News
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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Elon Musk
Tesla and SpaceX merger talks hit a new stage, and one hurdle remains
Tesla and SpaceX merger talks are reportedly advancing, and a deal could arrive by December.
Tesla and SpaceX are moving closer to a combination, with a deal announcement possible as soon as December, Bloomberg reported on Thursday, citing people familiar with the matter. The companies have also discussed a scenario in which the announcement slips into early 2027.
Boards and advisers on both sides are now working through the terms of the deal and the governance structure of the combined company, according to the report. One open item is how many SpaceX shares Tesla investors would receive. Bloomberg had previously reported that the two companies were aiming to announce a deal in the first half of next year and close it before the end of President Donald Trump’s term, so a December announcement would pull that schedule forward by months.
Tesla shares rose as much as 1.9% to $398.35 after the report, while SpaceX gained 0.6% to $140.63. SpaceX carries a market value of about $1.9 trillion following its June IPO, and Tesla is valued at about $1.55 trillion, which would make a combination the largest corporate deal on record. Neither company responded to requests for comment.
The talks became official on October 20, when Elon Musk said on SpaceX’s third quarter earnings call that both companies had formed special committees of independent directors to study a merger, as Teslarati reported. Musk said he could not take part because he is “a conflicted party” and called the process “an odd kabuki dance.” He also noted that Tesla would need approval from 50 percent of all outstanding shares, a bar the company missed in 2025 when a board declassification proposal won support from only 39.4 percent.
China remains the biggest structural problem. Bloomberg’s sources said the companies still need to work out how to isolate Tesla’s large and profitable manufacturing business in China from SpaceX’s U.S. government and defense contracts. JPMorgan analyst Rajat Gupta described those two factors last month as “key dynamics that are at odds with each other” for regulatory and shareholder approval. Musk has repeatedly said Tesla has no plans to separate its China business, a position he restated in August after ARK Invest predicted a merger announcement before the end of the year.
Washington adds another layer. Democrats took control of Congress in this month’s midterms and have pledged to investigate Musk’s business and political activities, which could bring added scrutiny to a deal involving one of the Pentagon’s most important launch and satellite contractors.
The report also lands three weeks before Tesla’s December 3 annual meeting at Giga Texas. That ballot has only three items, led by the re-election of Musk, board chair Robyn Denholm and JB Straubel, and includes no merger proposal. Any deal announced in December would likely require a separate special meeting for Tesla shareholders to vote on it.
The two companies already share a growing list of projects, including the Terafab semiconductor plant in Texas. Tesla’s next generation Roadster, which uses cold gas thrusters built on SpaceX hardware, turned up on display at SpaceX headquarters last month and has become one of the clearest public examples of that overlap.
News
SpaceX hid behind another name in the Arizona desert, and now it’s going big
SpaceX puts a $50 billion price on its Arizona supercompute campus ahead of December’s hearing.
SpaceX has put a price tag on the supercomputer campus it wants to build in the southern Arizona desert. In a statement Thursday, the company said it is pursuing a roughly $50 billion supercompute campus in Cochise County, about 80 miles east of Tucson. Together with a separate facility planned at Starbase, Texas, the two projects add up to more than $74 billion in planned investment.
The Arizona figure had not been disclosed before. SpaceX’s involvement only became public on November 4, when company representatives hosted a packed town hall at Cochise Elementary School for an application filed under the name Tombstone Resources LLC. A SpaceX representative told residents the filing used another name because putting SpaceX on it “draws attention” from outside the county, local station KVOA reported.
The application describes a 747-acre site near the Willcox Playa with up to nine buildings of about 493,000 square feet each. SpaceX plans to bring the campus online in four phases of roughly 1.5 GW, reaching 6 GW at full build, backed by a 24 GWh battery system and about $3.6 billion in grid upgrades. At that size, it would draw about 2.5 times more power than every data center in Maricopa County combined, according to an Arizona Republic analysis.
SpaceX says the project will create about 5,500 construction jobs and 1,000 permanent jobs, and that it could cut electricity bills for members of the local cooperatives by up to 20 percent. The campus would use dry cooling with no industrial groundwater use. Its application estimates ongoing water needs of 7 to 10 acre-feet a year, roughly what 20 to 30 homes consume.
Power is the bigger question. The site sits next to the Apache Generating Station, a coal and natural gas plant with about 1 GW of capacity that had been slated to retire by 2028. SpaceX told residents its investment could expand the station to more than 6 GW.
Local opposition is organized. A petition asking the county to deny the permit has gathered about 2,400 signatures, and the nearby playa is a landing spot for federally protected sandhill cranes, which SpaceX says its design accounts for. The Cochise County Planning and Zoning Commission will hold a public hearing on December 9 in Bisbee, with written comments due November 27. If approved, construction could start in March 2027.
The Texas project faces a vote the same day. The Starbase City Commission will consider a property tax abatement for SpaceX’s $24 billion gas plant and supercompute facility at its own December 9 hearing, as Teslarati reported. SpaceX said Thursday the Starbase site has already generated more than 3,000 construction jobs, and it committed $220 million to Brownsville’s water and wastewater systems, $40 million of which has been paid.
Both campuses would expand a footprint still centered on the Memphis area, where SpaceX’s Colossus data centers run largely on gas turbines and the company won a permit for a power plant in Southaven, Mississippi earlier this year. SpaceX ended the third quarter with 1.7 GW of nameplate compute. The Arizona campus alone, at full build, would be more than three times that size.
Elon Musk
Nvidia’s board meets on Jensen Huang, and Elon Musk already has an answer
Elon Musk says it would be an honor to hire Jensen Huang amid Nvidia turmoil.
Elon Musk says he would welcome Jensen Huang at one of his companies if Nvidia’s board decides to push out its longtime chief executive.
On Wednesday evening, the financial account ZeroHedge posted “Elon please hire Jensen” on X. Musk replied roughly two hours later: “That would be an honor.” Neither Huang nor Nvidia had responded publicly as of Wednesday night.
Musk’s reply came as Nvidia’s board met to decide Huang’s future. The Wall Street Journal reported that directors were preparing to oust him following reports of two extramarital relationships. One involves Alice Huang, a Singapore-based businesswoman whom U.S. intelligence officials reportedly believe was working for China’s Ministry of State Security. The New York Times separately reported a relationship with Kimberly Powell, Nvidia’s vice president of health care. Huang acknowledged being unfaithful in a memo to employees on Sunday but gave no details.
@zerohedge That would be an honor
— Elon Musk (@elonmusk) November 12, 2026
Under Nvidia’s bylaws, a majority of its 11 directors can remove the CEO with or without cause. Bloomberg reported that the board has been working with an outside firm on possible replacements and may name an interim chief, with CFO Colette Kress seen as the likely pick. Nvidia shares fell more than 8 percent in extended trading, according to CNBC, and the company is scheduled to report quarterly earnings on November 17.
Musk has more riding on Nvidia’s leadership than most tech executives. In August, he told investors on SpaceX’s first earnings call as a public company that it would build its AI infrastructure exclusively on Nvidia hardware, calling Vera Rubin “the best architecture.” SpaceX is also working with Nvidia on the compute payload for Starmind, its planned orbital AI constellation. In October, SpaceX said it had a binding commitment for a roughly $40 billion lease of Vera Rubin GPUs and related equipment, with the leases expected to begin in the first half of 2027.
The scale of that dependence is already enormous. On its Q3 call, SpaceX said it was bringing roughly 200,000 to 220,000 Nvidia GB300 GPUs online each month and expects 2.5 to 3 GW of nameplate compute by the end of the year. That buildout is now reaching new sites like the proposed $24 billion power plant and supercomputer campus at Starbase.
The relationship between the two executives also goes back nearly a decade. Huang has often told the story of personally delivering Nvidia’s first DGX-1 AI supercomputer to Musk in 2016, when no other customer wanted one. “Nobody wanted to be part of it, except for Elon,” Huang said on the Joe Rogan Experience last December.
Musk did not say what role Huang might fill, and his reply stops short of a formal offer. Huang co-founded Nvidia in 1993 and still owns about 3.6 percent of its stock, so any move to a Musk company would depend on whether, and how, he leaves the chipmaker he has run for more than three decades.
Tesla and SpaceX merger talks hit a new stage, and one hurdle remains
SpaceX hid behind another name in the Arizona desert, and now it’s going big
