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Skoda обогнала Porsche по прибыли | Formula 1 вернет V8! | Китайцы захватывают Германию — Transcript

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0:02When it's hard to be sure of tomorrow,
0:05I decided,
0:07>> you have to be sure of people. Look for
0:13people. hh.ru. Over 72 million suitable
0:17candidates for your business.
0:20>> Good day to you. Come in, have a seat.
0:22We will definitely have audio issues
0:25today. Bana. Electro-burned out the
0:32electric car that didn't go according
0:34to plan,
0:37>> because you have a wonderful view of a
0:39beautiful forest. It even looks like
0:42it's warm and nice and wonderful
0:43outside, but we are actually at Moscow
0:45Raceway. In the background, there's
0:51some G3, G4 sports prototype driving.
0:54It's very loud, actually. Plus it's
0:56also windy and cold. I'm not wearing a
0:58winter jacket for nothing; from the
1:00image, you might think it's warm here.
1:01It's not warm here at all. The wind is
1:03blowing from under the grandstand. Very
1:05cold, very loud. We apologize to
1:07everyone in advance right away. Well,
1:09these are field conditions, sorry. It
1:11just so happened that I am racing. The
1:13final finale. The final finale. The
1:16absolute end. Finale. Finish. Finish.
1:18Exactly. Exactly. The last round of the
1:21Russian Circuit Racing Series. S1600
1:22class. And the serious guys are driving
1:25here. They are warming up and training
1:26now because tomorrow are the official
1:28days, and in between them, we are here
1:29in our Grantas. And this actually looks
1:34very funny. Between us, F4 cars are
1:36also driving, also fast, also loud, and
1:39all that. Well, in short, we have races
1:41, we're training, and so on. You will
1:42naturally see some kind of report on
1:44this on the main channel later.
1:46Probably in the winter, when there's
1:48absolutely nothing else to do, we'll
1:50edit this together, because this is
1:51purely my hobby, my passion, my
1:53sickness. You could say, all these
1:56circuit movements back and forth. Ahsar
1:59behind me is pretending to be a dual
2:01operator, so he's filming for the vlog
2:03as well. Yes, that's exactly how it is.
2:06In short, it's very cold, very
2:07gasoline-scented, and very noisy here.
2:11Yesterday was just, well, a day like:
2:13around 5 or 6 degrees Celsius, rain,
2:15absolutely slippery, absolutely cold,
2:17nasty, miserable. But we drove, grazed
2:20the lawn, grazed the gravel traps,
2:21jumped and bounced, a little bit—it
2:23almost happened a few times—that oops
2:25, no, no, and you don't have a Granta
2:27anymore, Stanislav Alexandrovich. But
2:29we managed, we managed. The Granta
2:31still exists, still in one piece.
2:33>> Who thought you couldn't drive sideways
2:35in a front-wheel-drive car?
2:37>> I can't hear him at all. Can you hear
2:39him? And he, well, he’s wearing a
2:41microphone. He's literally standing 3
2:43meters away from me, and I can't hear
2:44what he's saying. What did you say?
2:46>> Who would have thought, who could have
2:48possibly thought,
2:49>> right,
2:50>> that you could drift a front-wheel
2:53drive car at the AMG Arena.
2:55>> There. Nobody thought so, but everyone
2:56was driving like that. Well, actually,
2:58it’s definitely going to be fun. Most
3:00likely, the race will be a wet one; we
3:02have two races in total. Anyway,
3:04we’re working on it. Also, because we
3:06missed a couple of news episodes
3:08regarding internal affairs. We’ve
3:10accumulated a large amount of news, so
3:12today we are going to pay off our debts
3:14. But first, an important announcement.
3:16We’ve spent some time, well,
3:18something like a year and a half,
3:21perhaps. From the moment I left Zimirka
3:24, it was clear that, in general, the
3:25idea of an auto repair shop is cool and
3:27that we need our own shop within
3:28Autopragmat, but we’d deal with it
3:30later when, essentially, the
3:31opportunities arose. And so, we are
3:34gradually, little by little, steadily,
3:36very calmly, but very thoroughly,
3:38preparing the opening of our own auto
3:40repair shop. We practiced for quite a
3:42long time and gathered expertise on our
3:44own fleet of vehicles. Plus, well,
3:45inside our organizations, we have a
3:47number of people who can also be
3:49involved in the project one way or
3:50another. And now we can announce that
3:53on the asaf.ru website, and below in
3:55the description, we already have job
3:57openings for mechanics at the shop. An
3:59important clarification: the shop will
4:01be for the BMW brand. What about VAG?
4:03>> Well, could you, how should I put this,
4:06well, what’s parked right here? A BMW
4:08is parked here. No, no, actually, this
4:10is like a service center within
4:12Autopragmat. I mean, it will be called
4:14Autopragmat. We are still tweaking the
4:16exact name, but essentially, it will
4:17all be under our branding. And we
4:19already have a base of people driving
4:21BMWs that we helped select, and it’s
4:23approaching the same number of vehicles
4:25as the Volkswagen Group cars. Give or
4:28take. Well, if we are talking about
4:31premium brands, BMW has definitely
4:33outweighed everything else; we select
4:35BMWs and all other premium cars. Well,
4:37that’s how it’s turning out for now
4:38. Not because our specialization has
4:40changed, but just because. Well, the
4:41market is heading that way. And BMW is
4:43currently much more popular on the
4:45secondary market right now,
4:46specifically in Moscow, than Audi or
4:48Mercedes. And this is also due to the
4:51sales that happened a long time ago.
4:55>> I'm literally reading your lips. And
4:57you can't hear me.
4:58>> practically. This will be a club-style
5:02thing, meaning a boutique service
5:03center where, firstly, only BMW cars
5:05will be serviced, and secondly, it
5:06won't be a huge operation. We have 4
5:08bays for now. And we are currently
5:11hiring mechanics for it. So, if you
5:12really know your way around BMWs and
5:14are very good at servicing them, write
5:16to us, we’re waiting for you. And
5:18with that, let’s actually move on to
5:20the news, because we have a lot of
5:22debts. And it’s not even that we have
5:27a lot of debts, but that we have a
5:29large number of foul-smelling news
5:30stories that we absolutely must discuss
5:32. To be honest, I don't even know which
5:35specific news story to start with,
5:36because, well, there are so many of
5:38them, and they all point in roughly the
5:39same direction. Well, let's start with
5:42the fact that new car sales worldwide
5:44have been in the negative for the
5:45eighth month in a row. The number of
5:47cars being sold is shrinking across the
5:49entire planet. And it’s obviously not
5:51just because the subsidies were
5:53canceled. Mainly, like in China, in the
5:55US, and in Europe too, they have
5:56decreased quite significantly. The
5:58point is also that, quite seriously, an
6:00oil crisis is unfolding. If at the
6:03beginning there was still hope that all
6:06these March, April, February antics
6:07with the Strait of Hormuz, Iran, the US
6:09, and all that nonsense—ah, well,
6:11that it was temporary, literally "
6:13Tehran in 3 days," that we’d just go
6:15in, pop in, pop out, and everything
6:17would be fine, absolutely normal. Well,
6:20we are already on day 230-something. a
6:23lightning operation in Iran. Well,
6:25something like that. A little more and
6:28it’ll be a year, then two, then three
6:30. And if in the spring and summer there
6:34was active discussion that, well, in
6:35order to keep oil prices down and to
6:37generally contain the consequences of
6:39this oil crisis, China and the US were
6:41dipping into their oil reserves, then
6:43now the reserves have been tapped, and
6:45they need to be refilled, because, well
6:46, an oil reserve for any country is a
6:48strategic asset, and you absolutely
6:50must maintain it. And it’s impossible
6:53for a large country not to have its own
6:56oil. They should have at least a
6:58six-month supply for sure, if not much
7:00more. And even despite the fact that
7:02large nations were tapping into their
7:04own oil reserves to sell to certain
7:05companies, or perhaps to other
7:07countries, just to saturate the market
7:08even a little bit. And even despite all
7:12of that, the price was rising sharply,
7:14though now the trend seems to be
7:15reversing, while our situation with oil
7:18is only getting worse and worse. We
7:20have already learned not only about the
7:22Strait of Hormuz, we’ve also learned
7:24about the Bab el-Mandeb Strait, and
7:26that sport prototypes have a very loud
7:28V6 VQ35 engine. And Yemen has already
7:30started a war with Saudi Arabia. Well,
7:32a special operation, or something here
7:34and there, but overall it’s looking a
7:36lot like active combat operations. In
7:37general, well, it’s fair to say the
7:39global oil market is doing very poorly.
7:42So even though it seems like they are
7:43only hitting refineries in places like
7:45ours, Saudi Arabia, Iran, Bahrain, or
7:47Ukraine—well, only a specific number
7:49of countries—lines at gas stations
7:51are starting to appear everywhere now.
7:54Well, like, more or less everywhere.
7:56And prices are rising everywhere. We
7:57are seeing news that in Britain,
7:58records for diesel prices are being
8:00broken. In the USA, records for diesel
8:01prices are being broken, and in Europe
8:03as well. This is all linked, among
8:04other things, to the fact that our
8:05diesel is missing from the market. In
8:06short, it’s a global-scale mess.
8:08Furthermore, there are no factors
8:10observed suggesting the situation will
8:12change significantly or improve much in
8:13the near term. It’s not like everyone
8:17is saying: "Well, we fought a bit, we
8:19roughed up each other's faces and
8:21refineries, that's it, starting Tuesday
8:23it's definitely peace, friendship, and
8:25gum, let's pack up and return to normal
8:28reality." That is not being observed.
8:30And not only is this thing hitting the
8:32economies and manufacturing of every
8:33country, it is also affecting consumer
8:35behavior everywhere. And people are
8:37worried too; they aren't buying cars.
8:39And on top of that, there are trade
8:41wars, protective tariffs,
8:42deglobalization, dedollarization—all
8:44these processes that we are constantly
8:47being scared with on Telegram channels
8:49or somewhere on YouTube. We are seeing
8:51all of this. Reflected in the numbers.
8:53The automotive market is doing very
8:54poorly. For now, if you look
8:56year-over-year, the decline is only 5.9
8:58%compared to the same period last year.
9:01But considering that autumn and winter
9:03promise to be, well, likely even sadder
9:05than the current time, not just for us,
9:07but all across the planet, it is quite
9:09possible we could see something like
9:11-10%by the end of the year. And another
9:14-10%the following year. This means that
9:18, well, in the near term, about 1/5 of
9:20the automotive industry might just get
9:22wiped out
9:24>> because of the fuel crisis.
9:26>> Well, overall, because of everything,
9:28you have all these processes playing
9:30off each other, including
9:31deglobalization, the fact that this
9:32whole global economy story didn't work
9:34out, and that we are once again heading
9:36toward a kind of multipolar world, more
9:37or less, with a larger number of all
9:39these different centers. Everyone is
9:42trying to put a spoke in each other's
9:43wheels. And global car production is
9:47geared toward having a global business
9:49model where this is made there, and
9:50that is made here. Some kind of
9:53technology is used all around the world
9:54. All markets, in theory, were supposed
9:57to be more or less on the same consumer
9:59model. But it turned out they weren't.
10:00It turned out that everywhere has
10:01different conditions, people want
10:03different things, the economy is
10:04different everywhere, and energy
10:05sources are different everywhere. And
10:06you actually need to produce things
10:08over there and ship them over there.
10:10But now it turns out that producing
10:12here and shipping there isn't working
10:13because of disrupted logistics and
10:14because of the tariff war. And so you
10:17have to produce here, and here, and
10:19over there, and sell in specific spots;
10:20well, you need to set up your own
10:22factories everywhere. But the current
10:24business model of automotive companies
10:26doesn't account for this, because they
10:27can't even ensure their profitability
10:29right now. And it will get worse, and
10:32consumer demand will fall, and gasoline
10:36will cost more.
10:37>> You started the news on a fun note,
10:39>> didn't you? This is just, well, this is
10:41just the introductory part. We're just
10:45getting into the groove. It's doubly
10:48surreal that we're recording this at a
10:50racetrack, which is just wow. Well,
10:53what can you do, that's the world we
10:54live in. And, of course, well, the guys
10:56from Global Data are reporting data
10:58that, well, things aren't actually that
10:59bad. For instance, the market in India
11:02is growing, and Western Europe is also
11:04gradually showing some interesting
11:06growth after the pandemic and all that.
11:08But collectively, the oil crisis and
11:10the economic situation, layered on top
11:13of the fact that electric vehicles
11:15haven't really worked out, I think, in
11:17the next five to seven years, will
11:19really shake up the automotive market.
11:22At the very least, when things on the
11:24planet in the 20th century got, frankly
11:26speaking, pretty bad, including in
11:28terms of fuel, car companies very
11:29quickly came up with some new, you know
11:31, very economical, very cool gasoline
11:33or some other types of cars. Well, in
11:36the case of the 20th century, it was
11:38mostly gasoline cars, but something
11:40very cheap, economical, yet spacious
11:41could, in the long run, save some car
11:43company. But the most important thing
11:47for us, as car enthusiasts, is to
11:49understand that this contraction of
11:51even 15-20%of the new car market will
11:53kill a certain number of car companies.
11:57It will just kill them, that's it. And
11:58everyone else will have to seriously
12:00adapt to the new reality. And this
12:03whole situation, with the Middle East
12:05burning, countries urgently trying to
12:07stockpile energy resources, no one
12:09trusting each other, and tariff
12:11policies only getting higher and higher
12:13—this is here to stay for a long time
12:15. If the code name "Snowball" means
12:22something to you, then there is big
12:24news from the world of cinema. On
12:25October 15, the premiere of the
12:27fictional series "Half-Life" will take
12:29place on Okko. If it doesn't mean
12:30anything, let me quickly give you some
12:32context. About 70 years ago, military
12:34exercises involving the use of real
12:35nuclear weapons were held at the
12:37Totskoye training ground. They became a
12:39turning point in the nuclear arms race
12:41of the 20th century. They were
12:42conducted under the code name "Snowball
12:44.""Half-Life" is not a documentary and
12:46not an attempt to literally reconstruct
12:48the Totskoye exercises. The series is a
12:50work of fiction. Real events here serve
12:52as the foundation for the story of
12:54specific individuals. At the center of
12:55the plot is Nadezhda Keller, a
12:56journalist for a local newspaper. So,
12:58Nadya, what are you actually counting
12:59on? Telling thousands of people that
13:01they live in a contaminated zone? You
13:03need proof.
13:04>> She learns about the death of her
13:06father, with whom she had not spoken
13:07her entire life. She starts digging
13:09into his past and gradually realizes
13:10that her family's history is directly
13:12linked to the events at the Totskoye
13:13training ground. It turns out her
13:15father left the family for a completely
13:17different reason than the one Nadezhda
13:19believed all her life. Now she wants to
13:21figure out what really happened back
13:23then and write an article about it. In
13:25short, it has everything needed for a
13:27great historical drama. An important
13:29event in the country's history. Two
13:31eras: a family secret and a
13:32journalistic investigation. Plus a very
13:35serious cast: Anna Mikhalkova, Yevgeny
13:37Stychkin, Filipp Yankovsky, Sergey
13:39Shakurov, Igor Gordin. So, mark the
13:42date. On October 15, "Half-Life" comes
13:46out on Okko. Mercedes-Benz may close
13:51two plants in Germany due to
13:53cost-cutting measures. Well, it’s
13:55logical, because where else can they go
13:57? The head of production, Michael
14:00Schiebe, came out and said: "Look, we
14:02are on the verge of closing two plants.
14:03" He made this statement while
14:06addressing his own workers, actually.
14:09They gathered people there, and were
14:10like, look, we have an objective
14:12situation where our costs are very high
14:14, and if we can't lower them, we'll
14:15likely have to take radical measures,
14:17up to and including closing two plants.
14:20In general, our management's goal is to
14:22keep all production sites in Germany.
14:24But I think he just had to say that,
14:27just to show that we're fighting to
14:29keep production going. But if all the
14:33factors are against you having
14:34production in Germany, namely that
14:36there’s no cheap energy and labor is
14:38extremely expensive. I mean, the cost
14:41of labor in Germany makes production
14:42unprofitable. Producing cars within the
14:45European Union is not as profitable as
14:47it was before. Mercedes is primarily
14:49interested in the US and Chinese
14:50markets. Well, their position in China
14:52is so-so, but they need to strengthen
14:54production in the States first and
14:55foremost, and they will be doing that.
14:57And as for Europe, the production
14:59capacity that Mercedes has there just
15:01isn't needed in such volume. And
15:03there's nothing you can do about it,
15:04even if you really want to. Because,
15:07even if they're like, "Oh, we're going
15:09to invent super new processes, we'll
15:11come up with new things in production,
15:13and so on," that won't allow them to
15:15cut costs enough to even compete with
15:17the increased energy prices, given that
15:19electricity is just expensive there.
15:22It's as simple as that. And again,
15:25layer onto this same story that
15:26consumer demand will drop even further
15:28due to the fuel crisis; they will
15:30definitely close something. They
15:32definitely will have to. And of course,
15:34IG Metall—which is actually the union
15:36of workers in Germany—is one of the
15:38biggest. They are, of course, already
15:40against it. They will surely strike,
15:42they will certainly come up with
15:43something and try to twist the
15:45management’s arm, but you can’t
15:46argue with a simple P&L statement.
15:49There’s nothing you can do against a
15:51basic income and expense sheet. If
15:53costs are too high, you have to shut
15:54down. But of course, management will
15:57make every effort to avoid closing the
15:59plants. Although I think this statement
16:02will be the starting point for
16:03negotiations with IG Metall, like, "
16:05guys, let's figure out how to navigate
16:07this situation with minimal losses and
16:09finally come up with a way to explain
16:10to the people why they are all going to
16:12be out of a job." The Germans are in
16:16shock. China has become the main
16:18supplier of cars to Germany. Headline
16:21in a Russian newspaper. Oh, the Germans
16:23are in shock. Oh, China, oh, has taken
16:25over everyone. They are the main
16:27supplier of cars to the FRG.
16:29>> FRG. They don't count the GDR, like
16:33it's separate. I don't know. But then
16:36you dig into the news, and it turns out
16:39that in the first 7 months—and the
16:41Rossiyskaya Gazeta dug up an old story,
16:43too—imports of foreign cars from the
16:45People's Republic of China grew by 120%
16:47and reached 175,000 units, surpassing
16:50the Czech Republic and Spain, which
16:52supplied 173,000 and 157,000 vehicles
16:54respectively. The German car market is
16:57plus or minus 2.8 million vehicles a
16:59year. Well, like, sometimes it’s 2.7,
17:01sometimes three. But overall, like in
17:05recent years, we're seeing about 2.8
17:07million cars. So, this whole "Germans
17:10are in shock" thing...That's about,
17:12well, at best, it'll end up being 10%of
17:15the market. Not that scary. And you
17:18have to understand that these are
17:19mainly electric cars and hybrids. And
17:20these aren't just Chinese brands, but
17:23cars assembled in China. So, this
17:25includes cars from European brands that
17:27are assembled in China, they also go
17:29into these statistics.
17:31>> How convenient.
17:32>> Very convenient. But the main thing is
17:34that the Germans are in shock. Oh, come
17:38on. So, it looks like my internet cut
17:45out. Damn it, let us record the news,
17:47please. Oh, screw this crap. Well,
17:50nothing is working for me.
17:51>> Try connecting to mine. Ah,
17:53>> try connecting to mine.
17:55>> Does it work for you?
17:57>> Seems like it?
17:58>> Wait, maybe it'll work from my phone?
18:00>> Everything was working.
18:01>> Mine isn't. Failed to connect to the
18:03iPhone.
18:04>> What do you mean
18:06>> it won't let me? You stood up and it
18:08worked. Oh, great, thanks. Skoda has
18:14overtaken Porsche as the main source of
18:16profit for the Volkswagen Group. Oh,
18:18these gardeners,
18:19>> dacha owners. Ah,
18:21>> dacha owners,
18:22>> dacha owners, gardeners. Yes, yes,
18:24that's right.
18:25>> We're like old neighbors at the summer
18:27cottage. What,
18:28>> what are you saying?
18:30>> Petrovich, what's up?
18:32>> Your toilet backed up, I'm saying, you
18:35flooded my garden bed with your crap.
18:37>> I told you,
18:43>> damn, the building is just gonna
18:45collapse entirely.
18:47>> And what can we do? It's just a car.
18:49But we can't do anything. Yeah, well,
18:52we are a car channel,
18:53>> right?
18:54>> A car channel. We love V8s here. We do.
18:57>> Here’s a V8 for you.
18:58>> And V8s, and V6s,
19:01>> anything you want. The point here, of
19:03course, is not that Skoda came up with
19:04something brilliant or significantly
19:06changed its internal business processes
19:08, or that they are doing such a great
19:09job. No, it's just that Skoda isn't
19:12doing as crappy as everyone else at
19:14Volkswagen. We've discussed Porsche
19:16many times; they are currently hovering
19:18around zero. And they need to pivot in
19:21mid-air because their electrification
19:23didn't work, the "Taycanization" and
19:24all those wonderful electric Cayennes
19:26failed. They need to make money
19:28somewhere. So, they are sitting at zero
19:30right now, figuring out what to do.
19:32Skoda simply didn't make such radical
19:34moves. Plus, they are more focused on
19:36budget markets, on the budget segment.
19:38For one thing, they didn't make any
19:40serious moves toward saying, "We are
19:41going electric only now." They were
19:43like, "Nah, let all the others try this
19:45stuff first.""And if Volkswagen
19:47suddenly has a great idea that works,
19:48we'll just pull it over to Skoda." They
19:50are more conservative guys; they didn't
19:52change their strategy that drastically.
19:54And so, well, they are still making at
19:56least something, give or take. And it
19:59turns out that's enough to provide the
20:01best outlook in the group. Just do
20:05absolutely nothing, and it'll be better
20:08. The Skoda strategy is a meme. Well,
20:11it's kind of circulating among
20:12investors like that. Damn, I really
20:14need to show this. But that's how it
20:16actually works in investments. And as
20:18we can see, in automotive companies too
20:19. Damn, this is actually a hell of a
20:21conversation we're having. You don't
20:23hear a damn thing in general anyway.
20:26>> I'll just ask you to use your one good
20:28ear, the right one.
20:29>> So, one ear is occupied by cars, and
20:31the second one, well, is just gone.
20:35Should've used two cups and a string.
20:42Formula 1 is preparing to bring back V8
20:44engines. All hail the V8. That was a V6
20:52.
20:52>> Just in time for the fuel crisis.
20:54Perfect,
20:55>> right? But it's obvious that for the
20:57guys, the current Formula 1 regulations
21:00didn't really align, and expectations
21:02didn't match reality. It turned out,
21:04well, so-so. And now the FIA, the
21:06International Automobile Federation,
21:08has clearly stated that in 2030 we will
21:11definitely have a V8, damn it, not a
21:13pure one. It will be a hybrid. It will
21:15still have an electric component, it
21:17will just be smaller. But apparently,
21:20it's because the guys themselves are
21:21surprised at what a piece of crap they
21:23ended up with under the current
21:24regulations, where, by the way, it was
21:26initially discussed and adopted that
21:27the electric component and the internal
21:29combustion engine would be 50/50 in
21:31power. It’s already agreed that
21:34we’ll shift this threshold toward
21:35internal combustion and give automakers
21:37more opportunities to extract power
21:38from ICEs. But the main signal that the
21:43guys themselves realize they screwed up
21:45is their readiness to discuss
21:47introducing V8s one year early, since
21:49the current regulations run from '26
21:51through '30 inclusive. Why are you
21:55laughing?
21:59>> He thinks we’re not missing the sound
22:01, right? But now they’re planning to
22:03bring back the V8 as early as '30. What
22:05? Screw it, let’s just do it. Fine,
22:07we’ll race through '29, and '30 will
22:10be on V8s, because, well, what we have
22:13now is kind of a disaster. But most
22:17importantly, in modern Formula 1, the
22:19engine has been a 1.6 for many years—
22:22if you weren't aware, yes, it's a V6,
22:25but a very specific 1.6. They have a
22:281.6 there, a very unique one. So, under
22:30the new regulations, it’s already
22:31agreed that the engines will be
22:33three-liter units. Oh,
22:36>> and V8s.
22:37>> Oh my,
22:38>> it’s going to scream. Wow, finally we
22:40can confidently go to Formula 1 and
22:42actually enjoy the sound too.
22:45>> And we’re just getting our ears ready
22:47for the year '30, right? Listening to a
22:50four-liter V8 for now.
22:52>> To be fair, I haven't actually seen
22:55modern Formula 1 cars in person. The
22:59previous regulations didn’t sound all
23:03that loud or exciting, but what really
23:06surprises you when you see a Formula 1
23:10car in person is the speed at which
23:13they zip by, and just how fast these
23:16machines really are—they just bolt
23:19away. But maybe, just maybe, the new
23:232030-spec cars will ring or shriek a
23:26little bit. And that will be really,
23:29really cool. The problem is that we
23:31currently have a huge number of street
23:33circuits on the calendar, and there are
23:35more and more of them. Simply because,
23:38from the perspective of hosting events,
23:40attendance, and the fan experience,
23:42street circuits are better. Well, at
23:44least that’s what the current Formula
23:451 leadership thinks. That’s exactly
23:48why they’re favoring them more—take
23:50Madrid, the Spanish Grand Prix that was
23:52held recently, an absolutely boring and
23:54dull spectacle, also a street track,
23:55because that’s the trend: it's better
23:57to do street circuits than dedicated
23:59tracks. And honestly, for the spectator
24:02, it is incredibly convenient because
24:03you’re sitting in the city center—
24:05well, figuratively speaking, take the
24:06Azerbaijan Grand Prix, Baku—you’re
24:08either in a hotel, or you’re just
24:09renting a place not by the track, but
24:11somewhere inside the city. You arrive,
24:13watch the actual event, you’ve got
24:15the parties, you’ve got the
24:16celebration, everything. And as soon as
24:18it’s all over, you cross the street,
24:20and you’re already in, well, the city
24:21, restaurants, cafes; you walk around,
24:23relax, and have a great time. In this
24:25way, it makes sense to go to a race
24:27weekend as, well, a kind of vacation
24:29trip. To imagine that you would go the
24:31same way to some hypothetical Red Bull
24:34Ring, Spa, or anything like that, well,
24:36that’s a nightmare. It’s a
24:38nightmare because it’s located god
24:39knows where. Driving there on two-lane
24:41roads is enough to drive you insane.
24:44Even the Moscow Raceway, for instance,
24:45seems to be close to Moscow, only an
24:47hour and ten minutes by car, just that.
24:49But the spectator experience is
24:51completely different than if it were
24:53right in the center of Moscow.
24:54>> Obviously,
24:56>> because you, well, you step out, and
24:57right there you have bars, restaurants,
24:59and you’ve got all the drivers lying
25:00around drunk, because they’re human
25:02too, you know. And the point I’m
25:05driving at is that the prevalence of
25:06street circuits will only grow.
25:08That’s why manufacturers definitely
25:10won’t be given freedom in terms of
25:12sound. You’ll still have to muffle
25:14the cars’ sound significantly,
25:16because to imagine that inside the city
25:18—even though they used to drive that
25:20way quite calmly, both through the city
25:22and in Monaco, and we drove everywhere
25:24and it was all fine. Because, again,
25:26from the start, there was a general
25:28demand from the audience, the drivers,
25:30and everyone to bring back naturally
25:32aspirated engines. And naturally
25:34aspirated engines sound, well, very
25:36loud, especially sports ones and even
25:38more so high-revving ones like in
25:39Formula 1. But they definitely haven't
25:46brought those back. They definitely
25:47won't go back to naturally aspirated.
25:49Simply because, well, the city would go
25:51absolutely crazy from the noise.
25:52>> There will be turbos, yes, V8s. And
25:54>> it will be a turbo V8,
25:56>> yes, and a small hybrid, but how small,
25:58that’s still unclear. I mean, the
26:00details are, well, being discussed,
26:02specifically the volume of the
26:04electrical component, the exact weight,
26:05dimensions, and so on. But the main
26:08thing is that a principled decision has
26:09been made for there to be a V8. So we
26:12wait for the 30th. I hope, considering
26:14current reality, that the 30th actually
26:17arrives. Knock on wood. No, I mean, of
26:23course it will arrive?
26:24>> The question is how?
26:25>> Yes. The question is: who will see the
26:29arrival of the year 2030, and with how
26:31many eyes?
26:33>> Damn.
26:35>> People come here to take a break from
26:37the news cycle.
26:39>> Well, sometimes, sure.
26:41>> From all the hustle, from the stress.
26:44>> Yeah, we don't stress anyone out here.
26:46Even if we do present the news, we
26:48always frame it like, "Haha, lol, we're
26:50all gonna die,"
26:52>> damn it.
26:54>> No, but seriously, first of all, we're
26:56definitely all gonna die. For sure,
26:58we're all gonna die regardless. Exactly
27:01. The question is: how and when?
27:04>> Have you heard the theory that oxygen
27:07is a poison, and it takes about 80
27:09years to kill a person?
27:14>> Go ahead and prove otherwise. You can't
27:16prove it, right?
27:18>> Some kind of activists must have made
27:21that up. I mean, like, there are other
27:25types, like there are Satanists,
27:28>> yeah,
27:29>> only from the ecologists.
27:31>> What would they even do? Burn tires in
27:33the streets?
27:34>> Well, yeah, like that,
27:38>> like banning public parks.
27:40>> No, they should, you know, they should
27:41burn a druid. Something like that. Burn
27:44a shaman. Next news item. We’ve kind
27:48of, we’ve kind of gone off the rails
27:50here. Let’s have something positive,
27:57something uplifting, something that
27:59just makes you feel good. The Russian
28:02government is preparing to hike prices
28:04on electric vehicles and hybrids.
28:06>> Is that positive news, or what?
28:09>> Well, there isn't anything else. What
28:11can I do? Well, the news is that, uh,
28:14we have this localization thing here,
28:16right, the concept that we need to
28:18localize cars and production, that you
28:20shouldn't just bring in a finished car,
28:22but it needs to be assembled right here
28:25. That’s basically why the recycling
28:27fee exists, why all this customs
28:29[ __ ] exists. And suddenly it turns
28:32out that when they raised the recycling
28:34fee and set the localization
28:36requirements, it turned out that
28:38manufacturers of EVs and hybrids have a
28:40much lower threshold for localization
28:43to qualify for a recycling fee refund.
28:47In plain Russian, as an automaker, you
28:49have to try less hard to produce the
28:50car domestically to avoid paying the
28:52recycling fee. I mean, figuratively
28:55speaking, right now, a hybrid is
28:57already considered localized if you at
28:59least just weld the body
29:01>> in Russia,
29:02>> something like that, right? Or paint it
29:03. Or both together. That’s, like,
29:06totally [ __ ] localized then. You
29:07brought in all the inner workings,
29:09everything arrived as a kit, and it’s
29:11already considered localized. Whereas
29:13for gasoline cars, you’re screwed,
29:15you have to localize everything. You
29:17have to stamp the bodies here, weld
29:19them, paint them, and stamp all the
29:21exterior parts here too. They also need
29:23the metal to be ours, Russian, and to
29:25have additional components as well.
29:26Only then, possibly, maybe, we might
29:28return something to you. The government
29:31suddenly noticed this loophole and
29:32thought, we should bring electric and
29:34hybrid manufacturers up to the level of
29:36ICE. That’s the news. Naturally, no
29:39one doubted that this loophole would be
29:42closed. And, naturally, the recycling
29:44fee will also be raised. There is
29:45absolutely nothing positive in this,
29:47naturally. Let’s keep looking for
29:50something positive. Trying to find it.
29:54The Bosch group is planning major staff
29:56cuts; every second person is at risk.
30:00But here, in fairness, the positive
30:01thing is that the headline is lying.
30:04Technically not lying, but in fact it
30:06is, because, well, the news is about a
30:09specific plant in Nuremberg. Nuremberg
30:12is not where the Nürburgring is. They
30:15are different. Nürburgring is in
30:17Western Germany, Nuremberg is in
30:18eastern Germany, well, Bavaria.
30:20Nuremberg is a positive city. Because
30:22the Nuremberg trials, the tribunal
30:23against the Nazis, took place there.
30:25You know, after the Second World War.
30:26They judged all the Nazis there.
30:28That’s positive, isn’t it? Positive
30:30. I’m already confused by everything.
30:33This world is perfectly clear to me.
30:37>> So, Bosch has a factory there that
30:39employs, well, like 1,500 people. And
30:42it’s about the fact that they want to
30:44fire half the people from this specific
30:46plant. Like, 700–900 people,
30:48something like that, they want to throw
30:50out onto the street. And that is what
30:52the headline is talking about. But it
30:53sounds like Bosch is actually going to
30:55fire half of its entire staff. The
30:58problem is they don’t mention it’s
31:00a specific plant, because for reference
31:02, well, Bosch employs about 400,000
31:03people, so no one will even notice 700
31:05or 800 extra. And the current global
31:09strategy, globally for the company,
31:10they want to cut 20,000 staff, which is
31:12about 5%. Eh, not that much, it’s
31:16bearable. But the headline tells us
31:19that Bosch is scary. By the way, Bosch
31:25is also a positively famous company,
31:27whose owner worked for Nazi Germany at
31:30one time; Bosch produced a lot of stuff
31:33for the Wehrmacht.
31:37>> Can you please not share any more
31:39positive news today, please? Let’s,
31:42>> let’s talk about shitty news. Yes,
31:44fine. We’re talking about shitty news
31:46. Electric car exterior and 4.1 seconds
31:48to a hundred, the new BMW 3 Series is
31:51unveiled. Gasoline.
31:55>> What is this?
31:57>> It’s a BMW 3 Series, bro. Gasoline. I
32:00have to say that the BMW i3, which
32:01looks, it would seem, exactly the same,
32:03but a little bit different. It’s a
32:05different car. They made it different.
32:07They took an i3 and stepped on its face
32:11. They really stepped on it, because
32:13this one has a front end that's
32:14flattened and a bit more disgruntled.
32:15But that's just because they had to
32:17shove a motor in there after all. The
32:19layout is what it is. CLAR platform,
32:22mild hybrids, gasoline engines—yes,
32:24those are there. There won't be any
32:26diesels. And, you know, to hell with it
32:29, to hell with it. Within the BMW
32:33community right now, there’s a
32:35massive outcry, as pretty much the
32:37entire BMW club is just howling, like,
32:40"Damn it, what are you guys designing?"
32:43This isn't just in Russia; it’s the
32:45same in Europe and the USA. Everyone is
32:46horrified by how the 3 Series looks,
32:48how the new X5 looks, how the 7 Series
32:50looks—everyone is howling. And
32:53there’s another significant part of
32:54the community saying, "Oh, listen, just
32:55a reminder, you guys were exactly the
32:57same way." You howled about the 7
33:00Series, that bug-eyed one, the E 60—
33:03you were howling about that back then.
33:06And you were also howling about the
33:08nostrils on the 4 Series back then. "
33:10It's okay, 2-3 years will pass and
33:11you'll like it," they say. And in the
33:14case of the 7 Series and the X5, I
33:16personally won't like it one damn bit.
33:18I’m sure of it. I look at the modern
33:20X5. This mix of Peppa Pig and a beaver,
33:23I just don't get it. I honestly don't
33:26understand it. But in the case of this
33:283 Series, I can admit that in 2-3 years
33:30it might look, well, not all that bad,
33:32but I like the way the rear end looks
33:34much more.
33:35>> Better or worse?
33:36>> Its rear end looks like a Japanese
33:38samurai who just licked a lemon. Find
33:41it—I’ll send you a photo right now.
33:43And you’ll understand the analogy.
33:44For some reason, that’s exactly the
33:45association I have. A Japanese samurai
33:47licked a lemon. Like this.
33:53>> Why do it like that?
33:55>> Like this. Like this. You have to
33:57understand that they are showing the
33:59M350 in the press materials here. That
34:03still has the bumpers, the exhausts,
34:05and so on. But a regular 320, 318, or
34:10some car like that will be even sadder,
34:13damn it. But it's awful, just awful. I
34:17can't, I...Still, you have to give them
34:19credit that it's not as complete a
34:21disaster as the new X5, because the new
34:23X5 is just—honestly, I don't know how
34:25they plan to sell that in large volumes
34:27. Of course, sales will eventually put
34:31everything in its place, and if this
34:33current Peppa-Beaver sells better than
34:35the previous one, I’ll take my words
34:37back and, naturally, formally apologize
34:40to the BMW company. But I have very
34:43serious doubts about that. All right,
34:48fine. There is some genuinely positive
34:50news. Well, news worthy of note, and
34:54news where a person truly got what they
34:58deserved, so to speak. Toyota Chairman
35:02Akio Toyoda has been inducted into the
35:03US Automotive Hall of Fame.
35:05>> Yeah, man.
35:09>> Well, he really deserves it. Deserved.
35:14It’s funny, of course, that it’s
35:15not the Japanese Automotive Hall of
35:17Fame, but the US one, but it is truly
35:19an honor and absolutely well-deserved,
35:21because, let me remind you, Mr. Akio
35:23Toyoda was the voice of reason and is
35:24the voice of reason for the automotive
35:26industry, starting from COVID.
35:29Throughout this whole time since
35:312019-2020, he has been the most
35:33level-headed executive of an auto
35:35company to date. Personally, I think
35:38Toyota is doing a great job. The
35:40initial news was that Toyota is going
35:42to bring the Century family to the
35:43global market. And so, at the induction
35:47ceremony, Mr. Akio arrived in a Century
35:49, basically saying: we’re going to
35:50offer this not just for Japan, but
35:52possibly for the US too, and in general
35:54, make it a global brand all over the
35:56world. The Century will be sold
35:59separately, it will just be a separate
36:01brand alongside Toyota, Lexus, and
36:02everything else. But that’s their
36:04plan for now, well, we’ll see,
36:05we’ll see how they pull it off.
36:07Anyway, the fact that the head of
36:09Toyota was inducted into the Hall of
36:11Fame, I think that is absolutely right.
36:14Not Elon Musk, damn it, but Toyota. But
36:22besides BMW unveiling its 3 Series
36:24sedan, BMW is also preparing for the
36:26worst. And instead of people, the 3
36:28Series will have no diesels and a new
36:30large crossover. Well, this is sort of
36:32a summary article that also features
36:34the news about the 3 Series engine,
36:35along with the fact that BMW, well, you
36:37know, has come out with its updated
36:38development strategy for the near
36:39future, because we remember that
36:40Nedeljkovic, the new head of the
36:42company, is in charge now. He’s
36:44taking over the reins and thinking
36:46about what to do next. And their
36:48forecast is, you know, everywhere we
36:50can replace people, we will replace
36:52them, everywhere, everywhere,
36:53everywhere. From car development and
36:57design to internal processes, and even
36:59to the point where they’ll somehow
37:01have someone make coffee for us. And at
37:04the same time, these guys are lowering
37:06their already lowered profit forecast.
37:09We remember that in July they launched
37:11a voluntary redundancy program for
37:138,000 employees. Oh, those "voluntary"
37:16resignations. Like, if you suddenly
37:19don't want to work here anymore, then
37:21just don't. Because everyone goes to
37:23work precisely because they don't want
37:25to work. Of course, of course.
37:27>> And when was a firing ever involuntary?
37:30I can't seem to recall that. How so? Do
37:33they provide some kind of severance pay
37:35or what?
37:35>> Or no? Well, I mean, there's firing,
37:37and then there's layoffs.
37:38>> Well,
37:38>> yes, those are two completely different
37:40things. Basically, firing is either by
37:44mutual agreement or at the employee's
37:47own initiative. Like, say, they wanted
37:51to quit, nobody’s holding them back.
37:54But if a company is laying people off,
37:56meaning it’s not fulfilling its
37:58obligations to the employee, then, well
38:00, the laws in different countries vary.
38:03But in the case of Germany and the
38:05German auto industry, there’s a
38:07really solid golden parachute, some
38:09number of salaries, and so on.
38:11>> Wait. And what? They want the employees
38:15to voluntarily resign?
38:17>> To leave of their own free will. Yeah,
38:19just to make things easier for the
38:21company.
38:22>> But what does the employee get out of
38:24it? Like, what if
38:27>> well, they do toss in certain bonuses,
38:29saying if you voluntarily terminate
38:31your contract, we’ll throw in this,
38:33that, and the other thing. It’s just
38:35that there’s a non-zero chance that
38:37the company might be forced to take
38:39radical measures and lay people off
38:41drastically, and then they won’t pay
38:42anything at all. Or you’ll have to go
38:45chasing after those payments. If the
38:46company simply has no money, there’s
38:48nothing they can do about it. Yeah, if
38:49there’s no money, well, zero.
38:51>> Minus, everything’s gone.
38:52>> They’re trying to reach an agreement
38:53so it’s all sorted in advance. Yes,
38:55just in advance, to make it as
38:56comfortable as possible for everyone.
38:58Also, it’s already been announced
39:00that all niche BMW models are getting
39:02the axe. Like, say, the 2 Series Gran
39:05Tourer and all that.
39:06>> Yeah, yeah, totally.
39:07>> That BMW "Matiz," that car where they
39:10really dropped the ball. Yeah, that one
39:12.
39:12>> It should’ve been done long ago,
39:14>> so
39:14>> to the scrap heap with it.
39:18>> And it’s funny, for Europe they say
39:20we’ll develop small, economical
39:23electric-hybrids and so on. But for
39:27America, we’ll make proper engines,
39:29proper cars, maybe even an X9. I mean,
39:32a BMW X9, because we need something
39:35bigger than an X7.
39:37>> Even bigger,
39:38>> yes. Maybe they’ll consider making
39:42buses. I don’t know.
39:44>> By the way, BMW doesn’t have a
39:45shuttle van, does it? Nobody needs that
39:48garbage. First and foremost the
39:49passengers, they don’t want to be in
39:51it because there would be a Bimmer
39:52driver behind the wheel.
39:54>> Imagine getting cut off by a shuttle
39:55bus. That’s a nightmare.
39:58>> And they are going to phase out diesels
39:59in Europe, they’ll get rid of them
40:01completely, which is strange because I
40:02believe BMW’s diesels are among the
40:04best on the planet. I mean, they are
40:06truly great engines, but realistically,
40:08with modern restrictions and emissions
40:10standards, all the environmental
40:12equipment needed for a modern diesel
40:14kills the car's overall profitability.
40:16That’s why, well, it’s easier to
40:17make gasoline engines comply with
40:18modern emissions standards than diesels
40:20. That is exactly why diesel costs more
40:22. Not the fuel, but the diesel engine
40:23itself. It’s just not profitable at
40:25all for automakers. If the standards
40:27are adjusted, then yes, there would be
40:28room for imagination and a possibility
40:30for us to actually keep having diesel
40:32engines. But for now, not yet. Even
40:35despite the fact that in this adjusted
40:37development strategy the dynamics seem
40:40to be negative everywhere—we’re
40:42adjusting profits, cutting models,
40:44saving money, and likely need to fire
40:46even more people, and so on. BMW is
40:49still doing better than all the other
40:52German automotive companies.
40:56>> Why is it so [ __ ] cold?
40:59>> Yeah, it’s cold, alright. Well,
41:00we’re just sitting under the
41:01grandstand, there’s wind here. Again,
41:03we apologize for the sound in the
41:05middle of the episode, but this is the
41:07quietest [ __ ] spot. And even then,
41:11we’re sitting in the cold and wind;
41:12just behind the grandstand it’s warm,
41:14you could walk around in a sweater.
41:16>> Yeah, but there are impact wrenches
41:17working there.
41:19>> Yes, there are impact wrenches,
41:20compressors, and all that gasoline and
41:22grease stuff going on constantly, plus
41:24the racing too. Sorry, but what can you
41:27do. And the head of Porsche promised to
41:30revive the gasoline Macan. Did they get
41:32slammed with some negative reports
41:34after the Taycans and all those things?
41:36They’re like, "Oh, look, the gasoline
41:39Macan is back." We just released the
41:42electric one, if you happened to forget
41:43, and I’ll remind you, damn it, that
41:45it still exists. The electric Macan is
41:47still with us. It hasn't gone anywhere.
41:48Fortunately, it’s just not really
41:51appearing on public roads at all. But
41:53>> it flew into the presentation to the
41:55song "Under me is an M5, Asphalt 8."
41:59The funniest thing is that the Macan
42:00was introduced last year, I think at
42:01the beginning, or somewhere around
42:03there. And in this year, 2026, in the
42:06first half, sales of the electric car,
42:08the electric Macan, fell by 40%
42:10year-on-year, while the gasoline
42:12version showed a 2%increase. The
42:16gasoline Macan is [ __ ] ancient and
42:18essentially useless to everyone now. I
42:20mean, like, how old is it? 12 years old
42:23just for the car, for this one specific
42:25generation, but as a work of automotive
42:27art, it's actually almost 20 years old,
42:29because originally this is the
42:30first-generation Q5. This piece of junk
42:33is still selling steadily to this day.
42:34The gasoline Macan is growing fine all
42:36on its own. No matter how much they try
42:38to ban it, kill it, or do something
42:40else to it, it still keeps on selling,
42:42damn it. No matter how much Porsche
42:45tries to stop people from buying the
42:46gas Macan, they don't succeed. That's
42:48why journalists naturally come to him
42:50and ask: "So, what's up with the
42:51gasoline Macans?" He says it'll exist.
42:53Well, not that they'll be selling old
42:54ones. They will most likely, screw it,
42:57once every 20 years take the new Q5,
42:59the new one, which is now already old
43:01too, but for Porsche it's new, stretch
43:03their little frog-like skin over it
43:05again, and it will keep selling for
43:06another 20 years. Oh, oh, oh, that’s
43:10how money is made. Well, it's the car
43:12that has brought Porsche the most money
43:14in the last 20 years. A car they didn't
43:17touch. Exactly. And they made it and
43:20didn't touch it. More
43:22>> decided to remove it.
43:23>> Yeah, they decided to remove it or
43:25replace it with an electric one, and it
43:27didn't work out at all. Fine. Well, the
43:32biggest news of the episode, the most
43:34important. Silence even fell over what
43:37this main news is. The Jaguar Type 01
43:39has been unveiled. Exuberant modernism
43:42and 1360 horsepower. They weren't
43:44joking. When they showed this concept,
43:47when they drove it around the cities,
43:49the cities, the city, London,
43:51>> no, they didn't drive it around cities.
43:53Yeah,
43:53>> around cities. Yeah. They drove it
43:55around Paris, I think it drove there,
43:57around London, somewhere in Paris they
43:59displayed it, I think there was some
44:00fashion-related event. What’s going
44:03on with the trendy folks there?
44:04>> They even had an ad like that, that
44:06>> Yeah. Well anyway, Jaguar, they weren't
44:08kidding, they...well, it's alive. Oh,
44:11it’s presented. They certainly had,
44:14oh boy, in their presentation, what is
44:17that monstrosity, not a car? You’ve
44:20got, like, 1,300 horsepower there. This
44:23horror will most likely even catch up
44:25with you, because it's supposed to go,
44:27like, something like 4 seconds to 100,
44:30I think. I'm opening the specs right
44:32now. They're right here at my
44:33fingertips. Here it says 3.2 seconds.
44:35Excuse me. 1,300 horses, 1,300 of
44:39torque. And from 100 to 180 takes
44:41another 4 seconds. Well, that's also
44:43pretty fast. Plus, there's a range of
44:45720 km on a single charge, whatever the
44:47hell that might be. And it can take a
44:50charge very quickly, soaking up energy
44:52fast at those super-powerful,
44:54high-kilowatt charging terminals. In
44:57short, it's a beast.
44:59>> Well, everyone always claims they’ll
45:02have 1,000 km of range, or even 1,500.
45:05In reality, nobody ever gets that kind
45:06of range.
45:07>> It looks like this, you know? And they
45:09didn't specify only two parameters in
45:11the official presentation. Come on,
45:14let's think.
45:15>> The price tag,
45:16>> first,
45:17>> when do sales start.
45:18>> No, that will hit us in twenty-seven.
45:21>> Ugh. No ideas.
45:24>> Well, it's an electric car. What is it
45:26with electric cars? They don't specify.
45:27>> The cost.
45:28>> The cost is, well, like with women.
45:30Well,
45:30>> I have absolutely no idea.
45:32>> Weight,
45:35>> like with women. Don't ask women or
45:39electric cars their weight. Under no
45:42circumstances. Don't do it. You don't
45:44need that.
45:44>> Is it because you'll, like, probably,
45:46>> get scared?
45:48>> Close to 3 tons, probably.
45:49>> Well, most likely. How much do they
45:51weigh there? 15 tons. I don't know.
45:53Well, probably, if they aren't
45:54specifying it. Damn, you know, there's
45:56nothing of Jaguar here.
45:58>> And who is this anyway?
45:59>> The press release is from Jaguar. Well
46:01no, I mean, it’s something developed
46:04in-house, supposedly by some "cat"
46:06engineers. I don't know, but, like,
46:09Vova Velichansky and I just briefly
46:12discussed this thing over Telegram. I
46:15completely agree with him. He’s like:
46:16"Well, the proportions are cool, but
46:17it's not a Jaguar." Yes, indeed,
46:18there's no brand DNA here, because the
46:21brand DNA has been destroyed and
46:22doesn't exist. And it seems they aren't
46:24planning to reincarnate it. Well, they
46:27won't reincarnate it until the guys
46:30need money. The moment the guys need
46:32money, that's when we'll see something
46:34like a Jaguar again, I promise you.
46:36Well, it's a nightmare, for sure. So
46:38there's no point in talking about any
46:39big sales or big profits here. And this
46:42is a very telling example of this media
46:44project, where the guys decided to
46:46spend their last cash just to be
46:48different from everyone else, to build
46:50maximum hype and maximum citations. And
46:53this is what it led to. The hype has
46:55passed, and nobody gives a damn. And in
46:57twenty-seven, they’ll launch this
46:59thing, and nobody will care at all. It
47:01won't be cheap, because why on earth
47:03would it be cheap? Well, it’s
47:05definitely going to cost 100,000
47:06dollars.
47:07>> I don’t know, I really don’t know
47:08how much it will cost. But definitely
47:09expensive. We’ll definitely see the
47:10price tag and be like, "Are you out of
47:12your minds? A 10,000 dollar subsidy
47:14won't save it at all."
47:15>> Seven? Yeah. That definitely won’t
47:17help. Not at all.
47:18>> What about free parking?
47:21>> And free charging, although that also
47:23>> doesn’t work. So, there are some
47:25minor nuances. We’ll see, of course,
47:27what the sales results are. It turns
47:29out it’s only in 2028, so we have,
47:31well, like 2.5 years to wait for this
47:33greatness. But honestly, screw it,
47:35it’s no big deal, we can wait.
47:37>> Stas, 2028 isn't 2.5 years, it's just a
47:39year and a half.
47:41>> Yeah, for me, well, a pilot is a
47:44mindless creature. They tell me to go,
47:49I go. They show me a flag not to go, I
47:52don't go.
47:52>> What if you’re also a Granta pilot?
47:55>> What if I'm a pilot?
47:56>> A Granta pilot. Petrovich, you’re our
48:03Granta pilot. What if you’re also a
48:05Granta pilot? Yeah. When you're a
48:08Granta pilot, you’d better not think
48:10at all, damn it. Just by having that
48:12title, you’re telling everyone you
48:14can’t think in principle. Since you
48:16got into that car consciously, on your
48:18own, of your own free will, and even
48:20paid money for the whole thing,
48:21there’s definitely something wrong
48:23with your head. A total disaster. With
48:27your head, the car, the pace, the
48:28qualifying, everything is just a total
48:30disaster. One complete disaster. Man,
48:33it’s fun as hell. I was once testing
48:34here at the Moscow Raceway. I mean, it
48:36was just a regular track day, and you
48:38have people who come, rent equipment,
48:41and just ride around. Just a fun track
48:43day. Or people arrive in their own cars
48:45and also drive. And there was,
48:46essentially, a combined session where
48:48we with roll cages can drive and
48:49regular people can drive too. So I’m
48:51driving, just practicing, doing my own
48:52thing. I mean, I’m just driving,
48:53practicing something, don’t remember
48:55exactly what. I get out of the car,
48:56we're standing there, discussing
48:57something, Seryoga and Kolya and I are
48:58messing around with something. A guy
48:59comes up who, well, was also in the
49:01session with me just now. He’s like,
49:03"Hello, are you really that much of an
49:04idiot? I mean, why do you drive like
49:07that?""I didn't know a Granta could do
49:10that." I’m like, "Well, there you go,
49:12it can, it can." I mean, seriously,
49:14when you're driving a regular car,
49:16especially when you're on a race track
49:17for the first time, you just look at
49:19the speed the pros are hitting with
49:20such disbelief that you're just like: "
49:22Wait, guys, you can't just do that."
49:28Alright, let's do the last one. Which
49:30one do you want? A positive one, a cool
49:33one, a negative one, a surprising one,
49:36an unexpected one? Which one do you
49:38want? I've got plenty here.
49:39>> An unexpected one.
49:41>> So you want an unexpected one, the kind
49:42that's truly unexpected? Or what kind
49:44of surprise? Here.
49:45>> Here's the second one.
49:46>> The second one.
49:47>> That one might at least be funny.
49:50>> Three Stellantis plants to suspend
49:51operations due to high demand for
49:53electric cars. Listen closely now.
49:56Three Stellantis plants will suspend
49:59work at their electric vehicle
50:01factories due to high demand for EVs.
50:04These guys built factories specifically
50:06to produce electric cars.
50:08>> Right.
50:10>> And when there was a surge in demand
50:11for EVs due to the fuel crisis, they
50:13ran out of parts for the electric cars.
50:17What a [ __ ] surprise.
50:22>> The guys had been preparing for this
50:23the whole time. That things would take
50:25off, and then when they did, damn it,
50:27they don't have enough. It's not a joke
50:29, I mean seriously, well, they stopped
50:30everything, there are no batteries.
50:32Obviously, it's just your standard
50:34operational headache, where when you
50:36hit, well, like, peak demand, your
50:38warehouse always empties out instantly,
50:40because nobody ever, in any production
50:41facility, or in any commercial
50:43enterprise, just keeps a huge stock of
50:45parts on hand for no reason. Well,
50:48nobody keeps anything just in case.
50:49Everyone keeps track, everyone knows
50:51their monthly requirements, quarterly
50:52needs, and so on. And they just source
50:55materials specifically for that. But
50:58then there was a sharp jump, and the
50:59guys weren't ready.
51:01>> You know that meme about what he's
51:03preparing for,
51:04>> but he's not ready.
51:05>> There.
51:06>> But he's not ready. Stellantis turned
51:09out to be very much not ready. And this
51:14is also under the same banner, like, "
51:15What a surprise." In Russia, demand for
51:18"mortyshki" for transporting gasoline
51:20has grown. "
51:20>> Mortyshki."
51:21>> A "mortyshka" is a tanker on wheels,
51:23you know, like how they used to sell
51:25kvass or beer?
51:26>> It wasn't just in the past, it's still
51:27around today.
51:28>> Well, for me, in Veliky Novgorod, I
51:30remember them being there in the 90s
51:32and 2000s, but not after that.
51:35>> No, they still have that kvass in the
51:36regions now.
51:37>> Well, you know, they drag out one
51:39barrel for City Day, paint it up. No,
51:41no, you
51:42>> No, no, they definitely don't just
51:43stand on the street like that anymore.
51:45There were a lot more of them back then
51:47.
51:48>> Well, I feel like I remember them from
51:49just a couple of years ago.
51:50>> No, no, no. Well, maybe just for some
51:52special occasion. But in the 2000s,
51:54they were just standing everywhere.
51:56>> Write in the comments who has one of
51:57those yellow kvass barrels in their
51:59city during the summer, so we can see,
52:01>> right? Well, this is basically the same
52:03thing, just, you know, on wheels. A
52:05trailer. It's usually used by some
52:08manufacturers with a large fleet who
52:10need to drive up and constantly refuel
52:11things; like, setting up your own gas
52:13station with a full-blown tank is a bit
52:15pricey, but you always need to refuel.
52:18And the demand for them has grown. What
52:20a surprise. Let's also write a news
52:23story about how the demand for
52:25canisters in Russia has spiked in 2026.
52:30And that’s it for me in this episode.
52:33We are frozen solid, but we deserve it
52:35because we didn't release the previous
52:37news. We deserve it. Yes, indeed, most
52:40importantly, don't worry about the news
52:42. If there's any automotive event
52:45happening near you, definitely catch it
52:47, because, well, that's it, the 2026
52:49season is over. Well, by the time
52:51you're watching this video, it's
52:53already ending right at this moment,
52:55it's already over. And now we have to
52:57wait another half a year for asphalt,
52:59grip, and all that stuff again. But
53:02it's no big deal. We're still young!
53:03We'll wait. And then in April, we'll
53:06burst into the next automotive season
53:08on summer tires, on slicks. For those
53:11who were waiting and wanted to catch
53:13these off-season conditions with the
53:14rain, near-zero temperatures, slippery
53:16roads, and all that, we are waiting for
53:17you at the Rotata proving ground with
53:19great pleasure. A line is already
53:21forming there, too. For some reason, a
53:23lot of people are waiting for us.
53:24Exactly.
53:25>> Oh-oh-oh-oh-oh.
53:29>> He's alive.
53:29>> Oh-oh-oh-oh-oh.
53:31>> But I...but yes. He was going fast,
53:34likely even toward the near wall. Well,
53:37to avoid doing that in the rain in your
53:39regular car, whatever you're planning.
53:41If anything, the car spun around quite
53:43a bit. Just by the sound of the tires,
53:46you could hear something whistling
53:47unpleasantly. And when you're at a
53:49circuit championship and you hear that
53:51tire squeal, you're like, "Uh-oh,
53:53there's going to be a crash." Phew,
53:55there wasn't. It’s all good, that
53:57means he handled it, steered out, and
53:58drove away. So, we have a lot of people
54:00at Rotata who wait year after year for
54:02bad conditions to sign up for defensive
54:04driving courses, because, well, they
54:06think it's more useful. That is indeed,
54:08yes, in a sense more useful, but
54:10overall you need to gather all
54:11conditions to understand how the car
54:13works on dry, wet, and slippery roads.
54:15But I'm just reminding you that our
54:17season inside Rotata is already
54:18starting. Don't forget to sign up. And
54:21that is definitely all I have for now.
54:23Love you all, hugs. Big warm hug to you
54:26. So. We'll release the top diesel
54:33engines soon, because I see all your
54:35messages in my DMs about how diesel
54:37cars, you urgently need to buy diesel
54:39cars. Which specific diesel cars should
54:42you buy? Everything is ready, it will
54:44be soon. I mean, it's ready, it's
54:46already written. It's being recorded
54:48now and will be published soon. In
54:49short, it'll be here soon. So. We won't
54:51leave you without content. Let's go
54:53listen to the briefing. Glory to the
54:54Central Committee of the CPSU, the main
54:55secretary of the competition. And all
54:57that.
54:58>> There should have been a bumper here,
55:00but we ran out of money, so people just
55:03left. Just so you are aware. Ah.

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