The Rise And Fall of Volvo (And Polestar)
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In this video we look at the rise and fall of Volvo as well as its sister company Polestar.
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0:00 – 0:47 Intro
0:48 – 5:38 History of Volvo
5:39 – 13:27 Polestar
13:28 Fall of Volvo

@insightmeter
November 8, 2026 at 3:44 pm
The Ford-to-Geely arc lands hard when you stack the numbers from the intro: a $6.45B Ford acquisition in 1999, then the 2021 IPO followed by an 80%+ share-price drawdown — with Polestar down about 99% and flagged as near bankruptcy. How much of the "Fall of Volvo" chapter do you pin on tariffs and China-ownership optics versus the earlier product-mix shift away from the station-wagon identity that built the brand's U.S. franchise? Educational, not advice.
@mwwhited
November 8, 2026 at 3:44 pm
BTW, if cars were not always connected they couldn’t be used for spying… how about we block that
@mwwhited
November 8, 2026 at 3:44 pm
Ban on polestar in the US is protection for other car manufacturers.
@ANODOPTIA
November 8, 2026 at 3:44 pm
The pivot to EVs sounded great on paper, but cash flow and margins don't lie. Brilliant case study on why brand legacy isn't enough to protect against execution risk
@ANODOPTIA
November 8, 2026 at 3:44 pm
It's wild seeing Polestar take a 99% hit after all the early EV hype. Great breakdown of how ambitious scaling meets market realities!
@Studeb
November 8, 2026 at 3:44 pm
It's a shame, but probably victims of USA and China politics, Sweden can't protect its brands in the same way. A friend switched from Tesla to Polestar and loved it, even though he was and Elon Stan.
@pr1ce213
November 8, 2026 at 3:44 pm
whyyy are youu talking like thissss
@Sieczkobrzek
November 8, 2026 at 3:44 pm
I think Volvo was “lucky” to have its last generation of gas powered cars being such universally appreciated designs, despite tech shortcomings, especially powertrains. Otherwise, they’d be in trouble a long time ago.
@davidtydeman1434
November 8, 2026 at 3:44 pm
Volvo has had great reputation in Australia for a long time. Australia is a very open automotive market. Polestar is almost invisible in a market where 30% of new cars are electric.
@sweetpuppies1065
November 8, 2026 at 3:44 pm
I have to admit that I really enjoyed driving the Polestar 4. A really comfortable and even fun car to drive.
@HowDealsWork
November 8, 2026 at 3:44 pm
The hardest part of valuing a carve-out like Polestar is that it was never fully on its own. When a young company relies on its parent for factories, parts and engineering, the related-party agreements shape its margins as much as its customers do. Before trusting any valuation, read those intercompany contracts: who sets the price, how long they run, and what happens if the parent walks away.
@peterbarton165
November 8, 2026 at 3:44 pm
Volvo DID NOT stop selling wagons in 2011. They still sold the V60 until recently in the US
@madrigale6396
November 8, 2026 at 3:44 pm
I still really want a Polestar
@scottmarquardt3575
November 8, 2026 at 3:44 pm
I had the perfect little Nissan in San Francisco 1997. Someone(from the US) ought to have them in electric, with the option for huge tires and extra charge for the very cold climate.
@markmd9
November 8, 2026 at 3:44 pm
It was a mistake creating a separate Polestar.
It should have been only Volvo.
@thatDudeOverTher
November 8, 2026 at 3:44 pm
Do one about Geely and their world wide expansion
@Mark-qq9cd
November 8, 2026 at 3:44 pm
The 240D… “The more you kick it, the better it runs.” Bygone era for sure.
@Christian_303
November 8, 2026 at 3:44 pm
Judging the Ford–Volvo deal purely on the sale price ignores the macroeconomic context. Ford bought Volvo in a 1999 market high ($6.45B) and sold it in 2010 ($1.8B) while fighting for survival right after the 2008 financial crisis. Liquidating the Premier Automotive Group (Volvo, Jaguar, Land Rover, Aston Martin) was a liquidity-driven fire sale, not an indicator of Volvo’s intrinsic value. Without Ford’s capital and shared platforms during the 2000s, it’s entirely possible Volvo wouldn’t have survived independently to begin with.
@evandubiel
November 8, 2026 at 3:44 pm
Good video. My good friend has had a Polestar a few years now. It's a nice car and he's been happy with it.
@EskiZagra
November 8, 2026 at 3:44 pm
There is absolutely nothing in a Volvo that makes it luxury. Nothing to distinguish them from other brands, no features, no proper tech, no performance, nothing to justify the price. While looking for a big SUV, I always forget Volvo exists. 😮
@F0uLPLayy
November 8, 2026 at 3:44 pm
i would not buy a volvo simply because its now chinese 😢
@AllenGraetz
November 8, 2026 at 3:44 pm
vOLVO IS toast???
@Gorio-h3u
November 8, 2026 at 3:44 pm
"So called station wagons" They were actually called station wagons
@xianiaa9939
November 8, 2026 at 3:44 pm
Volvo good on safety things but have shitter engine 😅
@jsimsgt96
November 8, 2026 at 3:44 pm
We had a 16 xc90. It was lovely. We had a 19 s60 hybrid. Also lovely. Sad they got soaked up by this brand
@cnxexpat1862
November 8, 2026 at 3:44 pm
I wouldn´t call a Volvo a luxury car.
@gilbertobatres-estrada5119
November 8, 2026 at 3:44 pm
Volvo is such a great car
@SoulDuckling126
November 8, 2026 at 3:44 pm
16:00 for a brand that well known for safety, to follow the dangerous trend of hidden car door knobs. What a let down.
@VM-is8by
November 8, 2026 at 3:44 pm
Worked in volvo cars for an year…and got surprised by woke mangers trying to save world by going fully EV without knowing market reality. Eventhough major revanue coming from petrol cars…sad news for a great company 😢😢😢😢😢
BS minimalistic interior for premium car
@RiseAndRuinNow
November 8, 2026 at 3:44 pm
Ford paying $6.45 billion in 1999 and selling for $1.8 billion in 2010 really sets up the whole story. The EX90 detail stood out too, an $80,000 flagship with software problems bad enough for a public apology is a hard way to lose trust.
@frederikaltmann9051
November 8, 2026 at 3:44 pm
Yeah The software issues were INSANE – people were not able to start their cars because of an endless stream of popups.
@Mega.Luke87
November 8, 2026 at 3:44 pm
I'm sorry, but polestar will forever sound to me like fridge/white goods brand🤷♂️