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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.”
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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.”
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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.”
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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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In a new note to investors on Tuesday, Morgan Stanley analyst Andrew Percoco said that Tesla has one big financial question to answer for investors regarding its Robotaxi rollout, Full Self-Driving software, and Optimus.
Percoco said in the note that, for the most part, investors are still very positive about the direction the company is headed. However, there are some things the firm would like to see, and they have to do with financials.
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla bulls are more than convinced that the company’s Full Self-Driving software is proof it can develop physical AI. Financially, however, there are still some questions, especially on elevated spending, which CEO Elon Musk said would occur as the company works to roll out Robotaxi faster and continue developing its Optimus robot.
The latter two are where Tesla will have to prove progress to investors, as Percoco writes that both projects “will require clearer evidence that Robotaxi is scaling and more tangible Optimus proof points to support the ROI on elevated capex.”
Percoco said the second quarter earnings call did not change his long-term thesis of where Tesla is positioned in the AI race, which is out in front. However, there are concerns that weaker gross margins and higher R&D spend will stress financials, and that has “sharpened our (and investors’) focus on measurable progress across Robotaxi and Optimus.”
Additionally, Robotaxi still needs to be proven with more operation in existing cities while maintaining safety but improving how many rides it gives in any given time, he said. For Optimus, Percoco wrote that he is “still looking for evidence beyond commentary around SOP.”
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Morgan Stanley put Percoco in charge of covering Tesla after long-time analyst Adam Jonas transitioned to the automotive side.
Currently, Morgan Stanley has a $415 price target on Tesla and a ‘Hold’ rating on the stock. It is trading at around $330 at the time of publication, which was 2:30 P.M. on the East Coast.
SpaceX’s massive investment in AI will make it a big winner, Argus Research said after the company’s successful earnings call last week.
The firm also upgraded shares to a Buy from Hold and set a $160 price target.
SpaceX (NASDAQ: SPCX) is currently recovering from its heavy AI infrastructure investments, as it spent nearly $16 billion in Q2 alone. The company did this primarily by monetizing high-demand GPU compute capacity at a much faster pace than traditional data center economics would suggest.
Company CFO Bret Johnsen said that SpaceX would be able to pay back anything on new deployments within a year.
There are plenty of ways the company can do this:
Leasing excess compute capacity through contracts
SpaceX has already built Colossus and Colossus II, largely for its own model training. However, much of that capacity is already rented out to third parties. It already has major deals with Anthropic, Google, and Reflection AI. These partnerships are adding billions per month to SpaceX’s spreadsheet.
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High utilization driven by industry-wide scarcity
The demand for advanced AI training and inference capacity continues to exceed what is available for use. SpaceX can fill new racks quickly after they come online, so the capital deployed converts into revenue with minimal idle time.
Additionally, management and outside observers have described the new compute capital as behaving more like a cost-of-goods-sold than traditional multi-year capex, especially because of this rapid monetization pattern.
Capacity has already scaled from ~0.4 GW a year to 1.4 GW annually by the end of Q2. There are targets of more than 2 GW by year-end.
High incremental margins on the rental business once capacity is online
GPU cloud providers often operate at strong gross margins. SpaceX can monetize capacity that was already partially built or can be added efficiently. This means that incremental EBITDA margins on the rental revenue are usually high. This accelerates cash recovery relative to the gross capital outlay.
Parallel monetization of its own AI software and applications
Beyond pure infrastructure rental, SpaceX also generates revenue from Grok through subscriptions and usage, from X through ads, data, and other related services, enterprise APIs, and the planned integration of the Cursor coding tools acquisition.
These application layers ride on the same compute infrastructure and provide additional high-margin streams that could offset build-out costs. AI-segment revenue overall rose sharply to about $2.6 billion in Q2, according to Motley Fool. This was driven primarily by the infrastructure contracts, but the software side is also partially responsible.
Efficient, large-scale deployment and vertical integration advantages
SpaceX has emphasized the rapid construction of power and cooling infrastructure and favorable cost-per-megawatt economics relative to industry benchmarks in some disclosures.
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Combined with its ability to scale capacity aggressively and the fact that many contracts start generating revenue within months of capacity coming online, the effective payback compresses dramatically compared with more conventional multi-year data-center projects.
SpaceX’s dominant near-term recovery path will turn the AI clusters into a hyperscale-style compute rental business for other leading AI companies while still using a portion for internal models.
Tesla headlights have caused a recall of over 20,000 of the company’s two most popular vehicles, the Model 3 and Model Y, due to the low-beam bulb exceeding the maximum allowed intensity according to federal standards.
Tesla initiated the recall with the National Highway Traffic Safety Administration (NHTSA) this morning, stating that the low-beam output “exceeds the maximum allowed intensity in the outer upper-right and outer upper-left areas of the 10U and 90U zone, as prescribed in FMVSS No. 108.”
Tesla sourced the impacted headlights from Marelli Automotive Lighting, a Mexico-based company. The recall impacts 2020-2023 Model Y vehicles and 2017-2023 Model 3 vehicles. It is estimated that every VIN in this recall is impacted by the defect.
🚨 Tesla is recalling 20,349 2020-23 Model Y vehicles and 2017-23 Model 3 vehicles due to an excessively bright headlamp low beam.
Currently, there is no remedy plan in place, as it is still being developed. pic.twitter.com/y34cIO2U0B
— TESLARATI (@Teslarati) August 11, 2026
Typically, Tesla would remedy recalls of this nature through an Over-the-Air software update, which has been a major focus of criticism by the company and its supporters because the NHTSA still refers to it as a “recall,” even though it requires no action by the vehicle owner. The fix is shipped over the internet and downloaded to the car.
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However, there appears to be a potentially different solution for this problem. Tesla has not developed a remedy for this issue, so it could potentially be on the way. The big issue appears to be the fact that these recalled lamps are out of production, and this is an old body style for both vehicles. The headlights and front-end designs are completely different.
Tesla switched to another supplier when the affected headlight design was discontinued. It plans to begin notifying owners of their remedy options by September 15.
Tesla filed a petition protesting the recall to fix the vehicles’ headlight issue, but the NHTSA denied it. Now, Tesla will come up with a solution to fix it.
Tesla has one big financial question to answer for investors: Morgan Stanley
SpaceX AI investment gamble will make it a big winner, firm says
