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Electrek Podcast: Rivian Earnings, Waymo-Toyota Robotaxi Deal, Ford V2H Fathom Truck and More

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Summary

This week's Electrek Podcast covers Rivian's Q3 earnings and its best-selling R2, Waymo selecting the Toyota bZ4X as its next robotaxi, and Ford's bet on vehicle-to-home power for the sub-$30K Fathom electric truck. The episode also touches on Volkswagen's Golf EV delay, BYD's profit growth, and Tesla's robotaxi rivalry with Waymo.

In the Electrek Podcast, we discuss the most popular news in the world of sustainable transport and energy. In this week’s episode, we’ll discuss Rivian’s earnings, Waymo partnering with Toyota, Ford betting on V2H for the Fathom electric pickup truck, and more.

The show is live every Friday at 4 p.m. ET on Electrek’s YouTube channel.

As a reminder, we’ll have an accompanying post, like this one, on the site with an embedded link to the live stream. Head to the YouTube channel to get your questions and comments in.

After the show ends at around 5 p.m. ET, the video will be archived on YouTube and the audio on all your favorite podcast apps:

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

  • Rivian (RIVN) Q3 2026 earnings: revenue up 38%, R2 now its best-seller
  • Rivian’s electric van gets 30% more range and AWD, now delivering
  • Rivian electric van spotted in Walmart+ livery, hinting at a fleet deal
  • Volkswagen hits pause on the Golf EV as it faces an ‘urgent need for action’
  • BYD (BYDDY) Q3 profit jumps 28% on exports, but inventory balloons 60%
  • Waymo picks Toyota bZ4X as its next robotaxi, starting in Japan in 2027
  • Waymo adds nearly 250 square miles of robotaxi coverage in 5 cities
  • Musk declares Tesla Robotaxi win over Waymo, but Waymo still drives 7x more
  • Ford’s new sub-$30K electric truck can power your home for a lot less

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

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