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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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Investor's Corner
Tesla Optimus is already benefiting investors, top Wall Street firm says
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Tesla Optimus is already benefiting investors from a fiscal standpoint, at least that is what Alexander Potter at Piper Sandler, a top Wall Street firm covering the company, says.
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Analyst Alexander Potter, in the firm’s latest “Definitive Guide to Investing in Tesla,” built a comprehensive framework covering 17 separate product lines.
This granular approach values Tesla’s core businesses—including electric vehicles, energy storage, Full Self-Driving (FSD) software, in-house insurance, Supercharging network, and a standalone robotaxi operation—at approximately $400 per share, without assigning any value to Optimus or related inference-as-a-service opportunities.
“At $400/share, we think investors can buy Optimus for ‘free,’” Potter stated in the note. Piper Sandler maintained its Overweight rating on Tesla shares and a $500 price target, which implicitly attributes roughly $100 per share to the robot-related businesses— a figure the analyst views as potentially conservative.
The updated model incorporates elements often overlooked by other sell-side analysts, such as detailed forecasts for Tesla’s insurance operations, Supercharger revenue, and a distinct valuation for the robotaxi business separate from FSD software licensing. It also accounts for Tesla’s 2025 CEO compensation plan for the first time.
Potter acknowledged that his estimates for 2026 and 2027 fall below Wall Street consensus, citing factors like declining deliveries from certain discontinued models and reduced regulatory credit income.
However, he expressed limited concern, noting that traditional vehicle delivery metrics are expected to matter less over time as FSD subscriber growth and robotaxi deployment metrics gain prominence. On Optimus specifically, Potter suggested the humanoid robot program, combined with inference services, “arguably will be worth more than Tesla’s other businesses combined,” though the firm has not yet produced formal long-term forecasts for these segments.
Tesla shares have traded near the $400 range in recent sessions, reflecting ongoing investor focus on the company’s autonomous driving progress and expansion into robotics and AI. The Optimus project remains in early development stages, with Tesla aiming to deploy the robots initially for internal factory tasks before broader commercial applications.
This Piper Sandler analysis highlights the growing emphasis among some investors and analysts on Tesla’s long-term technology platform potential beyond its current automotive and energy businesses.
As with any forward-looking valuation, outcomes will depend on execution timelines, technological breakthroughs, regulatory approvals for autonomous systems, and market adoption of humanoid robotics—areas that carry significant uncertainty and execution risk.
The note underscores a common theme in Tesla coverage: differing views on how to quantify emerging high-growth opportunities like robotics within the company’s overall enterprise value. Investors are advised to consider their own risk tolerance and conduct thorough due diligence regarding these speculative elements.
News
Tesla Giga Texas buzzing as new Cybertruck appears to enter production
Additionally, the Cybercab manufacturing ramp-up is continuing amidst Tesla’s busy May, which includes a handful of things from an automotive perspective.
Tesla Giga Texas is buzzing with a lot of action, as it appears the new Cybertruck trim that was offered a few months back has entered production. Additionally, the Cybercab manufacturing ramp-up is continuing amidst Tesla’s busy May, which includes a handful of things from an automotive perspective.
Drone operator Joe Tegtmeyer captured striking footage over Giga Texas on the morning of May 11, 2026, revealing fresh batches of Cybertrucks that may mark the start of series production for the long-awaited $59,990 Dual Motor AWD variant.
Tesla launches new Cybertruck trim with more features than ever for a low price
The vehicles lined up in staging areas, and we got a great look at three of the units parked on the property:
Hard to say for sure, but production of the $59K AWD @Cybertruck may be just getting started here on this early and soggy morning at Giga Texas … this version is much harder to visually distinguish from the premium AWD versions, so I’ll come back on Wednesday and we’ll see if… pic.twitter.com/UX7yCQpgeC
— Joe Tegtmeyer 🚀 🤠🛸😎 (@JoeTegtmeyer) May 11, 2026
Tegtmeyer notes the difficulty in visually distinguishing this base AWD model from higher-trim versions, unlike the earlier Long-Range RWD that lacked a motorized tonneau cover.
Tesla launched the $59,990 Dual Motor AWD Cybertruck in late February 2026 with a brief introductory pricing window that closed by month’s end.
Initial U.S. delivery estimates of June 2026 quickly slipped to September–October and, for newer orders, as far as April 2027.
The move underscores robust consumer interest in a more accessible all-wheel-drive Cybertruck priced under $60,000 before incentives—positioning it as a volume play for Tesla’s electric pickup lineup while premium AWD and Cyberbeast variants continue to be sold as usual.
Meanwhile, Cybercab production at the same Austin facility shows steady, if deliberate, progress. Tegtmeyer’s latest flyover documented dozens of glossy production-spec Cybercabs parked in the outbound lot—consistent with Tesla’s early statements that initial output would remain modest before scaling later in 2026.
The purpose-built robotaxi, unveiled in 2024 and lacking a steering wheel or pedals, rolled its first unit off the line in February. Volume manufacturing began in April, with early examples already undergoing autonomous testing around the factory grounds.
Elon Musk has repeatedly emphasized that Cybercab and Semi production will start slowly before ramping “exponentially” toward year-end. The presence of multiple finished units signals Tesla’s Unboxed manufacturing process is maturing, even as the company balances Cybertruck output with autonomy milestones.
Recent drone imagery also shows ongoing construction for Optimus and test-track expansions, highlighting Giga Texas’s evolving role as Tesla’s hub for next-generation vehicles.
For Cybertruck buyers, the potential ramp of the $59K AWD offers hope of shorter waits and broader market access. For autonomy enthusiasts, the growing fleet of Cybercabs hints at robotaxi service trials on the horizon.
While official confirmation from Tesla remains pending, Tegtmeyer’s footage provides the clearest public signal yet that both programs are advancing in parallel at Giga Texas.
News
Tesla Full Self-Driving gains momentum in Europe with new country mulling approval
Tesla is advancing FSD’s technology across Europe with fresh talks underway in Ireland, signaling broader regulatory progress. On May 10, Ireland’s Department of Transport confirmed that Tesla is actively engaging with national authorities, including the National Standards Authority of Ireland (NSAI) to secure approval for FSD Supervised.
Tesla Full Self Driving (FSD) technology is gaining momentum in Europe, with yet another new country mulling a potential approval for operation on its roads.
Tesla is advancing FSD’s technology across Europe with fresh talks underway in Ireland, signaling broader regulatory progress. On May 10, Ireland’s Department of Transport confirmed that Tesla is actively engaging with national authorities, including the National Standards Authority of Ireland (NSAI) to secure approval for FSD Supervised.
While the department noted that full rollout in Ireland would ultimately depend on EU-level clearance, the engagement marks a notable step forward in Tesla’s European expansion strategy, Irish media outlet RTE said.
The news comes on the heels of a landmark breakthrough in the Netherlands. In April, Dutch vehicle authority RDW granted the first-ever EU type approval for FSD Supervised after 18 months of rigorous testing on public roads and tracks. The provisional approval allows the system on all Dutch roads, with Tesla already rolling it out to select owners following mandatory safety training.
The Netherlands has since notified the European Commission and is advocating for wider recognition, positioning the Dutch decision as a potential template for the bloc.
Europe has long lagged behind the United States, China, and other markets where FSD is more widely available. Strict EU regulations on automated driving systems have required extensive validation, but momentum is building.
Tesla now lists the Netherlands alongside established markets such as the U.S., Canada, Australia, and South Korea on its regional FSD page. Other countries, including Belgium, are reportedly fast-tracking their own review processes in response to the Dutch precedent.
Analysts see Ireland’s involvement as strategic. As a smaller EU member with unique road challenges—narrow rural lanes, hedgerows, and variable weather—successful validation there could demonstrate FSD’s adaptability and strengthen the case for harmonized EU approval.
Tesla has indicated it aims for broader EU deployment as early as summer 2026, though the timeline remains fluid. Discussions at the EU’s Technical Committee on Motor Vehicles continue, with a possible vote later in the year. Some member states, particularly in Scandinavia, have expressed reservations over edge cases like speeding protocols and long-term safety data.
For Tesla, European expansion is more than a software update; it unlocks significant growth. The continent’s dense population and high vehicle ownership could accelerate data collection, refine the AI models powering FSD, and pave the way for unsupervised autonomy and robotaxi services.
Owners stand to benefit from enhanced safety features and reduced driver fatigue, while regulators weigh innovation against proven risk reduction. Early Dutch results already cite safety improvements:
Tesla Full Self-Driving shows stunning maneuver in Europe to silence skeptics
But the work is far from done, and challenges are still present. FSD Supervised still requires driver attention and a readiness to intervene. EU rules emphasize that the technology is not fully autonomous, placing legal responsibility on the human operator. Tesla must also navigate varying national road conditions and public perception.
Nevertheless, the Ireland talks underscore a clear trajectory: one national approval at a time, Europe is inching closer to widespread FSD access. If the Dutch model gains traction, Summer 2026 could mark the beginning of a transformative chapter for autonomous driving on European roads.
Tesla’s persistent engagement with regulators is starting to pay off, and it suggests the company is still heavily committed to the expansion efforts across Europe, despite the red tape it has had to persist through.
Tesla Optimus is already benefiting investors, top Wall Street firm says
Tesla Giga Texas buzzing as new Cybertruck appears to enter production
