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
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla rescheduled its final Model S farewell to May 20 after Musk joined Trump in China.
Tesla has rescheduled its Model S and Model X Signature Edition delivery event to Wednesday, May 20, 2026, after abruptly calling off the original May 12 celebration. The event will take place at Tesla’s factory at 45500 Fremont Boulevard in Fremont, California, the same location where the Model S first rolled off the line in 2012. Invitees received a follow-up email asking them to reconfirm attendance and download a new QR code ticket, with Tesla noting that all travel and accommodation expenses remain the buyer’s responsibility.
The reason behind the original cancellation came into focus the same day it was announced. President Trump invited Elon Musk, Apple’s Tim Cook, BlackRock’s Larry Fink, Boeing’s Kelly Ortberg, and executives from Goldman Sachs, Blackstone, Citigroup, and Meta to join his trip to China this week for a summit with President Xi Jinping. The agenda covers trade, artificial intelligence, export controls, Taiwan, and the Iran war, following weeks of escalating friction between Washington and Beijing over AI technology, sanctions, and rare earth exports. Trump wrote on Truth Social, “I am very much looking forward to my trip to China, an amazing Country, with a Leader, President Xi, respected by all.”
Tesla launches 200mph Model S “Gold” Signature in invite-only purchase
The vehicles at the center of all this are the last Model S and Model X units Tesla will ever build. Priced at $159,420 each, the 250 Model S and 100 Model X Signature Edition units come finished in Garnet Red with a one-year no-resale agreement, giving Tesla right of first refusal if the owner decides to sell. As Teslarati reported, the Model S defined Tesla’s early identity as a serious luxury automaker, and the Fremont factory line that built it is now being converted to manufacture Optimus humanoid robots.
Musk’s inclusion in the China delegation drew attention given his very public relationship with Trump, and the invitation signals the two have moved past and past grievances. Trump originally brought Musk on to lead the Department of Government Efficiency following his inauguration, and despite a sharp public dispute in mid-2025, the two have appeared together repeatedly in recent months. A seat on the China trip, the most diplomatically consequential visit of Trump’s current term, puts Musk back at the table on U.S. economic policy at a moment when Tesla’s China revenue remains one of the company’s most important financial pillars.
Tesla has launched a new solution to a rare but relevant Supercharger problem with a new Virtual Waitlist, a remedy that will solve sequencing confusion when there is a line to charge at one of the company’s locations.
Teslarati reported on what we called the Virtual Queue last month. In rare occurrences, there were physical altercations at Superchargers when someone might have cut in line to charge. Tesla started to develop some sort of system that would resolve this issue, and now it is finally rolling it out.
Tesla launches solution to end Supercharger fights once and for all
It will start with a Pilot Program, and Tesla is calling it the ‘Waitlist.’
Announced on May 11 on the official TeslaCharging X account, the pilot program is currently active at sites in Los Gatos, Mountain View, and San Francisco in California, as well as San Jose, CA, and the Bronx, NY (East Gun Hill Road). Drivers are encouraged to share feedback directly through the Tesla app to refine the system before a potential broader rollout.
We’re now testing a new waitlist feature at 5 Supercharger sites. Share feedback through the Tesla app to help us make it better.
– Los Gatos, CA – Los Gatos Boulevard
– Mountain View, CA – El Monte Avenue
– San Francisco, CA – Lombard Street
– San Jose, CA – Saratoga Avenue
-… pic.twitter.com/epTVzpJxgW— Tesla Charging (@TeslaCharging) May 11, 2026
Tesla released the video above to showcase the feature, which automatically joins the waitlist when your vehicle has the Supercharger with the wait as the destination in the navigation. There is also a notification that lets you know your place in line.
In this specific example, the video shows that the wait is less than five minutes, and that there are two cars ahead of the one in the video:
Credit: Tesla
Having a wait at a Supercharger is relatively rare, but it does happen. It is even more frequent now that there are more EVs allowed to use the Supercharger Network. Those non-Tesla EVs can also join the queue, as Tesla added in its social media release of the pilot program that they can join the waitlist using the Tesla app.
The release of this program should help alleviate the rare risk of incidents at Superchargers. Tesla will expand this program as it sees fit, and it gathers valuable data and reviews from users.
Investor's Corner
Tesla Optimus is already benefiting investors, top Wall Street firm says
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Tesla Optimus is already benefiting investors from a fiscal standpoint, at least that is what Alexander Potter at Piper Sandler, a top Wall Street firm covering the company, says.
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Analyst Alexander Potter, in the firm’s latest “Definitive Guide to Investing in Tesla,” built a comprehensive framework covering 17 separate product lines.
This granular approach values Tesla’s core businesses—including electric vehicles, energy storage, Full Self-Driving (FSD) software, in-house insurance, Supercharging network, and a standalone robotaxi operation—at approximately $400 per share, without assigning any value to Optimus or related inference-as-a-service opportunities.
“At $400/share, we think investors can buy Optimus for ‘free,’” Potter stated in the note. Piper Sandler maintained its Overweight rating on Tesla shares and a $500 price target, which implicitly attributes roughly $100 per share to the robot-related businesses— a figure the analyst views as potentially conservative.
The updated model incorporates elements often overlooked by other sell-side analysts, such as detailed forecasts for Tesla’s insurance operations, Supercharger revenue, and a distinct valuation for the robotaxi business separate from FSD software licensing. It also accounts for Tesla’s 2025 CEO compensation plan for the first time.
Potter acknowledged that his estimates for 2026 and 2027 fall below Wall Street consensus, citing factors like declining deliveries from certain discontinued models and reduced regulatory credit income.
However, he expressed limited concern, noting that traditional vehicle delivery metrics are expected to matter less over time as FSD subscriber growth and robotaxi deployment metrics gain prominence. On Optimus specifically, Potter suggested the humanoid robot program, combined with inference services, “arguably will be worth more than Tesla’s other businesses combined,” though the firm has not yet produced formal long-term forecasts for these segments.
Tesla shares have traded near the $400 range in recent sessions, reflecting ongoing investor focus on the company’s autonomous driving progress and expansion into robotics and AI. The Optimus project remains in early development stages, with Tesla aiming to deploy the robots initially for internal factory tasks before broader commercial applications.
This Piper Sandler analysis highlights the growing emphasis among some investors and analysts on Tesla’s long-term technology platform potential beyond its current automotive and energy businesses.
As with any forward-looking valuation, outcomes will depend on execution timelines, technological breakthroughs, regulatory approvals for autonomous systems, and market adoption of humanoid robotics—areas that carry significant uncertainty and execution risk.
The note underscores a common theme in Tesla coverage: differing views on how to quantify emerging high-growth opportunities like robotics within the company’s overall enterprise value. Investors are advised to consider their own risk tolerance and conduct thorough due diligence regarding these speculative elements.
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla launches its solution to rare but relevant Supercharger problem
