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Electrek Podcast: Tesla Q3 Earnings, New BYD Seagull, 2027 Mustang Mach-E Update, and More

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Summary

This week's Electrek Podcast covers Tesla's Q3 2026 earnings, including margin recovery and falling profits, plus the launch of BYD's new Seagull EV with 5-minute flash charging. The episode also discusses the 2027 Ford Mustang Mach-E's standard long-range battery and other top sustainable transport news.

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 Tesla’s earnings, new BYD Seagull, Mustang Mach-E update, 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:

  • Tesla (TSLA) releases Q3 2026 financial results: margins rebound, profit still falls
    • Tesla blames battery supply for flat sales, but its prices keep falling
    • Tesla FSD ‘subscriptions’ hit 1.74M, counted the way Musk’s pay package wants
    • Tesla energy revenue drops 16% as it refunds customers over tariffs
    • Tesla pushes unsupervised FSD to Q2 2027, and only inside Robotaxi zones
    • Tesla (TSLA) quietly cuts 2026 capex guidance to $20B
    • Tesla pushes Optimus deliveries to late 2027, says hands still a problem
    • Tesla now says it needs its own maps for FSD after years of dismissing maps
    • Tesla skipped the most important shareholder question on its earnings call
  • BYD launches new Seagull EV with 5-minute Flash Charging, starting under $10,000
  • The 2027 Ford Mustang Mach-E gains a standard long-range battery and starts at $40,000
  • Volvo is launching a ‘lower-priced’ EV in 2027 based on its SPA3 platform
  • Huawei’s car unit joins CATL’s 2,520-station battery swap network

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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