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Electrek

TSLA earnings madness, Rivian layoffs, Ford pauses F-150 Lightning, more

Electrek

9to5Mac

Leisure/automotive, Clean, Leisure, Technology, 3, Energy, Musk, Vehicles, Automotive, Tesla, Electric, Elon, Electrek, Evs, Model

4.3621 Ratings

🗓️ 24 October 2025

⏱️ 72 minutes

🧾️ Download transcript

Summary

In the Electrek Podcast, we discuss the most popular news in the world of sustainable transport and energy. In this week’s episode, we discuss Tesla's earnings madness, Rivian layoffs, Ford pausing F-150 Lightning, 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:

We now have a Patreon if you want to help us avoid more ads and invest more in our content. We have some awesome gifts for our Patreons and more coming.

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

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

https://www.youtube.com/live/kt7YjRTnQG0

Transcript

Click on a timestamp to play from that location

0:00.0

And we are live on a new episode of the electric podcast.

0:05.5

I am Fred Lambert, your host.

0:06.9

And as usual, I'm joined by Seth Winshaw.

0:09.0

Are you doing, Seth?

0:10.1

I'm good.

0:11.3

All right.

0:11.9

We have a ton to talk about this week because it was the Tesla earnings week,

0:15.5

which always comes with a lot of news that comes out of,

0:18.0

you know, the earnings report itself or the conference call that followed.

0:22.6

And we have plenty of news to talk about here when it comes to that.

0:26.1

And then we have a set went to a little GM event this week.

0:31.3

And there was an interesting announcement about, I guess it's level three autonomy that they announced.

0:39.9

They don't call it level three, but that's what it is.

0:40.7

Sounds like it.

0:41.2

Yeah, yeah.

0:44.1

Then we have Rivian layoffs we want to talk about,

0:46.8

and then two vehicle programs that were, you know, sort of killed this week or at least pause,

0:50.4

and that's the F-150 Lightning and the bright drop electric van.

0:53.7

So two big bummers that we're going to have to discuss later on the show. We're going to have time to talk to you guys. So if you guys have any question for us, you can put it in the comment section. I'm going to do it. I'm going to remind you about it a little bit later on the show once there more people are coming in. All right. Let's talk about the earnings a little bit. So quick numbers,

1:12.6

expectation were 26.5 billion in revenue, 55 cents per share. Tesla came in a higher

1:20.6

in revenue at 28 billion, but lower in earnings at 50 cents per share. And yeah, it's, it's indicative of a company that is not really growing anymore.

1:32.9

Like we anticipated the record revenue.

...

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