The latest installment of the Twitter Files revealed the FBI’s desire for Twitter to rely on it to be the belly button of the U.S. government (USG). The first Twitter Files installment of 2023 revealed shared the events that led up to the intelligence community’s influence on Twitter. Following that installment, journalist Matt Taibbi released another, which revealed the Global Engagement Center’s (GEC) role.
Taibbi described the GEC as “a fledgling analytic/intelligence arms of the State Department,” and screenshots revealed how this new entity would go directly to the media. In one such instance, a report titled, Russian Disinformation Apparatus Taking Advantage of Coronavirus Concerns, was released, which wrecked a bit of havoc for Twitter.
1.THREAD: The Twitter Files
Twitter and the FBI “Belly Button” pic.twitter.com/nfOGQGlvUM— Matt Taibbi (@mtaibbi) January 3, 2023
Twitter’s then Trust and Safety head, Yoel Roth, pointed out the motives of Clemson’s Media Forensic Hub when it complained that Twitter hadn’t “made a Russia attribution” in some time.
Credit: Matt Taibbi
Credit: Matt Taibbi
Roth told researchers like Clemson that Twitter would be happy to work directly with them instead of the media. He was unsuccessful. Simultaneously, Twitter was trying to reduce the number of agencies that had access to Roth. Twitter’s then-policy director, Carlos Monje, pointed out that once Twitter gave these agencies, such as the Department of Homeland Security, access to Roth.
“If these folks are like House Homeland Committee and DHS, once we give them direct contact with Yoel, they will want to come back to him again and again,” Monje said.
Taibbi noted that the GEC report appeared to be based on DHS data that was circulated earlier that week. The data included accounts that followed two or more Chinese diplomatic accounts and ended up with a list “nearly 250,000” names long. The list included Canadian officials and a CNN account.
Credit: Matt Taibbi
In an email, Roth said that the GEC attempted to insert itself into conversations Twitter had with several government agencies, including the FBI and DHS. The GEC began to agree to loop Twitter in before going public; however, the agency used a technique that trapped Twitter previously.
“The delta between when they share material and when they go to the press continues to be problematic,” a comms official wrote, adding that they primed the media to be “curios and inquisitive of this dynamic, too.”
Credit: Matt Taibbi
This led to Twitter’s disputing a State Department claim that China coordinated coronavirus disinformation accounts. The FBI then informed Twitter that the GEC wanted to be included in their regular “industry call” between companies like Twitter and Facebook and the DHS and FBI. At first, Twitter didn’t want to go this route. Executives at Facebook and Google were united with Twitter in its opposition to the GEC’s inclusion.
“The GEC’s mandate for offensive IO to promote American interests. The relative lack of discretion and caution from senior GEC leadership in sharing reports/analysis based on shaky methodology. A limited track record of successful collaboration with industry.”
Roth noted that an actor such as GEC being introduced to a stable and trusted group of practitioners and experts, especially with the election heating up, posed major risks.
Credit: Matt Taibbi
Roth added that another reason was that the DHS and FBI were “apolitical,” whereas the GEC was “political.”
“GEC has a track record of actively advancing specific ideological agendas (e.g., their work w/r/t Iran). We should not lose sight of this distinction,” Roth wrote.
Credit: Matt Taibbi
The FBI argued for a compromise solution that would allow other U.S. government (USG) agencies to participate in the industry calls, with the FBI and DHS acting as sole conduits. When Roth reached out to FBI agent Elvis Chan with concerns, Chan reassured the Twitter executive that it would be a “one-way” channel and “State/GEC, NSA, and CIA have expressed interest in being allowed on in listen mode only.”
“We can give you everything we’re seeing from the FBI and USIC agencies,” Chan told Roth, adding that the DHS agency Cybersecurity and Infrastructure Security Agency (CISA) “will know what’s going on in each state.” Chan then asked if the industry could “rely on the FBI to be the belly button of the USG.”
Credit: Matt Taibbi
The group eventually chose Signal due to its operational security. Following that, Twitter began taking requests from various government bodies starting with the Senate Intel Committee (SSCI), which needed reassurance that Twitter was taking FBI direction.
Twitter also received various requests from officials wanting individuals they didn’t like to be banned from the platform. In the screenshot below, the office for Democrat and House Intel Committee chief Adam Schiff asked Twitter to ban journalist Paul Sperry.
Credit: Matt Taibbi
At the time, Twitter refused. However, Sperry was later suspended. “No, this isn’t feasible/we don’t do this,” Twitter replied.
Twitter honored many of the requests, including those from the GEC, to ban accounts the GEC identified as “GRU-controlled” and linked “to the Russian government.”
A former CIA staffer working at Twitter called the GEC requests “Our window on that is closing,” which meant that the days Twitter could say no to serious requests were over. In the Twitter Files that were released earlier today, Taibbi noted that in public, Twitter would remove content at its “sole discretion.”
Privately, the platform would “off-board” anything that was “identified by the U.S. intelligence community as state-sponsored entity conducting cyber-operations.” That was in 2017. By 2020, agencies were flooding Twitter with “identifications” or users that it wanted Twitter to remove.
Credit: Matt Taibbi
Taibbi pointed out that some reports were only a paragraph long and that Twitter would be forwarded an Excel document without further explanation. Twitter was also warned about the publicity surrounding a book written by former Ukraine prosecutor Viktor Shokhin, who alleged “corruption by the U.S. government” – specifically by Joe Biden.
Screenshots reveal that by mere weeks before the 2020 election, Twitter was so confused by the multiple streams of incoming requests that staffers had to ask the FBI which was which.
Credit: Matt Taibbi
Taibbi noted that this led to the situation described in an earlier Twitter Files release by Michael Shellenberger on December 19, 2022.
In that release, it was revealed that Twitter was paid $3,415,323. Taibbi noted that Twitter wasn’t just paid but underpaid for the amount of work it did for the government.
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Tesla Full Self-Driving (Supervised) showed a record attach rate at delivery for new vehicles in the third quarter of 2026.
75 percent of new vehicle deliveries in North America included a subscription to FSD software, up from 55 percent in the prior quarter, a 20-percentage-point sequential gain in the company’s most mature market.
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
Tesla shed light on the Q3 Shareholder Deck that 75 percent of new deliveries came with an FSD subscription:
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets. “
The higher attach rate accompanied strong growth in the overall FSD consumer base, as active subscriptions rose to 1.75 million, a 67 percent year-over-year increase. For the first time, more than half of paid customers are on the monthly subscription, which is priced at $99 per month in the U.S.
People are buying FSD with a car attached, not the other way around
— Elon Musk (@elonmusk) October 21, 2026
The transition to subscriptions has accelerated since Tesla discontinued the one-time purchase option in most markets earlier this year. The recurring model improves revenue visibility and margins compared with large upfront payments. With three-quarters of North American deliveries now including FSD, the software is now an evidently large contributor to Tesla’s economics and ancillary revenue.
Geographic expansion remains important for further gains. FSD is now available in nine countries in the EU, and more than 100,000 customers have driven over 160 million kilometers. Tesla is pursuing broader EU-wide approval, with a related vote expected in December. Similar progress in additional markets could support higher attach rates beyond North America.
These results came as Tesla had a strong quarterly delivery performance of 486,532 vehicles in the quarter, which came with its largest passenger-vehicle backlog in four years. Battery supply continued to limit volume, but the company has pointed to FSD as a clear difference-maker that is helping sustain demand. As supervised capabilities improve, the attach rate will likely continue to improve.
At face value, it is a key measure of how Tesla is converting sales into autonomy progress.
Update: 10/22 10:51a – Para 1 consumers changed to “customers” for accuracy.
Tesla Cybercab units finally got a definitive date for when they will be able to be purchased by customers, ending speculation regarding whether the fully autonomous vehicle would be available in the near term.
During Tesla’s third-quarter 2026 earnings call on October 21, Vice President of Engineering Lars Moravy said the company is aiming to begin delivering its purpose-built Cybercab robotaxi to customers before year-end.
🚨 In short, Cybercabs are slated to go to customers by end of the year. All units are going into Robotaxi fleet currently, per @larsmoravy
Cybercab will be “transport-as-a-service,” but vast majority of Cybercab will be “Tesla-owned,” @elonmusk says https://t.co/R8Qu8QWdmp
— TESLARATI (@Teslarati) October 21, 2026
“We’re trying to get Cybercabs to customers by the end of this year, 2026,” Moravy said. He added that production is underway on the line at Gigafactory Texas, but “all of those are currently going to our own internal Robotaxi fleet.”
Moravy explained that as operations scale, Tesla will “mainly deliver fully designed autonomous vehicles to our customers,” with the Cybercab as the first such vehicle. Initial customer deliveries will start small while the company gains experience with delivery logistics, ownership models, fleet management, and operating autonomous vehicles outside its direct control.
CEO Elon Musk reinforced the limited nature of private sales, describing the Cybercab primarily as a “transport-as-a-service” offering rather than a personal ownership vehicle like the Model 3, Model Y, or upcoming Roadster. “The vast majority of the Cybercab stuff will be Tesla-owned and transport-as-a-service,” Musk said.
The Cybercab is a two-seater vehicle developed by Tesla without a steering wheel or pedals. It relies completely on Tesla’s Full Self-Driving suite and has been in production since February. Early units have been put in Tesla’s Robotaxi service as of early September, when the company launched rides to the public. Tesla previously indicated it would aim to sell Cybercabs for about $30,000.
Unsupervised Full Self-Driving is expected to ship to consumer cars during Q2 2027, Ashok Elluswamy, Tesla’s Head of AI, indicated during the call. Early buyers or fleet operators may receive vehicles whose autonomous operation remains geographically restricted due to lagging regulatory agencies. There are some hurdles that remain ahead of Cybercab deliveries.
Tesla (NASDAQ: TSLA) reported its earnings for the third quarter of 2026, marking a reasonable performance on the various financial metrics. Tesla still plans to hold a call that will field investor questions at 5:30 p.m. ET, 4:30 p.m. CT.
Here’s where Earnings came in:
- Total Revenues: $28.046 reported vs. $28.34B expected
- Non-GAAP EPS: $0.48 reported vs. $0.45 expected
- Operating Margin: 2.6 % reported vs. 2.5% expected
- Operating Income: $718M reported vs. $721M expected
- Free Cash Flow: $1.531B reported vs. ~-$4.51B expected
Tesla $TSLA Earnings Results:
Revenues: $28.046B
Non-GAAP EPS: $0.48
Operating Margin: 2.6%
Operating Income: $718M
FCF: $1.531B— TESLARATI (@Teslarati) October 21, 2026
Major Takeaways
Full Self-Driving (Supervised)
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets.”
Tesla Semi
“We began volume production of Tesla Semi, our Class 8 heavy-duty truck. The top variant can go 500 miles at full 82,000 lbs gross combination weight while achieving an efficiency of 1.7 kWh/mile. That efficiency allows the Tesla Semi to use a third of the energy used by a comparable diesel truck to haul the same payload. In a transportation market where energy is one of the largest components of total cost per mile, this will provide a meaningful advantage to Tesla Semi operators.”
SI Compute
“We plan to reach 400 MW of SI training compute by the end of the year, supporting the development of both vehicle and humanoid robot autonomy software. Additionally, we continued construction for the Austin Fab, where we plan to start commissioning equipment in 2027.”
Robotaxi
“We began deployment of Cybercab into our Robotaxi fleet in Austin. We reached nearly two million cumulative unsupervised miles for our Robotaxi service as of the end of the quarter. Operating hours in Austin are now 6am to midnight, and we expect to reduce wait times via increased fleet supply and improvement of Robotaxi orchestration algorithms. Grok is available in Cybercab with access to Grok Bot and Connectors, which allows users to manage their inbox, calendars, files, chats and tasks – all hands free via voice command – making Cybercab a mode of transport, a productivity space and, with our entertainment options, a second living room.”
Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.
Tesla buyers are buying for Full Self-Driving and not for the car, data shows
Tesla Cybercab gets a for sale date at last
