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Twitter Files part 14 sheds light on “Russian bots” and #ReleaseTheMemo
The Twitter Files part 14, written by independent journalist, Matt Taibbi, shed light on a false narrative of Russian bots and the hashtag #ReleaseTheMemo. Taibbi, who was given access to the internal documents at Twitter by Elon Musk, released a new installment on Thursday.
1.THREAD: Twitter Files #14
THE RUSSIAGATE LIES
One: The Fake Tale of Russian Bots and the #ReleaseTheMemo Hashtag— Matt Taibbi (@mtaibbi) January 12, 2023
It began in 2018 when Senators Dianne Feinstein and Adam Schiff wrote the platform a letter regarding trending hashtags and Russian disinformation campaigns. Twitter pointed out that both the politicians and the media didn’t only lack the evidence but had evidence the accounts were not Russian. However, the platform was “roundly ignored.”
Backtracking to a week before Twitter received the letter, Republican Devin Nunes submitted a classified memo to the House Intel Committee that detailed the abuses by the FBI in obtaining Foreign Intelligence Surveillance Act (FISA) surveillance authority against those connected to former President Trump. Included was the role played by the Steele Dossier.
Credit: Matt Taibbi
In December 2019, a report by Justice Department Inspector General Michael Horowitz verified Nunes’ assertions virtually.
“We also found that the FBI’s interviews of Steele, his Primary Sub-Source, a second sub-source, and other investigative activity revealed potentially serious problems with Steele’s descriptions of information in his reports,” the report read. “Among other things, regarding the allegations attributed to Person 1, the Primary Sub-source’s account of these communications, if true, was not consistent with and, in fact, contradicted the allegations of a “well-developed conspiracy” in Reports 95 and 102 attributed to Person 1.”
The report also pointed out that the FBI filed three renewal applications with the FISC in 2017, repeating the seven “significant errors contained in the first FISA application.” Yet, the report found another ten errors in the three renewal applications. Taibbi noted that despite that, the national media denounced Nunes’ report in January and February 2018 in “oddly identical language, calling it a ‘joke.’
Senators Feinstein and Schiff also wrote an open letter claiming that the hashtag “gained the immediate attention and assistance of social media accounts linked to Russian influence operations.
The senators claimed that Nunes’ memo “distorts” classified information. “But note they didn’t call it incorrect,” Taibbi wrote.
Connecticut Senator Richard Blumenthal also wrote a letter. “We find it reprehensible that Russian agents have so eagerly manipulated innocent Americans citizens and undermined our democratic processes through our elections and public policy debates.”
The letter asked Twitter to notify users who interacted with tweets created by the accounts tracked by the Alliance for Securing Democracy (ASD). The senators and members of the media pointed to the Hamilton 68 dashboard created by Clint Watts, a former FBI counterintelligence official, created The letter asked Twitter to notify users who interacted with tweets created by the accounts tracked by the Alliance for Securing Democracy.”
The Hamilton 68 dashboard was described as a project with the Alliance for Securing Democracy at the German Marshal Fund and tracked around 600 accounts that it claimed were tied to Russian-sponsored influence and disinformation campaigns. Bret Schafer, an analyst who helped run the project, spoke about the #ReleaseTheMemo hashtag.
“I’ve never seen any single hashtag that has had this amount of activity behind it,” he said. Taibbi noted that the dashboard “was vague in how it reached its conclusions.”
Twitter executives didn’t quite trust the dashboard and the key complaints were that Hamilton 68 seemed to be the only source of information and no one was checking with Twitter. Global Policy Communications Chief Emily Horne encouraged skepticism of the dashboard’s take. In the screenshots below, Horne pointed out that it was a comms play for ASD.
“They’ve made a very strong media push in the last week, piggybacking on Clint’s testimony.”
Off the record, she said, “I encourage you to be skeptical of Hamilton 68’s take on this, which, as best as I can tell, is the only source for these stories. 1) Hamilton 68 does not release the accounts that make up their dashboard, so no one can verify the accounts they include are, in fact, Russian automated accounts, and 2) it is extraordinarily difficult for outside researchers, who do not have access to our full API and internal account signals, to say with any degree of certainty that an account they believe is behaving suspiciously is 1) automated and 2) Russian.”
“If you speak with them, I encourage you to press them on how they can be sure of both of these claims when they do not have access to internal signals and data.”
Twitter’s former head of safety, Yoel Roth, wasn’t able to find any Russian connection to the hashtag and noted that after reviewing accounts that posted the first 50 tweets with the hashtag, none showed any signs or affiliation to Russia. Instead, Twitter found that the engagement was “overwhelmingly organing and driven by strong VIT engagement). VIT is an acronym for very important Tweeters, and these included Wikileaks, Donald Trump Jr., and Congressman Steve King.
When Twitter brought this up to a Blumenthal staffer, the staffer tried to wave them off “because we don’t believe these are bots.”
Another Twitter executive pointed out that if Blumenthal would lay off on this, “it seems like there are other wins we could offer him.” However, the senator published his letter, which led to the platform’s executives being frustrated over what they viewed as a circular process.
“Twitter spent a lot of resources to respond to the initial request, and the reward from Blumental shouldn’t be round after round of requests for user notice. It also doesn’t do anything to fix the problem. That distracts our team from the real iq fight.”
Twitter executives later realized that they were”feeding congressional trolls” and compared the requests to a popular children’s book, If You Give a Mouse a Cookie.
Although Twitter believed that there were no Russians in the story, it stopped challenging Russia’s claims on the record. Outside counsel from firms advised Twitter to use language such as “With respect to particular hashtags, we take seriously any activity that may represent an abuse of our platform.”
This resulted in reports from several mainstream media outlets pushing the “Russian bots” story without any evidence. Taibbi noted that several media outlets that played up the “Russian bots” story declined to comment. So did the staff for Senators Feinstein, Schiff, and Blumenthal. Nunes shared a comment.
“Schiff and the Democrats falsely claimed Russians were behind the Release the Memo hashtag, all my investigative work… By spreading the Russia collusion hoax, they instigated one of the greatest outbreaks of mass delusion in U.S. history.”
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Elon Musk
SpaceX to launch military missile tracking satellites through new Space Force contract
SpaceX wins a $178.5M Space Force contract to launch missile tracking satellites starting in 2027.
The U.S. Space Force awarded SpaceX a $178.5 million task order on April 1, 2026 to launch missile tracking satellites for the Space Development Agency. The contract, designated SDA-4, covers two Falcon 9 launches beginning in Q3 2027, one from Cape Canaveral Space Force Station in Florida and one from Vandenberg Space Force Base in California. The satellites, built by Sierra Space, are designed to bolster the nation’s ability to detect and track missile threats from orbit.
The award falls under the National Security Space Launch Phase 3 Lane 1 program, which Space Force uses to move payloads to orbit on faster timelines and at more competitive prices. “Our Lane 1 contract affords us the flexibility to deliver satellites for our customers, like SDA, more easily and faster than ever before to all the orbits our satellites need to reach,” said Col. Matt Flahive, SSC’s system program director for Launch Acquisition, in the official press release.
SpaceX is quietly becoming the U.S. Military’s only reliable rocket
The SDA-4 contract is the latest in a long string of national security wins for SpaceX. As Teslarati reported last month, the Space Force recently shifted a GPS III satellite launch from ULA’s Vulcan rocket to SpaceX’s Falcon 9 after a significant Vulcan booster anomaly grounded ULA’s military missions indefinitely. That move made it four consecutive GPS III satellites transferred to SpaceX after contracts were originally awarded to its competitor.
This didn’t come without a fight and dates back years. SpaceX originally had to sue the Air Force in 2014 for the right to compete for national security launches, at a time when United Launch Alliance held a near monopoly on the market. Since then, the company has steadily displaced ULA as the dominant provider, and last year the Space Force confirmed SpaceX would handle approximately 60 percent of all Phase 3 launches through 2032, worth close to $6 billion.
With missile defense satellites now part of its launch manifest alongside GPS, communications, and reconnaissance payloads, SpaceX is giving hungry investors something to chew on before its imminent IPO.
Elon Musk
Tesla’s Q1 delivery figures show Elon Musk was right
On the surface, the numbers reflect a mature EV market facing competition, softening demand, and the loss of certain incentives. Yet they also quietly validate a prediction Elon Musk has repeated for years: Tesla’s traditional auto business is becoming far less central to the company’s future.
Tesla reported its Q1 delivery figures on Thursday, and the figures — solid but unspectacular — show that CEO Elon Musk was right about what the company’s most important production and division would be.
We are seeing that shift occur in real time.
Tesla delivered 358,023 vehicles in the first quarter of 2026, according to the company’s official report released April 2.
The figure represents modest year-over-year growth of roughly 6 percent from Q1 2025’s 336,681 deliveries but a sharp sequential drop from Q4 2025’s 418,227. Production reached 408,386 vehicles, while energy storage deployments hit 8.8 GWh.
On the surface, the numbers reflect a mature EV market facing competition, softening demand, and the loss of certain incentives. Yet they also quietly validate a prediction Elon Musk has repeated for years: Tesla’s traditional auto business is becoming far less central to the company’s future.
Musk has long argued that vehicles alone will not define Tesla’s value.
Optimus Will Be Tesla’s Big Thing
In September 2025, Musk stated bluntly on X that “~80% of Tesla’s value will be Optimus,” the company’s humanoid robot.
He has described Optimus as potentially “more significant than the vehicle business over time.” Those comments were not abstract futurism. In January 2026, during the Q4 2025 earnings call, Musk announced the end of Model S and X production, framing it as an “honorable discharge,” he called it.
Those are the biggest factors.
~80% of Tesla’s value will be Optimus.
— Elon Musk (@elonmusk) September 1, 2025
The Fremont factory space, once dedicated to those flagship sedans, is being converted into an Optimus manufacturing line, with a long-term target of one million robots per year from that single facility alone.
The Q1 2026 numbers arrive at precisely the moment this strategic pivot is accelerating. Model 3 and Y deliveries totaled 341,893 units, while “other models” (including Cybertruck, Semi, and the final wave of S/X) added 16,130.
Growth is no longer explosive because Tesla is no longer chasing volume at all costs. Instead, the company is reallocating capital and factory floor space toward autonomy, energy storage, and robotics, businesses Musk believes will command far higher margins and enterprise value than incremental car sales.
Delivery Hits and Misses are Becoming Less Important
Wall Street’s pre-release consensus had pegged deliveries near 365,000. Coming in below that estimate might have rattled investors focused solely on automotive metrics. Yet Musk’s thesis has never been about maximizing quarterly vehicle shipments.
Tesla, he has insisted, “has never been valued strictly as a car company.”
The modest Q1 auto performance, paired with the deliberate wind-down of legacy programs and the ramp of Optimus, underscores that point. While EV demand stabilizes, Tesla is building the infrastructure for Robotaxis and humanoid robots that could dwarf today’s car business.
The future is here, and it is happening. It’s funny to think about how quickly Tesla was able to disrupt the traditional automotive business and force many car companies to show their hand. But just as fast as Tesla disrupted that, it is now moving to disrupt its own operation.
Cars, once the only recognizable and widely-known division of Tesla, is now becoming a background effort, slowly being overtaken by the company’s ambitions to dominate AI, autonomy, and robotics for years to come.
Critics may still view the shift as risky or premature. But the Q1 figures, solid but unspectacular in the auto segment, illustrate exactly what Musk has been signaling: the era when Tesla’s valuation rose and fell with every Model Y delivery is ending.
The company’s long-term bet is on AI-driven products that turn vehicles into high-margin robotaxis and factories into robot foundries. Thursday’s delivery report did not just meet the market’s tempered expectations; it proved Elon Musk was right all along.
The car business, once everything, is quietly becoming an important piece of a much larger puzzle.
Investor's Corner
Tesla reports Q1 deliveries, missing expectations slightly
The figure, however, fell short of Wall Street’s consensus estimate of 365,645 units, reflecting ongoing headwinds in the global EV market.
Tesla reported deliveries for the first quarter of 2026 today, missing expectations set by Wall Street analysts slightly as the company aims to have a massive year in terms of sales, along with other projects.
Tesla delivered 358,023 vehicles in the first quarter of 2026, marking a 6.3 percent increase from 336,681 vehicles in Q1 2025.
The figure, however, fell short of Wall Street’s consensus estimate of 365,645 units, reflecting ongoing headwinds in the global EV market. Production reached approximately 362,000 vehicles, with Model 3 and Model Y accounting for the vast majority. The results come as Tesla navigates softening demand, intensifying competition in China and Europe, and the expiration of key U.S. federal tax incentives.
🚨 BREAKING: Tesla delivered 358,023 vehicles in Q1 2026
Tesla also reported record energy deployments of 8.8 GWh
Wall Street had delivery consensus estimates of 365,645 pic.twitter.com/EVNAu5L3UT
— TESLARATI (@Teslarati) April 2, 2026
Energy storage deployments provided a bright spot, hitting a record 8.8 GWh in Q1. This underscores the accelerating momentum in Tesla’s energy segment, which has become a critical growth driver even as automotive volumes stabilize.
Year-over-year, the energy business continues to outpace vehicle sales, with analysts noting strong backlog demand for Megapack systems amid rising grid-scale needs for renewables and AI data centers.
Looking ahead, analysts project full-year 2026 vehicle deliveries in the range of 1.69 million units—a modest 3-5% rise from roughly 1.64 million in 2025.
Growth is expected to accelerate in the second half as production ramps and new incentives emerge in select markets. However, risks remain: persistent high interest rates, price competition from legacy automakers and Chinese EV makers, and potential margin pressure could cap upside.
Tesla has not issued official full-year guidance, but executives have signaled confidence in sequential quarterly improvements driven by cost reductions and refreshed lineups.
By the end of 2026, Tesla plans several major product launches to reignite momentum. The refreshed Model Y, including a new 7-seater variant already rolling out in select markets, is expected to boost family-oriented sales with updated styling, efficiency gains, and interior enhancements.
Autonomous ambitions remain central to Tesla’s mission, and that’s where the vast majority of the attention has been put. Volume production of the Cybercab (Robotaxi) is targeted to begin ramping in 2026, potentially unlocking new revenue streams through unsupervised Full Self-Driving (FSD) deployment.
A next-generation affordable EV platform, possibly under $30,000, is also in advanced planning stages for 2026 or 2027 introduction. On the energy front, the Megapack 3 and larger Megablock systems will drive further deployment scale.
While Q1 highlights transitional challenges in autos, Tesla’s diversified roadmap, spanning refreshed consumer vehicles, commercial trucks, Robotaxis, and explosive energy growth, positions the company for a stronger second half and beyond. Investors will watch Q2 closely for signs of sustained recovery, especially with new vehicles potentially on the horizon.
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Tesla’s Q1 delivery figures show Elon Musk was right
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