Tesla earnings discussion, new BYD Seagull, Mustang Mach-E update, and more

In the Electrek Podcast (electrek.co/guides/electrek-podcast), we discuss the most popular news in the world of sustainable transport and energy. In this week’s episode, we’ll discuss Tesla's earnings, new BYD Seagull, Mustang Mach-E update, and more.

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Here are a few of the articles that we will discuss during the podcast:

• Tesla (TSLA) releases Q3 2026 financial results: margins rebound, profit still falls (electrek.co/2026/10/21/tesla-tsla-q3-2026-fina…)

• Tesla blames battery supply for flat sales, but its prices keep falling (electrek.co/2026/10/21/tesla-battery-supply-li…)

• Tesla FSD ‘subscriptions’ hit 1.74M, counted the way Musk’s pay package wants (electrek.co/2026/10/21/tesla-fsd-subscriptions…)

• Tesla energy revenue drops 16% as it refunds customers over tariffs (electrek.co/2026/10/21/tesla-energy-revenue-dr…)

• Tesla pushes unsupervised FSD to Q2 2027, and only inside Robotaxi zones (electrek.co/2026/10/21/tesla-unsupervised-fsd-…)

• Tesla (TSLA) quietly cuts 2026 capex guidance to $20B (electrek.co/2026/10/22/tesla-cuts-2026-capex-g…)

• Tesla pushes Optimus deliveries to late 2027, says hands still a problem (electrek.co/2026/10/22/tesla-optimus-delivery-…)

• Tesla now says it needs its own maps for FSD after years of dismissing maps (electrek.co/2026/10/22/tesla-building-own-maps…)

• Tesla skipped the most important shareholder question on its earnings call (electrek.co/2026/10/22/tesla-skipped-hw3-share…)

• BYD launches new Seagull EV with 5-minute Flash Charging, starting under $10,000 (electrek.co/2026/10/20/byd-launches-new-seagul…)

• The 2027 Ford Mustang Mach-E gains a standard long-range battery and starts at $40,000 (electrek.co/2026/10/22/2027-ford-mustang-mach-…)

• Volvo is launching a ‘lower-priced’ EV in 2027 based on its SPA3 platform (electrek.co/2026/10/23/volvo-launching-lower-p…)

• Huawei’s car unit joins CATL’s 2,520-station battery swap network (electrek.co/2026/10/19/huawei-catl-battery-swa…)

Here’s the live stream for today’s episode starting at 4:00 p.m. ET (or the video after 5 p.m. ET):

youtube.com/live/dhNa6zwmj98