Following the acquisition of Twitter by Elon Musk, many companies have paused or stopped their advertising campaigns. A report from Media Matters for America said that over half of Twitter’s top 100 advertisers are no longer advertising on the platform.
In September, Twitter promoted ads alongside child pornography. Some of the brands called Twitter out on this and either paused or suspended their ad campaigns.
Some advertisers that were not affected by Twitter’s accidental promotion of ads with child pornography continued to advertise with the platform. And some of these brands who did so paused their campaigns when Elon Musk took over.
A key issue is that in the past, Twitter has been lenient toward child predators, yet advertisers have been advertising with the platform for many years.
It wasn’t until Elon Musk bought the platform that Twitter made removing child sexual exploitation material priority number one. Some of these advertisers are only now pausing or suspending their ad campaigns after Elon Musk took over.
Removing child exploitation is priority #1. Please reply in comments if you see anything that Twitter needs to address.
— Elon Musk (@elonmusk) November 24, 2022
A Twitter spokesperson said that the platform “has zero tolerance for child sexual exploitation,” but there is a case where the platform refused to remove videos of two children being abused, and it took the U.S. Department of Homeland Security to step in for Twitter to remove the content.
The Media Matters report stated that Elon Musk “has continued his rash of brand unsafe actions — including amplifying conspiracy theories, unilaterally reinstating banned accounts such as that of former President Donald Trump, courting and engaging with far-right accounts, and instituting a haphazard verification scheme that allowed extremists and scammers to purchase a blue check. This last move, in particular, opened the platform up to various fraud and brand imitations.”
There was no mention of Twitter’s new priority number one, which is the removal of child pornography from its platform. Additionally, many of these brands continued to advertise while Trump was president and active on the platform.
Comparison.
The two following lists show companies that stopped advertising when Elon Musk took over and companies whose ads were published alongside explicit and illegal content.
Companies That Stopped Publishing Ads When Elon Musk Bought Twitter:
- Abbott Laboratories
- Allstate Corporation
- AMC Networks
- American Express Company
- AT&T
- Big Heart Petcare
- BlackRock, Inc.
- BlueTriton Brands, Inc.
- Boston Beer Company
- CA Lottery (California State Lottery)
- CenturyLink (Lumen Technologies, Inc.)
- Chanel
- Chevrolet
- Chipotle Mexican Grill, Inc.
- Citigroup, Inc.
- CNN
- Dell
- Diageo
- DirecTV
- Discover Financial Services
- Fidelity
- First National Realty Partners
- Ford
- Heineken N.V.
- Hewlett-Packard (HP)
- Hilton Worldwide
- Inspire Brands, Inc.
- Jeep
- Kellogg Company
- Kohl’s Department Stores, Inc.
- Kyndryl
- LinkedIn Corporation
- MailChimp (The Rocket Science Group)
- Marriott International, Inc.
- Mars Petcare
- Mars, Incorporated
- Merck & Co. (Merck Sharp & Dohme MSD)*
- Meta Platforms, Inc. (formerly Facebook, Inc.)
- MoneyWise (Wise Publishing, Inc.)
- Nestle
- Novartis AG
- Pernod Ricard
- PlayPass
- The Coca-Cola Company
- The Kraft Heinz Company
- Tire Rack
- Verizon
- Wells Fargo
- Whole Foods Market IP
- Yum! Brands
Brands whose ads Twitter promoted alongside CSE Content.
There were over 30 brands affected, and the following list is just some of the brands that were reported to be affected.
- Dyson
- Mazda
- Forbes
- Walt Disney
- NBC Universal
- Coca-Cola
- Cole Haan
- a children’s hospital
- PBS Kids
A spokesperson for both Disney and Coca-Cola spoke out against Twitter promoting their ads alongside the CSE content, yet NBCUniversal confirmed that it asked Twitter to remove the ads associated with the content.
David Maddocks, brand president at Cole Haan, told Reuters that either Twitter fixes this or Cole Haan would do so, including by not buying Twitter ads. Mazda USA also said it would be prohibiting its ads from appearing on Twitter profile pages.
Although a handful of brands were upset over Twitter’s promoting ads along CSE, many of those brands that quit Twitter following Elon Musk’s acquisition were advertising up until recently. This includes both brands who had their content promoted alongside child pornography as well as those who didn’t.
For all of these brands who continued to advertise despite Twitter’s problem with CSE, the question remains: is advertising with Elon Musk worse than alongside the exploitation of children?
This is a question Eliza Bleu had for General Motors when the automaker first suspended its campaign after Elon Musk’s acquisition of the platform. Bleu is one of Twitter’s toughest critics who, up until recently, Twitter ignored. Elon Musk agrees with Bleu that CSE should be removed from the platform and has made it priority number one.
I would like to know too
— Elon Musk (@elonmusk) November 23, 2022
“Twitter has a long history of knowingly refusing to remove child sexual abuse material at scale. This issue has been covered by the corporate media and called out by governments around the globe.”
“Over 32 brands removed ads from Twitter when the Reuters pieces came out in September of this year because of child sexual abuse material on Twitter. I think that General Motors’ lack of concern over sexually abused children says a lot. Survivors buy cars too. There are more survivors out there than these brands might think,” Bleu told Teslarati in October.
Bleu told Teslarati on Sunday that these brands only care about the world’s most vulnerable when it is politically advantageous.
“Where was the outrage, pearl-clutching, and solidarity for the minor survivors sexually exploited on Twitter over the past 10+ years?”
“These brands only care about the world’s most vulnerable when it’s politically advantageous. They only care about the vulnerable populations who buy products, vote, and have money. It’s manipulative and gaslighting.”
“Thank you to the brands who took a stand against Twitter in September over this very real crime. My hope is that under the new leadership, the platform will continue to prioritize the removal of child sexual exploitation, and the brands that left in September can return knowing that specific issue will not negatively impact their brand as well as children around the globe.”
The question remains: Which is worse for Twitter advertisers: child sexual exploitation or Elon Musk?
Your feedback is welcome. If you have any comments or concerns or see a typo, you can email me at johnna@teslarati.com. You can also reach me on Twitter at @JohnnaCrider1.
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Elon Musk
Tesla’s Q1 delivery figures show Elon Musk was right
On the surface, the numbers reflect a mature EV market facing competition, softening demand, and the loss of certain incentives. Yet they also quietly validate a prediction Elon Musk has repeated for years: Tesla’s traditional auto business is becoming far less central to the company’s future.
Tesla reported its Q1 delivery figures on Thursday, and the figures — solid but unspectacular — show that CEO Elon Musk was right about what the company’s most important production and division would be.
We are seeing that shift occur in real time.
Tesla delivered 358,023 vehicles in the first quarter of 2026, according to the company’s official report released April 2.
The figure represents modest year-over-year growth of roughly 6 percent from Q1 2025’s 336,681 deliveries but a sharp sequential drop from Q4 2025’s 418,227. Production reached 408,386 vehicles, while energy storage deployments hit 8.8 GWh.
On the surface, the numbers reflect a mature EV market facing competition, softening demand, and the loss of certain incentives. Yet they also quietly validate a prediction Elon Musk has repeated for years: Tesla’s traditional auto business is becoming far less central to the company’s future.
Musk has long argued that vehicles alone will not define Tesla’s value.
Optimus Will Be Tesla’s Big Thing
In September 2025, Musk stated bluntly on X that “~80% of Tesla’s value will be Optimus,” the company’s humanoid robot.
He has described Optimus as potentially “more significant than the vehicle business over time.” Those comments were not abstract futurism. In January 2026, during the Q4 2025 earnings call, Musk announced the end of Model S and X production, framing it as an “honorable discharge,” he called it.
Those are the biggest factors.
~80% of Tesla’s value will be Optimus.
— Elon Musk (@elonmusk) September 1, 2025
The Fremont factory space, once dedicated to those flagship sedans, is being converted into an Optimus manufacturing line, with a long-term target of one million robots per year from that single facility alone.
The Q1 2026 numbers arrive at precisely the moment this strategic pivot is accelerating. Model 3 and Y deliveries totaled 341,893 units, while “other models” (including Cybertruck, Semi, and the final wave of S/X) added 16,130.
Growth is no longer explosive because Tesla is no longer chasing volume at all costs. Instead, the company is reallocating capital and factory floor space toward autonomy, energy storage, and robotics, businesses Musk believes will command far higher margins and enterprise value than incremental car sales.
Delivery Hits and Misses are Becoming Less Important
Wall Street’s pre-release consensus had pegged deliveries near 365,000. Coming in below that estimate might have rattled investors focused solely on automotive metrics. Yet Musk’s thesis has never been about maximizing quarterly vehicle shipments.
Tesla, he has insisted, “has never been valued strictly as a car company.”
The modest Q1 auto performance, paired with the deliberate wind-down of legacy programs and the ramp of Optimus, underscores that point. While EV demand stabilizes, Tesla is building the infrastructure for Robotaxis and humanoid robots that could dwarf today’s car business.
The future is here, and it is happening. It’s funny to think about how quickly Tesla was able to disrupt the traditional automotive business and force many car companies to show their hand. But just as fast as Tesla disrupted that, it is now moving to disrupt its own operation.
Cars, once the only recognizable and widely-known division of Tesla, is now becoming a background effort, slowly being overtaken by the company’s ambitions to dominate AI, autonomy, and robotics for years to come.
Critics may still view the shift as risky or premature. But the Q1 figures, solid but unspectacular in the auto segment, illustrate exactly what Musk has been signaling: the era when Tesla’s valuation rose and fell with every Model Y delivery is ending.
The company’s long-term bet is on AI-driven products that turn vehicles into high-margin robotaxis and factories into robot foundries. Thursday’s delivery report did not just meet the market’s tempered expectations; it proved Elon Musk was right all along.
The car business, once everything, is quietly becoming an important piece of a much larger puzzle.
Investor's Corner
Tesla reports Q1 deliveries, missing expectations slightly
The figure, however, fell short of Wall Street’s consensus estimate of 365,645 units, reflecting ongoing headwinds in the global EV market.
Tesla reported deliveries for the first quarter of 2026 today, missing expectations set by Wall Street analysts slightly as the company aims to have a massive year in terms of sales, along with other projects.
Tesla delivered 358,023 vehicles in the first quarter of 2026, marking a 6.3 percent increase from 336,681 vehicles in Q1 2025.
The figure, however, fell short of Wall Street’s consensus estimate of 365,645 units, reflecting ongoing headwinds in the global EV market. Production reached approximately 362,000 vehicles, with Model 3 and Model Y accounting for the vast majority. The results come as Tesla navigates softening demand, intensifying competition in China and Europe, and the expiration of key U.S. federal tax incentives.
🚨 BREAKING: Tesla delivered 358,023 vehicles in Q1 2026
Tesla also reported record energy deployments of 8.8 GWh
Wall Street had delivery consensus estimates of 365,645 pic.twitter.com/EVNAu5L3UT
— TESLARATI (@Teslarati) April 2, 2026
Energy storage deployments provided a bright spot, hitting a record 8.8 GWh in Q1. This underscores the accelerating momentum in Tesla’s energy segment, which has become a critical growth driver even as automotive volumes stabilize.
Year-over-year, the energy business continues to outpace vehicle sales, with analysts noting strong backlog demand for Megapack systems amid rising grid-scale needs for renewables and AI data centers.
Looking ahead, analysts project full-year 2026 vehicle deliveries in the range of 1.69 million units—a modest 3-5% rise from roughly 1.64 million in 2025.
Growth is expected to accelerate in the second half as production ramps and new incentives emerge in select markets. However, risks remain: persistent high interest rates, price competition from legacy automakers and Chinese EV makers, and potential margin pressure could cap upside.
Tesla has not issued official full-year guidance, but executives have signaled confidence in sequential quarterly improvements driven by cost reductions and refreshed lineups.
By the end of 2026, Tesla plans several major product launches to reignite momentum. The refreshed Model Y, including a new 7-seater variant already rolling out in select markets, is expected to boost family-oriented sales with updated styling, efficiency gains, and interior enhancements.
Autonomous ambitions remain central to Tesla’s mission, and that’s where the vast majority of the attention has been put. Volume production of the Cybercab (Robotaxi) is targeted to begin ramping in 2026, potentially unlocking new revenue streams through unsupervised Full Self-Driving (FSD) deployment.
A next-generation affordable EV platform, possibly under $30,000, is also in advanced planning stages for 2026 or 2027 introduction. On the energy front, the Megapack 3 and larger Megablock systems will drive further deployment scale.
While Q1 highlights transitional challenges in autos, Tesla’s diversified roadmap, spanning refreshed consumer vehicles, commercial trucks, Robotaxis, and explosive energy growth, positions the company for a stronger second half and beyond. Investors will watch Q2 closely for signs of sustained recovery, especially with new vehicles potentially on the horizon.
Elon Musk
NASA sends humans to the Moon for the first time since 1972 – Here’s what’s next
NASA’s Artemis II launched four astronauts toward the Moon on the first crewed lunar mission since 1972.
NASA’s Space Launch System rocket launches carrying the Orion spacecraft with NASA astronauts Reid Wiseman, commander; Victor Glover, pilot; Christina Koch, mission specialist; and CSA (Canadian Space Agency) astronaut Jeremy Hansen, mission specialist on NASA’s Artemis II mission, Wednesday, April 1, 2026, from Operations and Support Building II at NASA’s Kennedy Space Center in Florida. NASA’s Artemis II mission will take Wiseman, Glover, Koch, and Hansen on a 10-day journey around the Moon and back aboard SLS rocket and Orion spacecraft launched at 6:35pm EDT from Launch Complex 39B. (NASA/Bill Ingalls)
NASA launched four astronauts toward the Moon on April 1, 2026, marking the first crewed lunar mission since Apollo 17 in December 1972. The Artemis II mission lifted off from Kennedy Space Center aboard the Space Launch System rocket at 6:35 p.m. EDT, sending commander Reid Wiseman, pilot Victor Glover, mission specialist Christina Koch, and Canadian astronaut Jeremy Hansen on a 10-day journey around the far side of the Moon and back.
The mission does not include a lunar landing. It is a test flight designed to validate the Orion spacecraft’s life support systems, navigation, and communications in deep space with a crew aboard for the first time. If the crew reaches the planned distance of 252,000 miles from Earth, they will set a new record for the farthest any human has ever traveled, surpassing even the Apollo 13 distance record.
As Teslarati reported, SpaceX holds a central role in what comes next. The Starship Human Landing System is under contract to carry astronauts to the lunar surface for Artemis IV, now targeting 2028, after NASA restructured its mission sequence due to delays in Starship’s orbital refueling demonstration. Before any Moon landing happens, SpaceX must prove it can transfer propellant between two Starships in orbit, something no rocket program has done at this scale.
The last time humans left Earth’s orbit was 53 years ago. Gene Cernan and Harrison Schmitt of Apollo 17 were the final people to walk on the Moon, a record that stands to this day. Elon Musk has long argued that returning is not optional. “It’s been now almost half a century since humans were last on the Moon,” Musk said. “That’s too long, we need to get back there and have a permanent base on the Moon.”
The Artemis program involves 60 countries signed onto the Artemis Accords, and this mission sets several firsts beyond distance. Glover becomes the first person of color to travel beyond low Earth orbit, Koch the first woman, and Hansen the first non-American astronaut to reach the Moon’s vicinity. According to NASA’s live mission updates, the spacecraft’s solar arrays deployed successfully after liftoff and the crew completed a proximity operations demonstration within the first hours of flight.
Artemis II is step one. The Moon landing and the permanent lunar base come later. But after more than five decades, humans are heading back.
Tesla’s Q1 delivery figures show Elon Musk was right
Tesla reports Q1 deliveries, missing expectations slightly
NASA sends humans to the Moon for the first time since 1972 – Here’s what’s next
Elon Musk says Tesla is developing a new vehicle: ‘Way cooler than a minivan’
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
