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Porsche блокирует машины в РФ | ЕС передумал запрещать ДВС | LiXiang объявил российские цены — Transcript

by Асафьев. Жизнь · 6,004 words · 979 segments · language en · Watch on YouTube

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0:00For you, today is Sunday, December 7th.
0:02That means the Formula 1 World
0:03Championship has ended. And today it
0:05will end, well, it's happening right
0:07about now. That means we’re all
0:09sitting there in a big group watching
0:10Formula 1, seeing exactly what’s
0:12going on. Pokarel the electric car that
0:22didn't go according to plan for us.
0:26Today we have a presentation at Moscow
0:28State University, but you’ve already
0:29missed that, too. Other than that,
0:31that’s about it for us. But here is
0:32what I wanted to say. A while back, on
0:35our Telegram channel and here in the
0:37news, we were like: "Well, it's Black
0:39Friday," right? And we had never done a
0:42Black Friday at Rtoate before. So let's
0:44do a Black Friday at Rtoate for the
0:46first time in '25. We did it. We will
0:50contact you. If you submitted requests,
0:52if you called and couldn't get through,
0:54we know about it. We will contact you.
0:56Don't worry. The sales department has
0:58been trying to survive for, well, about
1:00a week now. We are working on it, don't
1:01worry, we will contact everyone. For
1:03everyone who didn't make it, we’ll
1:05think of what to offer and how to
1:07resolve this situation. Don't worry, we
1:09are aware. It's really a total backlog
1:11there. I'm not sure if we'll repeat
1:13this next year. We wanted to run an
1:15experiment, look at the results, then
1:17evaluate it, and decide if we will
1:18participate in such promotions in
1:19general or not. If it makes sense or
1:22not. I'm not sure we'll do this again,
1:25because it's a nightmare. Uh, we are
1:28working on it. Honestly, I don't even
1:31know what else to tell you or share,
1:33because my team and I spent the last
1:34few days thinking: "Let's do some
1:36analysis." Let's get deep into it,
1:39let's look at the data. We sat and
1:41analyzed our last 6 years in great
1:42detail: what we do, who we are, what we
1:44are, where we are, and where we’re
1:45headed. My brain is pretty fried right
1:50now. And when you stare at Excel for a
1:54few days, you end up like Zach
1:55Galifianakis or that actor from the
1:58meme with formulas flying around, and
2:00you're just doing it 12 to 14 hours a
2:02day without getting any sleep. It's
2:05actually quite a good practice, really.
2:08If you, for example, well, manage some
2:10kind of team, or you're just doing
2:11something on your own, and you have
2:13some management layer or some partners
2:15and all that—well, once every so
2:17often, like every six months, every
2:19year, or maybe more often if your work
2:21requires it—you need to get away for
2:223-4 days to escape the routine. Even if
2:25you don't leave the city, you should go
2:27to some hotel, lock yourself in the
2:28room, and just sit there to think,
2:30analyze, and come up with new ideas,
2:31because routine always sucks you in.
2:34And whatever you do, and however rosy
2:36the world might seem from the outside,
2:38any routine in any job, no matter what
2:39you're doing—even if you're dealing
2:41with nuclear reactors, launching
2:43satellites every day, or conducting
2:45scientific experiments and so on—any
2:46activity sooner or later turns into a
2:48routine where, no matter how insightful
2:50, precise, or intellectual you are, you
2:52inevitably lose your edge. That’s why
2:56the best thing to do is grab everyone
2:57involved in decision-making by the
2:59scruff of their necks and get them into
3:01a room, a hotel, or a basement, lock
3:02yourselves in with your laptops, and
3:04figure out what to do. I highly
3:06recommend this practice to you if
3:07you’re not already doing it. You
3:09roughly know what tasks you're going in
3:11with, but you never know what you'll
3:13come out with, because there are always
3:16some amazing things waiting for you
3:18inside. You thought one thing your
3:20whole life, then it turns out to be
3:21another, then a third, then a fifth,
3:22and then you're like, what is even
3:24happening, where and how. I recommend
3:25it to everyone.
3:26And people who find you in your hotel
3:28room just because they recognized your
3:31laughter are also waiting for you at
3:33these events. I really like that, well,
3:37like, they recognized us by our
3:39laughter and knocked on our room door.
3:42And the first thing they said, when we
3:44opened it, was, "I'm not a stalker,
3:46don't worry, easy, easy, don't run away
3:48." Everything's fine. I just tracked
3:50you down by your laughter. It’s all,
3:51it’s all okay. Also, by the time
3:56you're watching this video, our review
3:57of the Kodiaq at the proving ground
3:58will have already been released. It has
4:00some surprises in the sense that,
4:02honestly, I thought the Kodiaq would
4:04handle better, because it is VAG after
4:06all, it’s supposed to handle well,
4:07it’s a solid car, it’s a big
4:09crossover. But we discovered some
4:11peculiarities there. So, well,
4:13definitely come and take a look. And
4:14with that, let's move on to the news.
4:20The EU changed its mind on banning ICEs
4:23by 2035, but they'll have to get
4:25cleaner. It only took five years and
4:28human intellectual effort to realize
4:30that banning ICEs is total [ __ ].
4:33But, firstly, these are just rumors. I
4:35mean, articles appeared everywhere
4:37saying that the European Commission is
4:39preparing some easing, that it will
4:41allow ICEs. It's unclear in what form,
4:43but they definitely will, or maybe they
4:45won't. Maybe they’ll think about it,
4:48but some sort of transition will
4:49definitely happen, because in reality,
4:51a European commissioner just went to
4:52the press and said something like: "Yes
4:54, it will definitely happen,
4:55everything's fine, we discussed it, we
4:56thought about it, crunched the numbers
4:58—expect it in some timeframe."
5:00Perhaps by the time you're watching
5:01this news segment, things have already
5:02changed. Secondly, back when we first
5:05started doing news as a format, around
5:072019 or 2020, ideas were already
5:08floating around that, oh, we're
5:10definitely going to ban them. Oh,
5:13absolutely, I can see that clearly.
5:15Everything will be just wonderful. Lots
5:16of electric cars, everyone will be
5:17driving them. Clean air. Oh, that was
5:20all there from the start. To anyone who
5:23understands cars, it's clear this is
5:24pure [ __ ]. And it can't happen in
5:26principle, not in any way. And
5:28personally, I've had countless
5:30arguments with people saying, "Oh, bro,
5:32you're just a gearhead, look.""We have
5:35modern technology, electric cars,
5:37that's the future, increased efficiency
5:39, high output, clean air, green energy.
5:41" Yeah, like, everything is just great.
5:44But at the same time, even if, well,
5:46the ban is lifted in one form or
5:48another, let's say they allow some
5:50engine, only in the case of a series
5:53hybrid, like a super-turbocharged one
5:55under Euro standards or something else.
5:58It's clear that right now, at this very
6:00moment, and in the near future,
6:01officials will be haggling until
6:03they're blue in the face. It's obvious
6:05that into those offices, suitcases—
6:07yes, suitcases—electric dump trucks
6:09full of cash are being delivered just
6:11to ensure the right decision is made
6:13regarding this or that technology that
6:15can be kept. Because, let's say,
6:17imagine you are an official, or a group
6:20of officials, who are like: "What does
6:22the decision depend on after 2035, will
6:24something exist or not?" Honestly, it's
6:26very hard for me to imagine that a huge
6:29number of stakeholders in the form of
6:31entire industries won't influence the
6:34resolution of this issue, or that
6:36synthetic diesel producers would miss
6:38such an opportunity. After all, our
6:41diesel has been designated as the main
6:43enemy of this whole story, as if diesel
6:45is the heaviest and worst fuel. There's
6:47a lot of soot, a lot of heavy
6:49microparticles, and all that junk.
6:51That’s why diesel must be killed off
6:53first. But what if you're a producer of
6:56clean, ecological, synthetic, natural
6:57—who knows what kind of diesel?
7:00And the battery manufacturer lobby?
7:02Well, yeah.
7:02Won't they be involved?
7:04They will.
7:04For themselves.
7:05Everyone will be there right now; like
7:06I said, suitcases of money are just
7:08being shoved into everyone's mouths.
7:10Because, again, if some rule changes,
7:12from the perspective of a ban, some
7:14industry suddenly emerges that is
7:16deemed "green" and wonderful—no
7:18matter what it is, we will label it
7:20green and correct. Investments will
7:22immediately flow there instantly. And
7:24accordingly, the companies already
7:26existing there will see a massive cash
7:28flow explode; euros and dollars will be
7:29flying in your face just because you're
7:31doing a great job, and a bunch of shell
7:33companies will be created, and so on.
7:36And all of this will go around for a
7:37second time. Just like with the market
7:39shift, when it was announced that
7:40internal combustion engines would
7:42definitely be banned, that subsidies
7:43would definitely be allocated, and that
7:45all automakers had to urgently pivot,
7:47build battery plants, and the whole
7:49industry, tra-la-la. A huge flow of
7:51investment went there, and all that
7:53money was successfully spent.
7:55Additional profit, VAT taxes, all that
7:57[ __ ]. Everything was paid,
7:59everything settled, everything is fine,
8:00and the money is gone. Exactly the same
8:02thing will happen with what is
8:03permitted in the near future. So let's
8:05see what exactly they permit, who they
8:07permit it to, and what specifically
8:08will be allowed, and we will look for
8:10the stakeholders. But the fact that the
8:12internal combustion engine cannot be
8:13banned, in principle, was clear from
8:15the very beginning, 7 years ago. At the
8:19same time, Germany will allocate 3
8:21billion euros to make electric vehicles
8:23affordable. How much more? We need that
8:26meme, like, how much more? It didn't
8:28work. You've already allocated billions
8:31over a large number of years. So what?
8:34But what is the actual news here?
8:36Germany has adopted its financial
8:39budget for 2026. And besides the fact
8:42that they're keeping all those
8:44subsidies, indexing pensions, and
8:45trying to hand out money they don't
8:47even have, they've also earmarked
8:49another 3 billion euros internally for
8:51an EV support program. It's the same
8:54thing, but for low-income families. For
8:56people with lower incomes—well, there
8:59are certain brackets—like only for
9:00cheap little EVs and only for
9:02low-income families. I recently saw
9:05videos about Germany: if you don't have
9:08a great job—again, just relaying what
9:10I heard—and your salary is like 1,700
9:12to 2,000 euros, well, if you're
9:14unemployed, the state gives you about
9:161,000 euros a month. So it’s easier
9:19for you not to work, plus you get an EV
9:21subsidy, all that kind of nonsense.
9:23Maybe, yeah, perhaps, perhaps. But the
9:25logic is that the budget segment
9:27doesn't work that way. Cheap electric
9:29cars right now, even with all the
9:31assembly lines, battery plants, and
9:34everything already invested in and
9:36built, and so on. Well, right now,
9:39let's say an EV the size of a Polo—a
9:41Volkswagen, I mean—without any
9:42subsidies, would cost on average around
9:4415,000 euros. Generally speaking, the
9:47Chinese manage to bring something over
9:49for 12, maybe 10, some funny little
9:51thing, but overall something resembling
9:53a car, as far as I understand, costs
9:54about fifteen now.
9:56Wait, an electric car for 15,000 euros?
9:58Yeah, the cheapest one.
9:59We had a news story about it being
10:0020,000 euros.
10:01Something Dacia or someone like that.
10:03Well yeah, specifically just the Dacia
10:05Spring.
10:06The other competitors cost like 20, but
10:07with subsidies you used to be able to
10:09fit into that fifteen range, more or
10:10less. Something like that from memory
10:12—we aren't claiming absolute truth.
10:14But the problem is that the budget
10:16segment, dammit, it implies cars that
10:17cost around 10,000 euros. People with
10:20low incomes don't need an EV that’s
10:22still going to be more expensive than a
10:23gas car. They just need a cheap,
10:26spacious car—like a real Logan or a
10:28Polo, but gas-powered, which by itself,
10:31without any subsidies, would cost ten,
10:33and with subsidies and some discount
10:35schemes, maybe nine, because 15 is
10:37still expensive, and those are the
10:39cheapest EVs. They usually cost 20 plus
10:41. So, the fact that these guys are now
10:43just going to take and burn another
10:45three billion euros on these grants,
10:46well, it won't change anything, guys.
10:48They'll just burn the money. It's just
10:50to support the industry, because, after
10:52all, as soon as subsidies were canceled
10:54in 2024 in Germany, the electric
10:56vehicle market there fell sharply. And
10:58for car manufacturers, where, by the
11:00way, some 10 to 15%of Germany's GDP
11:02comes from the automotive industry,
11:03well, that’s a huge chunk. Everything
11:06immediately started to creak, stall,
11:07and collapse for them, because their
11:09production facilities were built for
11:11electric vehicles. So they have to
11:13support something, at least somehow.
11:14But it’s all like a poultice for a
11:15dead man. It still won’t have any
11:17effect. If the people receiving these
11:20subsidies buy Chinese cars with them,
11:22then it turns out they're just throwing
11:24money away there. This subsidy is only
11:28allowed for buying German-made cars.
11:30But they can't be budget-friendly, in
11:32principle. Well, an electric car. Well,
11:33it's electric.
11:34Well, that it will likely cost 20,000
11:36euros.
11:37That’s exactly the point. Just a
11:39money grab.
11:40So, people who don't have much money
11:41have a private house with a wall outlet
11:43. Logically speaking,
11:46probably. The G iion V set up shop in
11:53the same factory as the G-Wagen.
11:55This is, if you know,
11:57like opening a pilaf center next to a
11:59teahouse. It’s like that, I really
12:04like how, well, something registered in
12:07those areas, now we need a Z, and
12:09everything will be just fine. But just
12:12so you know, this is the Magna plant in
12:13Austria, where they make the G-Wagen, a
12:15contract organization that makes the
12:16four...
12:17Supra.
12:18And the Supra, yes, all that stuff. So
12:19it is essentially a company that
12:21engages in car manufacturing for car
12:23companies. You go there and say, "I
12:25need something like this with such and
12:27such a blueprint. You go ahead and
12:28design it and you go ahead and assemble
12:30it." So it's not an automaker in the
12:31pure sense; it's just a company, like
12:32an assembly site, a contractor. And so
12:35they’re like: "Ah, look, if we come
12:36to this Magna, if we give our
12:38specifications, give our car, and they
12:40assemble it themselves, then it turns
12:41out to be a European-assembled car."
12:44Oh, how about that!
12:45Oh, how about that, oh, how about that.
12:48And now we'll assemble the iVi and
12:51Sputnik V for you with your own money.
12:54You have those subsidies right now,
12:55after all.
12:56Yes, yes, yes. There.
12:58Actually, the news is that the Chinese
13:00are pushing the Europeans out of Magna
13:02right now, because that's where the
13:04Jaguar I-Pace was built, which ended
13:06after four
13:07years of production,
13:10and now besides GAC, Xpengs are being
13:12produced there too, so the Chinese are
13:14gradually taking over European
13:15facilities.
13:17Yeah, well, they won't displace the
13:18G-Wagen from there anyway. But yes,
13:19they are going to squeeze into every
13:21possible gap now, because there's a
13:23barrier that makes just importing a
13:26Chinese car too expensive. Well, you
13:28can call it a European recycling fee,
13:29if that’s easier. So, guys are going
13:32to try to get in every way they can,
13:34because the European market, in total
13:36across the continent, is still...It's
13:38the top-three car market in the world,
13:40well, after the States and China. So
13:42you have to get in there regardless.
13:44And they have EVs there, and the
13:45charging infrastructure too. Oh, now
13:48we're going to shove GACs in there for
13:50you. Meanwhile, without parallel import
13:57, Li Auto crossovers have received
14:00Russian price tags. Well, I mean the L6
14:03, Li, damn it. This thing has received
14:06Russian prices because it’s
14:08officially represented. The vehicle
14:10type approval has been obtained. So,
14:13and anyway,
14:14well, people will write now that you
14:15were against all this, but it arrived
14:17officially.
14:18Naturally, they'll write that before,
14:21via gray import, it cost five, but now
14:23it's 7.5.
14:24Which one is that, perhaps? Well, I
14:26mean, the base L6. To be precise, the
14:28starting version is 6.9 million for the
14:30Max trim, which catches signals even in
14:32parking lots. 7.2 million for the L7,
14:35no less than 7 million. And
14:38the "archival" joke is just getting old
14:40already. Just the wife.
14:43The L9 in the Ultra variant will cost
14:459.2 million, when they are already
14:46selling on the secondary market for
14:48like three or four and nobody wants
14:49them at all. Like, selling a used Li
14:51Auto is a real pain in the ass. It
14:54really is. And like I said, I have a
14:56number of acquaintances who are
14:58involved in Li Auto service centers.
15:01And these people are the happiest of
15:03all those I've seen in the last year,
15:05probably.
15:05Does it give the impression that you
15:07own a Li Auto and go to the service
15:08center periodically?
15:09No, no, no. I give them money, they are
15:11happy.
15:12No, thank God, I'm heterosexual, I have
15:14normal cars. Anyway, the news is that
15:16Li Auto is now officially represented
15:17here. Naturally, it's more expensive
15:19than it would have been to just bring
15:20it in gray, obviously. And let's see
15:22how well the guys manage to sell them
15:24over the year. We'll have the official
15:26data later. I would bet that it won't
15:28be in any strong demand at all. Yes,
15:30this car is a market bestseller for us.
15:32Well, maybe not a bestseller, but a
15:34notable gray-market import, let's say.
15:36Well, you just stated the prices.
15:37That's including the new recycling fee,
15:39right? I think with the recycling fee,
15:41bringing in an unofficial car will now
15:43be more expensive than an official one.
15:45I don't know what the recycling fee for
15:46a Li Auto is. Something like
15:47two-point-something, I think.
15:48Just for the nine, nine-point-something
15:50.
15:51For a white official one with a
15:52warranty,
15:52yeah, I think people will still buy
15:54them.
15:55They might, they might, they might.
15:56Well, we'll see. I mean, again, it all
15:58depends on what the ad campaign is like
16:00, how the dealerships operate, and
16:01whether the company gets into any
16:03trouble here, because, again, there's a
16:05news story right next to this. Li Auto
16:07has posted a loss for the first time in
16:09three years. They lost something like,
16:12uh, about a billion yuan. Their
16:15financial report came out, and there
16:16are some interesting figures there,
16:18because instead of the expected profit,
16:19the company recorded a net loss of 624
16:21million yuan, which is equivalent to
16:23almost 7 billion rubles.
16:24At least the word "net" is included.
16:26Net, unrefined, I would say,
16:28non-turnover loss.
16:31Operating.
16:32Operating.
16:33This is the first negative indicator
16:35since the end of 2022. And I really
16:37like, well, they have two situations
16:38that have sort of overlapped. Demand
16:40for Li Auto is shrinking.
16:42Simultaneously, we had that scandal
16:44with the Li Auto Mega, this new car
16:45that just flared up and made waves all
16:47over the world. And it’s not just
16:51that they suffered PR damage here,
16:52which naturally means fewer buyers are
16:54coming to them, but they also had to
16:56recall all those Megas because there
16:58really is a technical defect in the car
17:00, and that took another billion,
17:02because a recall campaign is always
17:04expensive. Well, whatever you're
17:06recalling, it's always expensive.
17:08That’s a lot of money.
17:09Yeah, it’s like management just
17:10bought themselves a penthouse for 7
17:11billion rubles and that’s it.
17:13Well, or maybe they dumped it into R&D
17:15somewhere.
17:16The point is that their third quarter
17:18of twenty-five is 40%worse than the
17:20previous one.
17:21Their volume of car sales is noticeably
17:23declining right now. Either this is
17:25just a situational thing, where it just
17:27dropped for two quarters and things got
17:28a bit lousy, and everything will pick
17:29up again next year, and then everything
17:31will be fine. Or this is an emerging
17:33trend that demand will continue to fall
17:36. What will actually happen next is
17:38unclear. But I really like how the
17:41company explains these expenses, like:
17:43"Look, we had a recall campaign that
17:46cost us a billion yuan, and we have a
17:48net loss of about 600, well, 50 million
17:51yuan, theoretically." And if this
17:53recall campaign hadn't happened,
17:55everything would be fine. We calculated
17:56it, the project would have been
17:57successful and so on. Business,
17:58everything would be there, yes,
17:59profitability would be there,
18:00everything would be good. And it sounds
18:02like, well, if we did everything right,
18:03we'd be fine, but it's not working out
18:05yet. If Opel also made cool cars, it
18:07would be a cool company in general.
18:09Although, for some reason, it doesn't
18:10work out.
18:10If AvtoVAZ made good cars,
18:13yes, it would be UAZ.
18:17Now VAZ is paying you off.
18:19I need to find some godforsaken garage
18:21that makes three cars and praise it
18:23mercilessly. Let everyone think that
18:25they bring me, like, a bottle of beer
18:27from there. The price of the Atom was
18:31revealed ahead of schedule: three.
18:35That's if you include the state subsidy
18:37. Holy [ __ ].
18:39If not, it's four. This is if you sign
18:43up in advance now, somehow get under
18:45all possible programs and so on, then
18:47they will sell you one of the first
18:49cars for three. But generally, well,
18:51the price tag is planned at about four.
18:54This is, of course, all very wonderful
18:56and good, that we've developed a car,
18:58that it's innovative, it has a platform
19:00, oh, there will be an app, you'll have
19:02some kind of profile, and if Atoms are
19:04given out for car sharing and all that,
19:06you show up with your phone, the car
19:08recognizes who you are, knows your
19:10settings, and immediately adjusts to
19:12you.
19:13and locks.
19:15That was the concept. But what's the
19:17problem? that if we're talking about
19:19the private market, perhaps Atom isn't
19:20even aiming at it, not thinking about
19:22it, and doesn't even need this private
19:24market at all. That's quite possible.
19:26Well, we just open the completed orders
19:28of Avtopragmat for at least the
19:30previous quarter, yes, and we see
19:31roughly, well, like 3.5 million rubles.
19:34Let's be honest, well, 3.5.
19:36Put all the officials in an Atom, damn
19:38it.
19:40Then they'll stop showing up for work
19:41because they'll run out of charge on
19:43the way. Well, that is, conditionally
19:46speaking, a 2021-2022 Tiguan costs like
19:483.5 to 4, second generation, restyling,
19:50brought in from god knows where, or our
19:53official one from the country, a whole
19:55Tiguan. There’s a whole Tiguan right
19:58there, in good, solid shape. And
20:01besides the Volkswagens, there’s a
20:03Kia Carnival, and look, a Toyota Camry.
20:06Oh,
20:07oh, oh, damn. Oh.
20:11Well, you just pull up.
20:12These are all cars, mind you, under 5
20:13years old. Like, stuff you’d take
20:14to a teahouse at Atom or in a Camry.
20:16Just judge for yourselves.
20:18Yeah, there’s a Tiguan, Tiguan,
20:20Tiguan, Tiguan. There. Everything’s
20:23here, Audi A4, Skoda Kodiaq for 3.7
20:25million, actually. Well, okay. An Audi
20:28A4 for 4 million rubles. Well, yeah,
20:30how, how do you even compete with this?
20:32How, when you’re just a regular
20:33person and you need to go buy a car—
20:35never mind if it's new. Cars. I just
20:36don’t know what’s new right now,
20:38maybe some of these Chinese ones,
20:39surely there's something there.
20:40I found one plus in it. The rear door
20:42opens like a Rolls-Royce.
20:43Yeah, but to open it, you absolutely
20:45have to open the front one first.
20:47That’s a bit of a nuance.
20:48Sort of like an FJ Cruiser, maybe.
20:50They even want to sell this car for
20:52taxi fleets.
20:53For taxis?
20:54Yeah. It’s
20:55again, a car from around 2018 to 2020.
20:59Santa Fe Prime. Santa Fe, 3.7 million.
21:01Santa Fe, Sorento. Well, the Kodiaq is
21:04a bit smaller. But yeah, it’s a
21:06decent, family-friendly, normal car
21:08where the whole crew fits for family
21:09trips. And Atom.
21:11You don't need to open the front door
21:12to open the back one. Yeah,
21:14yeah, let's say Atom is the best.
21:16That’s the exact garage.
21:17Oh, right, yes, Atom is a great car, go
21:18buy it. Yeah, Ulsbor is all about the
21:20Atom.
21:24Well, considering the markups on EVs
21:26right now. Yeah,
21:27did you see how much a Smart costs? And
21:29there's the record.
21:32It seems they've already got the type
21:33approval. Looks like they’re already
21:35cranking them out at Moskvich. Things
21:37are already being produced somewhere
21:38somehow. We’re just waiting, waiting
21:39for the production model. Waiting,
21:41waiting. Oh, nobody will need it. No,
21:44Atom is necessary. Buy it. It’s very,
21:47very necessary.
21:47We’ll definitely do a review. Damn,
21:50look, there’s a picture of it in the
21:51Arctic or somewhere like that.
21:53There. Like that. No, that’s a Rus.
21:55It’s an icebreaker that goes back and
21:57forth. Damn, for 3.5 million rubles you
22:00could go to the North Pole.
22:02Go.
22:03Go there. Maybe you’ll be able to do
22:05that at the North Pole too.
22:06There’s a render. There are renders.
22:08Taxi.
22:09And
22:09there’s a car-sharing render too.
22:12Oh, damn, buy it.
22:14I pictured it. You walk up, open the
22:17driver's door, give him a nod, and open
22:19your own door.
22:27A new brand, ZUBR, has appeared on the
22:30Belarusian auto market.
22:32Well, those entries are worth noting
22:34too, I think. Yeah. Well, if you're
22:36wondering, the guys over there are
22:37localizing, like,
22:38cattle.
22:41No, they are localizing Forthing. We
22:43see it around here every now and then
22:45too. It's this very strange, angular
22:46car. It's a Dongfeng subsidiary.
22:48Well, Forthing, four something, four
22:50legs, ZUBR, it all adds up.
22:52Yeah. So, there are the Forthing SX5,
22:55Forthing T5, and Forthing T 5 L—those
22:58are different. The Forthing T5 EVO, and
23:01also the Forthing M6. Well, now all of
23:04that, bam, is called Zubr. And it will
23:06be produced somewhere, somehow.
23:08Actually, the guys in Belarus did
23:10everything quite right and good for
23:11them, because, well, they just came up
23:13with a name for this crap, and it's all
23:15fine. Meanwhile, our guys go: "Oh,
23:18let's use the old brands.""Let's slap a
23:20Volga badge on this.""Let's slap a
23:22Moskvich badge on that." Why? Who knows
23:24, but look, fine, if you're coming up
23:26with localization for new, obscure
23:27Chinese brands, just come up with new
23:29branding at the same time. Well, it's
23:32just that Belarus doesn't have those
23:33historical passenger car brands, so I
23:35think they would have happily slapped
23:37some legendary name on it, but BelAZ is
23:38already taken.
23:40Well, yeah.
23:40And what about Zubr?
23:41If only there was a BelAZik.
23:42There was. Was there any Soviet Zubr?
23:45No, there wasn't. It's an invented
23:46brand simply because it's...
23:48Well, maybe there was some military
23:49equipment called Zubr.
23:50Maybe.
23:51It sounds like there should have been.
23:52I like that their naming is so pure. I
23:56mean, they didn't just name the brand,
23:58they also gave names to the models. And
24:01so they have the Zubr Legend. Legend.
24:04That's exactly it. And the Zubr Zorka.
24:06And the Zubr Relikt.
24:08Yes, so there would be two Z's in the
24:10name, right.
24:12And I'm trying to translate the
24:13original name. It turns out to be like
24:16"for thing," right? Like, for a thing.
24:19I think the Chinese were thinking about
24:21making it sound like "force," as in
24:22strength.
24:24I think they just translated something
24:25with their Chinese translator. Right.
24:27Have you seen Russian translations done
24:28by Chinese translators? That stuff,
24:30like menus or those signs in China
24:31where they sometimes try to translate
24:33something for Russians, it's a total
24:35disaster. Just like that.
24:36It's just that often, when automakers
24:39invent a name for a model, they aim for
24:41it to sound somewhat catchy. It’s
24:44like the word meant nothing, but
24:45sounded catchy, like Tiguan, for
24:46instance, that's a tiger with an iguana
24:48. Sounds pretty cool,
24:49right? That’s how they came up with
24:52it.
24:52Tiger iguana. What junkies,
24:55damn. Touareg is some kind of wind, I
24:57think.
24:57No, Touareg are tribes in Africa. What
24:59wind? Wait. Something about wind, all
25:02these buckets. But the problem is,
25:04people who
25:04Pure airy nonsense.
25:08The problem is, the people who came up
25:10with Proton Perdana, that also, well,
25:11it sounds kind of like,
25:13Multipla sounds,
25:15yeah.
25:16And this one, the ZUR, is an ICE.
25:19There are four ICEs here and one
25:21electric car.
25:22Specifically the Zorka, which is the
25:24HEDM 06. Whatever that is even supposed
25:27to mean?
25:27At dawn the Zorka caught fire. And, uh,
25:33some kind of glow, apparently from the
25:35Zorka.
25:38Well, well, how, how, of course, all
25:40these Chinese cars look like just On to
25:43the next news.
25:48Porsche cars are being mass-blocked in
25:50Russia. They won't start. Well, nothing
25:53new there. Ah, but what's the news?
25:55Indeed, just now, in the last week, the
25:56previous one, the whole Russian segment
25:58of the internet was buzzing with news
26:00that something happened to Porsche.
26:03Owners are complaining en masse that my
26:05Cayenne, Macan, or Panamera won't start
26:07. I press the button and it says: "I
26:11arrived from Germany, take me back
26:13there. I don't like it here, I don't
26:14need this, what to do. It’s unclear
26:16for now." At the moment, it seems clear
26:18that it's a malfunction of the standard
26:20immobilizer, because, well, Porsche has
26:22a built-in local anti-theft system from
26:23the manufacturer, which is controlled
26:25via satellite, if anything. And it's as
26:28if someone at Porsche pushed a button
26:30to disable it all. And here in Russia,
26:32they'll just need to reflash the
26:33control unit, and everything will be
26:35fine. And it's unclear: whether Porsche
26:37is joining the list of "bypasser"
26:39companies, alongside Mercedes-Benz,
26:41Land Rover, partially Audi, and
26:43Volkswagen, which simply started
26:44blocking the functionality of their
26:46cars after '22, because, well, the one
26:48in storage with the battery
26:50disconnected probably doesn't even know
26:52anything is happening. That's first.
26:54Second, well, it's made of metal. So,
26:56this is a question about relatively
26:58modern cars. Even though my car is new
27:00in terms of production year, it's quite
27:02old in its brains and guts. Something
27:04like that.
27:06Well, if I find out it doesn't start in
27:08the spring, well, we know what to do
27:09about it. We'll do this and that,
27:12I've seen in movies where they pull
27:14wires from underneath,
27:16a quick snip-snip-snip and they're off.
27:18Yeah. So, well, we’ll figure that out
27:19. That’s not, the brains aren't old.
27:22It's exactly the same with all the
27:23updates and the operation of extra
27:25features. All these hostile
27:27manufacturers are somehow trying to
27:28screw over their own clients, which is
27:30strange by definition, because a
27:31commercial company shouldn't have an
27:33opinion on this at all. That’s why we
27:35always have the thesis on our channels
27:37that, most likely—well, not most
27:39likely, it's certain—they are just
27:40being politically coerced to cut all
27:42ties with Russia, shut down all servers
27:44, and make it as painful and unpleasant
27:45as possible, even though the company's
27:47customers are not to blame for anything
27:49at all.
27:49But Toyota doesn't do that.
27:51Toyota doesn't do that. That’s right.
27:53Well, maybe they just don't have
27:54anything to disable.
27:55That’s also an option.
27:57They might also have a position like, a
27:59Land Cruiser is fine without all that
28:01stuff, you know, that kind of stance.
28:03But anything that has at least some
28:05kind of brain and could be remotely
28:06disabled, the European car companies
28:07are shutting it all down completely.
28:09Well, look, the Chinese do the same
28:10thing when they declare that for the
28:12cars that were exported via parallel
28:14import, they don't know anything and
28:15will block them.
28:16But at the same time, it’s with the
28:17caveat that official ones exist, so buy
28:19an official one and everything will be
28:20fine. But here, even if you had an
28:23official car bought here, it's like...
28:25say you bought a GLS in 2021, and in
28:272022 they just cut it off on you, shut
28:29down your app, turned off your updates,
28:31and you can't use half the car's
28:33functions. Like, yeah, you can start it
28:35and drive it, but all the other
28:37functionality is completely broken.
28:39Same thing with the facelifted A8s. So,
28:41like, your entire internal system—I
28:43forgot what that control unit is called
28:45. Well, it doesn't matter anyway.
28:46It’s like they're cutting the
28:47functionality there too. And it would
28:49be one thing if they could at least
28:51somehow justify it by saying, look, if
28:53you brought a car from Germany
28:55bypassing sanctions and customs
28:56regulations, it’s worth over 50,000
28:58euros, and you snuck it in and are
29:00using it, they caught you. And that you
29:03just can't do things like that. Here
29:05you can still talk about some, well,
29:07seriousness, because you did, after all
29:09, drag something through a grey zone,
29:10but why should the clients who bought a
29:12real car from a dealer, a genuine one,
29:13have to suffer? And that is more or
29:16less every owner of a European car.
29:18Well, like the premium segment. Now
29:20Porsche has also reached that point,
29:21because they weren't seen doing this
29:23before. Everything was fine. Well, now
29:24there are the first warning signs. They
29:26will flash the firmware, restore it,
29:28and everything will be fine. Don't
29:29worry. Porsche owners will definitely
29:31figure out how to start their Porsches.
29:34That is all I have for this episode. We
29:37are rushing off to watch the
29:39mind-blowing Formula 1 championship
29:41finale. Maybe, maybe I'll be very happy
29:45or very sad for the rest of the year.
29:49Well, no, well
29:51it's impossible. It's either one or the
29:53other. There is no third option for you
29:54.
29:54Well, yeah, yeah. Well, like, honestly,
29:57I don't believe Max can win. I just
30:00don't believe it. Well, I mean, the
30:02chances are absolutely minimal.
30:03And if I were in Piastri's shoes. If
30:05someone in the paddock said something
30:07to me after the last race, I'd just be
30:10like, "Yeah, screw all of you and
30:12Norris too."
30:13It's going to be a very interesting
30:14finale. A very interesting finale. If
30:16you don't follow the world of Formula 1
30:18, there are three title contenders in
30:20the final race. This has happened five
30:22times in the entire history of Formula
30:241. In just 75 or 78 years.
30:28It has existed since 1950.
30:3075-76 years. Yeah. It's going to be a
30:32very tense finale. Very tense. Ah, the
30:34sir is rooting for the guy.
30:37What do you mean? Lando is a decent guy
30:39.
30:39Are you rooting for Lando?
30:43No, I'm not really rooting for him.
30:48The guy backed down. Oh, Lando. Vlad
30:54was rooting for him, then he was like,
30:56"Well, alright, Piastri is my favorite
30:59now."
31:01Let's go watch the onboard footage now.
31:03I'm going to explain to you why you
31:05shouldn't be rooting for him.
31:06I generally root for the
31:07second-division teams, and lately,
31:09they've really been pleasing me.
31:11Ferrari.
31:14No, no, not Ferrari. Ferrari.
31:18Like Haas. Yeah.
31:20No, well Haas, Williams, like I...
31:23Well, I mean, Ferrari, Mercedes,
31:24everyone was on the podium, damn it. Ah
31:26.
31:26Is that not the third division already?
31:28They have the mid-fielders and the
31:30third group, it's not like it used to
31:32be where the peloton was divided into
31:35three groups; in recent years, you had
31:37three top teams and everyone else more
31:39or less the same. So, you have McLaren
31:42on their own, since they won the
31:44Constructors 'Championship back in,
31:46like, September. Then Mercedes, Red
31:48Bull, and Ferrari in one group, and
31:50Williams on its own, because they're
31:53well ahead of the rest, but still far
31:55from those three. Racing Bulls, Haas,
31:58and Sauber are together, and Aston
32:01Martin is in there too. Oh, and Alpine
32:03is in a league of its own. They're just
32:05, you know, they're taking part this
32:07year.
32:07Yeah, Hamilton too.
32:10If you haven't watched it, take a look
32:13for now. There was supposed to be a
32:15bumper here, but we ran out of money,
32:17so people just started walking. Just so
32:22you're in the loop. Ah.

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