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First Twitter Files of 2023 shows how intelligence community gained influence over the platform
The first Twitter Files of 2023 have been released by journalist Matt Taibbi, and they reveal how the intelligence community gained the influence it had over the platform. It begins in August 2017 when Facebook suspended 300 accounts with “suspected Russian origin.”
1.THREAD: The Twitter Files
How Twitter Let the Intelligence Community In— Matt Taibbi (@mtaibbi) January 3, 2023
However, Twitter’s leaders weren’t worried because they were sure there wasn’t a Russia problem. Screenshots of emails from Twitter’s former Vice President, Global Public Policy & Philanthropy, Colin Crowell, and Twitter’s former legal head, Vijaya Gadde, confirm that Twitter had been in contact with Facebook and agreed that the best public relations strategy was to say nothing on record and to issue a statement bringing them “closer to Facebook, their vulnerabilities on this issue, and the follow-up stories on Russia.”
In another email, Crowell noted that Twitter wasn’t the focus of inquiry into Russian election meddling but that the spotlight was on Facebook. The screenshot revealed that a group of Twitter executives were “due to see the Democratic staff of the Senate Intelligence Committee” in a non-public and private meeting.
In the section of the email titled Important Context, Crowell wrote: “Twitter is not the focus of inquiry into Russian election meddling right now – the spotlight is on FB because FB has better targeting ability than we have for campaign-related advertising; and, because the Trump campaign spent massively on FB during the election compared to what they spent w/us.”
Credit: Matt Taibbi
Following that, Twitter suspended 22 possible Russian accounts and 179 others with “possible links” to those accounts out of a larger set of 2,700 suspects that were manually examined. Senator Mark Warner of Virginia, the ranking Democrat on the Intelligence Committee, wasn’t too happy with Twitter. He held a press conference to denounce Twitter’s report as “frankly inadequate on every level.”
Crowell’s response was “#Irony” after he received an email from Warner’s re-election campaign asking for $5. Following that, Crowell met with congressional leaders and told his team at Twitter to keep producing material.
“Warner has political incentive to keep this issue at the top of the news, maintain pressure on us and rest of industry to keep producing material for them.”
Credit: Matt Taibbi
He added that the Democrats were taking cues from Hillary Clinton, who said, “It’s time for Twitter to stop dragging its heels and live up to the fact that its platform is being used as a tool for cyber-warfare.”
Credit: Matt Taibbi
This led Twitter to form a Russia Task Force due to anxiety over its PR problems. The task force began with data shared from counterparts at Facebook; however, Taibbi noted that those searches of accounts tied to Russia’s Internet Research Agency (IRA) were a dud.
One screenshot read: “No evidence of a coordinated approach, all of the accounts found seem to be lone-wolf type activity.”
Another one pointed out that after manually reviewing 2,500 accounts, they thought it was exhaustive. “32 suspicious accounts and only 17 of those are connected with Russia, only 2 of those have significant spend one of which is Russia Today…remaining <$10k in spend.”
Taibbi noted that the search found “only 2” significant accounts based on the same data that later inspired panic headlines such as “Russian Influence Reached 126 million through Facebook alone.”
Twitter’s failure of its Russian task force to produce material made its PR crisis worse. Several stories sourced into the Intel Committee were reported on in the news. This led Twitter to change its thoughts on the smallness of its Russia problem.
Senate staff told Twitter leaders that Senator Warner felt like the tech industry was in denial for months, and Twitter “pledged to work with them on their desire to legislate.”
Following that, Twitter’s Policy Director, Carlos Monje, shared key highlights of the legislation that Senators Warner, Klobuchar, and McCain were introducing.
“Knowing that our ads policy and product changes are an effort to anticipate congressional oversight, I wanted to share some relevant highlights of the legislation Senators Warner, Klobuchar and McCain will be introducing,”
Credit: Matt Taibbi
As Twitter began preparing its ads policy and removing RT and Sputnik to placate Washington, the committees leaked the larger list of 2,700 accounts. This led to a media circus, with Twitter being the star of the show. Internally, Twitter didn’t want to endorse the findings by Buzzfeed and the University of Sheffield, which said they found a new network on Twitter with close connections to Russian-linked bot accounts.
Credit: Matt Taibbi
Credit: Matt Taibbi
The Senate asked Twitter for a write-up of what happened when the Buzzfeed piece came out. Twitter then apologized for the same accounts it initially told the Senate was not a problem. This led to a new revelation. “Reporters now know this is a model that works.”
Taibbi noted that this cycle would later be formalized in partnerships with federal law enforcement. And this is how the intelligence community gained its influence over Twitter. In public, Twitter would remove content “at our 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.”
If you would like to access all of the Twitter files, an archival website has been built, which includes all of the threads as organized, long-form blog posts and links to articles written by the independent journalists who have released the Twitter Files.
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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Tesla has announced it has hit a major milestone with Full Self-Driving subscriptions, shortly after it said it would exclusively offer the suite without the option to purchase it outright.
Tesla announced on Wednesday during its Q4 Earnings Call for 2025 that it had officially eclipsed the one million subscription mark for its Full Self-Driving suite. This represented a 38 percent increase year-over-year.
This is up from the roughly 800,000 active subscriptions it reported last year. The company has seen significant increases in FSD adoption over the past few years, as in 2021, it reported just 400,000. In 2022, it was up to 500,000 and, one year later, it had eclipsed 600,000.
NEWS: For the first time, Tesla has revealed how many people are subscribed or have purchased FSD (Supervised).
Active FSD Subscriptions:
• 2025: 1.1 million
• 2024: 800K
• 2023: 600K
• 2022: 500K
• 2021: 400K pic.twitter.com/KVtnyANWcs— Sawyer Merritt (@SawyerMerritt) January 28, 2026
In mid-January, CEO Elon Musk announced that the company would transition away from giving the option to purchase the Full Self-Driving suite outright, opting for the subscription program exclusively.
Musk said on X:
“Tesla will stop selling FSD after Feb 14. FSD will only be available as a monthly subscription thereafter.”
The move intends to streamline the Full Self-Driving purchase option, and gives Tesla more control over its revenue, and closes off the ability to buy it outright for a bargain when Musk has said its value could be close to $100,000 when it reaches full autonomy.
It also caters to Musk’s newest compensation package. One tranche requires Tesla to achieve 10 million active FSD subscriptions, and now that it has reached one million, it is already seeing some growth.
The strategy that Tesla will use to achieve this lofty goal is still under wraps. The most ideal solution would be to offer a less expensive version of the suite, which is not likely considering the company is increasing its capabilities, and it is becoming more robust.
Tesla is shifting FSD to a subscription-only model, confirms Elon Musk
Currently, Tesla’s FSD subscription price is $99 per month, but Musk said this price will increase, which seems counterintuitive to its goal of increasing the take rate. With that being said, it will be interesting to see what Tesla does to navigate growth while offering a robust FSD suite.
News
Tesla confirms Robotaxi expansion plans with new cities and aggressive timeline
Tesla plans to launch in Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas. It lists the Bay Area as “Safety Driver,” and Austin as “Ramping Unsupervised.”
Tesla confirmed its intentions to expand the Robotaxi program in the United States with an aggressive timeline that aims to send the ride-hailing service to several large cities very soon.
The Robotaxi program is currently active in Austin, Texas, and the California Bay Area, but Tesla has received some approvals for testing in other areas of the U.S., although it has not launched in those areas quite yet.
However, the time is coming.
During Tesla’s Q4 Earnings Call last night, the company confirmed that it plans to expand the Robotaxi program aggressively, hoping to launch in seven new cities in the first half of the year.
Tesla plans to launch in Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas. It lists the Bay Area as “Safety Driver,” and Austin as “Ramping Unsupervised.”
These details were released in the Earnings Shareholder Deck, which is published shortly before the Earnings Call:
🚨 BREAKING: Tesla plans to launch its Robotaxi service in Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas in the first half of this year pic.twitter.com/aTnruz818v
— TESLARATI (@Teslarati) January 28, 2026
Late last year, Tesla revealed it had planned to launch Robotaxi in Las Vegas, Phoenix, Dallas, and Houston, but Tampa and Orlando were just added to the plans, signaling an even more aggressive expansion than originally planned.
Tesla feels extremely confident in its Robotaxi program, and that has been reiterated many times.
Although skeptics still remain hesitant to believe the prowess Tesla has seemingly proven in its development of an autonomous driving suite, the company has been operating a successful program in Austin and the Bay Area for months.
In fact, it announced it achieved nearly 700,000 paid Robotaxi miles since launching Robotaxi last June.
🚨 Tesla has achieved nearly 700,000 paid Robotaxi miles since launching in June of last year pic.twitter.com/E8ldSW36La
— TESLARATI (@Teslarati) January 28, 2026
With the expansion, Tesla will be able to penetrate more of the ride-sharing market, disrupting the human-operated platforms like Uber and Lyft, which are usually more expensive and are dependent on availability.
Tesla launched driverless rides in Austin last week, but they’ve been few and far between, as the company is certainly easing into the program with a very cautiously optimistic attitude, aiming to prioritize safety.
Investor's Corner
Tesla (TSLA) Q4 and FY 2025 earnings call: The most important points
Executives, including CEO Elon Musk, discussed how the company is positioning itself for growth across vehicles, energy, AI, and robotics despite near-term pressures from tariffs, pricing, and macro conditions.
Tesla’s (NASDAQ:TSLA) Q4 and FY 2025 earnings call highlighted improving margins, record energy performance, expanding autonomy efforts, and a sharp acceleration in AI and robotics investments.
Executives, including CEO Elon Musk, discussed how the company is positioning itself for growth across vehicles, energy, AI, and robotics despite near-term pressures from tariffs, pricing, and macro conditions.
Key takeaways
Tesla reported sequential improvement in automotive gross margins excluding regulatory credits, rising from 15.4% to 17.9%, supported by favorable regional mix effects despite a 16% decline in deliveries. Total gross margin exceeded 20.1%, the highest level in more than two years, even with lower fixed-cost absorption and tariff impacts.
The energy business delivered standout results, with revenue reaching nearly $12.8 billion, up 26.6% year over year. Energy gross profit hit a new quarterly record, driven by strong global demand and high deployments of MegaPack and Powerwall across all regions, as noted in a report from The Motley Fool.
Tesla also stated that paid Full Self-Driving customers have climbed to nearly 1.1 million worldwide, with about 70% having purchased FSD outright. The company has now fully transitioned FSD to a subscription-based sales model, which should create a short-term margin headwind for automotive results.
Free cash flow totaled $1.4 billion for the quarter. Operating expenses rose by $500 million sequentially as well.
Production shifts, robotics, and AI investment
Musk further confirmed that Model S and Model X production is expected to wind down next quarter, and plans are underway to convert Fremont’s S/X line into an Optimus robot factory with a capacity of one million units.
Tesla’s Robotaxi fleet has surpassed 500 vehicles, operating across the Bay Area and Austin, with Musk noting a rapid monthly expansion pace. He also reiterated that CyberCab production is expected to begin in April, following a slow initial S-curve ramp before scaling beyond other vehicle programs.
Looking ahead, Tesla expects its capital expenditures to exceed $20 billion next year, thanks to the company’s operations across its six factories, the expansion of its fleet expansion, and the ramp of its AI compute. Additional investments in AI chips, compute infrastructure, and future in-house semiconductor manufacturing were discussed but are not included in the company’s current CapEx guidance.
More importantly, Tesla ended the year with a larger backlog than in recent years. This is supported by record deliveries in smaller international markets and stronger demand across APAC and EMEA. Energy backlog remains strong globally as well, though Tesla cautioned that margin pressure could emerge from competition, policy uncertainty, and tariffs.
Tesla hits major milestone with Full Self-Driving subscriptions
Tesla confirms Robotaxi expansion plans with new cities and aggressive timeline
