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VW идёт на дно | Ford сворачивает производство батарей | В России открывают производство батарей — Transcript

by Асафьев. Жизнь · 6,860 words · 1,110 segments · language en · Watch on YouTube

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0:00But it seems strange to me that New
0:01Year's is in seven days.
0:02The number 26 seems strange to me. It
0:04seems wrong to me. We should stop at
0:0825. Some kind of
0:09nuclear. What do you mean? You're
0:10always going to keep going.
0:12Some kind of uneven count. I don't know
0:13. The
0:13stop button is always red. This is the
0:20electric car that went crazy, which
0:25didn't go according to plan for us. I
0:31feel somehow uncomfortable with this
0:32number.
0:32Formulate your wish correctly, please.
0:35Someone also wished for not leaving the
0:38house for a whole year and then COVID
0:40happened.
0:40And you don't like the fact that 26 is
0:42already a quarter of a century after
0:44the millennium?
0:45I don't like that either. A
0:47century.
0:48Well, a millennium, and a century. Well
0:50, something like that. Yes, some time
0:51ago we were running around with the
0:53idea that a new millennium, we'll all
0:55die, the end of the world. Who
0:56remembers these things? 2012.
0:58Not in '12, it's, well, it's just like,
1:01'99 -00, there were a lot of, well,
1:03theories in the press.
1:05Damn, those are just made-up numbers.
1:07There are a bunch of countries that
1:08live by different years. Some made up
1:10their own numbers.
1:11Yeah, that's the point. But there were
1:13just a lot of theories, they were
1:15pushing it around that as soon as '2000
1:17, then it would be over, and that would
1:19be it, complete Anglicization. It's
1:22interesting what happened in Wuhan in
1:242020, that they were like: "Okay, the
1:25virus should be sleeping out of the lab
1:27now. Throw away the flask. But somehow
1:31I don't get it, I don't have a sense of
1:33New Year's. Uh, and I don't understand
1:36why. Because there's no snow, and
1:38there's no snow in Moscow. Right now,
1:41as we write this news release, there's
1:44still no snow. Did
1:46you look at your watch tan?
1:50My non-existent watch. Or maybe it's
1:52because I'm planning to just sit out
1:54New Year's at the dacha. What, you
1:55haven't got a Christmas tree at home?
1:57Uh, it should be there soon, but it's
1:59not there yet. They should be getting
2:01it set up right now. All that stuff.
2:03But what about New Year's? We'll have a
2:05Christmas tree. And come on, let's have
2:06some balls, come on. That's it, I'm
2:07like:" Let's do it, of course, with two
2:08cats, let's put up the biggest possible
2:10tree. "But the challenge there is how
2:11to decorate it, from me We need to come
2:12up with a way to keep the cats from
2:14knocking over the tree. We're working
2:15on it.
2:16You know how TV towers are braced with
2:18cables? TV towers, there are TV towers.
2:19TV towers, yes. Good evening, TV tower.
2:24We're talking to the TV tower here. We
2:27don't even notice New Year's.
2:29Well, like, like they brace a high-rise
2:31match, that you have three points and
2:32three cables stretching in all
2:33directions.
2:34Yeah, they brace the tension. It's like
2:37, in general,
2:38so that it's not the cats who knock it
2:39over, but you, by accident, at night.
2:41Well, there are two options there. You
2:42either just need to really weigh down
2:44the support, just throw some snowballs
2:46on it, so to speak, and then it will be
2:48very difficult to topple it, or you can
2:50line the entire floor with some kind of
2:51spiky hat so that cats can't, like,
2:53just walk past the Christmas trees. Do
2:55you get up at night to pee?
2:58Can't you just put a cucumber under the
3:00tree?
3:02Mine aren't afraid of that. And the
3:03cats aren't either.
3:08Okay, two cucumbers, one a gift, and
3:10the other from Cats. A
3:12divine
3:14question for entrepreneurs: which bank
3:16do you use for your business? I've
3:19observed that people often choose Sber
3:20for personal use, while for business,
3:22they automatically consider other
3:23options. This is despite the fact that
3:26at Sber, when you open a current
3:28account, you don't get a standard
3:29tariff or service package, but a
3:31flexible tool, a BusinessPrice
3:33subscription, with which you can manage
3:35your account yourself and use
3:36accounting, legal, and other business
3:38assistants. Why, I ask? We recently had
3:41a construction project, and there we
3:42combed through all the available
3:43business figures. Besides streaming
3:45views, financial indicators are also
3:47interesting. And somehow, in this flow,
3:49we went to the banks' websites and saw
3:51that Sber has tried to create favorable
3:52conditions for small businesses. For
3:54example, with the same BusinessPrice
3:56subscription, you can set payment
3:57limits for legal entities and
3:58individuals, and regulate the limits
4:00for accepting and depositing cash
4:01without commission. And besides this
4:03database, there are also useful
4:05non-banking services. This includes a
4:07business lawyer. You can consult with
4:09them or even delegate negotiations with
4:10a toxic client. The service raborabo.ru
4:12is included, allowing you to post a
4:14vacancy and change its description for
4:16different specialists an unlimited
4:17number of times. There's also an
4:19accounting department for individual
4:20entrepreneurs, where they'll calculate
4:22your taxes under the simplified tax
4:24system, prepare and submit tax returns,
4:25and keep you updated on tax events. And
4:27these, as we know, are our favorite
4:29events. I also suggest you visit Sber's
4:31website and read about the perks the
4:33bank offers small businesses. And if
4:35everything's already sold out, as I say
4:37, then be sure to catch the last round
4:39of promotions. Two more days until
4:41December 26th, you can open a current
4:43account with Sber and get a
4:44Businessprice subscription free for six
4:47months. And in honor of the holidays,
4:49Sber's partners have prepared a
4:51selection of almost thirty offers with
4:53special terms. Links to all the offers
4:55are in the description. Well, this is
5:01all just poetry, because there's still
5:02a certain mood. Well, I don't exactly
5:05want to sum things up, but I'd like to
5:07talk about what's important here at the
5:08turn of the year, what's happening, or
5:10what's happening, or what's happened
5:12this year. And it seems to me that some
5:13important things are happening in the
5:14automotive community, in the automotive
5:15world. I'd like to highlight them once
5:16again. We talk about them here quite
5:20often, but I still want to highlight
5:21them separately and chew them over a
5:22bit throughout the entire issue,
5:23because the European Commission won't
5:24ban internal combustion engines from
5:252035. It's not that everything is fine
5:26with the internal combustion engine; we
5:31discussed it a few issues ago, how the
5:33trend seemed to be reversing, how the
5:35guys were like," Let's have zero
5:37emissions, ban internal combustion
5:39engines, we won't be producing anything
5:41from 2035. "In general, our whole world
5:43is green, cool, wonderful. The
5:47windshield is blowing, electricity is
5:47being generated. Everything is great.
5:49The
5:49windshield isn't blowing. It's the one
5:51that needs blowing on, So that it
5:52produces. Well, excuse me. Okay, enough
5:54. Stifling everything. It's
5:55not possible. They're the ones with the
5:56draft there. They definitely have a
5:58draft in their heads sometimes. And, I
6:00think, a couple of newscasts ago we
6:02were discussing how, according to
6:04rumors, it seemed clear that this ban
6:06would be lifted, but now we already
6:07have the details. And, well, it's too
6:09early to rejoice. The most important
6:11thing is that we're seeing a trend
6:12where no one's talking about a complete
6:14ban anymore, but still, no one's like,"
6:15Oh well. "We used to have the idea that
6:18100%of cars should be carbon neutral,
6:21that there would be no emissions at all
6:24. And now we can have 90. Let's leave a
6:26small loophole of 10%, well, of cars
6:29sold and produced that will run on
6:31synthetic fuel, hydrogen fuel, or some
6:33other such nonsense, which also has
6:36nothing to do with reality and,
6:38naturally, it won't work that way. We
6:40Let's slightly adjust our parameters
6:42for trucks, for example. We should use
6:45only our European steel in cars,
6:47firstly, because steel production
6:48involves the least amount of carbon.
6:51And also, what's more, it's produced
6:52within the European Union. This way,
6:54we'll support our manufacturers. Yes,
6:57it's true, no one mentioned that
6:59metallurgy is a very energy-intensive
7:01industry in general, and you need a
7:03very strong energy system, you need a
7:04lot of energy, electricity, you need,
7:06well, a whole bunch of stuff,
7:08everything, to keep your metallurgy
7:09running smoothly.
7:10Gas wouldn't hurt either.
7:12Gas wouldn't hurt, yes. Nuclear power
7:14plants wouldn't hurt either.
7:16But if the gas goes somewhere
7:17underwater, gurgling, gurgling, and
7:19doesn't reach,
7:20then metallurgy could also suffer a
7:22little.
7:22Yes.
7:23Yes. But at least a trend has been
7:25identified. And the most important
7:27thing is that, simultaneously with this
7:28trend, automakers are gradually
7:30starting to move away from this crazy
7:32idea with The fact that, oh, only
7:33electric cars, only electric cars.
7:35Let's, well, look at reality a little,
7:37because the auto giant Stlanants could
7:39get rid of several brands. The new
7:42management is like:" Well, let's admit
7:44that we won't make money here on
7:46electrification. All this stuff about
7:49the electric platform and all that,
7:51you've really gone too far, right?
7:53That's why let's make money on what we
7:56can make money on. Therefore, we need
7:58to significantly cut costs, we need to
8:00significantly cut all innovation, all
8:01of these things of yours. And,
8:03naturally, a very big question arises
8:05about: what to do with Opel, for
8:06example, which competes with Peugeot,
8:08in our general portfolio of brands? And
8:10what to do with Mosetti, which doesn't
8:12bring in profits, but only generates
8:13losses? And what to do with Alfa Romeo,
8:15which, well, is in the same place? And
8:16what to do with Chrysler, which is
8:18completely unclear what it is now in
8:19general and what to do at all? And
8:21that's exactly it, well, before this,
8:23at least a year ago, our management was
8:25saying, oh, we'll save all the brands,
8:27we won't close anyone, everything will
8:29be just fine. Now it's obvious, and it
8:32was clear even then, that if a brand in
8:34your portfolio is generating constant
8:36losses, it needs to be killed or
8:38completely reformed. But to reform
8:40something, what do you need? Right,
8:42money. Do you have the money? No,
8:43everything is predetermined.
8:45Also on electric cars,
8:47and hybrids. Hybrids aren't really
8:49selling well either. In the States, the
8:51audience for GP and other American
8:53brands, well, they're still stuck in
8:55gasoline. They're now trying every
8:57possible way to make extra money by
8:59releasing some special edition,
9:01bringing back the internal combustion
9:03engine to some car, and so on. But
9:05overall, the most important thing is
9:07that Stalin has suffered a large number
9:08of losses throughout its existence,
9:10plus additional losses in the audience
9:11of each individual brand. But from the
9:13outside it looks like the new
9:14management, well, understands what
9:16needs to be done, because they come out
9:17and say: “Look, we have a plan. First
9:19: everything that’s sitting in
9:20warehouses in the US right now and
9:22isn’t selling—we have overstocked
9:24dealers, and tracking facilities, and
9:26everything in a row—let’s sell it
9:28all either at seven times the cost or
9:30with a minimal margin, just to free up
9:32money, because our wet dreams about how
9:34much our cars cost and how much we
9:36would like to earn on them right now,
9:37they simply don’t match reality,
9:39because our sales are falling, we
9:41don’t have any sales.” It’s not
9:43enough, so with it, we sell cheaper, we
9:45create a discount program, we crush
9:47competitors, we drag people back to our
9:50showrooms, so that at least we have,
9:52look, at least we have cheap ones, and
9:54we free up real cash, which we can
9:56direct somewhere. Under no
9:58circumstances should we direct this
10:00money to development Hydrogen, electric
10:03, and all these different cars. Total
10:06electrification as a whole, the program
10:08is being shut down, and we're not going
10:10there anymore. At the same time, we're
10:12taking a very close look at our entire
10:14portfolio of brands. And if someone is
10:16generating a huge amount of losses or,
10:18say, creating the wrong kind of
10:19competition, like Opel and Peugeot, we
10:21don't just turn a blind eye and think,
10:23like, everything will sort itself out,
10:25and we'll do something about it. Either
10:27we'll separate the brands into
10:28different, well, separate compartments,
10:30or we'll simply close a brand, or we'll
10:32kill someone, or we'll reform someone
10:34with the money we free up, if we deem
10:36it necessary. But where will we invest
10:38the money primarily?
10:39Wolf Romeo. No, no, no, it's not you.
10:44It's there, I say again, there are some
10:47reasonable people there.
10:50Well, look, you have one Stellanchez
10:52follower. He's already on the team.
10:54Yes, but he's not quite the same talent
10:57. The most important thing is that they
10:59plan to return to developing low-margin
11:01cars, affordable, understandable,
11:03gasoline-powered. What people need.
11:05Here it should be clarified that this
11:06article is based on journalists 'inside
11:08information. Yes,
11:09they found out that Lantis is preparing
11:12a new strategy. And these are the
11:13inside information they learned. That
11:14is, the official strategy hasn't been
11:16published yet. Maybe they'll write
11:17something different there, maybe
11:19they'll say, "Okay, some auto brands
11:21will survive for a while." That's it.
11:22Well, that's what the journalists dug
11:25up.
11:25Based on the current situation Lantis
11:27is in, and which we've been here for
11:28two years now, probably, it's just that
11:30we've been constantly covering all
11:32these upheavals of theirs, they simply
11:34have no other way. Well, they can't.
11:36Why, why keep Mozra, for example? It's
11:39the only luxury brand in their
11:40portfolio.
11:41And [ __ ] it. They'll create a new
11:43Mozrata later, resurrect it anew. If
11:46that's how it is, Look, when a company
11:49has nowhere to put money and they want
11:52to go and show off, look, we now have
11:55Bugatti Von in 2002. There you go, but
11:58make money on normal cars. Give the
12:00market a product that people need right
12:02now, right here and now. Everyone will
12:05care. Do you have a premium brand in
12:07your portfolio? You don't have a
12:08premium brand in your portfolio. If you
12:10have a good car that people are ready
12:11to buy right here and now, they will
12:13happily go and buy it. They won't be,
12:15like, Golf buyers, they don't need a
12:17Verona at all. And Veronas were made
12:19from Golfs, from regular ones, from
12:20Passat cars, from all that stuff, well,
12:22long before Verona. Bugatti was dug out
12:24of the grave, from a very ancient one,
12:25and no one cared that it was a French
12:27brand. Everything was promoted normally
12:29, everything was fine, everyone was
12:30explained.
12:30Well, besides Bugatti Vaga is a Bentle,
12:32which he needed at some point.
12:34Yeah, right. But when your concern
12:36doesn't have a core, doesn't have
12:38something that brings in those large
12:40amounts of money, and right now, well,
12:42wherever you spit, wherever you look,
12:44everything is bad. They don't have a
12:46cash machine, well, at the moment there
12:47isn't one. They have a little bit of
12:48everything, and it's still unclear.
12:50It's just so healthy that it's as if
12:51the entire operational management
12:53doesn't even know what to do.
12:55Well, now they're trying, again,
12:56according to rumors, to bet on the US,
12:58because that's the largest market. They
13:00have brands there that are still
13:02getting paid,
13:03and there's still potential to pull
13:05something out and survive. Because in
13:07Europe, betting now is on Europe, where
13:08the rules will change in the near
13:09future and it's unclear where, where
13:11the rules in general can also change,
13:12where it's unclear what's going on with
13:14energy, where it's unclear what's going
13:16on with the labor force, where it's
13:17unclear what With factories, it's
13:18unclear what's going on with production
13:20—and all that. It's very strange to
13:22bet on an unstable market when you have
13:23a more or less clear picture in the
13:25States, at least for the next five
13:26years. Plus, there's still an audience
13:28there that can pay you money.
13:30Management is quite logical and right,
13:32well, they're looking in this direction
13:34. What exactly will they offer next?
13:36That's already a question, that's
13:37already tactics, those are already
13:38details. They'll offer an affordable
13:40car in America, they'll offer an
13:41affordable car globally, a pickup truck
13:43—it will be a sedan, it will be a
13:44crossover. None of that matters. The
13:46most important thing is that their
13:47logic has changed from, like, we want
13:49to be good, progressive, green,
13:51technologically advanced, and
13:52blah-blah-blah, but we have to make
13:54money. That's a very correct position,
13:56because a commercial company, by the
13:58way, exists to make money.
13:59Divine, forgiving. So we've reached
14:03this day, the day of the last
14:04advertising in this This year. It's the
14:06coolest store for gadgets, technology,
14:08and all sorts of fun stuff, with
14:09friendly managers. And, really, I have
14:11nothing else to say, so I'll tell you a
14:12story from my childhood. These days,
14:14kids around 10 or 11 are probably
14:15playing Roblox and chilling at home.
14:17But at the ripe old age of 10, I was
14:19regularly hanging out in the yard,
14:20poking [ __ ] with a stick, and reading
14:22books. Art. The school curriculum is
14:24basic, but my real passion is
14:26dictionaries. For some reason, reading
14:28the meanings of words was the most fun
14:29for me. So, here are the top words from
14:31the Russian dictionary. The word "
14:33zhupel"(bogeyman) has roots in Church
14:35Slavonic. There, it means burning
14:37sulfur, but figuratively, it's
14:39something frightening. Well, for
14:41example, cherry hammock is a real
14:42bogeyman. "Yeldyzhit"(to hang out)
14:44means to wander around doing nothing,
14:45to loiter. But it sounds like the
14:47meaning is slightly different, as if
14:49something is really rubbing someone's
14:50ass. The word isn't new, but it's very
14:52sweet. Tyukhtya. He's such a slow
14:54person. Well, in December, for example,
14:56Tyukhtya doesn't exist. And finally, "
14:58razlyuli raspberry." This is what
15:00awaits us when we buy ourselves a
15:02long-awaited gift at Biggek. We'll make
15:04a sandwich with caviar and butter,
15:05gather our loved ones, and begin the
15:06New Year's spirit. "razlyuli raspberry"
15:09is a pleasant pastime. And even surfing
15:11the internet can be "razlyuli raspberry
15:14," if that site is biggek.ru. Buy gifts
15:16at Biggek using the link in the
15:18description. Volkswagen has plans to
15:24save electric cars, but it's tied to a
15:27gasoline engine. These are also insider
15:29information, these are also rumors that
15:32V has a new [ __ ] idea. Let's think
15:34about it. An
15:35electric Bugatti.
15:39It seems like it. You know, it could be
15:41, but they're like, "An atom
15:47machine."
15:48Yeah, facts. We'll get to that one
15:50today too. The Chinese have it, after
15:52all, Well, it seems like the serial
15:53hybrid is taking off. Well, we can
15:55really work on it in the next five
15:57years. You'll lose out in the next five
16:00years because, well, you've already
16:03lost, well, well, that's it. Well, you
16:05won't be able to compete with the
16:07Chinese in electric trains, in hybrids,
16:09in batteries, and in electric motors.
16:11That's it, let go of nothing. You don't
16:15need the last 10 years, they didn't
16:17explain anything, they didn't show
16:19anything. Well, that's how hard-headed
16:21they are. This, again, isn't an
16:23official strategy. Well, it might be
16:25close to the truth.
16:26Well, look, they've already poured a
16:28ton of money into electric cars,
16:30and the logical way out of this is to
16:32simply turn electric cars into hybrids.
16:35No. Look, there's this thing, I don't
16:37remember the name of this phenomenon.
16:40I'll quickly Google it now. Dol. It's
16:44the Dol phenomenon.
16:46Like, when you poured a shitload of
16:48money into a project.
16:49Yes, yes, yes. Yes. Like this What's
16:51that thing called? It's basically from
16:53the development world, like when you
16:56invest money somewhere. It's a
16:58cognitive error or distortion of some
17:01sort, like that experiment some
17:03professor brought to the classroom,
17:05like, here's $ 100 and say,
17:08how much will you pay me for
17:10it? And then you end up paying $ 120,
17:11because you're already kind of screwed.
17:13The
17:13Concorde effect, or the sunk cost
17:16fallacy. The more resources a person
17:18invests in something, the more inclined
17:19they are to see it through to the end.
17:21In that case, it's even obvious that
17:22they shouldn't do it. Why Concord?
17:24And why Concord? The project itself, in
17:27principle, fits this description very
17:29well. It was created in competition
17:31with an airplane. Yeah.
17:33I think we're talking about an airplane
17:34here,
17:34and this one...
17:37Yes, it was a race with the Soviet
17:39Union, and it became a matter of
17:40principle.
17:41Here you have a ten-year strategy for
17:43the concern. For 10 years, the entire
17:45concern, the largest automobile The
17:46biggest concern on the planet, kept
17:48hammering away at us, saying, like,
17:50we're green electricity, all that stuff
17:51, everything's great, everything's
17:53going to be great, and so on. And you
17:55pushed your strategy there, and you
17:56pushed people there, and you allocated
17:58resources there, and all that. And that
18:00, well, and that, well, well, it's
18:02obvious. Well, no, just because you're
18:04adding an internal combustion engine to
18:06a platform that's already failed, it's
18:08obvious that all IDs have failed. They
18:10don't have a product that's even now,
18:12well, competitive with the Chinese. As
18:15for the
18:15Chinese, they have a different strategy
18:16. They're now going to the Chinese and
18:18asking them for a platform,
18:19because it's not competitive. We're
18:21most likely talking about Europe, where
18:23their ID3 and ID4, despite the fact
18:25that they don't sell as well as
18:27Volkswagen would like, are nevertheless
18:29the second most popular in Europe.
18:31Yes. And what about the payback? What
18:33about the return on investment?
18:34Well, they're trying to somehow recoup
18:36that. Uh,
18:36no, and It won't pay off. Just no.
18:39That's it, absolutely. No. If your
18:41product is fundamentally crap, and
18:43theirs is fundamentally crap because
18:45their motors are worse, well, electric
18:47motors, I mean, and their batteries are
18:49worse, and the platform itself is worse
18:51, and the way the car communicates with
18:53itself and how it works is also worse.
18:55And the production model is worse,
18:57because the cost of the car is much
18:59higher. And this won't change within
19:00Europe. That is, in any case, your car
19:02will be expensive, very expensive. If
19:04you throw even more money at it, add an
19:07additional production chain, drag in
19:09additional motors and additional people
19:11and add on, it simply won't get better.
19:15No, it will just get even more
19:16expensive. Fortunately, this isn't yet
19:18a precise strategy, like they'll
19:20definitely do it this way. But damn, if
19:22they go down the path of what's good,
19:25like with electricity it didn't work
19:27out, let's all go hybrid, drive Toyotas
19:33. Okay, let's do it. In short, do you
19:37see a way out of this situation?
19:39Any car company has gotten out of a
19:41crisis with two, well, sort of, two
19:43things. First, you kill all unnecessary
19:46expenses. Anything that's supposedly
19:48not profitable at the moment, cut it
19:50off and forget about it forever.
19:52Even if it's already been poured into
19:53it,
19:54what difference does it make, you won't
19:55get it back, that's it, let it go. You
20:00already have a large production
20:00structure. You already have a certain
20:02number of cars being sold, a certain
20:04number of cars in demand, some products
20:06are more successful, some products are
20:08less successful. All the developments
20:10regarding some magnificent future, all
20:12that, all that, all that is cut off,
20:14immediately stop, and all the cars that
20:16are operating at a slight loss or
20:17breaking even, are [ __ ] cut off. All
20:20supply chains are shortened, staff is
20:22reduced, production sites are optimized
20:24, and all efforts are directed only at
20:27what is already working. Right now.
20:29This is the classic example we talked
20:31about. We are doing this in all They
20:32told the story in documentaries one way
20:33or another. Let's take Porsche, when
20:35consultants from Toyota came to them
20:36and started bringing order there. The
20:38first thing they did was cut all your
20:41suppliers, cut all additional models.
20:44You have the 911, it's [ __ ] awesome.
20:46So we need to figure out how to make it
20:48as cheaply as possible, as quickly as
20:49possible, without losing quality and
20:51firing half the people.
20:52Probably as much as possible,
20:53and the maximum number of people, yes,
20:55excuse me, they reduced the company's
20:56production area by four times,
20:58increased efficiency. That is, they
20:59began to produce significantly more
21:01cars per square meter of production
21:02space. They reduced costs, increased
21:05quality, and then started investing all
21:07the money into developing the next 911.
21:10Not some new minicar from Porsche or
21:13some other super-hyper-naked car from
21:15Porsche. No, we have a brand that works
21:18. We have a model that people want. We
21:20freed up all the resources, directed
21:22them at this, improved this. And what
21:24if suddenly everything started working
21:25and new things started appearing? Extra
21:27money? That's when we think about
21:29developing something else with the
21:31minimum possible effort, dash torek.
21:34The same thing with Chrysler, when Li
21:36Coke showed up at Chrysler in the
21:38seventies, during the crisis, the ass,
21:41and so on. What happened? Cutbacks. The
21:43staff, the models, the production
21:46chains. All that crap needs to be
21:48cleaned out immediately, just to keep
21:49only those cars in their portfolio.
21:51It's a slightly different story there,
21:53because they begged the government for
21:54a subsidy to pour everything into the
21:56latest development. This is the
21:57front-wheel drive K platform, which
21:59formed the basis of the entire new
22:01model line, and thanks to it, it's a
22:03front-wheel drive truck. This is
22:05something the Americans hadn't done
22:06before. They looked at the Japanese and
22:08Europeans. They poured everything into
22:11this project, and it took off.
22:12Yes, that's with one hand. And with the
22:14other hand, if you look at what's left
22:16of Chrysler, well, like before and
22:18after, there was a very strong
22:19Optimization.
22:20Of course, yes, they killed a bunch of
22:22models.
22:22Okay, that's the point. Like, if your
22:24company is drowning, the first thing
22:25you need to do is stop drowning. It's
22:27just...well, if you're digging in the
22:28wrong place, at least stop digging
22:30yourself in. And then, that means, the
22:32money that appears when you have
22:34resources from the state—essentially
22:35free (and American automakers have this
22:37option where you can just come and say,
22:39"Give me money," and they give you
22:41money).
22:41I know some other country that has a
22:44company like that, but for some reason,
22:47nothing works there.
22:49No, well, it works, but it
22:50doesn't sparkle in any other way.
22:53And why? Why, if it works like that?
22:58And
22:59now the Neva has a 90-horsepower engine
23:01. Nothing special. Yeah, right.
23:06Acceleration from 80 to 120 now takes
23:0921 seconds, not 40.
23:12Doubled, what are you talking about?
23:14Yeah. In short, we're going back to the
23:15way it was. In the case of the SLA,
23:17it's clear that the guys are stopping
23:19Digging where it shouldn't be,
23:20electrification, developing these
23:22hydrogen things and so on, so on.
23:24Volkswagen. No, they've dug into this
23:26electric thing, and they're thinking
23:29about how to get it out into the world
23:31so that people actually love it, demand
23:34it, and so on. And it doesn't work. It
23:37simply doesn't work. Until they sit
23:39down to draw up a blueprint for
23:41something completely new, not this
23:42future, based on the fact that we need
23:44hydrogen, some kind of spaceships and
23:46so on.
23:47So, so, I don't understand the logic.
23:48In the first plan, you said that we
23:49need to cut everything except
23:51successful models. Now you're saying we
23:52need to pour money into something
23:54completely new.
23:55No, I just didn't get it. On the one
23:58hand, you're killing everything that's
24:00ineffective, because a huge amount of
24:02the company's resources are spent on
24:03supporting cars that you're actually
24:05selling at a loss, and with every model
24:06you produce, you're only losing money.
24:08You either multiply it, or sell it for
24:10a small loss, which also, like, you're
24:12just keeping people—essentially,
24:13doing work just for the sake of work.
24:15And a large number of people, their
24:17intellect, their effort, their time,
24:19and so on, are busy doing, well, almost
24:21zero work. The whole thing is being cut
24:23back. And you, firstly, begin to direct
24:25the freed-up resources toward improving
24:27what's already working, optimizing the
24:29work process, shortening supply chains,
24:32lowering the cost of the car, so that
24:34you can both give the client a better
24:36price and earn more yourself. And with
24:38the other hand, naturally, you begin,
24:39well, sort of poking around and
24:40rummaging around, trying to figure out
24:42what else interesting new can be done.
24:44But not based on notions of something
24:46wonderful, wonderful, like some kind of
24:48hydrogen-powered, fantastic future, but
24:49on the fact that people need it right
24:51now, and Chrysler needs this
24:52front-wheel-drive truck and so on, so
24:54on. So you already have an example of
24:56what's already in demand. In so many
24:57places. It's like, right here in the
24:59States, Japanese car companies are
25:01bringing in this product and starting
25:03to eat into the market. And then you're
25:05like, okay, we need this. It wasn't
25:07like front-wheel drive cars didn't
25:09exist before Chrysler's decision. And
25:11somewhere, politicians were saying that
25:13in 15 years, front-wheel drive cars
25:15would take over the world.
25:16Well, look, can't you compare that to
25:19the current situation? There you go.
25:22When America was being taken over by
25:24the more advanced Japanese, Chrysler
25:26had to bend over backwards. The same
25:29thing is happening in Europe now, when
25:31Europe is being filled with affordable
25:33Chinese electric cars and hybrids. And
25:35so, Volkswagen has to try to play in
25:38this field. I disagree with you,
25:40because hybrids, electric cars, and all
25:42that kind of stuff are only filling the
25:45markets in China and Europe. And only
25:47because certain regulations exist there
25:49. If these government regulations are
25:51abolished, your market disappears. The
25:53only way American automakers could
25:55protect themselves from the Japanese in
25:56the 1970s and 1980s was to simply ban
25:58them. And they tried to do that,
25:59yes, the Japanese simply specified
26:01their models at the factories. Well,
26:02the Chinese are doing the same thing in
26:04Europe now, specifying their own
26:06clutches on the magnets and so on. But
26:08you didn't have subsidies for Japanese
26:10cars or anything like that, like, a
26:12special size or something like that,
26:13which are simply established by
26:15politicians, simply because we think so
26:16; we need to support our previous
26:18political decisions. I
26:19don't know if there were subsidies for
26:22domestic cars in the US in the 1980s,
26:24during the reeconomic era. I can't say.
26:27In any case, for a large auto company
26:29to survive in difficult times, firstly,
26:32it needs to engage in proper
26:33optimization. Secondly, it needs to
26:35develop only what the consumer needs,
26:37and not what the regulations require.
26:38Volkswagen doesn't necessarily have to
26:41focus on the European market. It can
26:43focus on the States, it can focus on
26:45China, it can focus on everything in
26:47general. On some global model, maybe
26:48they'll focus on Africa, maybe they'll
26:50focus on India. It makes absolutely no
26:51difference. The main thing I see in
26:53this, well, sort of theoretical
26:55strategy is that they have an old
26:57product that they couldn't push into
26:59the market with government subsidies,
27:01with support, with these additional
27:03tariffs, like 5-7,000 euros per car,
27:06and so on. With all these body kits,
27:08with all this [ __ ], they can't push
27:10the required number of products into
27:12the market, and they're still trying to
27:15drag this one into reality. This kind
27:17of thing just needs to be cut. We just
27:18need to accept that it didn't work out,
27:21cut it out and go for what people need.
27:23And Volkswagen has such models, it has
27:25cars that are profitable. It's just
27:27that
27:27this abandonment of their electric
27:29strategies will lead to a ton of
27:31layoffs. It already has. They plan to
27:33lay off 35,000 people by 2030.
27:35They have no other option. Simply
27:36because That these people are creating
27:38a product the market doesn't need. And
27:40as soon as the subsidies are cancelled,
27:41that's it, we're all gone, all this
27:43crowd of us going to look for new jobs.
27:44And this won't just be Volkswagen. And
27:46if you base your strategy on this, it's
27:48far more dangerous [ __ ] than basing
27:50it on actually thinking about what the
27:52consumer needs, like a car in general.
27:54And from my point of view, they're in
27:56for a hell of a tough process, but at
27:58least they're thinking in the right
28:00direction compared to Volkswagen.
28:01Toyota thought right once about 10
28:03years ago, and that's it, and they're
28:04doing just fine. For the next 5-15
28:06years, damn, everything's great with
28:07money, everything's great with models,
28:09everything's great in general. They're
28:10walking around having fun.
28:12In a Magician's T-shirt. Yeah,
28:14Magician's T-shirts are walking around,
28:15having fun, damn. And they'll continue
28:18to have fun. Meanwhile, the Vietnam
28:21offensive on US automakers is stuck.
28:23Who would have known there would be
28:24such an offensive? Good morning,
28:26Vietnam. It got stuck before it even
28:30started, because two or three years ago
28:32, you and I were probably discussing
28:35how a certain Vietnamese company,
28:37WinFast, sounds like an online casino,
28:39but in reality, it was, well, a car
28:41manufacturer planning to enter and
28:44conquer the US car market.
28:45WiFaast.
28:46Yes, yes, yes, Winfast, really.
28:48They literally, well, like, invested in
28:50their name, in their strategy.
28:52Well, you and I even discussed this,
28:53you just don't remember anymore. Well,
28:55damn, well, we discussed it somewhere,
28:57and it all went away, and then it
28:59surfaced again.
29:00And so in 2025, they sold 1,400 cars
29:03there, and last year, by the way, it
29:06was almost 2,2800 or something like
29:09that. And somehow the offensive got
29:11stuck before it even began. And so they
29:13go around saying that Trump is to blame
29:15, that all the tariffs, no matter what,
29:18all our vinyl stuff, is useless to
29:20anyone, because, oh my, it's just crap
29:22and no one cares. Is it their own or
29:24based on something else? It's
29:26hard to even fathom what that is.
29:28Well, initially they took an old BMW X5
29:30, went to Pininfarina, as far as I
29:32understand, and had them design it for
29:35them. So they made a gasoline-powered
29:37crossover, and now in the US they're
29:39trying to sell an original electric car
29:41.
29:41You can go to Volkswagen, they love
29:42that kind of thing, just offer it to
29:44them. Look, we have a car that the
29:46market doesn't care about. Do something
29:48with it. They love that kind of thing.
29:49And maybe for the next 10 years,
29:50they'll be pushing just such a [ __ ]
29:52onto the market. The Fords and the
29:57Koreans have disbanded the largest
29:59joint venture for battery production.
30:01Ford's Korean counterparts were
30:03producing batteries. In '21, Ford and
30:09the Koreans were like, "We're going to
30:11create a joint venture with three
30:13factories, where everything will be
30:15great, and we'll make batteries there."
30:18Akhsar would die from his own joke.
30:19He's been drinking water at this
30:21ceiling for a few times. Or you can say
30:24batteries, not batteries.
30:27According to official figures, the
30:29partners invested $ 11.4 billion in
30:32these enterprises. $ 9.6 billion of
30:34which was borrowed from the US
30:35government. And somehow, you know, it
30:39didn't work out. They should repurpose
30:43it all, they should write off all these
30:45losses. That's it. And no one will even
30:47go to jail for it.
30:48Just the battery. And some Korean guy
30:54just sat down for a gift. It's just,
30:59well, like, wow, 10 erds,
31:02yeah, it's
31:03just that we were planning on, you know
31:05, an electric car, but, you know, the
31:07policy changed, there are no more
31:09subsidies. There's no longer any love
31:13for batteries either. So what, somehow,
31:16well, it didn't work out. We'll
31:18repurpose the production for something
31:20or other, for someone or other. Who
31:22cares, really. For now.
31:24And this turns out to be non-repayable
31:26funds, like, well, this subsidy, they
31:28took the money, we supposedly spent it
31:30and that's it. Look.
31:31Well, nominally, Ford has a debt to the
31:34government. Well, I think we can
31:36actually come and say, well, look, we
31:38took this on the conditions that we
31:40supposedly have a green policy,
31:42batteries here and there, but now the
31:44policy is different. So please, hurry
31:46up and pay us these debts. Well, you
31:48know, it's like when you owe a million
31:50to a bank, that's your problem, when
31:51you owe a billion to a bank, that's the
31:53bank's problem.
31:54Yeah, it's pretty much the
31:56same thing. Ford can't go bankrupt.
31:58Especially since it can't be bankrupted
32:00by the government. Well, like, I mean,
32:02by the US Treasury. Just for comparison
32:06. Geely opened the world's largest
32:09automotive safety center. These guys
32:11have done something really cool.
32:13They've literally, well, opened the
32:14world's largest automotive safety
32:16center, where they do crash tests,
32:18computer simulations, and a huge Gilley
32:20Volvo proving ground, where, well,
32:21they're going nuts with specialists and
32:23everything. They've done a [ __ ]
32:25thing. Like, no one else on the planet
32:26has anything like this. The Chinese are
32:28seriously doing great here right now.
32:29And Rotata's two proving grounds are a
32:32joke.
32:3382,000 square meters is an automotive
32:35safety laboratory. It can conduct 27
32:38different types of tests. The longest,
32:41straightest indoor crash test track,
32:43the largest area for car collisions at
32:45arbitrary angles, at any angle, the
32:47longest wind tunnel with the ability to
32:49simulate climate. And so they, like,
32:52just banged this project out. Now they
32:54have a lab that will allow them to
32:55conduct the most modern, the most
32:57precise, the most advanced safety tests
32:58. And all this costs $ 290 million.
33:01Wait, how much cheaper is a battery? I
33:05can't even count them. A
33:06lot, a lot, about 30 times. That's
33:08exactly why I'm so worked up. All these
33:10battery factories and all these huge
33:12things that were built just so the guys
33:15would finally crack it. Those people
33:17who built all these factories have
33:18definitely cracked it already. They're
33:21doing well. They probably already have
33:22country houses, dachas, pitchforks, all
33:24the trimmings. Maybe they'll get a
33:25prison sentence.
33:27Well, he'll sit out five years without
33:29a job, get out, and here's a pittance,
33:32yeah. But that money could have been
33:34used a little more wisely. And the
33:36Chinese, specifically, in the case of
33:38at least this security center, are
33:40spending wisely.
33:44And let's sum it up by saying that the
33:46first gigafactory has started operating
33:48in Russia.
33:48We need
33:49Rosatom for that. We have the atom.
33:55Well, that's enough. We don't have the
33:57atom. We have a blueprint for the atom.
33:58So, what will it need? Lots of
34:01batteries. There's a battery factory.
34:03And then, well, at this autoore place,
34:05they're assembling Amberauto, which, I
34:08don't even know how to put it.
34:11Amberauto's electric cars are a copy of
34:13an electric car that no one wanted when
34:16it was the original, because it's
34:18basically a Renault taxi project, of
34:21which they sold literally 100. Well, I
34:23mean, 100 is, well, 100, not thousands,
34:26100.
34:2799 + 1.
34:28Yeah, like that. And so, for this whole
34:31thing, we're churning out a factory
34:33with half a billion charging modules a
34:36year.
34:36Yes.
34:38Atom.
34:41I hope Rosatom needs batteries for
34:43something else. For something else, not
34:45for Atom and not for Amberauto. Because
34:48if this factory is only needed for Atom
34:50and Amberauto, I have bad news. Turn on
34:52the remote control in the cafeteria,
34:55well, something like someone's watch
34:57might be dead. Well, wall-mounted ones,
34:59quartz ones like these.
35:00Damn, Rosatom should actually be making
35:02a car powered by a nuclear reactor.
35:04Well, a nuclear reactor, yeah.
35:05Yeah. That would be a great topic
35:07for the Arktika icebreaker. Like, slap
35:08some wheels on and off we go.
35:10Damn, guys, our cars with the Far East
35:12are incredibly fast. Did you really
35:14want a car like that? Are
35:16nuclear reactors the worst in Russia?
35:19That would be much more reliable. But
35:20it would immediately be obvious which
35:23service center is really interested in
35:27mechanics.
35:29And it just wouldn't exist. A simple
35:32Geiger calculator is an extra.
35:34Or the mechanic would have a lot of
35:35hands,
35:36and they would definitely be growing
35:37asses.
35:43And that's all I have for this episode.
35:45Don't be a handy mechanic. Exactly. I
35:48hope that in the upcoming 26th year,
35:50the automakers will be supplying us
35:51with a lot of news that we can discuss
35:53with you. Maybe Volkswagen will go
35:56bankrupt, [ __ ] it.
35:57Imagine if Volkswagen goes bankrupt and
35:59Toyota buys Porsche—
36:00I thought about that. More
36:01on that in the next issue.
36:04Yeah, bye. There was supposed to be a
36:08payout here, but we didn't have enough
36:11money, so people started going, "tikdyk
36:13,""tikdyk." And just so you knew.
36:17Pomish bapa

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