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Geely собирается обогнать Toyota | Илон Маск получит триллион $ | GM сокращает электрички — Transcript

by Асафьев. Жизнь · 8,722 words · 1,449 segments · language en · Watch on YouTube

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0:00Happy Wednesday to you. We have a ton
0:02of interesting things today. We have a
0:03pack of news about Tesla. They are
0:05pulling some stunts with Tesla again.
0:06In the previous news episode, we didn't
0:08have time to discuss the slew of
0:10Toyotas shown at the Japan Mobility
0:11Show. Hi.
0:25Most importantly, did they send you the
0:27estimate for the Alfa?
0:28No, not yet. Right now they’re just
0:31inventing numbers, like, they don't
0:33know such numbers exist. How much will
0:35it cost?
0:36No, you just gifted me the suspension.
0:39I know, I already have a bit of a story
0:40that happened to me just over this past
0:42week. The previous service center
0:45refunded me for the parts I had paid
0:47for and ordered from them. And so, it
0:50turns out, I have an invoice for only
0:52a work order.
0:53Work order. Sorry.
0:55It doesn't matter. Yeah, maybe it's an
0:56invoice in the Alfa club. I don't
0:59So, for replacing the third brake light
1:01bulb, replacing the license plate bulb,
1:03replacing the rear brake discs and pads
1:06, replacing the parking brake cable,
1:08wheel alignment, tire service, whatever
1:10it's called, and replacing some other
1:12fluids. Also included are brake fluid,
1:15Brembo, all of it is Brembo. Bremba,
1:17brem. Totaling 55,440.
1:19Oh, wow, that's really cheap. Are you
1:22kidding? This is,
1:23well, this is without the suspension.
1:25Basically, what I have going on, for
1:27the major work, is brake repair,
1:29replacement of rear brake discs,
1:31calipers, pads, and a full tire service
1:33with alignment. You
1:35have no idea how lightly you got off. A
1:38bullet just flew right past you here.
1:40Like, I don't know if the Razgon
1:41episode has been released yet or not by
1:43now. But in our current pool, the
1:45pre-New Year one, we shot a video there
1:47about the worst car. I can probably
1:49spoil that for Dorokh, naturally, it's
1:51the Evik. Uh-huh.
1:53An estimate and an amazing person, whom
1:55, well, I tell him to his face: "Denis,
1:57have you got AutoPragmat? We are ready
2:01for you, like, personally for you, to
2:02solve issues, there are times, you know
2:04, for super important people, or
2:06someone else, like, say, Konstantin
2:07Sergeyevich calls us and says he needs
2:09a Bentley to put on tracks." We’re
2:11like: "Alright." And we handle those
2:13tasks too. Well, that we will find and
2:14select absolutely anything for you. If
2:15you ever want to buy a car, just call,
2:17well, at least ask me for advice,
2:18forget about AutoPragmat. Just write to
2:20me, and we’ll come up with something
2:22for you. Something just snapped in him.
2:24He just saw an ad, looked at a photo,
2:26and bought some car in another city
2:29without even seeing it. What he got was
2:32a total wreck; it’s hard to imagine a
2:34worse car in general.
2:35Well, you told us he already spent so
2:37much he could have just bought one in
2:39perfect condition.
2:40Not just bought one in perfect
2:42condition—he could have bought a
2:43perfect one and had a huge, fancy
2:45celebration in downtown Moscow with a
2:47crowd. I lied a little. I forgot that
2:50the price tag didn’t include the
2:52parts I had already paid for. So, I
2:54need to add about 25,000 to that. I
2:57mean, out of this
2:58when you buy a car sight unseen, yes,
3:01God knows where, and it just shows up,
3:03that's how shipping works. But when you
3:07do it domestically, when you buy a rare
3:10car and just hope that everything is
3:12fine over the phone, it’s such a
3:14lottery.
3:16You can get stuck with such insane
3:18costs. A couple of episodes ago, we
3:21said I allegedly bought it at the
3:22bottom of the market, but there is no
3:23market, and I took the second car from
3:25the top, it was higher than
3:27there were just two of them.
3:28There are only five,
3:29like, one at the top, the other at the
3:30bottom. That’s it. That’s the whole
3:32Miata orgy. Here in Russia
3:34there were only five of them. So I took
3:36the second one from the top. There’s
3:38a 400,000 difference between
3:39the first and the second. But
3:41nevertheless.
3:42No, you can really get screwed here.
3:45It’s very unpleasant. Very unpleasant
3:46. That’s why you got off very lightly
3:48.
3:48But my engine costs 100,000. Your
3:50battery costs 100,000. And my engine
3:52costs 100,000.
3:53My battery costs a lot more. First of
3:56all,
3:57sucked it up, messed up, moved on.
3:59No, I mean, it’s painfully sad. Yeah,
4:01for the Porsh
4:02it was something like 400 you said,
4:03right?
4:04That’s for a 911, a 992, for a 718 I
4:06don’t know how much it costs. It’s
4:08a regular one, not a lithium-ion one,
4:09so it’s probably more expensive than
4:11a hundred grand original now in current
4:12conditions. But compared to lithium-ion
4:14batteries, it’s not expensive.
4:16Lithium-ion batteries used in modern
4:19cars can cost up to 700,000.
4:23Well, in 1,000 km, my car hits 200,000
4:25on the body, electronics, and
4:27everything else. So for that date, for
4:29that mileage, I gifted it original
4:32Recaro seats.
4:34True, not from that car, but what of it
4:35? Why not?
4:37Yeah
4:38You are too, in general. Well, you're
4:39yellow. Yellow, so overall it's very
4:42similar to the Megane R.S. I thought it
4:44would fit in just fine. Why not?
4:47No, these are the same ones put on old
4:49Porsches, I don't remember which body.
4:51No, there’s a lot of Recaro. Where
4:53does it stitch it exactly, I think like
4:55a carbon bucket is the real deal.
4:57It’s really great.
4:58And you drove it a little bit, didn't
4:59you? Just a tiny bit, but I drove it.
5:01Well, it seemed okay.
5:02No, it's a good, cool, fun
5:03front-wheel-drive car. We were on the
5:06runway there, of course, there’s
5:07still work to be done to catch up with
5:09the Granta. We mentioned in the
5:13previous news segment that we filmed at
5:15the proving ground. A lot of
5:16interesting things happened there,
5:17including with the Lada Granta.
5:19So, should we talk about your video or
5:21not?
5:21He knows.
5:23I mean, if you want, let's say it.
5:25What are you afraid of? Afraid that
5:26people are writing that you’re some
5:28kind of Stas's produced project or what
5:30?
5:30I am your produced project.
5:34You didn't know?
5:34If you guys don't know, Aksar posted a
5:36video, actually, with this Alfa. They
5:38filmed a review there. A produced
5:39project.
5:40Yeah.
5:41I am your project, from a voice in your
5:43head, I turned into a project. I told
5:45you, you should have just stood in the
5:47frame for 30 seconds, just said hello,
5:49like "hello," then said "I'm
5:51uncomfortable," walked behind the
5:52camera, and hosted the review from
5:54behind the lens. I mean, it was just
5:56hanging in the air. You just had to—
5:59well, honestly, I have to teach you
6:00everything.
6:03Didn't produce it, apparently.
6:04Apparently. Yes, even here in the
6:06produced project, I failed. With that,
6:09let's move on to the news. It feels
6:14like news these days just follows the
6:15format of "such and such concern
6:16decided to close production of such and
6:18such car." Oh, no, no, no, they didn't
6:19decide. There we go, resuming.
6:21Fine, since you want that kind of news,
6:24I've got some. GM will cut thousands of
6:26employees due to falling demand for
6:28electric cars. They have a huge factory
6:30, GM Factory ZERO, which they opened
6:32with fanfare, saying everything would
6:34be great. And we recently discussed
6:37with you that they started cutting
6:39their project in Canada with trucks. A
6:41project which bears the name BrightDrop
6:43. And simultaneously with that, they
6:45are also slowly starting to trim down
6:47Factory ZERO a little bit. Factory ZERO
6:50. That's the place where the electric
6:51Hummer and electric Cadillac are
6:52produced. And it somehow turns out, you
6:55know, that this whole modern Cadillac
6:58Escalade IQ only sold about 6,000 units
7:01in 2025. Well, with all the subsidies
7:04and the fact that it's a new car, with
7:06new tech, and how wonderful, cool, and
7:07amazing it's supposed to be. But they
7:10sold 35,000 of those old, smelly,
7:12classic gasoline Escalades. Considering
7:15they're being banned, hit with extra
7:17duties, and gas is considered gross and
7:19can't be advertised. Ugh, nasty.
7:21Wait, where are they being banned? They
7:23aren't being banned in the US.
7:24You mean advertising, right?
7:25Yeah, California at most. They’re
7:27really strict on environmental stuff
7:28there. Well, and in all the states too,
7:31it seems, their main policy is that you
7:33can't just run an ad now saying, like,
7:36look at my awesome V8.
7:38Biden's policy was: "Increase the
7:40number of electric vehicles sold in the
7:42states."
7:42Yeah.
7:43Well, under Trump, I haven't officially
7:45heard that we're abandoning this policy
7:48, but there hasn't been any program to
7:50fight against internal combustion
7:52engine ads. In my experience, it’s
7:55all done sneakily, you know, as if
7:56there isn't even an official ban. But I
7:59haven't seen a single ad in the
8:00American or European market that says:
8:02look at our horsepower, our gasoline,
8:04our V8. Sometimes clips from oil
8:07companies slip through. We discussed in
8:10some news video that clip where they
8:12simulated the future, with everything
8:14on wires, where people were chained to
8:16electrical grids and so on. Some guy
8:19gets into a regular gasoline pickup and
8:21finds freedom, then drives away. Yeah,
8:23I saw it.
8:24Yes. Things like that happen. But for
8:27automakers to go around saying how
8:28great their combustion engines are?
8:31Well, Stellantis is turning around now,
8:33they launched that Ram with the new V8,
8:37right,
8:37and they’re gradually starting to say
8:39that we have a new gasoline engine. But
8:40you have to realize how much they hyped
8:43the public beforehand, saying here are
8:45our progressive cars, our EVs, our
8:47everything-plus-subsidies, and still
8:49the results are, well, mediocre, so
8:52they have to cut production jobs and
8:54shut down factories. And that's the
8:56news on this. Essentially, in all
8:58divisions that deal with anything
9:00electric inside GM, 3,600 employees—
9:02that's not everyone, of course. People
9:05are still there, it's just an
9:06optimization for now. But the process
9:07has begun, and we're waiting to see how
9:09things develop.
9:10Yes, it's worth noting that GM isn't
9:12actually abandoning all electric
9:13vehicles. They are just shifting
9:15priorities now and saying they will
9:16make budget-friendly EVs.
9:18And regular gasoline cars, maybe some
9:19hybrids too, somehow. We are now
9:21everything, everywhere. And I think, in
9:23the long run, absolutely all automakers
9:25will come out and say, well, we are
9:26going to produce everything now: this,
9:28that, the fifth, the tenth, the
9:30thirteenth, the eighteenth. Whatever
9:32you buy, that's what we'll produce.
9:33They did a flip-flop on gasoline. Yeah.
9:36What did they flip-flop on?
9:37Well, all of this.
9:38Ah, yes.
9:40Just a little bit back. Man, no,
9:42actually the most sound position for an
9:45automaker is to produce everything and
9:48then follow the demand. They are
9:50returning to such a reasonable strategy
9:52. Uh-huh. Interesting, any fresh new
9:55ideas?
9:56Listen, there's also the point that,
9:58given how much policy shifted in the
10:01States after Trump came in, it could
10:03happen that after Trump a Biden-type
10:05person comes in, roughly speaking, the
10:07Democrats, the Bidenites,
10:09right? Democrats.
10:11And then everyone's like, "Whoa, back
10:12to electric cars again."
10:14It’s not about politics, well, or
10:15rather, it’s not just about political
10:17statements. The most important thing is
10:19the budget. Subsidies, support, media
10:22coverage. Making extra money on this
10:26just isn't working anymore. That's it.
10:29You keep whistling, they don't have any
10:30more money.
10:33I was whistling at them for 10 years on
10:35purpose. Meanwhile, Toyota has unveiled
10:41a tiny construction truck that will be
10:43sold semi-disassembled. Why the hell
10:45should we finish building it? A product
10:48that, well, we’ll just say it’ll
10:50look something like this. You guys
10:52finish putting it together yourselves.
10:53Here’s an IKEA-style blueprint for
10:54you. Here’s one wrench for you. Go
10:56ahead and screw something on, said
10:59the guys. So, it's a DIY project then?
11:00Look,
11:02officially, Toyota is legalizing all
11:04these things. But in reality, guys,
11:06they are showing a very cool concept.
11:08That Japan Mobility Show happened, and
11:09there was a lot of interesting stuff
11:11there. And among other things, the guys
11:13showed this concept. It's not a
11:14production car yet, but what's the
11:16point? Some time ago, they showed the
11:18Hilux Champ concept. It’s this kind
11:22of small truck that’s supposed to be
11:23modular, where you initially buy the
11:25platform, and then depending on your
11:27needs, you either make a passenger
11:28version, or some cargo version, or you
11:30make a bigger one, a refrigerator, or
11:32something else. Because, well, in
11:35developing countries and countries with
11:37weaker economies, you constantly need
11:38workhorses, and they have their own
11:40specific tasks, and it's very difficult
11:42to make a car that is absolutely
11:43universal for everyone. So you create a
11:45sort of platform, and then you guys can
11:46have fun with it however you want. At
11:48first, the whole press thought, as soon
11:50as they showed this concept, that it
11:51was some kind of, well, they had
11:52fantasized a bit too much and nothing
11:54like this would ever reach production.
11:56Well, these trucks have been in
11:57production for a few years now, they're
11:59in demand, and now Toyota is going
12:00further. They are showing this thing
12:02and saying, look, this is a small truck
12:04for really poor countries. Purely to
12:07save on costs, we will sell it
12:09semi-disassembled, so that people
12:10somewhere out there in Africa, when
12:12they get this car, can also start
12:13customizing and finishing it for their
12:15own specific needs. And in this way,
12:17you can create jobs there if the demand
12:19for this equipment is high enough. Plus
12:21, make some kind of universal thing for
12:23doing some small jobs, hauling things
12:25here and there, driving across a field,
12:27bringing water, which is a rarity in
12:29Africa. And
12:32sorry,
12:33let me just rant.
12:34But that’s the point. You need to
12:36make some kind of ultra-budget,
12:38maximally practical, modular piece of
12:40junk that you can then adapt on the
12:42spot for your own needs. And so the
12:44guys are just showing such a concept.
12:46It’s not entirely clear if it’s an
12:48electric vehicle or internal combustion
12:50, because for now we just have a
12:51drawing of the key, and it’s highly
12:53likely it should have some simple
12:54engine, because an electric one will
12:56most likely be expensive. Plus,
12:57there’s nowhere to charge it out in
12:59the middle of a field.
13:00It’s unclear what kind of motor is
13:01here, because it doesn’t look like
13:02there’s an internal combustion engine
13:04with a radiator. But on the other hand,
13:05it’s a concept.
13:06On the other hand, a concept. Well,
13:08look, if an internal combustion engine
13:10is intended here, it still needs to be
13:12designed into the layout somehow.
13:15Well, if it’s some small
13:16single-cylinder or two-cylinder motor
13:18that could be placed like in a Buchanka
13:20van, right here by the driver, then
13:21there could quite possibly be room for
13:23it.
13:24And if the concept is such that it must
13:27be as cheap as possible and easy to
13:29assemble by hand,
13:30is that a hole for your feet or what?
13:31What? No, I don't mean it’s
13:34pedal-powered
13:35or bolting it on directly like this.
13:38And once again, Toyota has made a car
13:40for the white man, to be hauled by
13:41Negroes.
13:43The most important thing is that
13:44there’s a mount for a machine gun.
13:46Never mind the engine.
13:48No, what I mean is, if this concept is
13:49designed so that a person can assemble
13:51it somewhere in another country, far,
13:53far away, on their own, then the
13:55radiator could just sit in front
13:56without a grille, and the engine could
13:58be bolted on externally, well, with its
14:00outer part, so to speak. What about the
14:03gearbox?
14:03What if there’s
14:04you need some kind of adapter, you
14:06can't just bolt an engine to any
14:07gearbox. You have a pair, engine and
14:09gearbox.
14:09I understand, but it will be
14:11or from a Prado, or something, or from
14:13No, but this isn't just a cart, it's
14:15designed, obviously. The main thing is
14:17that they are showing the idea here,
14:19that we are also thinking about making
14:22an even simpler thing, even smaller,
14:24also modular. And I think that just
14:27like they tested with the Daihatsu
14:29Copen, where they showed a concept that
14:30didn't fit the Kei car regulations,
14:32gathered feedback, and then said, "Here
14:34, have a new Kei car." It's the same
14:36thing here. I think they aren't just
14:38measuring, well, now they will be
14:39measuring, or rather, some activity,
14:41potential orders, something, some of
14:43their marketing metrics, and then they
14:45will decide whether to develop it
14:46further or not. In general, does the
14:48market like this idea or not, are there
14:50requests or not? Well, it's just, well,
14:52maybe I don't understand, but surely
14:55developing and releasing something like
14:57this is much cheaper than building some
15:00new SUV or truck.
15:01Not necessarily. Not a fact at all. On
15:03the contrary, you,
15:05well, look, I apologize for
15:07interrupting, but here, I assume, the
15:09safety standards and everything else
15:12are likely very different from the
15:14requirements for cars that,
15:16of course,
15:17so it will likely be classified more
15:19like a tractor.
15:21The question of developing a car is
15:23twofold. On one hand, you have a budget
15:27allocated by the automaker to an
15:28engineering group, saying we have a
15:30department working on such-and-such
15:31project, and you are developing, say, a
15:33Lada Vesta, or something,
15:35let's use a better example.
15:37More precisely,
15:41a bigger example, yes. Let's say you're
15:44developing a Renault Logan, there’s a
15:46department of engineers, designers,
15:47someone, and they have a task, and you
15:49don't even know you're developing a
15:51Renault Logan. The automaker, the
15:53company management, comes to you and
15:55says we need a budget car for 10,000
15:56dollars, so that the final price ends
15:58up being 10,000 dollars. We calculated
16:00in our production model, if the final
16:02car is to cost $ 10,000, we have a
16:04certain internal budget for development
16:07. And you need the engineers to develop
16:10a finished car, but stay within that
16:13budget. That’s one side of it. On the
16:15other hand, besides the design of the
16:17car itself, you need to figure out
16:19which parts to use, what methods to use
16:21, and where to manufacture it. And if
16:24some specific parts don't exist yet,
16:26you have to plan the production of
16:28those parts for this specific car, you
16:31know?
16:31Yeah, yeah, yeah.
16:33And all of this together must fit into
16:35the budget possible at a potential
16:38sales volume of these cars per year.
16:41Therefore, you can't say that if a car
16:43has fewer parts, it's easier to develop
16:45than a car with more parts. Well, in
16:47that case, an off-roader. The question
16:49is always the budget that the company
16:50allocates to you—say, 10 million
16:52dollars—and you have to fit into that
16:53. The guys make the first sketches, and
16:57if those sketches match potential buyer
17:00interest, companies or dealers start
17:02appearing and demanding, saying, "Yeah,
17:05we need 1,000 of these here in Uganda."
17:08"We are ready to buy 1,000 units from
17:09you." And you're like, "Oh, okay,
17:11sounds good." Our theoretical business
17:13model starts to align with reality. It
17:15gradually, well, settles in somehow,
17:17and we can indeed allocate these funds.
17:19Or not? Or you just use these small
17:21experiments to test reality, realize
17:23there's no answer, no demand, and you
17:25kill the project at an early stage. Why
17:27did I bring up the Logan as an example?
17:30Because back in the day, the guys
17:32understood from the very beginning that
17:34if they released a car for under 10,000
17:37dollars—or maybe 5,000 or 8,000 euros
17:39, it was something like that. Uh, that
17:42exact budget. They knew for sure they
17:45could sell an unimaginable volume and
17:48recoup everything. But for the car to
17:50cost that much, you have to spend very
17:52little money on development and initial
17:54testing. Because you can spend a long,
17:57tedious time refining a car to
17:59perfection. But if you spend too much
18:01money on the development process, you
18:03simply won't earn it back later. You'll
18:05have too small a profit margin per
18:07individual car.
18:08I take it you also need to set aside a
18:09portion of the funds in case you end up
18:11having a recall campaign for some
18:12reason?
18:13Of course, you don’t need to account
18:15for it, but in any case, a recall
18:17campaign hits your budget hard. If your
18:18entire project ends up being
18:19unprofitable, then you’ve just been
18:21working for nothing.
18:22By the way, there’s an excellent
18:23counter-case that was less successful.
18:24A little car like this one. This is the
18:26Tata Nano. Back in the late 2000s, Tata
18:29decided that the Indian market would
18:31benefit from something. Well, there was
18:34a need for an ultra-cheap car, the
18:36cheapest one possible. They already had
18:38four-meter-long cars. But what if they
18:40made something to replace the local
18:42scooters? So they built this thing with
18:44a motorcycle engine. The cheapest
18:46version cost about 250,000–300,000
18:48rubles. There. A little car like that.
18:50They produced about 200,000-plus of
18:52them. It failed by Tata's standards
18:55because Indians much preferred buying
18:57more accessible scooters. That’s how
19:00it turned out. For the money they could
19:01have spent on the car, they just bought
19:03cool motorcycles instead. I know that
19:05case too, yes. And in the case of Tata,
19:07they missed the audience's expectations
19:09; they did poor preparatory work to
19:11understand if people would actually buy
19:13it or not. With the Logan, it worked
19:15out; with this thing, it didn't work
19:17out. I think it’s the same thing here
19:19. The guys are just testing; they’re
19:21just throwing an idea into the market,
19:22like "look, we're thinking about this,"
19:23and they’ll measure the effect later.
19:27But potentially it’s a very cool
19:29thing, because again, Toyota has
19:30consistently pursued what the market
19:32theoretically needs in large volumes
19:34for many years. They are huge pros,
19:38they don't forget that there's not only
19:41London and Munich, and New York and
19:43California, but that there are a huge
19:45number of people all over the planet
19:47who just need a normal, simple, most
19:49budget-friendly car to perform their
19:51harsh tasks in very harsh conditions.
19:54And they are trying to fully push in
19:56there, hit, capture the audience, and
19:58capture the market there. They are
20:00doing a great job. No one will ever
20:01catch up to them.
20:02Say they're doing a great job one more
20:04time.
20:04Toyota is doing a great job.
20:05Oh, how nice. Second episode. Yeah,
20:07really.
20:08Volkswagen. That’s it.
20:10Oh, how nice.
20:13So where’s the contradiction? Why did
20:14you suddenly start feeling good about
20:16it? I’ve been saying the same thing
20:17for 3 years now. How?
20:18No, it's just that when you repeat it,
20:19it’s even......music to my ears.
20:22It's like telling a girl she's
20:24beautiful.
20:25The Telegram channel started with that
20:27video once, where you say that Toyota
20:28is the best car on the planet. Yes, yes
20:30, yes. When we made a bet, you lost,
20:32and you said that Toyota is the best
20:34car. Yeah, yeah, yeah. Yes, that
20:36happened, it happened. But I wasn't
20:38against that statement from the
20:39beginning.
20:40Whoops.
20:40Not the best car, the best company. The
20:43car is under question, a very big one.
20:45Well yeah, but in the video itself you
20:47played it so you’d say they’re the
20:48best cars on the planet.
20:49Yes. Yeah. Well, for us, it's
20:51entertainment in general. Doro goes
20:52around saying they're the best cars on
20:54the planet. It’s just local
20:56entertainment for fools, damn it. Tesla
20:59ended up in the center of a scandal due
21:01to autopilot issues. They don't have
21:03any issues with the autopilot. What's
21:04the catch? They quietly, little by
21:07little, went and brought back the Mad
21:09Max mode in the car. Before that, some
21:13time ago, as soon as FSD started
21:14appearing, they came up with the idea
21:16that their autopilot could drive the
21:17car in different modes. And, well, like
21:21, you can drive just like a grandpa, or
21:23you can drive like Mad Max.
21:25Uh-huh.
21:26Just like a fool. Well, Mad Max. Have
21:28you seen the movie? There.
21:29Searching for gasoline,
21:30yeah. There. What unsuccessful searches
21:36they will have in the end. Naturally,
21:39at some point there was a big outcry
21:41that, how can it be, the autopilot
21:42starts driving the car too aggressively
21:44, the company removed it, but now with
21:45the latest updates it has appeared on
21:47cars again. And you can turn on Mad Max
21:49mode, and the car will go faster.
21:52Sometimes even ignoring traffic rules,
21:54ignoring red traffic lights, just
21:56starting off, and on autopilot too. It
21:59really runs red lights.
22:01Yes, it just blows them off and drives
22:03however it sees fit. Well
22:04it sees what’s on the left and right,
22:05right? No, the car sees green.
22:07What do you mean it sees? Well
22:08like this. And besides, well, naturally
22:10, complaints to the NHTSA started
22:11immediately. The NHTSA is like, "What
22:14on earth is happening?"
22:15I just saw a video where a Tesla cuts
22:17across a solid line to merge left to
22:20turn left. And most likely that wasn't
22:22this mode, but it was on autopilot, but
22:24to run a red light.
22:24Well, it can do that now. And it seems
22:27a scandal is starting. It seems the
22:29NHTSA is getting worked up about Tesla
22:31again. There haven't been any
22:32consequences or official comments yet.
22:34We are watching how events develop. But
22:36, of course, this is a very strange
22:38move and a strange PR stunt. Tesla has
22:41always been famous for its PR. We’ve
22:43been doing automotive news for, what, 6
22:45years now, give or take a kilometer.
22:47Tesla is always in the headlines,
22:49whether something is happening with
22:50them or not, they manage to regularly
22:52and constantly get into every possible
22:54headline. I suspect this is also just
22:56politics, so people don’t forget
22:57about them, keep talking, mentioning
22:59them, all that stuff. Well, damn, I
23:00think that’s crossing the line
23:01already.
23:02I don’t know. I think Nikita, our
23:04cameraman, set it up.
23:05Maybe, maybe, maybe.
23:07Well, the red light is too much. Like,
23:10extremely too much.
23:11Both the red light and speeding, and
23:13ignoring the road markings. Just like
23:14that. But in the mode where there’s a
23:16road, we just went for it.
23:17Well, they’ll definitely end up
23:18causing another accident eventually.
23:2014 accidents have already been provoked
23:22and 23 people have been injured. Well,
23:25at least our data shows that in "Mad
23:26Max" mode.
23:28But it’s not the person in the Tesla,
23:30so get lost.
23:32It’s safe. "We don’t feel sorry for
23:34Tesla drivers," the company replied.
23:35And that’s how it is. At the same
23:37time, a video blew up on the internet.
23:38Well, not blew up, someone was falling,
23:40and the video blew up. A Tesla barely
23:42dodged a crashing airplane. Fans think
23:44it was the autopilot’s doing, but
23:46what really happened? Here’s the
23:48video. A guy is just driving on the
23:49highway, minding his own business. Then
23:51suddenly a plane dives right in front
23:52of his nose. Something went wrong for
23:54the guys in the plane. Thankfully, they
23:56landed just fine. Two people are alive,
23:58everything is good. Nobody got hurt.
23:59Just like, "Wow,
24:00show us Axaro."
24:01Yeah, Aktar loves that stuff.
24:03That was me in the plane. I dove at the
24:07Tesla, but it swerved away. Oh, and the
24:11autopilot supposedly did that.
24:13And people in the comments started
24:15spreading that it was the autopilot,
24:16because there is no official info that
24:18the autopilot was actually on. On the
24:20contrary, the original videos even have
24:21info that the autopilot was off. And
24:23then, when the media got involved, they
24:25found the owner and asked, "So,
24:26what’s up with that?" He was like, "
24:28Well, I’m just driving."
24:29I was in flight school,
24:33turned, straightened out. I’ll be
24:37home on time.
24:42And that’s the pilot of the plane.
24:53Elon Musk will leave the company Tesla
24:55if he doesn't get 1 trillion dollars.
24:57Because you shouldn't be opening your
24:58mouth on the runway.
25:04Well, we opened the second one there.
25:06Well, we originally opened the first
25:07one there on the runway. This place is
25:09essentially the birthplace of the
25:11runway.
25:11It took off from there, brother, and
25:14now it’s landed back there again.
25:16Damn, that’s cool. You know,
25:17they’ll have a service like in GTA,
25:19driving under a plane at the airport,
25:22yeah, and then at some point they’ll
25:24just stand there, damn.
25:25we also bring in, like, we give you a
25:26little helicopter, and you go into the
25:27building with that helicopter there. No
25:29, no, you know when there's like an
25:31open house event, you do something like
25:33that, and there's a plane flying by
25:35with a huge advertising banner trailing
25:37behind it, just a plane flying by with
25:39"ratata" written on the banner. That
25:41would be cool.
25:42We'll think about it. I need, I really
25:44need to tell Tokha about this.
25:45Oh,
25:47maybe we could pull something like that
25:48off. So, Elon Musk will leave Tesla if
25:51he doesn't get 1 trillion dollars. This
25:54is not Musk's official stance. It was
25:57Robyn Denholm, the chair of Tesla's
25:59board, who sent a letter to
26:01shareholders, major investors, and so
26:03on, saying look, we talked about paying
26:06Elon 1 trillion dollars if we reach
26:08certain milestones. I know this is a
26:12sensitive issue and that we have to
26:14resolve it and approve this
26:15compensation package at the upcoming
26:17shareholder vote and all that. But in
26:21the current climate, right now, in
26:23these uncertain times, losing a genius,
26:25a visionary like Elon Musk, a man with
26:27such unparalleled intuition, would be a
26:30huge mistake. So, let's definitely
26:33approve the compensation package for
26:35our great and respected leader. If we
26:38reach a market cap of 8.5 trillion
26:39dollars, then, naturally, we will pay
26:41Musk in shares, and everything will be
26:43fine. Let's do it that way, because
26:45without him, we won't reach that goal.
26:48And, well, the figure is generally okay
26:50, and this isn't investment advice, but
26:52from my point of view, Tesla is an
26:54overvalued company; it's currently
26:56worth 0.5 trillion, they want to get to
26:580.8, and if they reach that, Musk gets
27:00paid in, well, shares. But a trillion
27:03is still, essentially, almost the
27:05entire current market cap of the
27:07company. This is a very interesting
27:09scam. It's unclear how they could
27:11possibly achieve that kind of
27:12capitalization. And they don't really
27:13know themselves, because, well, the
27:15electric vehicle business is, you know.
27:18And all that is crumbling for them, and
27:20their future development—as they see
27:21it—is in robots, AI, and somewhere
27:23out there in services, robotaxis,
27:25personal assistants, god knows what
27:27else; they're trying to patch together
27:28a business model right now. And without
27:31Musk, figuring out what to do next
27:33won't be possible, says the chair of
27:35the board of directors.
27:36Imagine if they rolled out an internal
27:37combustion engine. Well, that would be
27:40a brilliant angle, I think, if they
27:42rolled out an ICE, if there were some
27:45behind-the-scenes duties for
27:47development and so on.
27:48Well, our attitude will change.
27:51I have no [ __ ] clue. It’s, well,
27:54it’s like, you know, sort of, uh,
27:56like if a buddy of yours went and
27:58transitioned into a woman, and then
28:00turned back. Sort of like the same
28:02buddy. Oh,
28:04well, you,
28:04well, there’s a nuance. Well, you,
28:06well, you liked it when he was in the
28:08middle. Turns out he betrayed
28:17Dimon.
28:20Man, imagine if they perfect the
28:22autopilot just as they roll out an ICE
28:25vehicle, and all the headlines are just
28:27"Tesla on ICE is safer" one after
28:29another.
28:30They’ll make it, yeah, with an ICE
28:32engine, with LiDAR, with all that
28:33normal stuff. It will end up being a
28:35Golf. No, but seriously. Tesla is in a
28:38tough spot, it's unclear where to take
28:41it from here. Musk needs to be retained
28:43simply as an asset. Not just for PR,
28:45but also for his political, government,
28:47and networking connections—all that
28:49stuff—this guy needs to be kept on
28:51board. Besides, it seems the contract
28:53states that if we don't hit the target
28:55benchmarks, then there won't be any
28:57bonus at all. Musk had that before.
28:59He’s had many iterations of his
29:00contracts. They always gave him options
29:03for certain achievements, and it worked
29:06. But now the goals are just so
29:08incredibly ambitious. I mean, just so
29:10you understand, Apple’s market cap
29:12right now the most expensive company in
29:14the world is Nvidia, and its market cap
29:16is 5 trillion.
29:17That’s
29:18the one out of all of them,
29:19the most expensive company in human
29:21history,
29:22right? And Apple has 3.98 trillion
29:24dollars.
29:25So what is Toyota’s market cap then?
29:28Elon Musk will likely get a bonus worth
29:30more than Toyota’s entire market cap.
29:32Why not Toyota? The richest company in
29:35the world.
29:37Last year it was 305 billion.
29:39Why?
29:40If Tesla hits these absolutely
29:42impossible targets, Musk will get stock
29:44worth the value of three Toyotas.
29:47Holy crap.
29:48He’ll go and buy out Toyota first
29:51thing.
29:52He’ll go and at least buy himself a
29:54normal car.
29:55No, he’ll buy the whole company. Yeah
29:57, yeah, yeah. Yes,
29:58he’ll show up to the office with his
29:59bathroom sink again.
30:01What is that even about?
30:03No, then it’ll be a bucket.
30:04No, that’s how he walked into Twitter
30:06.
30:06I know. So, he’ll walk into an auto
30:08company with his own bucket.
30:09Oh, then he should buy Volkswagen.
30:11That’s true, with that money he could
30:13buy Toyota, Volkswagen, Subaru, and
30:14just everyone...
30:16And then he’ll put it on the table
30:18and say "fight."
30:19No, seriously, at this rate, even if he
30:20doesn’t hit the targets, he’ll be
30:22like: "Alright, I’ll just go buy
30:23Volkswagen.""Okay, I..."
30:25So be it, you’ve convinced me. I have
30:26enough with just a Polo for now,
30:29since the Volkswagen Polo sedan is the
30:31best car on the planet.
30:37Alright, since we were passing by
30:39Toyota, Geely is adopting Toyota's
30:41experience for a breakthrough with
30:42gasoline cars. Not "a beer for a
30:44breakthrough," but Toyota's experience
30:46in building combustion engine cars.
30:47What's the point? Toyota is currently
30:49the number one automaker. They produce
30:51more cars in the world than any other
30:53automotive company. Geely is riding the
30:56wings of its 2024 success, when they
30:58produced over three million cars, 3.35
31:00million, if I recall correctly. Now
31:02they are ahead of schedule. They plan
31:05to make 3.2 million, or even more, cars
31:07this year, which essentially places
31:09them in the top-tier rank immediately.
31:11No, they are already top 10, they
31:12entered the top ten back in 2020,
31:13right? Yes. So, they broke into the top
31:1610 back in 2020.
31:17And if they succeed, they will overtake
31:19Nissan and Honda, as I understand it,
31:21yes. And now the guys are already
31:24looking at the podium, looking at
31:26Toyota. And not only does Geely have a
31:28large number of interesting projects
31:30with Renault at the moment, like the
31:32modular engine we discussed, but they
31:34also bought 26%of Renault's Mexican
31:36division. And since we haven't
31:38discussed this news, let's include it
31:40right here. New green Renault models
31:43will get a Geely platform. This is
31:45precisely about Geely buying 26%of
31:47Renault's Mexican division. And in this
31:51way, Geely plans to expand its presence
31:52in South America, while Renault gains
31:54access to Geely's technologies. In
31:56short, the two companies are gradually
31:58expanding their cooperation, as they
32:00previously collaborated on modular
32:02engines. Before that, there were rumors
32:04that the guys were working on a shared
32:05platform. And it was quite a shock at
32:08the time when Renault, without
32:10consulting Nissan and Mitsubishi,
32:11unilaterally decided, "By the way, I'm
32:13working with Geely." If you weren't
32:16aware, Renault is not an independent
32:18company; it's a part of the
32:19Renault-Nissan-Mitsubishi alliance. But
32:21without asking their alliance partners,
32:23they just went ahead and started
32:24collaborating with Geely unilaterally.
32:27And against the backdrop of all these
32:29wonderful projects, Geely says they
32:31plan to learn from Toyota, adopting
32:33best practices and understanding their
32:35production philosophy. We like their
32:37strategy of being involved in
32:39everything. And they are primarily
32:41focused on combustion engines and
32:42hybrids, but they haven't forgotten
32:44about electric vehicles either. They
32:46are developing them there too, but they
32:48don't give 100%preference to any single
32:49type of engine. We like that. We also
32:52plan to develop things the same way:
32:54having electric cars, regular ICE cars,
32:57hybrids, and all possible technologies.
32:59Because we, as Geely, are already a big
33:01company: we have Volvo, we have Zeekr,
33:03we have Polestar, and we have just
33:05about everyone now. We’ve built up a
33:08large amount of expertise, so
33:10theoretically, we could take on Toyota
33:12in the next 10 years.
33:14What?
33:15Exactly.
33:16Yeah. Well,
33:17but they still have a long way to go to
33:18reach Stellantis and VAG, even
33:20Stellantis and VAG are far off. They
33:22need to at least double their
33:23production capacity to even catch up to
33:25the dying Volkswagen.
33:26Well, Volkswagen is still second in the
33:27rankings, after all. Second by
33:29Yes, they produce an average of 6
33:31million cars a year.
33:32And third place is Hyundai-Kia.
33:33Fourth is...Yes.
33:34They won't catch up, you know. Why?
33:36Because Musk will buy Toyota and Toyota
33:38will be no more.
33:40Go out at the peak. Yes.
33:47It’s clear that these are just goals
33:49and ambitions of the company's
33:50management for now, because it would be
33:51strange if they came out and said, "We
33:53want to be top four or top three?" A
33:55strange goal.
33:57Top-three competitors in
34:00among other automakers. Yeah, the guys
34:03are obviously aiming for the top spot,
34:05and good luck to them. But as for
34:11someone who isn't aiming for anything
34:13anymore, who’s already realized
34:14everything and is just living their
34:16best life, the new Jaguar GT is delayed
34:18, but unfortunately, it won't be
34:20getting any better. They promised us
34:22the Jaguar GT in '25, now they're
34:23saying, well, maybe '26; if you don't
34:25happen to understand what we're talking
34:27about, it's this magnificent car right
34:29here. And it's a hilarious situation in
34:32the sense that the Jaguar management,
34:33first and foremost Rawdon Glover, the
34:35current head of the company, constantly
34:37goes to all events and tries to justify
34:39it, saying, "No, no, don't worry, in
34:41person the car actually looks really
34:43cool." Everything is fine. Whatever you
34:46see, all this internet hype, all those
34:48photos and all that "boo-hoo," that's
34:49all nonsense, because in person the car
34:51looks just wonderful. It’s pretty
34:54strange when the company's leadership
34:56goes around making excuses to everyone
34:58at every public event.
35:00You said that with such an intonation,
35:01as if he should have added, "And who is
35:03your favorite Marvel character?"
35:06The double irony here is that the
35:08decision to kill all the company's
35:10Jaguar developments, which were inching
35:13along somehow, and to kill the
35:15production of traditional Jaguar models
35:17and so on. All of this was decided by
35:20Thierry Bolloré. And this guy, who
35:23worked at Renault for some time, was
35:25then fired from there, went on to
35:26handle Jaguar within Jaguar Land Rover,
35:28decided that we’re killing all of
35:30this, doing this GT thing instead, and
35:32then he got fired. So the current
35:35management and the current leadership
35:37of the company are dealing with
35:39decisions made before them. All the
35:41marketing damage has been done, all the
35:43PR damage has been done, the R&D is
35:45buried, everything is buried. And
35:48they’re like, "Well, it’s not all
35:51that bad. It looks perfect in the metal
35:56." We are a bit behind on the
35:58development of this luxury electric car
36:00of ours, which no one gives a crap
36:02about anyway, because there is no
36:03luxury electric car segment. It’s
36:06shrinking, it doesn't exist. The market
36:08is shrinking, the segment is shrinking,
36:09the financial statements are shrinking,
36:11everything is shrinking.
36:12But hey, they’ll be the leaders in
36:13the segment if you’re the only one in
36:15the segment. Well, by the way, the
36:18delay could also be due to the fact
36:20that JLR recently had that hacker
36:22attack which cost them many, many
36:25millions,
36:25yeah, and the fact that their plants
36:27were idle for two months, or a month
36:28and a half,
36:29they need to get back on their feet now
36:31,
36:31well, they should try to even get on
36:33their knees first. Let's put it this
36:34way: they’ve been lying flat on the
36:35floor for a long time.
36:36Well, Land Rover was still making money
36:37for them. It’s clear that the Jaguar
36:40strategy is strange, because they were
36:41late to everything; they didn't manage
36:43to develop it, and now the electric
36:44vehicle market is already gone. And
36:46then this hack attack, talk about bad
36:48luck.
36:49Well, that doesn’t even matter,
36:50because by the time the cyberattack
36:52happened, Jaguar wasn't producing
36:54anything anyway. As a separate division
36:56, they didn't really care. So the
36:57website isn't working, what's it to us?
36:59Nobody calls us anyway. We aren't
37:01needed by anyone anymore regardless.
37:02Besides, that’s a very strange move.
37:04Hello, my name is Delimkhan. Why isn't
37:09everything fine there? And it’s such
37:12a bizarre action to just go and bury it
37:15. Yes, you didn't have many clients
37:17before this, but Jaguar still had some
37:19brand value, an audience, traditions;
37:21it’s an ancient company. There is a
37:24pool of people who would be willing to
37:25buy anything, as long as it was
37:27somewhat in line with the heritage or
37:29style, and so on. They killed
37:30everything completely. Now they’re
37:32sitting there with this Jaguar GT.
37:34It’s as if the company's management
37:35decided to bet everything on red. But
37:37it turned out to be zero. And all they
37:40can do now is go around and make
37:41excuses, like, well, when the GT comes
37:43out, we don't even know what will
37:45happen ourselves. They've lowered the
37:49bar so much that wild fines for
37:51producing ICE cars are finishing off
37:52the European auto industry. First of
37:54all, this is an article from our
37:55beloved Avtovzglyad. We shouldn't
37:57forget that. If you suddenly don't know
37:58what Avtovzglyad is, rewatch the whole
38:00channel. Just in case, well, it will be
38:03useful for you. Well, the publication
38:07highlights an article saying look, the
38:09situation is getting worse every year,
38:11because we remember that a long time
38:13ago the European Commission adopted a
38:15transition plan, well, specifically to
38:17a certain emission level. And if a car
38:20manufacturer doesn't meet the emission
38:22standards for their production, for
38:24their average, for their model range—
38:25there are different calculation methods
38:27, it doesn't matter. If they don't meet
38:30it, we fine them. Or they can buy
38:33quotas from a green company like Tesla
38:34or some carbon-neutral company and
38:36continue living in peace. We've talked
38:38about this regarding ecology, and we've
38:39talked about it in many other places in
38:41general, that this whole story is just
38:42about, well, like making some amount of
38:43money. And nobody has canceled this
38:45line yet. And every year the fines get
38:48bigger and bigger. And right now,
38:50someone like Volkswagen, not only is
38:52their entire financial report being
38:53torn apart because, well, production
38:55isn't clicking, energy prices are very
38:57high, trade wars, logistics, having to
38:59move factories, and all that nonsense.
39:01But at the same time, they also have to
39:03pay fines.
39:03Some kind of Vatican tax.
39:05And all the auto concerns currently in
39:07Europe, they could collectively be on
39:09the hook for 3.5 billion euros in net
39:11cash. Just take it out of the till and
39:13hand it over. In the form of fines,
39:15because they aren't meeting the CO2
39:16standards. Wait, and what if they meet
39:18—well, if the car is produced for
39:20export, does that also—well, still
39:22they must have an average model range
39:24indicator,
39:24so that on average all the cars you
39:26released must, well, have a certain
39:28level of emissions. Specifically in
39:302025, this indicator should be 93.6
39:33grams per kilometer. Well, of some
39:35particles there. In 2020, the target
39:37indicator was set at 95 grams per
39:39kilometer.
39:40Wait, and just now you mentioned a
39:42number,
39:4393, 93.5, right? Ah, and it's already
39:45by this much
39:46and it is gradually, gradually
39:47narrowing. And this reduction in
39:49targets was calculated based on the
39:50assumption that by this current year,
39:522025, a lot of electric vehicles would
39:54be sold, a market for them would be
39:56established, everything would be great,
39:58everything would be fine, and a larger
40:00number of cars would be electric. So
40:02the fact that you might be producing
40:03some commercial equipment with an
40:05internal combustion engine or some
40:07budget cars still produced with these
40:09small ICE engines, that’s fine. You
40:11will still be able to lower your
40:13average emissions rating across your
40:15vehicles. But somehow, there hasn't
40:18been an increase in electric vehicles.
40:20There hasn't been an increase. Well, I
40:21mean, or rather, the electric vehicle
40:23market is expanding and developing not
40:25as fast as they would like. So it's not
40:27the bureaucrats who are the jerks, it's
40:29the car companies that are the jerks.
40:31They aren't succeeding, hence the fines
40:32.
40:34This target is, in general, quite...
40:35well, it's hard for even small cars to
40:37reach. 93,
40:40yeah. Euro 6 engines are 107, on
40:42average 107-110. I mean, look, if we
40:46take, say, a metric for comparison, a
40:47Land Cruiser, for example, let's take
40:49the Land Cruiser.
40:51Let's look at the Land Cruiser and the
40:53Prius, like those kinds of things.
40:54Let's, let's look. Land Cruiser.
40:57Doesn't it bother you that it's all
40:58Toyota?
40:58Whatever. Goodness,
41:01let's just take a reference as it
41:03should be.
41:03The new Land Cruiser 250.
41:06That's the Prado, in our terms.
41:07Yes, the Prado, exactly. It has 236 g/
41:10km.
41:11Well, that's probably the gasoline one,
41:12which is like a turbo engine and all
41:14that.
41:14Oh, excuse me, not 236, 244.
41:16Uh-huh.
41:17But it's still almost three times
41:19higher, well,
41:19yeah,
41:20than the target that the model range
41:22average should be. The current Toyota
41:25Prius is 82 g/km.
41:28Just produce all Priuses and everything
41:30will be fine for five years.
41:31Well, this is British, this is
41:32specifically a British Prius.
41:34It’s not a plug-in, not a PHEV.
41:36Let's check now. This is
41:39What if we invite the commission after
41:41pre-installing outlets on all the cars?
41:44Oh, boy.
41:45That's exactly what they would say.
41:47There's such a mountain of them here.
41:49What are you talking about? Priuses,
41:51right?
41:52Well, they have
41:5382 is the average for a Prius. And here
41:57they have the breakdown by year and all
41:59that.
41:59It's not there.
42:00How about the PHEV Prius?
42:02Prius PHEV, yes.
42:03The current 2025 model, 17 g/km. Oh,
42:06well that’s probably if you plug it
42:07in to charge all the time,
42:08right? Well, we recently had news about
42:11the fact that
42:12Yes, yes, that a hybrid needs to be
42:13charged from an outlet.
42:14Testers think that's how it will be,
42:15like people will always charge them.
42:17The current hybrid, the regular one,
42:20but the current model year, 110 g/km.
42:23Unbelievable. Well, if the Prius can't
42:26hit 93, then
42:27that's the whole point, that your
42:29rating of 90 is supposed to be the
42:31average for the model line. For an
42:33electric car, it's zero. You release an
42:35electric car, and it's zero there.
42:36Yeah. Yeah.
42:37Well, 20 is zero. That's it. Not quite.
42:40But in fact, you can just release a
42:42huge number of tiny little electric
42:44cars that you basically shove into the
42:46price of a regular internal combustion
42:48engine car. But overall, it
42:50you're kind of buying two cars, one
42:52just sits somewhere.
42:54That's exactly how it's all happening
42:55now, everyone is trying and wondering
42:57how to even fit in, because these
42:58restrictions don't align with reality.
43:00And with the current automotive
43:01industry, it, well, it can't keep
43:03existing like this. So how everyone
43:04will get out of this is unclear. But if
43:07nothing changes, if the European
43:09Commission doesn't release an
43:10additional document or regulation,
43:12automakers are going to get hit with
43:143.2 billion euros in fines next year.
43:16Not next year, based on this year's
43:18results.
43:18Well, I mean, they'll have to pay it
43:20next year. They get hit this year, and
43:22the fine is due next year, please pay
43:24up.
43:24Damn, and it turns out, with a PHEV,
43:25you can't even measure how many times a
43:27person charges it from a wall outlet
43:28versus how many times they...
43:29You can't measure it. That's exactly
43:30the news we were discussing in the
43:32Telegram channel. On paper, your PHEV
43:34comes out like this, but in reality, it
43:36turns out completely different because
43:38nobody charges them and nobody uses
43:40them correctly at all. Everyone just
43:41drives them into the ground, that's it.
43:43It turns out. A Li Auto, for example,
43:45has emissions around 50g. But in
43:47reality, because everyone runs them on
43:49gas, it's much...
43:50much higher, yeah. But I think Li
43:52Auto's official rating is lower. Let's
43:55see.
43:55Li isn't a PHEV anymore, it's an EREV.
43:58What is that? Range Extended Electric
44:00Vehicle, that is, a series hybrid.
44:02You've got everything mixed up in your
44:04head. Totally.
44:09It's got a range extender.
44:11Since the car isn't European, they
44:13don't have this listed anywhere. Only
44:15Europeans are obsessed with this. Now
44:18we're going to search in the marketing.
44:20Whatever hieroglyph might be there.
44:23What? Seriously? No. See, it's clear
44:28what's important to the Chinese. They
44:30care about things like autopilot, size,
44:33seat ventilation, range. Now that looks
44:36more like what people are actually
44:37interested in regarding a car. Nobody
44:39gives a damn about CO2. Where is it?
44:42Well, it's less than that coal plant of
44:44ours. So it's fine.
44:46Actually, in the official presentation,
44:47there's nothing about CO2. Absolutely
44:49nothing at all.
44:50Why do we need chemistry, brother? We
44:52are doing physics here.
44:54We are doing magic here. It drives by
44:58itself. What is it if not magic? There
45:01really isn't any. I'm digging through
45:02the official materials. Airbags, body
45:05structure. Yes. All the vision and
45:08braking systems, everything is cool.
45:11Installment plans, monitors on co,
45:13there's just no info. There, you know,
45:16there's 500 even officially,
45:19more than the first Hummer.
45:22In any case, the targets aren't being
45:24met. Either way, they'll have to either
45:27backpedal or issue fines. By the way,
45:30in one of our previous news episodes,
45:31we mentioned that the European
45:32Commission was supposed to sit down and
45:34reconsider the ICE ban. Nothing
45:36happened. I later sat and dug through
45:38all possible media outlets and so on.
45:40Total silence. I didn't see any mention
45:43that it happened, that it took place.
45:46There is mention that it was supposed
45:47to happen on November 1st or 2nd, here
45:49and there, but nothing happened. So we
45:50are watching. As soon as any official
45:53EU documents surface, we will discuss
45:55it with you immediately. And that's it
46:00for this episode.
46:01Damn, you promised a lot of Toyota news
46:03. In the end, we would have only
46:05covered one car.
46:06Toyota showed a lot of things at the
46:07Japan Mobility Show. We've actually
46:10been putting this off for three
46:11episodes, just because we get
46:12distracted by something else. And so,
46:14well, yeah,
46:15we promised you, we promise you
46:21in the spring, imagine, a review of all
46:25the new Toyotas from Stas on Boosty.
46:28Purely for the aesthetes.
46:30Whoa, whoa, see,
46:31is this the Boosty where only he will
46:33be subscribed?
46:35And he has a subsc
46:36this will be, this is specifically
46:38f-Boosty me, you know, this really
46:40hurts me, like this.
46:42Paid for by faces. You've got that
46:45format now, where you watch a video and
46:47comment on it. Right. Right.
46:49Yes. Yes. Yes.
46:50They show you a Toyota, and you comment
46:52on it.
46:52So, and the Polygon one won't be out
46:53yet, right? By the time the rele
46:55by this moment the Polygon still hasn't
46:56come out, right? On Tuesday. Which week
46:59? They wrote Spring 2025 there. They
47:02should have written spring. Just
47:06nothing teaches life yet. And there was
47:12supposed to be a bumper here, but we
47:14ran out of money. And people were like,
47:16let's go. And the fines were just in
47:21the loop. Ah.

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