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У Автоваза рухнули продажи Niva Sport | Kaiyi покидает наш рынок | В Li Auto намечается кризис — Transcript

by Асафьев. Жизнь · 6,827 words · 1,099 segments · language en · Watch on YouTube

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0:00I'll clear up some of my tire-related
0:02backlogs on the Telegram channel now,
0:04if you'd like to subscribe. Just a
0:06second. Good afternoon. We've
0:20been discussing tires a bit there, like
0:22, well, we have winter and summer tires
0:23. We constantly talk about tires and
0:25what's important on our channels. Look,
0:27your car, this huge piece of iron, two
0:30tons, one and a half tons, 25 tons, it
0:32contacts the asphalt through a contact
0:34patch. It's this big. This big. My hand
0:38isn't huge. And your contact patch is
0:39small, too, by the way. If you're
0:42buying tires for your expensive cars—
0:43and I think a car that costs 2 million
0:44rubles or more—that's already an
0:46expensive car. If you're buying some
0:49crappy, goddamn, stupid tires for an
0:50expensive car, like the left one from a
0:52warehouse for 4,000 rubles. —Chinese
0:56or some other god knows where—then,
0:57firstly, you're seriously risking your
0:59life, and secondly, you're seriously
1:01risking your car. Your specific car
1:04stops working. All those suspensions,
1:06all those clever little things the
1:08engineers thought about—handling,
1:10braking, acceleration, and all that—
1:12it all immediately ceases to exist. And
1:14I honestly don't understand why people,
1:16like, don't think about this. I
1:18understand you could skimp on the
1:19rubber seals in the silent blocks,
1:21although that's also unlikely, of
1:22course. Maybe you could skimp on the
1:24drive belt and install a non-original
1:26one or something similar, but damn, the
1:28valves there will pop out. Skimping on
1:30brake fluid is also a strange thing to
1:33do. And on oil, well, well, well, on
1:35fuel, well, well. It's all fraught with
1:36consequences, one way or another. And
1:39in any case, well, saving on your car
1:41automatically means saving on your
1:42safety, your time, your hassle, and so
1:44on and so forth. But wheels, you see,
1:47are a very important thing. Very
1:50important. Please don't forget about
1:51that. Solid, reliable. They
1:53last a long time and
1:55don't wear out. I bought myself some
1:57kind of 'stick your dick in tea'. It's
1:59been
2:00going on for fifteen years now. There's
2:02some kind of wire sticking out, but
2:03it's no big deal.
2:04More traction.
2:05Yeah, more traction. I just found
2:07someone in the comments on a Telegram
2:09channel who wrote that, well, he also
2:11worked in the tire business for five
2:13years and spent a long time explaining
2:14to people that you can't skimp on tires
2:16, under any circumstances. And no one
2:18understands. But when you ask, "How
2:20much is your life worth?" the person
2:22immediately says, "4,000 or 5,000
2:24rubles." Maybe six. In short, the tires
2:26have to be good. And I'm particularly
2:28surprised, like, you're walking around
2:30the city, just looking at the cars and
2:31what tires they have. Wow. Take a
2:33closer look, see how many expensive
2:35cars, but in reality, they're expensive
2:37, but they're built on who knows what
2:38and they drive who knows what. Who
2:40knows what. And by the way, girls, take
2:42note, if you, well, learn to understand
2:44tire brands and if you see that your
2:46boyfriend has, well, a good tire brand,
2:48he knows something about it.
2:50He understands tires in general, so you
2:52don't have to worry,
2:53yeah, for sure. It's definitely soft
2:54and comfortable with him. It's probably
2:58just impossible to explain, and you can
3:00make as many videos as you want showing
3:02that, look, good tires stop the car
3:03faster, or turn the car better, or take
3:05a corner at a higher speed, and so on.
3:08But all of that, well, really, doesn't
3:10matter. All that matters is that, well,
3:12there are situations that suddenly
3:13arise with difficult weather conditions
3:15, with difficult surfaces, like, well,
3:17a rut, and so on. And really, how your
3:20tire is working—specifically, yours
3:22specifically, how old it is, how worn
3:24it is, and so on—will determine
3:25whether you'll be thrown off the track
3:27or not, whether you'll be sideways on a
3:29corner when you least expect it,
3:31whether you'll have time to brake or
3:33not, whether your car will flip-flop or
3:35not. And you're explaining what
3:36flip-flop means. You're
3:41driving, there's a puddle,
3:43you drive into it and flip-flop. The
3:45tire can't reach the pavement, it can't
3:47reach the surface, and you're just
3:48sitting on a film of water,
3:49and what happens? You
3:51completely lose control.
3:52So, you end up somewhere with a barrier
3:54.
3:55Not always. Sometimes, a person just
3:56drives straight and everything's fine.
3:58If they're smart enough not to hit the
4:08brakes, not to turn the steering wheel,
4:11like, well, you've hit a puddle and are
4:15flying straight. Because usually, when
4:32people, you know, feel like the car is
4:36suddenly like, well, like...
4:39These capitalists,
4:40yes, so I'd overpay for a brand.
4:42Yeah, yeah. Yeah, well, it's round,
4:44it's round. It fits on the rim, so it
4:47fits. Well, the wheel from the
4:48nightstand is also round.
4:49The Chinese don't know how to make
4:52tires. Buy normal ones.
4:55No, they don't know how, they know how.
4:57It's just that good Chinese tires cost
4:58the same as normal tires. Overall, I've
5:01only, well, hit the wall a few times on
5:03the track, or at the go-kart track
5:04somewhere else because of crappy tires,
5:06I just don't get it. I mean, the only
5:09thing they drummed into me was, "Ah, I
5:12get it, I guess, for this set and the
5:14car too now." But overall, it's okay.
5:17But in any case, when you're driving on
5:19a racetrack, a go-kart track, or a
5:21racing car, you can really feel the
5:23tires degrading, and you can feel how
5:25the car's performance changes depending
5:27on the tires: say, two sessions ago,
5:28you were driving much faster here, and
5:30now you have the same road, everything
5:32is the same, but you just can't
5:34physically do what your car was just
5:36doing. Simply because the tires have
5:38degraded a little. Or sometimes I've
5:40driven out onto the track on a
5:41road-going tire, just a regular
5:43road-going tire. And in the aratote,
5:44too. We tested a huge number of tires
5:47at our testing ground, and we watched
5:48how the car handled, because we needed
5:50to find something optimal in terms of
5:52wear, handling, so that the tire would
5:54work properly, so that the car would
5:56grip, and so on. We've done a lot of
5:58tire testing, and they're incredibly
5:59different. But, unfortunately, this can
6:01only be understood, well, like, from
6:02behind the wheel. But the simplest
6:03recommendation is, well, just don't buy
6:06cheap tires. Please,
6:07don't buy a 2015 Mishka from Avito
6:10either.
6:11If the tires are already cracking, then
6:12yeah, it's not worth it. And just don't
6:14need old tires either. They're done,
6:15let them go. I think we had a lot of
6:18information about tires somewhere in
6:19some top thread about newcomers. Please
6:21take a look. Again, this isn't an
6:23advertisement, and we're not promoting
6:24any brand. It's just, well, here we go,
6:27we need you. You're
6:29talking about karting, say, sports,
6:31professional, but it's very easy to
6:33understand the difference in grip when
6:34you go out on a rental kart and do your
6:36first laps on cold tires, when they're
6:38slippery, the same thing.
6:40Yes. What I'm getting at is that people
6:42will understand the rental karting
6:43issue better if you get down to it.
6:46Yes, no one goes karting, no one drives
6:48cars in general. It's like everyone
6:51buys a car just to drive it and not
6:53worry about it. I'm fighting this war,
6:56explaining to people that, well, given
6:58their limited capabilities, you should
7:00be more mindful of how you steer, turn,
7:02and so on, because, naturally, your
7:04life and the health of your loved ones
7:06depend on it, not to mention your
7:08criminal liability. We're fighting this
7:10. I'm gradually fighting this,
7:12explaining all this. But basically,
7:14people don't care about karting—it's
7:171%, 0.5%of drivers. Racetracks,
7:20emergency brakes, and generally any
7:21places where drivers can improve their
7:23skills. There goes, God willing, maybe,
7:26maybe one in ten car enthusiasts who
7:28are just car enthusiasts, who actually
7:30think they know their stuff, this and
7:32that. The overwhelming, well, silent
7:36majority—these are just people who
7:38just got their license and just drive
7:40around without worrying, and they come
7:41to parts stores thinking, "Well,
7:43whatever you have there is cheaper,
7:45that's what I need." And they simply
7:48don't think in this category that, well
7:50, whether you get into, uh, some kind
7:52of potential accident or not really
7:54depends on the wheel. There's just no
7:57logical connection, you know? You have
7:59a logical connection that a set costs
8:01twenty, a set costs fifty. That's it,
8:04twenty and you're off to a million.
8:07There are a
8:10lot of used tires on classifieds from
8:12Europe, like 1916, where you can buy a
8:15set of Michelin winter tires for, like,
8:1720,000 rubles. That's not rubber,
8:20either, damn it. You can't buy
8:21something that's worn out to the point
8:23where there's 40%of the tread left.
8:25Don't buy that. What are you thinking,
8:27that it's better than Chinese tires,
8:28right?
8:29Well, it's like, old Michelin. That's
8:31also it.
8:31Agreed. And, uh, your contact patch
8:34also depends on wear. Your contact
8:37patch depends on speed. Different tires
8:39perform differently at different speeds
8:41. The scariest thing is that the faster
8:44you accelerate, the faster you drive,
8:45the simpler the centrifugal force on
8:47the wheel, the smaller your contact
8:49patch becomes. So, your rubber just
8:52stretches out, your contact patch just
8:53becomes narrower than the tire itself.
8:56And it seems like you have more speed,
8:58but you'd rather have more grip, more
9:00control, more ability to, if necessary,
9:02press something somewhere, somewhere,
9:04somehow, so the car reacts. But at
9:07speed, your contact patch shrinks even
9:08more. So, if you have worn tires, plus
9:11they're already rock-solid, which, well
9:12, don't grip the asphalt, and you're
9:14driving at 100 km/h, but you're just
9:16driving on luck, God willing, God bless
9:17you, and you're still alive today. Why
9:20the hell do that? I don't know. Well,
9:21again, it seems you just need to, like,
9:23kill yourself a few times on a track or
9:25somewhere in controlled conditions, and
9:27then maybe something will get through.
9:29But in reality, you just—you feel it
9:31with your hands and your ass—how much
9:33it depends on and how quickly the
9:34rubber degrades and how different they
9:36really are, well, like in extreme
9:38conditions, like karting for example.
9:41There are VGA karting tires, there are
9:42Cont and this and that, I think there's
9:44also Mojo, and I think there are both,
9:46like, you know, brands of, uh, karting
9:48tires and so on. But then you put on a
9:50rain Vega and a rain Liconte and it's
9:52[ __ ]. Well, like, on a Vega, your
9:54driving is very predictable, very
9:55smooth. On a Liconte, it's like you're
9:57on skis. You warm it up, it's just a
9:59little more wooden, a little more oaky,
10:00and that's it, the car just doesn't
10:02respond. It just, well, doesn't do what
10:04you want it to. Exactly the same thing
10:06with touring cars. You have rain tires
10:08that work well, and then you have rain
10:10tires that don't work at all. It's just
10:12, well, no way. It's just like you're
10:14skiing, your ass gets blown off, your
10:16car gets thrown off the line, all sorts
10:17of things happen. You put on a normal
10:19tire, you push it, and that's it. Yes,
10:22it's more expensive, but not like a
10:23wall. So please, check your tires.
10:27For me, a person should probably feel
10:29good about, well, buying something
10:31high-quality, cool for themselves and
10:33using it.
10:34Yeah, right.
10:35And this approach is like putting a
10:38Nokia 3310 on wheels. No
10:41one's arguing that a phone isn't a
10:42phone, but at a time when everyone's
10:44using the latest iPhone, you're still
10:46cruising around on a 3310. Well, I
10:47don't know what the equivalent is.
10:49Well, let's say, I understand that you
10:51can easily save on clothes there.
10:53There's no problem at all if you just
10:54bought yourself a regular T-shirt, like
10:56a stretch shirt or just for racing
10:57around in. Like, there's no problem at
10:59all, because the T-shirt does its job.
11:00It's a T-shirt, it covers your hairy
11:02belly, like, everything's fine, but the
11:03tires are the same. Like, really, did
11:05someone
11:06look at you or something
11:09personal happen?
11:10No, well, like, well, a T-shirt is a
11:11T-shirt. Well, really, whether you'll
11:13wreck the car or not depends on the
11:14tires. To some extent, of course.
11:16Obviously, ultimately, it all depends
11:18on the driver, but all the same, you're
11:20simply reducing your chances, you're
11:22reducing your ability to react, you're
11:24reducing your ability to, well, somehow
11:27get by or do something else. You're
11:29simply reducing them dramatically. And
11:30at the same time, you're greatly
11:31increasing the risks. In my opinion,
11:32the risk is simply not worth it.
11:33Especially since, well, you really
11:35bought a new set of tires, you'll drive
11:36them for, like, a couple of years,
11:37you'll get through them without any
11:39problems. You can even drive three
11:40years on a set. Well, if you drive
11:42carefully, if you understand that any
11:44set can be worn out in a single week
11:45without a care. Well, it's
11:47understandable when, let's say, for
11:49drifting they buy the most outrageous
11:50tires, simply because they're going to
11:52be thrown away these days anyway, and
11:53you just need the tires to not explode,
11:55so that they can somehow move somewhere
11:57. But still, again, to participate in
11:59competitions and to achieve sporting
12:01results, you need decent tires that
12:03have predictable, decent grip. And so
12:05on regarding civilian use. Well, it's
12:08really important. Really important.
12:09It's hard to put into words, but it's
12:10important. We've gotten a bit carried
12:11away. Let's get to the news. A minivan
12:16has been spotted on the road for the
12:18first time. What is it? Well, I think
12:22Mercedes 'target audience is asking a
12:23slightly different question. What is it
12:26? What kind? Spy photos of a small
12:29Gelendvagen have surfaced. It's like a
12:31baby potato, only a BB Gelendvagen. And
12:33there are photos of it next to a
12:34regular, normal crossover. And you can
12:37see how tiny it is and how ridiculously
12:40droll it is. What the hell is this?
12:42Khazbik will have a car. Let's be happy
12:45for him. Yes, indeed, and I think it's
12:47an electric version. Well, they at
12:49least promised to make some kind of
12:51miniature electric version of the BB
12:53Gelendvagen. Maybe a hybrid, maybe an
12:55electric one, it's still not entirely
12:56clear. Well, back when Mercedes was
12:58developing electric Gelendvagens, when
13:00they still thought it was a good idea,
13:01they said they would also develop
13:03smaller ones. And now, apparently,
13:04development can't be stopped, and
13:06they're forced to launch it anyway,
13:08because the electric G-Wagen failed.
13:09That's it. But this is definitely a
13:12failure. It definitely deserves to be
13:14buried, admitting that we made a
13:15mistake. We won't do this again. Okay.
13:18So why try to step into this mess again
13:23? I don't understand the joke, but
13:24these guys will definitely get there.
13:26Well, look, you're mainly complaining
13:28about its powertrain, and the way it
13:31looks.
13:32I really want it, the license plate
13:33says "thief." Really.
13:35And there's also something written on
13:37the "Ishka" that says "like a thief."
13:40Crook, we need your help stopping the
13:42crook. A
13:44compact crossover that looks like
13:46something big and cool, but that's a
13:48popular theme. The Macan's success is
13:51also based on that. It's just that
13:53you'll be stuck at a traffic light with
13:55a little bandit like this next to a
13:56bigger bandit.
13:57This is clearly a wife's car. For the
14:00wife of the owner of a big G-Wagen. But
14:02that's
14:03cool. It could even be a cool motorcade
14:05. I'm running after mine, flying.
14:07No, you've got your dad driving along
14:08in a normal G-Class, your wife in this
14:10little G-Class, and your son in the
14:11back in this one, like, from the mall.
14:13This G-Class is like a little electric
14:15car. In my parking lot, uh, well,
14:18there's this, well, neighbor, he has a
14:20little son, ah, and he has a parking
14:22space where, actually, his dad's car is
14:24parked, and next to it is a separate
14:26parking space with a bunch of cars.
14:28Well, those little ones of his. Well,
14:31and he constantly drives it back and
14:32forth in the parking lot every day.
14:34He drives it, studies there, he's, I
14:35don't know, five, maybe four years old.
14:37It's fascinating. I mean, like, this
14:38guy already has his own whole fleet of
14:40cars, like, that's it, he drives around
14:41there, drives around.
14:42No, I don't think there is a kid's
14:43G-Class. It costs something like 11-12
14:45million. Yeah, it's normal, right?
14:47What?
14:48Yeah,
14:48I'm already Googling it. I want one
14:51like that. Maybe, of course, I'm
14:53completely clueless and the Mercedes
14:55marketers know much better. They
14:57definitely know how to sell electric
14:59G-Classes, in parentheses. No, I can
15:01hardly imagine that this kind of forum
15:03factor, this kind of appearance, will
15:04be successful, because the Macan wasn't
15:06positioned as a mini Cayenne and it
15:08looks different. It's still in the
15:09general Porsche style, but it's like
15:11they
15:11built it on the Cayenne's success. A
15:13crossover. Well, it's not
15:14exactly a compact crossover. Okay.
15:16Range Rover EVOG. Same story. Range
15:18Rover. A small crossover.
15:19Okay, it doesn't look exactly like the
15:22big regular Range Rover. It looks
15:24different. It's a separate model. It's
15:26designed differently. It's made
15:28completely differently.
15:29Okay. Ford BR Sport.
15:30Okay, a
15:31compact crossover based on a base,
15:34visually imitating a real Bronco. A hit
15:37car in the US. How many sales does it
15:39generally sell?
15:39Because it's a budget car. They have a
15:42budget car, the Kuga. That's it. But
15:44they made a second Kuga with a brutal
15:46design. Let's
15:47bet a case of beer that no one will
15:50need this piece of crap.
15:51Go ahead, take it to a suplex already.
15:53It will last a year or two on the
15:54assembly line and then they'll take it
15:56out of production.
15:56He doesn't drink. Let's bet on
15:58something that Vova will use in life.
16:01An
16:02encyclopedia.
16:04Seriously, a case of Coke, a case of
16:06Corona, whatever. There. Well,
16:07something like that. Okay, go ahead.
16:09Fine. That's it. A
16:10case of Coke. Well, a case of Coke,
16:11if Coke gets more expensive, then a
16:13good old fashioned one.
16:14Okay.
16:15In the Italian mafia, there are the
16:17Cancelleri, there are the Tipadone, and
16:18then there is the very first step-the
16:20PC. This is a car for the PC.
16:25Again, I think the electric version
16:27might not sell very well, but there
16:29will be a hybrid, like the new CA.
16:31That's
16:32why I think it's a pretty big hit. It's
16:35an alternative, but more brutal-looking
16:38. Gla sells well. So, you're betting on
16:41it not selling?
16:42Well, you need to set a cutoff
16:43somewhere. Where do you mean? Let's say
16:4510,000 units are sold. What is that? Is
16:46that good or bad?
16:47Well, the G-Class sells 30,000-odd,
16:50right?
16:5050,000, I think.
16:51The G-Class is very niche. It, well, by
16:53the standards of mass-market models, it
16:54doesn't sell much.
16:55Good. Now, if it outperforms the
16:57G-Class, you can consider it successful
16:59. Right?
17:00I think so.
17:00So, 50,000,
17:02right?
17:03And Vova has a Coke. Good.
17:05Stas has a Coke up to 50,000.
17:07Okay. I think it will be successful.
17:10We'll
17:10find out in 2-3 years when he plans to
17:13put it on the assembly line in 2027.
17:16How many cans does a case of Coke hold?
17:17Let's agree.
17:18Maybe in a year they'll allow it
17:20altogether.
17:21But the argument always remains.
17:23Yes, an argument is an argument, that's
17:24different.
17:25The main thing isn't a pallet of Coke.
17:27It could cost as much as a G-Class in
17:29two years. But here's something that no
17:36one really needs. Mash. Lada Sport
17:38sales have plummeted by 500%. For some
17:41reason, they're coming out with that
17:42headline, because, well, whatever the
17:44Niva Sport was, it's clear that no one
17:45really needed it. It's a very niche car
17:47for very strange people. The news is
17:50that earlier, at launch, the car was
17:52selling 250 units a month, and now it's
17:5550 units a month.
17:57I don't think it's sales, it's
17:58production.
17:58Well, production, sales, what's the
18:00difference? So, like, the Lada Niva
18:01Sport, it's, well, produced by the Lada
18:04Sport division. It used to produce
18:05about 250.
18:07Well, now it produces 50, yes. And it's
18:09supposedly a separate workshop that
18:10produces the Lada Niva Sport. You have
18:13a Niva body assembled on a regular
18:14conveyor, then sent separately to the
18:15sports division, where it's actually
18:17manufactured separately. In another
18:18workshop, in short, they transport it
18:19right on the trucks. And I saw it with
18:21my own eyes. And the fact that this is
18:22a niche product that will be sold in
18:24small quantities was clear from the
18:26start, because, well, a Niva for 1.7
18:27million can't sell in large quantities.
18:29Well, physically, no one gives a damn
18:30about it. It doesn't matter whether
18:33it's a 1.8, a 2.0, or a 2.0, or an UZ,
18:35well, no one will buy it.
18:37I'd buy it on UZ in a heartbeat.
18:39Chey. And
18:40on UZ? A
18:42Niva on UZ or SW.
18:44So don't give me those forks.
18:47Niva on UZ or what? SWIft
18:48or Swift is not a dispute.
18:51Dima Chelyshev and I have a Swift
18:52dispute;
18:53don't tell me who has a SWI, it should
18:56be mine. Well,
18:57that's engineer Vratate. So,
18:58Niva lost a customer. He brought it
19:01there for one something or other. 1.4,
19:03I think, with low mileage. Right-hand
19:06drive.
19:08News about Niva. Let's talk about Niva.
19:10Well, what about Niva, no one needs it.
19:12And some people were surprised. No,
19:13it's needed exactly in the volume in
19:14which, actually, they produce it in a
19:16small-scale production. It was clear
19:17from the start that it was a
19:18small-scale production. What's there to
19:19discuss here, it's unclear.
19:20Well, the news is that dealers are
19:23complaining because they assemble about
19:2550 a month, but are selling one a month
19:28now.
19:28Well,
19:29how many dealers are there? More than
19:30fifty. More than fifty. Well, you want
19:33to buy it now, no matter what, you,
19:34well, how would you go find another one
19:36. Even if you're that crazy person who
19:38suddenly got an itch and went to buy a
19:39Sport—that's a task. It's not like
19:41you can just go to any dealership and
19:43buy it. No, it's not there. It's just
19:44physically produced in smaller
19:46quantities.
19:47I think there are already a lot of
19:48offers on the used market. Some people
19:49have driven it and are like, "No, no,
19:51take it."
19:51Let's see. Do you really need a cow
19:53like that yourself? I mean, you have to
19:54go buy it. Even if you suddenly want
19:57one, even if you're suddenly the target
19:58audience, it's also called the Niva
19:59Legend Sport. Not exactly that the new
20:06car offers here are even cheaper than
20:07the 1.7. No, no. What do you mean? Will
20:08you call? Ugh, most likely not. The ad
20:10says yes, come on over, of course,
20:11everything's fine. That's the same
20:13everywhere, if anything happens. Well,
20:15like, what's written in your ad doesn't
20:16necessarily mean it's at a dealership.
20:18ROM.
20:18You can at least steer Taurus. So, well
20:21, who
20:21knows what. But this is a classic, one
20:24that's been going on for a long time,
20:25like, you have one price on the
20:27classifieds, you show up, and it's
20:28actually different. Why? Well, that's
20:31just how it happened. Sorry, bro, go
20:32ahead and sign it and get out of here.
20:33You call, and they're like, "Do you
20:35believe in karma?" They're like, "Yes."
20:37So, you're familiar with the word aura.
20:40Are we even firing employees because of
20:48poor car assembly? We discussed a few
20:51episodes ago how the new Lisyan Mega
20:53didn't last long before something blew
20:56in the battery. And then there was this
20:58big story that spread around the world,
21:00how the car quickly burst into flames
21:02and how people barely escaped. Luckily,
21:04everyone survived, luckily, everyone
21:05survived. Naturally, you suffered huge
21:08PR damage to Lisyan right away, because
21:09here you have a new Lisyan car, and
21:11here it is, on fire. And not only does
21:14a recall campaign need to be carried
21:15out, because the problem with the Mega
21:17is systemic, that there are, like, some
21:18technical issues there that the company
21:20isn't really disclosing, that they're
21:22like, "Come on over, we'll fix
21:23everything that's dangerous, everything
21:24that's poorly secured, everything
21:26that's wrong—do everything, just
21:27bring your measure here, we'll sort it
21:29out, don't worry." And at the same time
21:32, Lisyan publicly announces that all
21:35the people responsible for the
21:37development and poor layout, and for
21:39this and that, will be fired. We're
21:42firing 14 company employees and another
21:45four responsible for the intelligent
21:48electrical equipment of the crossover
21:51chassis. We're firing everyone who's
21:54poorly assembled, designed, or thought
21:57about our cars. So, 14 people have been
21:59thrown out into the cold. The problem
22:01is that 31,000 people work at Lisyan.
22:03Maybe the problem is that only 14
22:05people were developing it.
22:07It's possible, perhaps. Sales at Lisyan
22:10, specifically, have fallen sharply
22:13recently. They're struggling with the
22:15need to not only bring back, well, a
22:16human face, but also, secondly, sell
22:18more of their product, and all these
22:20media events are getting in the way. So
22:22we're going out and forcing a flogging,
22:24but, naturally, it won't help.
22:25Naturally, a video that's circulating
22:27around the world showing the machine
22:29being pushed around like this has a far
22:31more negative PR effect than a bunch of
22:33press releases about how everyone
22:35responsible will be punished and we'll
22:37restore the machine, if anything. It
22:39doesn't work that way. And again, for
22:41comparison, in the third quarter of
22:432025, they sold 93,000 Lisyan cars, and
22:46exactly a year ago, in the third
22:48quarter of 2024, they sold 152,000 cars
22:51. And the difference between 152,000
22:53and 93,000, essentially for the same
22:55quarter, is, well, it's noticeable.
22:57This is very noticeable for business.
22:59And even the third quarter of 2023 was
23:01more successful, because they sold
23:02100,000 cars there. So, well, the trend
23:05is very sad. Very sad indeed. They
23:09can't seem to restructure their
23:10business process to replace the Catl
23:12supplier with someone else. And,
23:14accordingly, they are hostage to the
23:16situation.
23:17They claim that the battery supplier
23:19isn't to blame, but their battery
23:21safety development department and
23:23quality department are. They have other
23:26problems besides the car catching fire:
23:27there are also major complaints about
23:29the overall build quality, that the
23:30conveyor belt isn't working optimally,
23:32that we're screwing up with the lead
23:33blocks here, that we're screwing up
23:34with the suspension there, that a
23:36component fails here, that a component
23:37fails there. I know a guy who owns a
23:40service center called Polisyanam. This
23:42guy's smile gets wider and wider with
23:44each passing month. Everything is just
23:47fine with him. Everything is absolutely
23:49wonderful. Everything is absolutely
23:51perfect. He's just happy that it's all
23:53[ __ ] up. They're doing construction,
23:55and yes, the bricks are arriving.
23:59And somehow it turns out that the
24:00company that was supposed to
24:01revolutionize the automotive world,
24:03that was supposed to come and show all
24:05these other companies—the ones that
24:06make cars and don't understand a thing
24:08about them, and Lisyan himself, who
24:10appeared five years ago—he understood
24:11everything and now he's going to give
24:13it to everyone and do it—somehow they
24:15can't sell anything. Rumors say Kai
24:20will leave the Russian market.
24:21Who is that?
24:22Exactly. You seemed to describe the
24:26company as a whole very clearly. You
24:28mean Kai?
24:29Well, Kai. This Kai, the one you were
24:31talking about, is Chinese crap that no
24:33one needs. And the showroom is on
24:35Volgogradskaya Street here in Moscow.
24:36And in general, well, they pop up here
24:37and there from time to time. I've seen
24:39a couple in taxis. But this is a car
24:40that no one gives a damn about. An
24:42absolutely disgusting car. And it's
24:44logical that the market doesn't care,
24:46even considering the fact that there's
24:48no competition here, no competition at
24:49all, and so on. For some reason,
24:51they're just not getting anywhere. For
24:53some reason, people don't want to buy
24:54crap for a lot of money. Why? Why? And
24:56you have to understand that this is
24:58just a rumor, that Cayuni is actually
25:01leaving the market; they'll just
25:02relaunch the brand and maybe bring in
25:05some new models or maybe come up with
25:07something. Well, when you're selling
25:091,000 cars a month, and those are
25:11mostly cars assembled in '24 and '23,
25:13talking about being present in the
25:15market and offering any kind of
25:17competition is just stupid and silly.
25:19And this is the budget segment. Of
25:21course, when you, say, sell 1,000
25:22Maybachs, you're great. But when you're
25:24tearfully selling 1,000 Kayak cars
25:25that's been sitting in your warehouse
25:27for two years, collecting dust, and
25:28finally, you know, some genius of great
25:30thought comes along and buys it from
25:31you. It's, well, not a great business.
25:33And they're planning to launch another
25:35new model, well, two, like, uh, two
25:38crossovers, the 1x3 X3 Pro restyled.
25:40They supposedly sell it on their
25:42official website. Yeah,
25:44I just saw that X3. Yeah, I really like
25:47their other model. Uh, they have a car
25:50called the X7. Kulnun.
25:54You want one? Kulnun.
25:55Kun Kunlun.
25:57Well, Kunlun, what's the difference?
25:58Kunlun. Kunlun, damn it. What the hell
26:00difference does it make? Oh, you won't
26:02sell this to anyone. Calm down. Tesla
26:08has disclosed data on accidents
26:10involving cars with Autopilot. We were
26:12discussing a while back, how Tesla used
26:15to come out and say that our FSD is
26:17really great. If anything, don't worry,
26:20it's just driving the car and you don't
26:21have to worry about it, and so on. Well
26:23, in parentheses, you know, you have to
26:25hold the steering wheel, but overall,
26:26don't worry. It's Autopilot,
26:27everything's fine. And our Autopilot is
26:2910 times safer than a regular driver.
26:31Someone came to them on the highway and
26:32said, "Come on, show me your squeak.
26:34Come on, prove it. What's wrong? And
26:35how do you advertise these materials
26:37and so on like that?" And now Tesla
26:38comes out and says, "Well, it's four
26:41times safer." And under supervision, as
26:43it's written everywhere, that, well,
26:45supervised, that look, when you drive
26:47with FSD engaged and keep your hands on
26:49the wheel and control what it does, in
26:51this situation it's four times safer.
26:54Here's the research.
26:55It turns out that autopilot is safer
26:57when a human controls the autopilot,
27:00and you get a car that's self-driving
27:02by a pilot. Yes.
27:04Auto. Autopilot. Ugh. Full man-self
27:08drive. It needs to be changed.
27:11So, there's autopilot.
27:15And obviously, when a car has driver
27:17assistance systems, like lane keeping,
27:19automatic braking, or things like that,
27:21it's always safer than a human just
27:22driving the car. That's, well,
27:24understandable. But finally, Tesla has
27:26corrected a little, because they've
27:27been shouting for a long time in their
27:29public forum for many years that our
27:31car is already self-driving, the future
27:33has arrived. Now, if anything happens,
27:34you just come in, sit down, write down
27:36your address, relax, fold the seat back
27:37, put a bottle in the steering wheel,
27:38and that's it. Just sit there and enjoy
27:40yourself, lie back on the back seat,
27:41and everything's perfectly fine. And so
27:42on. They've adjusted it, so look, just
27:45in case, FSD is just like that, you
27:46just have to hold it with your hands,
27:48no bottles, no need to do anything.
27:50That's it, you drive, you're in control
27:52, and that's the only way it's safer.
27:54Besides, I like that they have a
27:55separate section in their statistics
27:57for things like a Tesla with the engine
27:58turned off completely, or just a Tesla
28:00like a hunk of iron, which you drive
28:02like a beast, completely untrusting.
28:04And yet, it's still safer than the
28:06average car in America. It's unclear
28:08how that's possible, and who were they
28:09comparing them to? It's
28:10unclear. They just have this US average
28:12, like, on average, in America, these
28:14ordinary people in ordinary cars, they,
28:16you know, more often and better and
28:18better than we do in our Teslas, even
28:20completely switched off,
28:21yes. The numbers mean how far, on
28:24average, a Tesla goes before an
28:26accident compared to the average car
28:28without autopilot in the States. You
28:31can also pick on it, like, you have a
28:32pickup truck driving through fields—
28:34that's one thing, and a Tesla driving
28:36on autopilot on a highway across the
28:38country—that's also, well, different
28:40things. So, like, city mileage and
28:42highway mileage are different things. I
28:45think they're just taking the NTSA
28:46average statistics, which shows that,
28:48on average, Americans get this much.
28:51And in any case, you can pick on
28:52everything. But it's clear that any
28:54active assistants that prevent the
28:56driver from running into a wall on any
28:58random Tuesday are always a good thing,
28:59and it's great to have them in your car
29:01. But we should also remember that we
29:04still don't have full autopilot
29:06anywhere. And you can't completely rely
29:08on a car under any circumstances. You
29:09are the driver, you control the car,
29:11and you are legally responsible for
29:13what you do with it. Remember this.
29:19Rear-wheel drive IV8 Bentle showed a
29:21special version of the Continental GT.
29:24We discussed this with you, that they
29:26are preparing, preparing the Super
29:28Sports, this version is really super
29:31cool. And finally, at least someone was
29:33concerned with the fact that, well,
29:35maybe we won't talk about hybrids there
29:37, maybe we won't talk about an
29:38inline-four there, but, well, we'll
29:40take a V8 here and there. And Bentle
29:42did it. Yes, it's clear that the car is
29:45very expensive. Very expensive, really,
29:48very expensive. But on the other hand,
29:51like Stas says about other expensive
29:52cars, well, it costs a shitload. So
29:54what. And like he says about Bentley,
29:57it's really expensive. I counted the
29:59pennies, they're not enough.
30:01No, no chance, no chance. They'll
30:03release this limited edition, and
30:04they'll release a limited number of
30:06them. It costs something like 400,000
30:08pounds. Not 400,000 dollars, but
30:10400,000 pounds. The
30:11pound will collapse soon, they're in
30:13trouble there.
30:14Yeah, listen, I think the simple one
30:16looks better. Get the simple one. No,
30:19I'm still a workaday Superports away
30:22from a Bent, yeah, they proudly declare
30:25that there's nothing electric in here,
30:27it's just a V8. Well, first of all,
30:29there are
30:30no lights in there.
30:31First of all, this is a V8 from an Urus
30:33, so they're not even from the
30:34Tak, and there's nothing else. Well,
30:36like, you have
30:36it, yeah. And secondly, its performance
30:39is worse than the previous Supersport
30:41in W12. It's supposedly worse than both
30:43the hybrid and the previous one. But
30:46it's worse on paper, when you look at,
30:48well, like horsepower, acceleration to
30:51100 km/h, and so on, but that's not how
30:53it works overall. Like, the most
30:55important thing in a car is the feel,
30:56the emotions, the handling, and so on.
30:59Well, how fair is this for Bentle, for
31:00the manufacturer?
31:02Listen, even Clarkson said that a
31:03Bentle with a V8 is better than a W12.
31:06Simply because you have a huge, heavy
31:08iron in front. You just have a huge
31:11piece of iron mass that you have to
31:13turn. It's just physically difficult.
31:15And like, yeah, according to the
31:16paperwork, in horsepower and 01.00, the
31:18car is faster, but in a corner it's
31:19terrible, it's a crash, it's painful.
31:21And
31:22so, wait, I don't understand how you
31:24manage to crawl away. It's
31:28all the rotation of the planet. It's
31:30shifted by a foreign force. I'm
31:34slowly slipping down this radial path.
31:36How do you like such shallow arguments?
31:41And, well, it doesn't matter what the
31:43specs are, the car will sell out in no
31:45time. And those 500 units will quickly
31:48go where they should go. Why is it
31:51important for me to talk about this?
31:53Because I need this car. Give me one.
31:57No, because compared to everything else
32:00, it's, well, like, it's been a long
32:02time since a luxury brand came out with
32:04nothing, just a V8 and that's it. And
32:07double the price. Well, it has
32:09turbochargers, yes, that works out,
32:10of course. No, well, Ferrari also came
32:12out with Dolcilindra. I've even seen a
32:14couple of them, even in Moscow. Yes.
32:16And it's gradually, little by little,
32:18maybe we'll get the batteries out of
32:20the sports versions somewhere, maybe,
32:23maybe someone will later figure out
32:25that maybe the turbocharger should be
32:27ditched too. Volkswagen has released a
32:33new crossover with a strange design.
32:35The car was photographed. Volkswagen ID
32:37Unix 08.
32:39What a selling name!
32:41It looks like it just
32:44licked a really bad lemon. A really bad
32:47lemon,
32:48or maybe it was trying to squeeze
32:49through a crack. It's
32:50a cat, you know, trying to squeeze
32:52through a hole. It's clear that this is
32:55a Chinese car for the Chinese market.
32:57It's all separate electric and all that
32:59, yes. And besides, they have some
33:01collaborations with various Chinese
33:02brands. And this thing will be produced
33:04at Jacques. Perhaps this is the future
33:06Moskvich.
33:10Renault and Nissan want to merge again.
33:13Somehow, it turns out that they can't
33:14do it separately. And in the time since
33:16the Alliance has been fighting, the
33:18management has changed, both at Renault
33:20and Nissan. They're like, "Well, maybe
33:22let's discuss something." The situation
33:25is actually murky, because Renault was
33:27involved in some Nissan shares and,
33:29naturally, wielded some power within
33:31the group. Nissan also had some Renault
33:34shares and, like, had some decisions
33:36about Renault. And that's what the
33:38Alliance was built on. No,
33:40Renault was the boss, it didn't call
33:42the shots;
33:43Nissan was 10 or 12.
33:45So that's why they criticized Nissan,
33:46because they didn't like the French
33:47being in charge.
33:49Renault had more power, but Nissan also
33:51allegedly had some power. Then, over
33:53time, it became clear that these guys
33:55weren't working properly. Plus, Nissan
33:58itself was becoming unprofitable,
34:00starting to drag down Renault's value,
34:02and the value of the asset itself was
34:04depreciating. And they needed to sell
34:06the company somewhere, either invest
34:08money, or do something unclear, plus
34:09some kind of power shift. The situation
34:11there is very murky, what's happening
34:12in the Alliance.
34:13Well, it became unprofitable after they
34:15asked to reduce the number of shares.
34:18It doesn't quite work that way: when a
34:20large company suddenly becomes
34:21unprofitable, it means a lot has been
34:23accumulated beforehand, like the
34:25financial statements of a large company
34:26, which can be fabricated, manipulated,
34:28and so on. And you can simply
34:30recalculate them at some point and see
34:32that everything is very sad. Because
34:34again, you can falsify these statements
34:36—it's a criminal offense—but you
34:37can still falsify data to shareholders
34:39and publicly say that everything is
34:40fine, everything is fine, and then the
34:42next year there's some 15 billion-ruble
34:43hole. We even opened a room, and it
34:46turned out there was a hole, we didn't
34:48notice, sorry. And in fact, on paper,
34:50they didn't divorce, because it seemed
34:52like the shares were shrinking, it
34:53seemed like both Renault and Nissan
34:55were losing power, they were becoming
34:57more independent, but on paper, the
34:58Renault Nissan Mitsubishi alliance
35:00still exists. And now discussions have
35:03started about, well, let's maybe try
35:05again, because after all, well, it was
35:07logical: we have common platforms, we
35:09have common components, maybe we can
35:11make some models for the entire planet,
35:13and so on. And, apparently, like the
35:16entire management that was fighting
35:17among themselves and couldn't agree,
35:19well, that's no longer the case; now
35:20there's new management, and maybe the
35:22guys will agree on something new. And
35:27that's all for me in this issue. Check
35:30your tires again, just in case. Just a
35:33reminder.
35:34And go to your wife. She
35:36didn't come. Okay,
35:37sorry, Vlad, you're already on that
35:39side, and we're still on this one.
35:41I hope you had a good rest over the
35:43weekend, because here we are, well,
35:44sort of, in December. We just have to
35:46wait a little while until the New Year
35:48holidays. Right now, everyone's got
35:50this pre-New Year deadline thing going
35:52on, like, oh, three weeks left and
35:53that's it. Then we'll relax. Then,
35:57let's do it next year, let's do it
35:58after the holidays and have two quiet
36:00weeks to enjoy ourselves. Bye. There
36:03was
36:04supposed to be a payoff here, but we
36:06didn't have enough money, that's why
36:07people came. And just so you knew. Ah.

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