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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Investor's Corner
Tesla enters new stability phase, firm upgrades and adjusts outlook
Dmitriy Pozdnyakov of Freedom Capital upgraded his outlook on Tesla shares from “Sell” to “Hold” on Wednesday, and increased the price target from $338 to $406.
Tesla is entering a new phase of stability in terms of vehicle deliveries, one firm wrote in a new note during the final week of October, backing its position with an upgrade and price target increase on the stock.
Dmitriy Pozdnyakov of Freedom Capital upgraded his outlook on Tesla shares from “Sell” to “Hold” on Wednesday, and increased the price target from $338 to $406.
While most firms are interested in highlighting Tesla’s future growth, which will be catalyzed mostly by the advent of self-driving vehicles, autonomy, and the company’s all-in mentality on AI and robotics, Pozdnyakov is solely focusing on vehicle deliveries.
The analyst wrote in a note to investors that he believes Tesla’s updated vehicle lineup, which includes its new affordable “Standard” trims of the Model 3 and Model Y, is going to stabilize the company’s delivery volumes and return the company to annual growth.
Tesla launches two new affordable models with ‘Standard’ Model 3, Y offerings
Tesla launched the new affordable Model 3 and Model Y “Standard” trims on October 7, which introduced two stripped-down, less premium versions of the all-electric sedan and crossover.
They are both priced at under $40,000, with the Model 3 at $37,990 and the Model Y at $39,990, and while these prices may not necessarily be what consumers were expecting, they are well under what Kelley Blue Book said was the average new car transaction price for September, which swelled above $50,000.
Despite the rollout of these two new models, it is interesting to hear that a Wall Street firm would think that Tesla is going to return to more stable delivery figures and potentially enter a new growth phase.
Many Wall Street firms have been more focused on AI, Robotics, and Tesla’s self-driving project, which are the more prevalent things that will drive investor growth over the next few years.
Wedbush’s Dan Ives, for example, tends to focus on the company’s prowess in AI and self-driving. However, he did touch on vehicle deliveries in the coming years in a recent note.
Ives said in a note on October 2:
“While EV demand is expected to fall with the EV tax credit expiration, this was a great bounce-back quarter for TSLA to lay the groundwork for deliveries moving forward, but there is still work to do to gain further ground from a delivery perspective.”
Tesla has some things to figure out before it can truly consider guaranteed stability from a delivery standpoint. Initially, the next two quarters will be a crucial way to determine demand without the $7,500 EV tax credit. It will also begin to figure out if its new affordable models are attractive enough at their current price point to win over consumers.
Elon Musk
Tesla preps for a harsh potential reality if Musk comp vote doesn’t go to plan
A successful vote for Tesla would see the compensation package get approved. But there is always the possibility of a rejection, which would likely see Musk leave the company.
Tesla could be forced to look for a new CEO in the coming months, as a crucial November 6 Shareholder Meeting vote will determine whether Elon Musk will stick around.
A major vote is coming up at the 2025 Tesla Shareholder Meeting, as investors will determine whether Musk should be given a new compensation plan that would award him up to $1 trillion and more than one-fourth of the total voting power within the company.
Tesla board chair reiterates widely unmentioned point of Musk comp plan
A successful vote for Tesla would see the compensation package get approved. But there is always the possibility of a rejection, which would likely see Musk leave the company.
“My fundamental concern with regard to how much voting control I have at Tesla is if I go ahead and build this enormous robot army, can I just be ousted at some point in the future? That’s my biggest concern,” Musk said at last week’s Earnings Call. “That’s what it comes down to in a nutshell. I don’t feel comfortable wielding that robot army if I don’t have at least a strong influence.”
Tesla Board of Directors Head Robyn Denholm has been on somewhat of a PR tour over the past few days, answering questions about the compensation plan, which is among the biggest issues currently for the company.
Denholm told Bloomberg yesterday that Tesla investors need to be prepared for Musk to abandon ship if the package is not approved, which brings on a new question: Who would take over the CEO role?
That is a question Denholm also answered yesterday, bringing forth the conclusion that Tesla would not look for an outside hire if Musk were to leave the company. Instead, it would promote someone internally.
The way it was reported by Bloomberg and Reuters seems to make it seem as if Tesla is preparing for the worst, as it states the company “is looking at internal CEO candidates,” not preparing to do so.
Of the executives at Tesla who immediately come to mind as ideal candidates for a potential takeover should Musk leave, Tesla China President Tom Zhu and Head of AI Ashok Elluswamy both come to mind. Zhu has monumental executive experience already, as he was appointed to the role of Senior VP of Automotive back in December 2022.
He then returned to China in 2024.
It seems Tesla wants to align its future, with or without Musk, on the same path that it is currently on, and internal candidates might have a better idea of what that looks like and truly means.
News
Tesla Full Self Driving (FSD) is nearing approval in a new country
As per the official, Tesla’s Full Self-Driving system could be enabled in Israel in the near future.
It appears that Tesla FSD (Supervised) is heading to a new country soon, at least based on comments from Israel’s Transport and Road Safety Minister Miri Regev.
As per the official, Tesla’s Full Self-Driving system could be enabled in Israel in the near future.
Israeli drivers are pushing for FSD rollout
While Tesla’s FSD is already operational in markets like the U.S., Canada, and Australia, Israeli owners have long been unable to use the feature due to regulatory barriers. Despite its premium price tag, however, numerous Tesla owners in Israel have noted that the technology’s safety benefits, at least when approved for real-world use in the country, justify its cost.
It was then no surprise that nearly 1,000 Tesla owners in Israel have already petitioned the government to greenlight FSD’s domestic release in Israel. In a post on X, Regev seemed to confirm that FSD is indeed coming to Israel. “I’ve received the many referrals from Tesla drivers in Israel! Tesla drivers? Soon you won’t need to hold the steering wheel,” she wrote in her post.
FSD’s regulatory support in Israel
Regev stated that her Ministry views promoting innovative technologies as essential to improving both road safety and smart mobility. A working group led by Moshe Ben-Zaken, Director General of the Ministry of Transportation has reportedly been tasked to finalize the approval process, coordinating with regulatory and safety agencies to ensure compliance with international standards.
In a comment to Geektime, Israel’s Ministry of Transportation and Road Safety noted that Regev is indeed supporting the release of FSD in the country. “Minister Regev sees great importance in promoting innovative technologies, and in particular in the entry of advanced driving systems (FSD) into the Israeli market, as part of the ministry’s policy to encourage innovation, safety, and smart transportation,” the Ministry stated.
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