1187. 42:54mean, Renault. Back then, the interest
  1188. 42:55rate was 4%. Now the rate is completely
  1189. 42:58different. And that's a completely
  1190. 43:00different cost. And they don't align
  1191. 43:01with our business model. We're having a
  1192. 43:03hard time lowering the rate. That's it.
  1193. 43:04Well, that's roughly the premise. But
  1194. 43:06given that the rate is already being
  1195. 43:07lowered and the economy is starting to
  1196. 43:09gradually warm up, AvtoZ is looking to
  1197. 43:11the future with hope, not like that. We
  1198. 43:13plan to produce 400,000 next year. Well
  1199. 43:15, that's more than this year. Less than
  1200. 43:17last year, yes. But more than this year
  1201. 43:20. And we've already brought back the
  1202. 43:22five-day workweek. Well, apparently
  1203. 43:24simply because management sees the
  1204. 43:26point. Oh, and they'll definitely
  1205. 43:27release Azimuth, too. Yeah, we'll
  1206. 43:29release it, yeah, by the end of the
  1207. 43:31year we'll cram the 1.8 everywhere we
  1208. 43:33can. Wherever it fits, that's where
  1209. 43:35we'll cram it. In all the Vestas, in
  1210. 43:36everything. That's it. That's it.
  1211. 43:38That's everything that drives. Someone
  1212. 43:39needs a 1.8. Let's shove it in. It'll
  1213. 43:41run, everything will be great. Guys,
  1214. 43:43don't worry. And some related news from
  1215. 43:47fellow sufferers. The new BMW X3 is
  1216. 43:49losing its steering wheel. A recall
  1217. 43:51campaign is being conducted for 37,000
  1218. 43:53cars. Videos like these have been all
  1219. 43:55over the internet, claiming that BMW,
  1220. 43:57the new X3, this bastard, even has a
  1221. 43:59steering wheel that does this. That's
  1222. 44:01it. And BMW is like," Okay, that's it,
  1223. 44:02we're recalling 37,000 cars, we'll
  1224. 44:04reflash them, everything will be fine.
  1225. 44:06"Well, there are a bunch of memes about
  1226. 44:07how AvtoVAZ isn't being written off
  1227. 44:09exactly the same way. Well, more
  1228. 44:11precisely, what AvtoVAZ BMW is saying
  1229. 44:12is:" Here you go, just don't copy it
  1230. 44:14exactly. "By the way, well, the whole
  1231. 44:16story with the Vesta's steering wheel
  1232. 44:17jamming happened in October of '25. Has
  1233. 44:19anyone heard anything about it since
  1234. 44:21then? What happened? How did that
  1235. 44:24happen? Why? In October, the entire
  1236. 44:27internet, the entire automotive
  1237. 44:28internet, was running around saying,
  1238. 44:29yeah, yeah, we're all going to die.
  1239. 44:32Driverless Vestas will kill people,
  1240. 44:34they'll drive around, and there will be
  1241. 44:36an innocent driver. They'll just make
  1242. 44:40everyone's money. And where is all this
  1243. 44:42now? Let's think about it. Why? Why did
  1244. 44:46all the media suddenly forget about the
  1245. 44:48Vesta's role being blocked?
  1246. 44:49What, do you think AvtoVAZ gave them
  1247. 44:51money? Can
  1248. 44:51you imagine how much money that is?
  1249. 44:53Wait, how can you give money to the
  1250. 44:55internet? Okay, come on, let's think
  1251. 44:57about it.
  1252. 44:58So what then? The FSB called everyone
  1253. 44:59at home, came in, and said," Not
  1254. 45:01another word about your car. "
  1255. 45:02And the company's coordinated PR
  1256. 45:04doesn't mean anything to you?
  1257. 45:06Well, no. Just a coincidence.
  1258. 45:09That doesn't happen.
  1259. 45:10That doesn't happen.
  1260. 45:11And how did the story with the woman
  1261. 45:13who did nothing end? Well, I mean, no,
  1262. 45:14that's it. I was like, before the
  1263. 45:16episode today," What happened there, by
  1264. 45:18the way? Nothing happened at all. "I
  1265. 45:20mean, no new updates. Shumsky didn't
  1266. 45:23make any new videos.
  1267. 45:2415 of them. I don't know. Well, I mean,
  1268. 45:26well, anyway, in October there was a
  1269. 45:28surge that came from no traffic jams or
  1270. 45:30not from no traffic jams, I don't know
  1271. 45:31where. Well, I mean, it's like, at some
  1272. 45:33point you go online, and there it is,
  1273. 45:35all in the news. That's how it is. Well
  1274. 45:37, it's all there. And now there's
  1275. 45:38nothing and I couldn't find anything on
  1276. 45:40Google. Maybe by the time you watch
  1277. 45:43this episode, something new has already
  1278. 45:45happened and the issue has been
  1279. 45:47unblocked. I don't know, write in the
  1280. 45:49comments.
  1281. 45:50You managed to dodge it.
  1282. 45:57Well, let's finish with Mercedes
  1283. 45:59winning the Car of the Year for the
  1284. 46:00first time in 52 years. Apparently,
  1285. 46:03it's just like they
  1286. 46:03gave us
  1287. 46:05a calculator, I guess. I don't know.
  1288. 46:08Apparently, things are really bad for
  1289. 46:11Mercedes, because, well, let's just
  1290. 46:13remember the winners, ah, and the
  1291. 46:16runners-up of the European Car of the
  1292. 46:18Year award, well, in recent years. If
  1293. 46:22we look, say, at 2019, when there was
  1294. 46:25still the pandemic, before total
  1295. 46:27electrification, before all this, who
  1296. 46:29was in first place? It should have been
  1297. 46:33a magnificent European car. Definitely
  1298. 46:34some kind of bestseller. Exactly, well,
  1299. 46:36there was a large jury from different
  1300. 46:38countries. And they certainly
  1301. 46:40understand what's what in cars. That's
  1302. 46:42why the Jaguar IPace is in first place.
  1303. 46:46Jaguar's most unsuccessful car, as
  1304. 46:48experience has shown. And before it, in
  1305. 46:51second place, is the Alpin A110. The
  1306. 46:53most unsuccessful so far.
  1307. 46:55Yes, Sofarn. Yes, that's right. In
  1308. 46:57third place, yes, indeed, is the
  1309. 46:58new-generation Kia Citroen. Yeah, it's
  1310. 47:00awesome. No questions asked. 2020. We
  1311. 47:02have the Porsche Tayan among the
  1312. 47:04winners, by the way, also the most
  1313. 47:06successful, cool, wonderful car. The
  1314. 47:08Fiat 500E was runner-up in 2020. The
  1315. 47:10Toyota Yaris was the champion. No
  1316. 47:13questions asked, of course. Well, let's
  1317. 47:15move on. Kia EV6, Renault Megane ET,
  1318. 47:18Hyundai Ionic 5, Volkswagen IDBs. Well,
  1319. 47:22there's a certain, you know, you look
  1320. 47:25at them, and it's a testosterone-fueled
  1321. 47:27group of guys who are like," Wow, we're
  1322. 47:30a car. "And we are a car, we are the
  1323. 47:33Peugeot 208, the 2020 winner, yes. Well
  1324. 47:36, and now the CL from Mercedes.
  1325. 47:42European Car of the Year. Mercedes
  1326. 47:45hasn't won the award for 52 years,
  1327. 47:47since the 1926 S-Class. That was the
  1328. 47:50only time Mercedes actually won this
  1329. 47:51award. And that didn't stop him from
  1330. 47:54making a huge number of cars over the
  1331. 47:56past 50 years,
  1332. 47:57including, by the way, the 126. No
  1333. 47:59questions there. One of the most
  1334. 48:01successful C-classes of all time. Those
  1335. 48:04guys really hit the nail on the head
  1336. 48:05back then, awesome, fantastic. And then
  1337. 48:08everything Mercedes did all that time,
  1338. 48:11which really had a huge number of great
  1339. 48:13models, didn't deserve any awards. But
  1340. 48:16what was the most important award? That
  1341. 48:20these cars were bought, that people
  1342. 48:22brought money to a company that was
  1343. 48:23supposedly created to make money and
  1344. 48:25sell cars to people, and people bought
  1345. 48:27them, and the cars were sold and that's
  1346. 48:29it. Absolutely great, wonderful. Let's
  1347. 48:33see, of course, the results of the new
  1348. 48:34CLA. So, you know, why is it Car of the
  1349. 48:37Year? What is it? Some hybrid or
  1350. 48:38something.
  1351. 48:39And some wonderful hybrid. Please pass
  1352. 48:48the award to the Prius. It won it in
  1353. 48:502005. That's exactly what the
  1354. 48:52technology was twenty years ago.
  1355. 48:55Although now, of course, they'll tell
  1356. 48:56you that it's a completely different
  1357. 48:58thing. Get out, go. Because at this
  1358. 49:00point I can only quote my beloved and
  1359. 49:02adored Clarkson. Regarding absolutely
  1360. 49:05all these magnificent cars. I think
  1361. 49:06you've heard this quote, but let's
  1362. 49:08reinforce it anyway. There are many
  1363. 49:10reasons why we're stopping the show. I
  1364. 49:12mean, Ntur, but for me, one of the main
  1365. 49:14reasons is that I'm simply not
  1366. 49:15interested in electric cars. They're
  1367. 49:17just household appliances, like washing
  1368. 49:19machines, microwaves, and so on. You
  1369. 49:22can't review them, you can't enjoy them
  1370. 49:24, they're just crap. And I can't
  1371. 49:27disagree with him. And that's it for
  1372. 49:33this, this first news bulletin of this
  1373. 49:36year. I missed you. Everyone was
  1374. 49:39screaming on the Telegram channel,
  1375. 49:40asking where the news was, where. Let
  1376. 49:42me remind you, just in case, previous
  1377. 49:44years we'd just get going around
  1378. 49:47February, like," Oh, life's a mess.
  1379. 49:49It's a little earlier here. We're
  1380. 49:51already in working mode, there'll be a
  1381. 49:53bunch of updates. Wait, watch, we won't
  1382. 49:56argue. Have a nice day. But you still
  1383. 50:02got in the shot.
  1384. 50:12Well, I climbed down after her.
  1385. 50:14And here there was supposed to be a
  1386. 50:15cutaway, but we didn't have enough
  1387. 50:16money, that's why people came like that
  1388. 50:17. And just so you knew. Ah.

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