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Elon Musk sees path to Twitter exceeding 1 billion monthly users in less than 2 years

Credit: @BigImpactHumans/Twitter

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Those who are eagerly waiting for Twitter to crash and burn under Elon Musk’s leadership might end up waiting for a very long time. In fact, critics could end up waiting indefinitely, because if Elon Musk’s recent posts are any indication, Twitter could end up becoming one of the dominant forces in social media in less than two years, with over a billion monthly users. 

The Tesla CEO shared some slides from a Twitter company talk recently, and they showed that the social media platform is improving. Musk’s slides showed that new user signups are at an all-time high, and the same was true for user active minutes. What’s more, hate speech impressions have gotten lower, and reported impersonation has seemingly stopped after a couple of notable spikes. Twitter’s mDAU also passed the quarter-billion mark.

Musk also shared some ideas for “Twitter 2.0,” which would become “the everything app.” Some new features of the new Twitter were shared by the CEO, from interactive advertisements that could be entertaining to users, videos, encrypted DMs, longform tweets, and a relaunched version of Twitter Blue Verified. Musk also included payments in his Twitter 2.0 slides, though there were no images or teasers posted for the service. 

Considering how divisive Twitter’s user base is, conservative author Dr. Jordan B. Peterson commented that the stats are “what failure looks like to the left.” Musk did not directly respond to the conservative, nor did he openly agree with Petersen’s statement, but he did post a notable prediction. According to Musk, he actually sees a path to Twitter gaining over a billion monthly users in 12-18 months. That would put the platform within striking distance of WeChat, which has 1.24 billion monthly users, and right in line with TikTok, which has 1 billion monthly active users

Twitter, of course, is very far from this goal, though a set of compelling new features and a more stable platform would likely help encourage more users to sign up. The addition of useful features in Twitter Blue that would justify its $8 monthly price even to regular consumers would also help a lot. Musk is a hard worker, too, and he has some experience turning struggling companies around. 

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That being said, Elon Musk is notorious for being very optimistic with his timeframes. Thus, if he expects Twitter to hit over 1 billion monthly users in 12-18 months, it would not be a surprise if it takes significantly longer than that — but it will happen. There’s a really good chance that it will take longer than 18 months, but Twitter will probably indeed exceed a billion monthly users under Musk’s leadership. 

Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads up.

Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Investor's Corner

Tesla gets price target bump, citing growing lead in self-driving

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Credit: Tesla

Tesla (NASDAQ: TSLA) stock received a price target update from Pierre Ferragu of Wall Street firm New Street Research, citing the company’s growing lead in self-driving and autonomy.

On Tuesday, Ferragu bumped his price target from $520 to $600, stating that the consensus from the Consumer Electronics Show in Las Vegas was that Tesla’s lead in autonomy has been sustained, is growing, and sits at a multiple-year lead over its competitors.

CES 2026 validates Tesla’s FSD strategy, but there’s a big lag for rivals: analyst

“The signal from Vegas is loud and clear,” the analyst writes. “The industry isn’t catching up to Tesla; it is actively validating Tesla’s strategy…just with a 12-year lag.”

The note shows that the company’s prowess in vehicle autonomy is being solidified by lagging competitors that claim to have the best method. The only problem is that Tesla’s Vision-based approach, which it adopted back in 2022 with the Model 3 and Model Y initially, has been proven to be more effective than competitors’ approach, which utilizes other technology, such as LiDAR and sensors.

Currently, Tesla shares are sitting at around $433, as the company’s stock price closed at $432.96 on Tuesday afternoon.

Ferragu’s consensus on Tesla shares echoes that of other Wall Street analysts who are bullish on the company’s stock and position within the AI, autonomy, and robotics sector.

Dan Ives of Wedbush wrote in a note in mid-December that he anticipates Tesla having a massive 2026, and could reach a $3 trillion valuation this year, especially with the “AI chapter” taking hold of the narrative at the company.

Ives also said that the big step in the right direction for Tesla will be initiating production of the Cybercab, as well as expanding on the Robotaxi program through the next 12 months:

“…as full-scale volume production begins with the autonomous and robotics roadmap…The company has started to test the all-important Cybercab in Austin over the past few weeks, which is an incremental step towards launching in 2026 with important volume production of Cybercabs starting in April/May, which remains the golden goose in unlocking TSLA’s AI valuation.”

Tesla analyst breaks down delivery report: ‘A step in the right direction’

Tesla has transitioned from an automaker to a full-fledged AI company, and its Robotaxi and Cybercab programs, fueled by the Full Self-Driving suite, are leading the charge moving forward. In 2026, there are major goals the company has outlined. The first is removing Safety Drivers from vehicles in Austin, Texas, one of the areas where it operates a ride-hailing service within the U.S.

Ultimately, Tesla will aim to launch a Level 5 autonomy suite to the public in the coming years.

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Elon Musk’s Biggest Revelations on AI, Robots, and the Future of Work from the Moonshots Podcast

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Elon Musk’s appearance on the Moonshots with Peter Diamandis podcast was packed with bold predictions, candid admissions, and surprising tech insights. The nearly three-hour conversation covered everything from artificial intelligence to humanoid robots, geopolitics, and the future of work. Here are the top 10 most intriguing takeaways:

  1. Aggressive AGI Timeline Predictions

    Musk offered a detailed view on when artificial general intelligence (AGI) could emerge, suggesting it may arrive sooner than many expect,  emphasizing both transformative potential and risks.  

  2. U.S. vs. China in the AI Race

    He discussed the strategic competition between the United States and China over AI development, noting that geopolitical dynamics will shape how and who leads in the next decades.  

  3. Future of Job Markets

    Musk touched on how AI and automation could reshape employment, predicting massive boosts in productivity alongside potential disruptions in traditional work structures.  

  4. Clean Energy Transition

    A recurring theme was the role of clean energy in future economies, with Musk reiterating the importance of scaling sustainable power generation and storage.  

  5. Humanoid Robots Are Coming

    On the podcast, Musk elaborated on Tesla’s work on humanoid robots, hinting at timelines and applications that go beyond factories to general-purpose assistance.

  6. Tesla Roadster “Last Human-Driven Car”

    Outside the core discussion topics, Musk teased features of the upcoming Tesla Roadster — calling it “the best of the last of the human-driven cars” and suggesting safety won’t be its main selling point.  

  7. The Role of AI in Clean Energy and Robotics

    Linking AI to both energy optimization and robotics, Musk explained how smarter systems could accelerate decarbonization and task automation across industries.  

  8. U.S. Innovation Leadership

    Musk argued that maintaining American leadership in key tech sectors like AI, space, and robotics should be a national priority, with thoughtful policy and investment.  

  9. Job Creation vs. Job Elimination

    While acknowledging automation’s disruptive effects, he also outlined scenarios where new industries and opportunities could emerge, particularly in AI, space, and advanced manufacturing.  

  10. Long-Term Vision for Humanity

    Throughout the conversation, Musk revisited his long-term philosophical views — including a belief in humanity’s responsibility to become a multi-planetary and technologically empowered species.  

Whether you agree with Musk’s optimism or not, the podcast offers a window into the thinking of one of the most influential figures in tech today, in and why his visions continue to spark debate and inspiration.

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Elon Musk just said some crazy stuff about the Tesla Roadster

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Credit: Teslarati via Riccardo Cestarelli

Elon Musk appeared on the Moonshots podcast with Peter Diamandis today to discuss AGI, U.S. vs. China, Tesla, and some other interesting topics, but there was some discussion about the upcoming unveiling of the Roadster, the company’s electric supercar that will arrive several years after it was initially slated for release.

Musk made some pretty amazing claims about the Roadster; we already know it is supposed to be lightning-fast and could even hover, if Tesla gets everything to happen the way it wants to. However, the car has some pretty crazy capabilities, some of which have not even been revealed.

On the podcast, Musk said:

“This is not a…safety is not the main goal. If you buy a Ferrari, safety is not the number one goal. I say, if safety is your number one goal, do not buy the Roadster…We’ll aspire not to kill anyone in this car. It’ll be the best of the last of the human-driven cars. The best of the last.”

Musk makes a good point: people who buy expensive sports cars with ridiculous top speeds and acceleration rates do not buy them to be safe. They hope they are safe in case of an emergency or crash, but safety is not at the forefront of their thoughts, because nobody buys a car thinking they’ll crash it.

The Roadster is truly going to push the limits and capabilities of passenger vehicles; there’s no doubt about that. Tesla plans to show off the new version car for the first time on April 1, and Musk has only hinted at what is possible with it.

Musk said back in November:

“Whether it’s good or bad, it will be unforgettable. My friend Peter Thiel once reflected that the future was supposed to have flying cars, but we don’t have flying cars. I think if Peter wants a flying car, he should be able to buy one…I think it has a shot at being the most memorable product unveiling ever. [It will be unveiled] hopefully before the end of the year. You know, we need to make sure that it works. This is some crazy technology in this car. Let’s just put it this way: if you took all the James Bond cars and combined them, it’s crazier than that.”

Production is set to begin between 12 and 18 months after the unveiling, which would put the car out sometime in 2027. Hopefully, Tesla is able to stay on track with the scheduling of the Roadster; many people have been waiting a long time for it.

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