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Porsche отменяет Cayman! | Продажи Теслы упали на 90% | Пожар на заводе VW в Калуге — Transcript

by Асафьев. Жизнь · 8,253 words · 1,277 segments · language en · Watch on YouTube

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0:00Good day to you. Good evening to you.
0:02Come on in, take a seat. On our agenda
0:03today, Porsche is wrapping up the new
0:05718. All automotive markets are
0:08collapsing. What else are we going to
0:09do, right? Especially Tesla, and
0:10especially in Norway. In Russia, the
0:12former Volkswagen plant caught fire.
0:14Stellantis is trying to bring back the
0:15V8. They're not doing a great job, but
0:17they're trying, and Toyota doesn't care
0:18at all. And their sales are doing just
0:20fine. Welcome. This is Banali. The
0:28electric project that didn't go as
0:30planned burned down.
0:33To start, I need to explain a few
0:35things. We have a few technical
0:36notifications. As you may have noticed,
0:38I'm experimenting with the news
0:39schedule. We used to have an
0:42unbreakable block. Every Wednesday,
0:47every Sunday. You demanded it, and you
0:51got it. We delivered, let's put it that
0:53way. But for now, you'll have to live
0:56in a "surprise mode" for a while, where
0:58sometimes there's news, and sometimes
1:00there isn't. Why? I don't want to drag
1:04out our internal technical processes or
1:06get into boring demagoguery; I'll just
1:08remind you that everything happening
1:09here with the cameras, on all platforms
1:11, and so on, is all done for you. It
1:14will be much better in the end. You
1:16just need to be a little patient.
1:17Luckily, in Russia, we're used to it.
1:24And at this point, let's get straight
1:26to the essence, because the new Porsche
1:28718 might be completely canceled, but
1:30there's a chance that internal
1:31combustion versions might survive.
1:35We've discussed many times that the
1:37current 718 is an old, ancient car that
1:40died on its own due to regulations; it
1:42simply couldn't meet the cybersecurity,
1:44emission, and other standards existing
1:46in the EU. That's why the car had to be
1:49discontinued. The initial decision to
1:51make an electric version was made quite
1:53some time ago. And Porsche isn't
1:56succeeding. Now, materials are starting
1:58to appear with these kinds of phrases.
2:00It's clear that the battery-powered 718
2:03won't be a big success. The market has
2:06cooled toward these kinds of cars.
2:08Damn it,
2:09it's not that the market cooled. It was
2:11never hot to begin with, for the record
2:12. It's just that the government money,
2:15which was being burned in huge amounts
2:17on this whole electric theme, is
2:19running out. There you go. And then
2:21suddenly a bunch of media outlets are
2:23like: "Oh, the market is this, the
2:24market is that, you know, the consumer
2:26turned out not to be as wonderful as we
2:28thought." There are no more subsidies,
2:31and making cheap electric cars didn't
2:34really work out. And if we're talking
2:36specifically about the 718, an electric
2:38sports car is, you know, just a
2:40nightmare in every respect. Suddenly,
2:42it turns out that you are destroying
2:44the lightweight concept. The core
2:45essence of a sports car in general—
2:47when you shove a battery into it, you
2:48destroy the affordable price. Because
2:50compared to the gasoline version, it
2:51will cost more than the gas-powered
2:53model. And the question arises: what is
2:55the point of an electric sports car
2:57then? And the whole world is still in a
3:00convulsive fit, unable to find an
3:01answer to this, because, as you may
3:03have noticed, we still don't have a
3:05single electric sports car in the broad
3:07sense or in wide production on this
3:09planet. Whether we take the States?
3:12Whether we take Japan, Europe, or
3:13AvtoVAZ, there is no electric sports
3:15car there either; even they can't seem
3:17to manage it. But if we are talking
3:19specifically about Porsche, then I
3:21naturally have all the moves recorded.
3:23Initially, they promised us this
3:24splendor, a successor to the electric
3:26Cayman around 2024, somewhere around
3:27there. Then this matter was pushed to
3:302027. And now, not only is Porsche in
3:32deep trouble, but regarding this
3:34specific project, they're like: "Well,
3:37look, here's the situation.""We realize
3:40it just won't work in the market, nein,
3:43nein.""And we need to shove an internal
3:46combustion engine into this car in one
3:47form or another." It resists, it
3:49doesn't want to, it’s not really a
3:50car at all, but you have to shove it in
3:52. Fortunately, the Germans are used to
3:54things resisting while they have to
3:56shove them in. And frankly, it doesn't
3:59matter if you try to make some hybrid
4:01version or make a classic ICE version
4:03again and retool the current platform
4:05to shove an engine in there. It makes
4:08absolutely no difference. Purely
4:10because the Cayman-slash-Boxster, the
4:12718, this creature has its own platform
4:14. No other car is produced on this
4:16platform anymore, just as with the 911
4:18platform. It is also used only for the
4:21911, because only it has the engine in
4:23the rear. Recouping the costs of
4:25shoving an ICE into a platform intended
4:27for an electric Cayman will be
4:29impossible. Simply impossible. And if
4:33we also recall that Porsche's sales are
4:35falling in general, this is a foolish
4:37venture from the very start. They
4:39suddenly realized this. And so the
4:41media, insiders, and all sorts of other
4:43guys who have access to various secret
4:44information are walking around
4:46wondering: "What are we going to do?" I
4:49personally would bet only on the fact
4:51that Porsche will take the old 718,
4:53likely redo just the electronics so it
4:55doesn't violate those cybersecurity
4:57standards, and try to shove it back
4:59into the market in some kind of new
5:01wrapping. We'll draw a new front bumper
5:04, sure, we'll make a new fender. Here
5:07you go, a new car. And us, the gasoline
5:10fans, in say 2028 or 2029, somewhere
5:12around there, will have to look at a
5:14car designed in 2010 and be happy
5:16it’s at least something, because
5:17personally, I just don't see any other
5:20way to keep the Cayman and Boxster
5:21alive in the near future. They simply
5:25won't build a new car from scratch
5:27because it's very expensive, and they
5:29really need the money, they really need
5:31the sales, they really need—well, no,
5:33it won't happen. Shoving an internal
5:36combustion engine into the same
5:37development will, in essence, carry the
5:38same price tag as developing a car from
5:40scratch. And the potential market for
5:42the Cayman and Boxster doesn't really
5:44imply such huge sales. Therefore,
5:46essentially, Porsche is left with two
5:47paths. Either kill the 718, or the
5:50Boxster in any other form entirely, or
5:52call in the necromancers, dig up the
5:54old car, and try to somehow return it
5:57to the assembly line, putting it in a
5:59very cool wrapper, saying "the thing
6:01you dreamed of is back." I just have
6:05this hope that by the time I save up
6:07for a Macan, they will have come to
6:09their senses and made a normal new
6:11gasoline one.
6:13Nein. Look, it's exactly the same
6:15situation with the Macan, only the
6:16Macan was made in the 2000s. Well, like
6:19, gasoline. It is essentially the
6:20first-generation Audi Q5, the 8R. Can
6:22you imagine? If a Macan has a gasoline
6:24engine under the hood, then in its
6:26bones, it's just like that, yes. There
6:28are different control units, different
6:30electronics, and Porsche will explain
6:32to you that it's a completely different
6:33car. But in fact, from the point of
6:36view of the chassis, mounting points
6:38for components, and the car's behavior.
6:40It is a car from the 2000s. The 718 is
6:42the previous 981. The car appeared, I
6:45think, in 2012 or 2013. So the
6:47development was also late 2000s or
6:49early 2010s.
6:50Will there be any downsides?
6:51No, not
6:52a downside to Porsche gasoline cars.
6:54The only downside is that you, in the,
6:57let's say, again, look, it will take
6:59them some time even to pull this off,
7:01and you will essentially be buying the
7:04same car from the 2000s in the 2030s
7:06for triple or quadruple the price.
7:08Listen, there's this trend now for old
7:11gas-powered cars wrapped in new
7:14packaging.
7:15If you want an old gas-powered car,
7:17just buy a real one from the 2000s, the
7:2090s, or the 80s. There. No, no, I mean
7:23there are many classic layouts that are
7:26immortal, essentially: the MX-5, the
7:28BRZ, the GR. Philosophically, they are
7:32old cars, but they’re wrapped in new
7:34packaging while keeping their character
7:36.
7:37No. The ND is a completely different
7:39car, the latest generation of the MX-5.
7:41The ND is a totally different car than
7:42the NC, the NB, and so on down the list
7:44. It’s a different machine. I mean,
7:46the layout is the same, obviously, but
7:47it’s a different model. It makes
7:49sense to buy the current ND because
7:51it's magnificent. Well, the NC is
7:52magnificent, but the ND is even better
7:54and fresher. It has more modern
7:56technology, a lighter body, and better
7:58handling. Like, humanity is progressing
8:00, cars are getting better. In theory,
8:02if it weren't for electric vehicles,
8:04they would just keep getting better and
8:05better. And it would be cool if
8:08you’re a premium automaker,
8:10positioning yourself as the pinnacle—
8:12the peak of technology, saying "we make
8:14the best cars on the planet," blah blah
8:17blah—if you actually used 2030s tech
8:19in the 2030s, not 2000s tech.
8:22Well, perhaps,
8:23let’s wait and see.
8:28Meanwhile, Tesla sales in Norway have
8:31plummeted by almost 90%. It’s this
8:33whole story about Norway, the leader of
8:35the electric world, of EVs. They say
8:37Tesla sales there crashed by 90%, but
8:39in reality, the news is manufactured
8:41because it's just about a single month,
8:44January 2026. Let at least half a year
8:46pass, then we can talk. And now the
8:50Russian car market has fallen again.
8:52Turns out it must have been going up
8:53somewhere, since it fell again. But
8:55these kinds of headlines are plastered
8:56all over the media right now, one way
8:57or another. It's just that, based on
9:00January's results, everyone picked up
9:01the Autostat statistics, showing
9:03January was a suspiciously sad month
9:05compared to last year. If we're talking
9:07about passenger cars, that's -9.5%. But
9:11we have a slightly different situation
9:12than Norway, because in Norway nothing
9:14fundamentally changed, whereas we have
9:16a very steep recycling fee, and it went
9:17up a little bit more starting this year
9:19. If you look at the detailed
9:21statistics, the chart, well, all the
9:23brands are there, and everyone is
9:25having a tough time. But as usually
9:27happens, new regulations sometimes
9:29suddenly make certain market segments
9:32highly profitable just like that, as a
9:34side bonus, or much less profitable as
9:37collateral damage. If we look at the
9:39current table for January 2026, you
9:41can't really do that because the
9:42timeframe is too short. But there is an
9:44interesting thing there. Mazda grew by
9:45an order of magnitude. Not just a few
9:47times, but by an order of magnitude. In
9:49January 2025, just over 200 cars were
9:53sold. Now they sold 2,000. Because
9:55Mazda fits perfectly into the new
9:56recycling fee rules. They are under 150
9:58horsepower, or just 150 horsepower.
10:00There are many models and many cars.
10:01Plus, it's a clear, interesting, cool
10:03car with its own target audience in our
10:05country. And even though the brand
10:07didn't officially return anywhere,
10:08there was no return, sales suddenly
10:10jumped. And Toyota is also up 70%
10:12year-over-year, but again, that doesn't
10:14mean anything. With the new regulations
10:16, new rules, and everything else, we
10:18need to watch for at least half a year,
10:19and then we can draw some conclusions.
10:22I constantly come across reels showing
10:24the port of Vladivostok and car
10:26transporters. "Hey guys, look, nobody
10:28is bringing anything in at all." The
10:29port is empty, there's nothing. Usually
10:31, it's completely full. Right now,
10:33people are apparently recovering from
10:34the increased recycling fee, gradually
10:36understanding what's happening, and
10:37maybe it will recover. But for now, the
10:40situation is quite dire. Look, you have
10:42to understand that the Vladivostok port
10:44is large on its own, but in the context
10:45of the whole country—or rather, it's
10:47large in the context of Vladivostok. If
10:49we are talking about imports, it has
10:50always existed as long as the
10:51automotive market has existed; ever
10:53since the Soviet Union collapsed,
10:54imports have been a thing. And it
10:55fluctuates back and forth. There's
10:57sometimes more, sometimes less. For the
10:58last 15 years, it has been fluctuating.
11:00If we are talking about used cars—
11:02because I am, first and foremost, a
11:04used car specialist—then used cars
11:06brought from another country (Germany,
11:08Korea, Japan, or anywhere else) account
11:10for about 5%of the market on average
11:11over the last 10–15 years. Now, there
11:14was a spike in 2025 up to 7.2%. So the
11:17import market itself seemed to jump by
11:19half out of nowhere. But in the context
11:22of the entire used car market, where 6
11:24million used cars were sold in our
11:26country this year. I mean, cars resold
11:28between individuals. And again, that's
11:30our new car market, around 1.2 million
11:32give or take, and the used market is
11:33always, well, five or six million,
11:35something in that range. And strictly
11:36speaking, the used market won't really
11:38notice this contraction in imports.
11:40Plus, in my observation, whenever there
11:42is some major change that affects cars
11:45—let's say, credit rates were hiked
11:47or cut significantly, or something
11:49started or ended, or a new law or new
11:52tariffs, or something was repealed and
11:54so on. The first two months are always
11:57an adaptation period. Either there's
11:59absolute hysteria where everyone rushes
12:01to do something, running around like
12:02crazy, or conversely, everyone freezes
12:04and does nothing at all. And then,
12:06after 2-3 months, everything more or
12:08less settles into a, well, normal
12:10rhythm. People get used to the new
12:12conditions, adapt, understand what is
12:14allowed and what isn't, how it works,
12:16and what to do. And that's it.
12:17Therefore, looking at it for just one
12:20month is simply too short, because,
12:22again, the surge in imports after the
12:24war didn't start right away either.
12:26About half a year passed before
12:27everyone realized that, yes, everything
12:28is actually fine and it's time to
12:30import. So, give it half a year, and it
12:32will be clear. A segment on internal
12:37news regarding our projects. Naturally,
12:39during this winter break, we've
12:40accumulated a number of updates that
12:42are worth telling you about. And first,
12:44starting in '26, we at Avtoragmat are
12:46introducing an extended warranty on the
12:48cars we select. We have had this for as
12:50long as the company has existed. Our
12:52approach to car selection is such that
12:53you, as the person who ordered the
12:55search, should ultimately get an
12:57ownership experience practically like
12:59that of a new car, even after buying a
13:00used one. Basically, you should be able
13:03to drive it worry-free, just doing
13:04standard maintenance and replacing
13:06consumables without worrying that
13:07something might be fundamentally broken
13:09, that some part will fall off, so you
13:10can easily drive the car for 3-4 years
13:12without extra investment—which is
13:14essentially like owning a new car,
13:15because when you buy a new car, you do
13:17it to drive it peacefully for 3-4 years
13:19. Our entire business process is built
13:21around this, and all our work standards
13:22are designed for it. And over the
13:23course of 10 years, our style of work
13:24has not changed at all. We have certain
13:27principles and standards, we adhere to
13:29them, and we select simply magnificent
13:30cars. Naturally, we provided guarantees
13:33for all our services, meaning we found
13:34you a car, checked it, and we stand
13:36behind its condition. That was clearly
13:37spelled out in our contract. Previously
13:39, the industry standard was a two-month
13:41warranty on any technical issues.
13:43We’ve had a three-month warranty for
13:45a long time now; we sat down, did the
13:46math, and compiled our experience from
13:48the last five years to systematize all
13:50our warranty claims. They account for
13:52about 0.8 to 1 percent of the total
13:54number of cases, by the way. So,
13:55figuratively speaking, in 2025 we
13:57sourced about 2,000 cars, and there
13:58were only about 15 to 18 warranty
14:00claims among them. That’s our average
14:01annual figure, it has been consistent
14:03for a long time, and so on. And we
14:05found a model that now allows us to
14:06offer an extended warranty of up to one
14:08year. And this is very important news,
14:10because no one else in the
14:11vehicle-sourcing business has this.
14:12Reach out to us. Secondly, we have
14:14finished testing a new proving ground
14:15and new training programs at R-Tata. I
14:17naturally mentioned at all our sites
14:19that we opened a second training track
14:21in Bykovo in November 2025. But at the
14:23same time, I haven’t told you that we
14:25were working on completely redesigning
14:26our defensive driving programs.
14:28Previously, we had a "Safety" course
14:30for 2 hours and a "Skill" course for 3
14:32hours. Essentially, the only difference
14:34between them was how physically
14:35prepared you were to work, because,
14:37well, working for 3 hours is difficult
14:38for some. I mean, defensive driving is
14:40physically demanding. You have to work
14:42the car hard, steer a lot, and slam on
14:44the pedals. Overall, it’s quite
14:46stressful because you find yourself in
14:48unusual situations on the track, and
14:50your pulse is constantly jumping up and
14:53down. It’s just psychologically and
14:55physically somewhat challenging. So
14:57that’s how we adjusted things: if you
14:59want something easier but still useful,
15:00that’s the 2-hour course. If you want
15:02the full spectrum of sensations and to
15:04get everything possible out of your day
15:06, then the 3-hour program is definitely
15:08for you. Any more than that, and a
15:10person just can't handle it physically.
15:11About six months ago, we sat down to
15:13analyze the customer experience. At the
15:15moment, R-Tata has trained 23,000
15:17people, our clients, so we thought we
15:19could restructure the programs. We
15:22spent six months testing them, and
15:24it’s been official for some time now.
15:26Our "Skill" and "Safety" programs no
15:28longer exist. We now have two programs:
15:29"Understeer" and "Oversteer." The
15:31essence is very simple: when something
15:33goes wrong while driving, suddenly, out
15:35of nowhere, trouble appears. And now
15:38we’re flying somewhere, trying to
15:39somehow deal with it. Essentially, two
15:41situations can occur. First, you turn
15:44the steering wheel or, let's say, try
15:45to stop the car and want to steer it
15:47somewhere, but it won't. It keeps going
15:50straight just as it was. This is called
15:52understeer, when the car is pushed off
15:54its trajectory and your front axle
15:55loses grip on the road; you try to turn
15:57the wheel, you try to do something, but
15:59the car keeps going just as it was. You
16:01were going too fast, didn't account for
16:03the current road conditions, and so on.
16:05But there are many reasons why your car
16:06might start to drift somewhere. Or, for
16:08example, you are going too fast through
16:10a long curve and, at some point, you
16:11simply get pulled onto the shoulder
16:13because of too much speed—centrifugal
16:15force just won't let you stay in the
16:17turn. The second situation where
16:18something can go wrong is oversteer.
16:20This is when your car's rear axle
16:21starts to overtake the front for one
16:23reason or another. Overall, nothing
16:24else can happen to your car. As a
16:27consequence of understeer and oversteer
16:29, you could also roll over or collide
16:30with road infrastructure, other cars,
16:32people, guts on the asphalt, and all
16:34that. But the basic discrepancy between
16:37what you do with the car and what it
16:39physically does can only be either
16:40understeer or oversteer. That's it. And
16:43that is how we have divided our
16:44programs. We have an understeer program
16:45and an oversteer program. And as you
16:47might guess, in one of them you are
16:49constantly going straight, always going
16:51too fast, and always trying to enter a
16:53turn too quickly and then trying to
16:55handle it. And by doing so, you learn
16:57to work with understeer. And it's the
16:58same thing with oversteer. The exercise
16:59is designed so that the rear end is
17:00constantly sliding out ahead of you.
17:02You also have to constantly do
17:03something about that. I should also add
17:05that absolutely all our Volkswagen
17:07Polos used in our programs have no
17:09electronic assistants. There’s only
17:11ABS. And for the new test track, we
17:12bought sixth-generation Polos. They
17:14have a damn interesting stabilization
17:17system. It’s hard-coded right into
17:19the onboard computer. And disabling it
17:21was a real challenge. We struggled with
17:23that for a long time. At first, we
17:24bought the sixth-gen Polos and were
17:25like, "Oh, cool, everything's great."
17:27Then we started driving and realized
17:28that, even though stability control
17:29seemed off, it was still there. It kept
17:31getting in the way. It kept trying to
17:32save you. And we were like, "We don't
17:33need that.""For the training process,
17:35we just need a plain, mechanical car."
17:36How will you make the Polos drive in
17:38reverse in the program?
17:40It actually drives in reverse very
17:41easily, by the way. If we take, for
17:43instance, a Polo on a racetrack, it’s
17:46just more pronounced and clearer to
17:48feel when you have that rear end—that
17:50massive trunk suitcase hanging behind
17:52the back wheels. On one hand, it gives
17:54you a longer car that’s harder to
17:56turn because it’s long, and you have
17:58this big chunk of mass and inertia at
18:00the back. But if you do manage to turn
18:03it, it won't just rotate; that pendulum
18:05effect will likely kick the rear end
18:07out, and you’ll have to do something
18:09about it. So, in a sense, with the
18:11right setup, a sedan can be very quick
18:13to rotate, let's say.
18:15Even with front-wheel drive.
18:16Even with front-wheel drive, yes.
18:17Sometimes, as an experiment in special
18:19conditions for specially trained people
18:22, we can put summer tires on the back
18:24in winter on the ice. And then, well,
18:26there's zero chance of holding the rear
18:27end. There is absolutely no problem in
18:29making a Polo drive in reverse. And
18:31likewise, there is no problem at all in
18:33making a Polo drive forward without
18:35turning at all. That’s not a problem
18:37at all. Our new training ground has
18:39already reached its full projected
18:40capacity. Everything is fine, we’ve
18:42tested everything, it all works, it’s
18:43excellent. We have once again increased
18:45our throughput. We’ve always had this
18:48constant problem since the school
18:49started back in 2022, that there’s
18:51such a small school and such a huge
18:53number of people just trying to get in.
18:56And we always had a 2-month wait, a 3-
18:57month wait, and at times there was a
18:59six-month queue before we tried to move
19:01to Lobby. Well, that was, it was just
19:03...it was unacceptable in terms of
19:04service. Just, well, really bad. Plus,
19:06a large number of people left requests
19:08that just sat in the mail because we
19:09intentionally didn't expand the sales
19:11department, since, well, what's the
19:13point of selling when you only have,
19:14say, 100 spots a month? We started with
19:17a few spots within a single month. Then
19:20, when we moved to Lobnya, our capacity
19:22was like 400 students per month. And
19:24when we moved to Mikhnevo to our own
19:26training ground, our capacity was
19:28something like 600-650. And now, in
19:31total, we process nearly 1,000 people
19:33per month. Accordingly, if you are
19:35still living with the feeling that you
19:36have to sign up 3-4 months in advance,
19:38that is no longer the case. Sometimes
19:40you can even sign up for some programs
19:42within the same week. There is still
19:44some fine-tuning to be done, because,
19:46let's say, weekdays are still at about
19:482 months, but that's just because we
19:50haven't quite settled the schedule
19:52there yet. There is fine-tuning, yes,
19:54but overall it is much easier to sign
19:56up for classes now. If you have a gift
19:58certificate that you were given, you
20:00can safely activate it quite quickly.
20:02And again, sign yourself up, or sign up
20:04all your loved ones and important
20:06people who drive, because you really
20:08need to take defensive driving. I've
20:10probably been saying this on the
20:12channel for five years, and I won't
20:13stop, and I won't leave you alone. You
20:15need to constantly improve your driving
20:17skills. And the third internal news
20:18comes to us from Kutezh. As you might
20:20have guessed, February 14th is coming
20:22soon. And we have special, I wanted to
20:25say, lubricants discounts of 14%on
20:28February 14th. Slipped up, sorry, it
20:31happens. We are also preparing an
20:34experimental drop: Ghost Rider and
20:35Spirit of the Gasoline Engine. We just
20:38sort of thought, why not, and made
20:40these prints. Let's see how they do.
20:44And also by popular demand from
20:46old-timers who say: "Bring back the old
20:48designs.""I still have my very first
20:52hoodie, sewn with tiny hands." It's
20:56like that meme where the hedgehog had a
20:57piece of cloth. He loved that cloth
21:00very much.
21:01The hedgehog only had one cloth, so
21:03every morning he would wash it and hang
21:06it on a pine tree to dry. Because we
21:10sewed, well, like, really durable
21:12hoodies. All our clothes, even from the
21:14first batches, are still with people,
21:16everything is fine. And they're like,
21:17everything is great, it's just that the
21:19cloth has worn out a little bit. Could
21:21I please have a little bit of that same
21:23design again? Well, please, we've heard
21:25this throughout the entire existence of
21:27Kutezh. And we said: "Okay, we will
21:29have a limited drop of t-shirts with
21:31the first design." The very first one.
21:34The one exactly like this. Maybe it's
21:35already over. I I don't know how things
21:38are here.
21:39I don't know yet either.
21:40Well, yeah, we don't know what we're
21:42doing, but we did it, so naturally, all
21:43the links are in the description. Don't
21:46forget to treat your favorite
21:47valentines. Uh, with a Valentine for
21:51February 14th. Russian Orlov became the
21:57European champion and won the World
22:00Karting Cup. Technically, this is news
22:02from last year, but it's definitely
22:04worth discussing with you, especially
22:05since I'm the owner of an advanced
22:07driving school, plus someone who
22:08occasionally, you know, races somewhere
22:10, goes somewhere, does the whole
22:11left-right track thing and so on. And
22:13it just so happens that I occasionally
22:15bring healthy people important events
22:16from the world of motorsport that you
22:18didn't even know existed. This is one
22:19of them. And throughout the news, I'll
22:21try to translate it into Russian so
22:22it's clear what exactly happened. If we
22:24take it technically, for the first time
22:26in history, a Russian has won the World
22:28Cup and the European Championship in
22:30the KZ-2 category. I know that for
22:32normal people that says nothing, but it
22:33will become clear to you in the process
22:35. The three sports media outlets that
22:37covered this news focused on the fact
22:39that, oh, look, Max is 17 and he's
22:41already a champion. Wow. Well, that's
22:43the headline. But overall, for karting,
22:4517 is normal, because it's a sport for
22:47the young. There's a bias that it's
22:49only for teenagers, but no, teenagers
22:51are juniors. That's a separate thing.
22:53But in general, in karting, you know,
22:55say from 15 to 20, people race just
22:57fine. If you happen to come across the
22:58idea that Max is 17 and already a
22:59champion, so it's amazing. No, it's not
23:01amazing, it's normal. But the fact that
23:04a Russian comes to Europe, destroys
23:05everyone there, and then wins the race,
23:07that is, well, that's greatness. I'll
23:10explain exactly why. Look, there are
23:12three countries that are absolutely
23:14obsessed with motorsport. They are
23:16Italy, Great Britain, and Germany. Okay
23:18, maybe 3.5 countries, because France
23:19is also trying to prove something to
23:21someone, that we also, you know,
23:23understand how cars work, how speed
23:24works, and so on. Although you look at
23:26French cars, you look at German cars,
23:28and overall everything becomes clear.
23:30Anyway, there are three countries where
23:32motorsport, and karting in particular,
23:33are on a completely different level
23:35than anywhere else on the planet. The
23:37number of athletes starting to train
23:39there from, say, 5 to 7 years old, is
23:41an order of magnitude higher than ours.
23:43Not just multiple times, but by orders
23:44of magnitude. And naturally, the
23:45initial pipeline of athletes and the
23:47selection process to participate in
23:49competitions are drastically different
23:51from ours. Plus, we have a different
23:52culture. Imagine some Brazilian hockey
23:55team coming over and destroying our
23:57national team. That is realistically an
23:59event of about that scale. Or, I
24:01don’t know, some national team of
24:02five-foot-tall Filipinos showing up and
24:04beating someone in the NBA. Like, what?
24:07How? It’s clear that things in our
24:09motorsport scene aren't as bad as they
24:10could be. And we do truly have many
24:11fast drivers in the country. But it’s
24:13a simple fact that our conditions are
24:16definitely not working in our favor.
24:18Especially compared to the Italians or
24:20the British, for whom motorsport is
24:21just a form of religion, especially in
24:23Italy. So, our guy arrives in the KZ2
24:26category. That’s the top category of
24:28karting. It’s a 56-horsepower engine,
24:31seven gears, all that, and the brakes.
24:33A very complex machine. An average
24:35person wouldn’t be able to drive even
24:36one fast lap in it. They simply
24:38wouldn’t be able to handle it
24:39physically. It’s just unrealistic. If
24:41you’re at a track for the first time
24:43and get into a KZ2, in reality, you
24:44won’t even be able to get it moving,
24:46because there’s a specific starting
24:47procedure. But even just pressing the
24:49gas would be terrifying. Because,
24:51really, a proper racing kart scares a
24:53normal, healthy person, and when you
24:55hit a corner, it destroys you. And all
24:58these athletes, the karters
24:59specifically, are just a little bit
25:01crazy. Another funny thing is that
25:03karting is always a fight for, well,
25:05hundredths of a second, because the
25:07cars are absolutely identical. The
25:09weight of the pilots is absolutely the
25:10same. The tire, or rather the wheel
25:12itself, is exactly the same. They’re
25:15even made from the same batch of raw
25:17materials before the race, because
25:19there’s usually this karting-specific
25:22rumor, like, "Oh, look, a bad batch of
25:24tires arrived." It’s half a second
25:28slower than the previous batch, or a
25:30tenth slower. And that, well, that is
25:32extremely important. And to avoid such
25:34chaos, inside the competition they make
25:36sure a specific batch arrives, all made
25:38in the same factory on the same day,
25:40from the same barrel, with everything
25:42exactly identical down to the smallest
25:43detail. If you've ever watched a
25:46karting race, it usually looks like
25:48this: the race starts, everyone lines
25:50up like a train, and then that train
25:52drives for 15 laps without changing
25:54much. Everyone just drives along, but
25:56the pack stays, well, like, really
25:58tight. If you managed to gain just a
26:00couple of positions in the middle of
26:01that, that's already a huge result. I
26:04mean, honestly. Of course, people in
26:06the middle switch places more actively,
26:08but usually the leaders are so close
26:10that you’re lucky to gain even one
26:12spot. And the finishes after those
26:15fifteen or so laps are always very
26:17close. But then a Russian kid shows up
26:20in the top category at the World Cup
26:23and finishes with a lead of like 4
26:25seconds. I mean, he’s basically
26:27driving, and the rest of the pack is
26:29doing its own thing. And he didn't just
26:32do that in one race; he did it in every
26:33race, throughout the entire previous
26:34year of '25, and there were several
26:36other competitions besides the World
26:37Cup. And a weekend isn't just one race;
26:39you've got four, plus the qualifying
26:41sessions. And he just drove away from
26:43everyone everywhere, calmly driving all
26:44by himself. Everyone else is fighting,
26:46trying to figure out who's second or
26:47third, while Max is in a league of his
26:48own. And that is just insane. It's just
26:50, it's just completely wild.
26:52If a leader won a time attack by 4
26:54seconds, the Euro
26:56Time attack would just be, well, forget
26:58it. Everything just, no, forget about
27:00it. It’s just not there. Karting is
27:02really, well, usually it's about
27:03clawing back fractions of a second.
27:05Especially the Karting World Cup, which
27:08is where you find the future drivers
27:10for all the top series. That's where
27:12they usually scout them from.
27:13I mean, four seconds is insane,
27:14right? The guy was basically running a
27:17separate race from all the Italians,
27:19British, and Europeans, who, let’s be
27:21honest, have way more opportunities for
27:22karting. I mean, in our country, if you
27:25look at the karting tracks and the
27:27whole nation, we're a huge country with
27:28all those time zones—or however many
27:30there are, eleven or whatever—and we
27:32have every type of weather and
27:33condition you can imagine. Basically,
27:35we have only one go-kart track in the
27:36whole country that operates during the
27:37winter season, the one in Sochi. Well,
27:39there is another one in Crimea. It’s
27:40just physically difficult to get there,
27:42and nobody is going to travel there for
27:44a competition with this whole huge tent
27:45city. Say, eighty karts, for example.
27:47Plus, there's another funny opinion.
27:49You see, in Crimea, the security checks
27:50are very strict. And a kart, in general
27:52, if you take off the wheels and the
27:53steering wheel, it looks a lot like a
27:55drone frame. So, you can't really get
27:56anywhere with a kart at all. Well,
27:58there is a kart track in Grozny, but
27:59historically it just so happened that
28:00for some reason no races are held there
28:01. I don't know. I mean, the Russian
28:03Circuit Racing Series calendar includes
28:05the Fortress Grozny Autodrome. There
28:07are regular karting stages, maybe a
28:09Russian Championship or a cup, RAF
28:10comes there too. But in winter, at
28:12least, I haven't heard of anything.
28:14Maybe there are some races going on,
28:15but still, your options are very
28:16limited. In Italy, for example, you can
28:18drive all year round without stopping
28:20on a large number of tracks. There are
28:22a large number of competitive people
28:24there, a large number of racing teams
28:26that know what to do with the car and
28:28what to do with the track. The density
28:31is such that kart drivers fighting for
28:33top spots don't just have, you know,
28:35separate settings for a track; they
28:37usually have a separate frame for that
28:39track. Frame, I mean, the skeleton of
28:41the kart. Top racing teams know on
28:44which specific frame how many specific
28:46laps need to be done on a specific
28:47track so that it bends just a little in
28:49the right direction, to then be
28:51five-thousandths of a second faster on
28:53that specific track. And that is what
28:55decides it. Where did the Russian team
28:57know all the nuances from then?
28:59I don't think he was driving for a
29:00Russian team. I honestly don't know
29:02which team was servicing Max. Exactly.
29:04There were professionals there, because
29:06it's impossible to just walk into any
29:07motorsport competition and kick
29:09everyone's butt. I mean, the other
29:10racing teams. It's simply impossible.
29:12Because a huge number of people have
29:14naturally been hanging around the same
29:16places for decades, vacuuming the track
29:18and collecting data on exactly how one
29:20needs to drive on that track. And
29:22because karting is the simplest thing
29:24—you can't make any racing equipment
29:26simpler than that. And it's as uniform
29:28as possible for everyone, making it the
29:30tightest circuit competition out of all
29:32other competitions. Even Formula 2 or
29:34Formula 3, which is essentially a spec
29:36series where everyone has the same car,
29:37doesn't have such close competition
29:39because there are far more setup
29:40options there. Here, you have
29:41significantly fewer setup options. But
29:43we'll leave that aside. If we're
29:44talking about Franciacorta, the track
29:46where all this actually took place in
29:48Italy. The average speed there is 100
29:50km/h, over 100 km/h in a KZ—well,
29:52it's a kart track with a layout where
29:54you're basically riding a chair, wheel
29:56to wheel, and all that—we'll leave
29:58aside the fact that it's just a bunch
30:00of crazy people driving very fast.
30:01We'll leave that aside. In short, the
30:04main point of the news is that we have
30:06the first Russian KZ2 champion. This is
30:08an absolutely magnificent achievement.
30:10Max, congratulations. So, we’re
30:15predicting a bright sporting future for
30:18him.
30:18I was talking to his mom, and it’s a
30:21classic motorsport story: like, well,
30:23we won the World Cup, and they gave us
30:25a trophy and a certificate.
30:29That's motorsport. I mean, it's like
30:30that everywhere, except for Formula 1.
30:32Like, in Formula 1, they make money and
30:34so on. But the rest of motorsport is
30:36just "good job." High five. Oh, well,
30:39does IndyCar pay money too?
30:41No, yeah, yeah, yeah. IndyCar too, yes.
30:43But that’s, you know, that’s the
30:45top level; if you take absolutely all
30:46the drivers and count how many get a
30:48salary, it’s not even one percent—
30:49it's much less. Usually, everyone pays
30:52for themselves. But once again, the
30:53most important thing is that this is a
30:55truly magnificent achievement,
30:56especially in conditions where athletes
30:58from Russia aren't even allowed to
30:59compete in many places because, of
31:01course, sports are completely free of
31:03politics. That's why Max is also
31:05standing on the podium with a flag made
31:07of a magnificent white square. I
31:10actually really like this white square
31:12instead of a flag—like, guess, just
31:13guess where the athlete is from. And I
31:16just think it's important and necessary
31:18to talk about such achievements; it's
31:20important to recognize them, especially
31:22in these times. And personally, by the
31:24way, this winter I completed a full
31:25winter season of the Russian RAF Rotax
31:27Cup in the DD2 class. Again, this means
31:30nothing to normal people, but I
31:31occasionally talk about how I race in
31:32Rotax and so on. So I went into another
31:35class, joined the old-timers, and took
31:37sixth place out of fifteen in the 32+
31:39category. I have the same number of
31:41points as the fifth-place finisher, 408
31:42each. I'm in sixth because the
31:44qualifying results were the deciding
31:46factor there.
31:46You could say you took it in Rotax.
31:48Oh, that’s just a standard joke. Like
31:51, everyone laughs except for the Rotax
31:52drivers, because, you know, it’s been
31:54said so many times to each of them that
31:56they’re just like, yeah, yeah, Rotax.
31:58Rotax judges.
32:01We won't be discussing the fact that
32:03Hamilton is dating Kim Kardashian. Yeah
32:04.
32:05Well, that's not even news anymore;
32:06it’s just a complete mess, in my
32:07opinion. No, the best meme I saw about
32:09this is the one where, you know, two
32:11phrases are spliced together—well, I
32:13mean, two posts about Hamilton. The
32:16first is that he's anti-plastic, and
32:18the second is that he's with Kim
32:19Kardashian, and it's like, dude. There
32:25was a fire at the former Volkswagen
32:26plant in Russia. And while that news
32:28was, in fact, red hot, we were
32:30discussing it in our live stream on our
32:31Telegram channel. There were a lot of
32:33hilarious, brilliant jokes; I was in
32:35such a mood. And I was like, "Well,
32:37embarrassed, huh? Deleted it from the
32:38internet?""No, everything, everything
32:40is still there." Well, if you aren't
32:41aware, they are currently assembling
32:43Jetour at the VAG plant. It’s like
32:44Chery, but not Chery—just Chery. So.
32:46Initially, photos appeared in the media
32:48showing almost every building above the
32:50plant covered in smoke. And everything
32:51looked, well, not great. The fire was
32:53indeed serious. And initial media
32:55reports stated that a foam plastic
32:57warehouse was burning. Then there were
32:59reports that it was actually the body
33:01shop that burned. And it's quite
33:02possible that it was the same building.
33:04Well, because of the foam. We won't
33:05find out any more details here. But now
33:07it is clear that no production process
33:09has been disrupted. The most important
33:11thing is that no one was hurt. Well,
33:12indeed, something somewhere somehow
33:14burned down. Maybe now Jetour dealers
33:16will have some limited version, a "
33:18Barbecue Edition." What could it be?
33:26Stellantis will triple the production
33:28of V8 engines. A Mopar Insiders
33:31journalist—well, there is such a
33:33publication—comes out with an article
33:35like: "Look, I was at the Detroit Auto
33:37Show, and I caught Tim Kuniskis by the
33:38sleeve." That's the guy's real last
33:41name, right? So Tim Kuniskis is now in
33:43charge of all Stellantis American
33:45brands in North America—well,
33:47essentially, in the USA. he is in
33:50charge of marketing in the States, in
33:52charge of performance, basically all
33:53the cool stuff from Stellantis within
33:55the US. And they started asking him
33:58about their plans and the current
34:00situation, because, well, the truth is,
34:02Stellantis has a bit of a problem,
34:03since last year they confidently
34:05announced to the whole world that they
34:07were bringing back the V8s, and that
34:09Carlos Tavares is no longer our "
34:10tovaris"(comrade). Remember all that
34:13stuff? The EV agenda too. Everything.
34:15We have demand in America for our V8s,
34:18and those fancy Hurricane inline-six
34:20engines. And we are going to produce
34:22that. They announced all of this loudly
34:23, discussed it all, saying everything
34:25would be great again. But by the end of
34:282025, we only have 30,000 cars sold,
34:30just eight cylinders. And they come up
34:32to the guy and say, "Hey, what’s
34:34going on? Explain, what's the deal?
34:36Because you promised there was demand,
34:38but here there are only 30,000. What is
34:39this? Well, essentially, it's a huge
34:42article where a top executive explains
34:44the basics to a journalist:" Look, yes,
34:46putting engines back on the assembly
34:48line is a clear task, but it doesn't
34:50happen that fast, because you don't
34:52just put an engine into a car. "When we
34:55talk about bringing a gasoline engine
34:57back into a car, it means we have to
34:59bring back the transmissions, all the
35:01hardware, and all the parts for the EVs
35:03, and for the transition, since they
35:05have different guts, and an electric
35:07car is a completely different product.
35:09And it has completely different
35:10components. And when your main assembly
35:13line cuts production of gas cars, the
35:15engine plant also cuts its production,
35:18and all the small manufacturers that
35:20support that engine plant also cut
35:22their production. Reversing all of that
35:25is a process that takes time. But we
35:28see the real demand here internally.
35:30Plus, there's the fact that when you
35:31have an engine in several cars at once,
35:33well, in different models. These models
35:35are assembled on different lines, in
35:36different factories, in different
35:38places. If it suddenly turns out that
35:40we can't supply the required volume of
35:41engines to one of our facilities, that
35:43facility shuts down, and we definitely
35:45don't have enough engines for
35:47everything we need. So we had to sit
35:49and choose who to give them to. The
35:52demand is there. It exists in the
35:53commercial sector, the passenger car
35:55sector, among ordinary private
35:56consumers, in sports divisions, and so
35:58on. Everyone wants it, everyone needs
35:59to produce all this electric and hybrid
36:01crap. There’s no strength left, no
36:02way to do it. And there's no need to,
36:04the warehouses are already overstocked.
36:05We have a bottleneck in production with
36:06engines. We are expanding it. And this
36:08year, most likely, we will reach the
36:10point of selling 100,000, well,
36:12actually, cars with V8 engines and with
36:14Hurricane engines too, included in
36:16those same 100,000. And, as the top
36:18manager claims, the problem is not with
36:19demand. The demand is there, the
36:21problem is just stupidly producing
36:22these cars. And we are working on that.
36:25And this is absolutely magnificent,
36:26wonderful news, because it looks like
36:29the company is doing what the consumer
36:31needs. That’s the idea. Toyota has
36:37reached a new record in global sales.
36:39Toyota has an absolute record. Starting
36:42from 2019, having survived absolutely
36:44all crises, having survived first the
36:45whole story with the pandemic, then the
36:47consequences of that pandemic with all
36:48the containers—if you remember, there
36:50was that thing about ports being
36:51overloaded: lots of containers
36:53somewhere, few containers elsewhere—
36:54then the ship stuck in the Suez Canal,
36:56and now it's completely unclear
36:57what’s going on with containers. So
36:59how do you transport a car? I mean, it
37:01seems like you can bring them in now,
37:03the factory seems to have opened after
37:04COVID, but it’s unclear how to
37:06deliver them. Then we also had
37:07semiconductors. Then this whole story
37:09about the entire electric vehicle
37:11agenda starting to collapse, and that
37:12continues. And yet, despite everything,
37:14throughout all this time, Toyota is the
37:17leader. And in 2025, they produced 11.2
37:20million vehicles.
37:21Very nice to hear, Stas. Now you
37:23understand that Toyota is the best car
37:25brand in the world, because the market
37:28always decides
37:29in that regard. No questions there. No,
37:30well, I would argue about the brand,
37:32because, probably, as a brand, maybe
37:34Mercedes or Ferrari could compete. Well
37:35, I mean, the fact that, well, the
37:37brand itself.
37:38But from the point of view of car
37:39production, yes,
37:40Mercedes is currently sucking a huge...
37:43Oh, yeah, yeah.
37:44So I wouldn't even look at it.
37:47I mean specifically as a brand. Well,
37:49brand in the sense of branding, the
37:51brand, all that stuff around it. Oh,
37:53three stars, the horse. Oh, people
37:56don't get excited about a thread in a
37:58needle. VW, by the way, which once led
38:00and was the number one automaker on the
38:03planet, produced 8,980,000 vehicles.
38:06Well, we'll talk about their financial
38:08results in the next news segment.
38:09There's just a lot to break down in
38:10more detail. Here we have, well, it's
38:12time to celebrate Toyota.
38:13Well, I would buy a BMW. But it’s not
38:19just that they have an all-time record
38:20—well, in terms of their own sales—
38:21but they also have an all-time record
38:23outside of Japan. Because Toyota also
38:25has this separate thing where, well,
38:26it’s one thing how many cars they
38:28produce inside Japan, and another thing
38:29how many they produce in the rest of
38:30the world. And outside of Japan, they
38:32produced 9.5 million vehicles. That’s
38:35also a record. And in general, strictly
38:37speaking, in 2025, 91.9 million
38:39vehicles were sold worldwide. And it
38:42turns out that, essentially, every damn
38:45eighth car last year was a Toyota,
38:47which we cordially congratulate them on
38:49. From a business perspective, from the
38:52point of view of how they manufacture
38:54cars, and from the perspective of how
38:56they defended their own production
38:57model and said:" No, none of this total
38:59electrification, we will continue doing
39:01what we do. "Well done. Not bedridden.
39:10New details have emerged about Michael
39:12Schumacher's condition. Quite suddenly,
39:14Michael Schumacher is slowly rolling
39:17back into the news cycle. Fine,
39:19there’s an even worse joke that
39:20things are so bad at Ferrari that
39:22they’ve resorted to the services of
39:24necromancers. And so now, Micha—these
39:26are jokes, relax, everything is fine.
39:28But suddenly, articles started flying
39:30all over the internet saying that, it
39:32turns out, Michael Schumacher hasn't
39:34been bedridden for a long time and he
39:36is—obviously with a large entourage
39:38of doctors and so on—already moving
39:40around somehow in a wheelchair, and
39:42that he’s doing better or not better,
39:44or is he locked inside his own body,
39:46not understanding anything, only
39:48blinking, and does he understand
39:49anything at all? And in short, for the
39:52384th time, they suddenly pulled this
39:54topic out of nowhere and just started
39:55churning it in the media. Although, if
39:58you get down to the original source,
40:00it’s just someone somewhere said
40:02something to someone about something.
40:04And perhaps it turns out that, if you
40:06try to piss against the wind, you get
40:08exactly this kind of picture. That’s
40:10the entire fundamental basis regarding
40:12Michael Schumacher's condition.
40:13Therefore, everything you see there
40:15regarding his health and condition is
40:17all just rumors. Nobody has any proof
40:19whatsoever. And one just wants to note,
40:22perhaps, that, man, you're a global
40:24star, and circumstances turned out so
40:27tragically and such damage to your
40:29health occurred, and the attention of
40:31the whole world is fixed on a person
40:34and a family's grief. Essentially, it's
40:36a situation you wouldn't wish on an
40:37enemy and nobody would want to find
40:38themselves in. But nonetheless. And we
40:40have to give credit that, over all
40:42these years—it’s been 13 years or
40:45something like that—nothing has
40:47leaked from their small inner circle.
40:50And well, everyone would wish to have
40:52such a wife, such relatives, and such
40:54support within the family. One can only
40:57envy how the Schumacher family as a
40:59whole is such a cohesive organization
41:01and structure. I’m sure there were
41:04many situations where someone, some
41:06employee or some other person who
41:08provided some kind of service, might
41:10have filmed something, stolen something
41:12, tried blackmail, and so on. I mean, I
41:15can’t imagine what level of paranoids
41:18work there to keep everyone and
41:20everything out so that not a single
41:22byte of information leaks. It is
41:24magnificent. I mean, this very
41:26protection, warmth, and the
41:28preservation of the memory of a great
41:31pilot. Just wow. Just wow. And here, of
41:34course, one can only envy them, but
41:36unfortunately, only this family
41:37cohesion and the individuals themselves
41:39, and not the condition of Michael
41:40Schumacher, of course. And that’s all
41:44I have for this episode. Time for the
41:48drum. Bye.
41:51There was supposed to be a transition
41:52here, but we ran out of money, so
41:54people just left. Just so you’re in
41:59the loop. What? And there won't be any"
42:03after "either. Yes, that’s how it is.
42:04Well, maybe later.

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