Analysis of Musk’s Twitter buy

Two things about Twitter and the U.S. government are true, and that makes predicting where this ends up quite challenging to game out.

♦First, the U.S. intelligence apparatus is actively involved in the background operations of Twitter.  The extent of the IC involvement may be debatable, but the IC being involved in Twitter is fundamentally true.

♦Second, if the U.S. government wanted to stop Elon Musk from purchasing Twitter, they could – very easily.  As noted, Musks network of business operations is heavily dependent on a partnership with the U.S. government (SpaceX, Starlink, Tesla, etc.)  The State Dept, Pentagon, NASA, FAA, and various intelligence agencies are all parts of a deep network of relationships with Musk’s organizations.

The fact that the U.S. government does not intervene in any Musk effort, including Twitter, is not evidence of Musk being outside the system.  Factually, it would be challenging to find another company with tentacles as wide, far reaching and connected to the U.S. government.

Musk is purchasing Twitter because the U.S. government wants to allow Musk to purchase Twitter.  Musk may be ‘dirty dancing‘ with the government while trying to retain the patina of an outsider, but the network of his company attachments to the U.S. government run counter to that outlook.

Again, I don’t know what Musk’s intent is, and hopefully the Twitter outcome is something much more open and transparent than currently exists.  However, that said, we should not assign too much weight to any media outline of the dynamic until we have actual reference points to any possible change.

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