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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Investor's Corner
Tesla and SpaceX take “Terafab” Trademark fight to Federal Court
Tesla and SpaceX sue a small Illinois firm after cease and desist letters over Terafab.
Tesla and SpaceX are asking a federal judge to rule that their planned Terafab chip factory does not infringe a small Illinois company’s trademark, a request that arrives only after months of quiet negotiation broke down this summer.
The dispute traces to May 18, when Tesla filed three U.S. trademark applications for “Terafab” and “Tesla Terafab,” covering semiconductor chips and related chip making services. TERA-print LLC, a nanotechnology company that has held a federal trademark for “Tera-Fab” since 2021, responded five days later with a cease and desist letter. According to the lawsuit, first reported by Reuters, TERA-print argued that Tesla and SpaceX’s use of “Terafab” would confuse consumers familiar with its own trademark, which covers a desktop photolithography printer sold to researchers for sensor and bioengineering work.
What stands out in the filing is the timing of TERA-print’s own paperwork. One day before sending that cease and desist letter, on May 22, TERA-print applied to expand its existing registration to cover semiconductor materials, silicon chips, nanoelectronic devices and AI design services, categories it had not previously claimed. Tesla and SpaceX call that filing opportunistic in their complaint, noting it arrived two months after Tesla’s public Terafab announcement and just days after Tesla’s own trademark applications went in.
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
By June 10, TERA-print was threatening to sue for federal trademark infringement, false designation of origin and unfair competition, the complaint states. Rather than wait to be sued, Tesla, SpaceX and SpaceXAI met with TERA-print six separate times between June and August trying to resolve the dispute directly. Those talks collapsed, and the companies filed for declaratory judgment this week in the U.S. District Court for the Western District of Texas, asking a judge to find that “Terafab” does not infringe TERA-print’s mark before TERA-print can file a claim of its own.
TERA-print isn’t backing down. The company told PCMag it discussed a settlement with Tesla as recently as September 2 and feels misled by what it called Tesla’s professed interest in settling. Its CTO, Andrey Ivankin, said TERA-print holds a Defense Department contract to fabricate semiconductors and partially owns Mattiq Inc., an AI company built on TERA-print’s products, and that the company will vigorously defend its rights.
Tesla and SpaceX argue the overlap is superficial. Terafab is planned as a $16.8 billion complex spanning roughly 100 million square feet at the Grimes County site SpaceX confirmed last month, built to produce chips for Optimus robots, Tesla’s AI computing needs and SpaceX’s orbital data center ambitions, a scale and purpose the companies say no reasonable consumer would confuse with a tabletop lab printer. TERA-print’s product line has stayed focused on lithography tools for biological and sensor research since it registered its mark in 2021.
The trademark fight is the second legal dispute tied to the Terafab project in the past week, following a separate SpaceX suit aimed at keeping company records about the facility out of public view, as KBTX reported. Whether construction proceeds under the Terafab name now depends on a federal judge in Austin.
News
NHTSA just escalated its Tesla Cybercab investigation in a big way
NHTSA escalated its Cybercab audit into a sworn Special Order with a September 30 deadline.
Federal regulators have moved from asking Tesla questions about its Cybercab to demanding sworn answers. The National Highway Traffic Safety Administration issued a Special Order that requires a Tesla officer to sign an affidavit attesting to the completeness of the company’s responses, with a deadline of September 30.
The order builds on Audit Query AQ26002, which NHTSA opened on September 3, the same day Tesla began commercial Cybercab service in Austin. Teslarati covered that initial inquiry when it surfaced, noting the agency wanted to understand how Tesla certified a vehicle with no permanently attached steering wheel, pedals, or mirrors as compliant with Federal Motor Vehicle Safety Standards. A Special Order is a different tool and converts a fact finding review into a legally enforceable demand, the same mechanism NHTSA used against Tesla in 2023 during its Autopilot investigation.
Several of the 21 requests target a specific gap in Cybercab’s design. One asks whether Tesla used temporarily attached human controls at any point to help certify the vehicle, and if so, which standards depended on that equipment being present. Another quotes an existing rule directly: “The service brakes shall be activated by means of a foot control.” Cybercab has no foot pedal. NHTSA wants a detailed explanation of how the vehicle satisfies that requirement, and how it complies without the kind of exemption granted to Zoox in July under Part 555, the regulatory pathway built for steering wheel free vehicles.
The order does not claim Cybercab is unsafe or that Tesla broke a rule. It requires Tesla to explain, under oath, the reasoning behind decisions the company already made when it self-certified the vehicle. That distinction matters, but so does the exposure. Motor1’s reporting, summarized here, put potential civil penalty exposure as high as $139 million if NHTSA later finds the certification was flawed, on top of whatever criminal risk comes with a false sworn statement.
Tesla has not said publicly how it plans to respond. Cybercab is still carrying passengers in Austin through the Robotaxi app while the September 30 deadline approaches, and the company has continued expanding the vehicle’s footprint even as the regulatory question remains open. The Special Order does not pause any of that and just sets a date by which Tesla has to put its certification logic on the record, with a company officer’s name attached to it.
In a new interview on Wednesday, Tesla uber bull Ron Baron said that anyone looking to buy the company’s stock should do so as soon as they can.
Baron, founder and CEO of Baron Capital and one of Tesla’s most persistent institutional bulls, used a CNBC Squawk Box appearance on Wednesday to deliver a familiar message with fresh urgency: In his opinion, Tesla stock is a buy:
“The time to buy the stock is now. FSD is catching on, and it’s going to be bigger and bigger. 55% of new buyers are buying it (Teslas) with FSD. It’s going to be everywhere. It’s safer.”
The Baron Capital frontman’s case is built around Full Self-Driving. Tesla reported 1.48 million active FSD subscriptions in the second quarter, up 56 percent year over year, and company officials have said roughly 55 percent of new North American deliveries left with a subscription enabled.
Baron framed that attach rate as proof the product is moving from enthusiast extra to default expectation, and as a reason software, not just vehicle volume, should drive the next phase of value.
His conviction on Tesla shares is not theoretical, as Baron Capital made its first Tesla investment in 2014, after years of meetings that began around the 2010 IPO roadshow. The firm later built a large SpaceX position starting in 2017.
Ron Baron today in new interview on Tesla:
“The time to buy the stock is now. FSD is catching on, and it’s going to be bigger and bigger. 55% of new buyers are buying it (Teslas) with FSD. It’s going to be everywhere. It’s safer.” pic.twitter.com/Rv5PB0bVZ2
— Sawyer Merritt (@SawyerMerritt) September 16, 2026
Baron said those Musk-led bets have generated about $30 billion of the $71 billion in profits Baron Capital has produced for clients. He put the firm’s current exposure at roughly $25 billion in SpaceX and $5 billion in Tesla. Personally, he described SpaceX as his largest holding, at about $5 billion, with about $1.5 billion in Tesla and additional Tesla exposure through the firm’s funds.
That concentration is also a statement of loyalty. Asked about talk of a SpaceX-Tesla combination, Baron said he had already walked Elon Musk through arguments for and against a deal, then declined to repeat them on air. His public position was simpler: “Whatever you decide is better is what I’m going to support,” he said to Musk.
Baron also said that he picked up the farewell edition of the Model S after Tesla decided to sunset the vehicle earlier this year, calling it his favorite car he’s ever driven.
Tesla and SpaceX take “Terafab” Trademark fight to Federal Court
NHTSA just escalated its Tesla Cybercab investigation in a big way
