LEAK: Elon Musk's X.com Revenue May have *JUST* Collapsed [Tesla Warning]

oh no things are getting critical over

ATX formally known as Twitter that we we

just got access to some documents

internal sales documents apparently

about ads at X after uh the oopsy

dupsies that happened over the last

couple weeks with Elon oo it doesn't

look good and uh what's interesting is

while we're going to cover that data I

wanted to start with this because this

kind of made me think wait a minute what

what's going on so Ellie she's great she

covers basically all things uh Tesla and

uh you know SpaceX and otherwise uh it

you know she's been posting a ton of

videos here Starship launch from

November 18th 3.9 th000 likes 330,000

Impressions uh you've got uh you've got

multiple here's a uh you know spaces

recording here's some more launch videos

1.6 th000 likes 5.4 th000 likes uh you

know we I the point is we're getting a

lot of engagement on some of these

videos uh it's so we would have expected

that over the last 2 weeks she would

have received a lot more ad Revenue than

she ended up getting a lot of these

posts probably averaging 500 1.4k over

here 1.9k

1.2k nearly 1K uh so this this is good

engagement right this is very good like

she's doing fantastic uh good for her

and she covers this the space uh events

a lot and uh it was concerning when I

saw this this morning very strange

I feel like the Starship launch coverage

and other Impressions I've gotten lately

uh as a result of those uh her Twitter

or X Revenue should have amounted to

more she says much more in fact it seems

every time I try to look at my analytics

half of my information is inaccurate or

broken hoping we can get better data

when it comes through earning with X now

look it's obviously been only that

Twitter has even started sharing ad

Revenue with users but there's a real

question that is there a chance ad

Revenue could come to a complete

standstill on X uh because take a look

at this through all these posts she had

a $

3862 ad rev share so I kept you know I

was reading some of the other comments I

I left a you know a comment about hey

like is this maybe from the two weeks

prior to the launch like is there lag in

the data I'm not sure but it definitely

seems messed up uh Joanna krier she she

ended up posting and this made me think

the problem's deeper and then I just got

through the tape it's still on the tape

from just a couple minutes ago here uh

the uh the up press release that uh you

know what's going on with X revenues

here but uh look at what Elon replies

here now quickly remember it's Black

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a second we're getting through it but uh

take a look for now at this Elon replied

to Joanna's response here which is a

problem uh and again to be clear that

email though for the courses with staff

meetkevin.com

go to meetkevin.com to actually see all

the pricing of that but anyway Joanna

says seeing some folks mad over low rev

share remember this is a gift from X

Elon didn't have to do this be grateful

sorry if I seem harsh I'm not trying to

be I'm just being honest it's true I

mean again remember back in the day x

never used to monetize but one of the

big things about Elon taking over was

that he wanted to you be able to compete

with platforms like YouTube and would be

able to do so by offering creators

Revenue to incentivize more X exclusive

content production but you know now you

look at somebody like Ellie who you know

worked her ass off for two weeks and got

paid $38 that's that's weird so I

thought okay maybe it's a glitch you

know maybe it's the prior two weeks but

listen to elon's reply not much we can

do if advertisers boycott or reduce

spend on our

platform uh yikes that's not good at all

here so you can see the whole thing I

remember myself that's not good this was

just tweeted so

now you go

to and I understand pretty much

everybody on X and I guess I shouldn't

paint with that broad of a brush but

let's just be clear most people I

rephrase that a second time a lot of

people seem to dislike the New York

Times okay a lot of people I actually

don't think they're that bad uh you know

i' I've kind of grown up with times and

I think some of the information they

have is is very good is there going to

be a Leti is tilt of course that doesn't

mean some of the information is is is

bad although there has been bad

information don't get me wrong okay I'm

not here to defend the times but I still

read them uh and I'm a subscriber just

like I subscribe to you know right

leaning Publications so anyway look at

this internal documents leaked to the

New York Times and this makes sense by

the way that a left leaning organization

is going to get the leaks right like if

you work at Twitter and you're still

like super on the left or even just

slightly on the left and you're going to

going to leak some internal data are you

going to send it to Fox so they can bag

on musk or you going to send it to the

times who be more likely to bag on musk

right so again it makes sense that the

times has his data listen this internal

documents show companies like Airbnb

Coca-Cola and Microsoft have halted ads

or at risk of doing so after musk's

endorsement of an anti-semetic

conspiracy theory look I'm not going to

relitigate this I've done this a many

times let's just be clear Elon has

walked that back and defended that he

he's not he never meant to be anti-jew I

also don't think he's anti-jew I

legitimately don't think he hates any

class of people uh I do think he made a

big oopsy doopsy though with his post

like when I first read the post I'm like

bro you're adding fuel to the hate fire

you could have gone and responded to the

positive comment but you chose to

respond to the hate filled comment and

amplify it and support it anyway

uh X the social media company formerly

known as Twitter could lose as much as

$75 million in advertising Revenue in

just two months actually only about 7

weeks uh because this is by the end of

the year following dozens of Major

Brands pausing their marketing after its

owner Elon Musk endorsed an anti-semitic

conspiracy theory uh you know earlier

this month $75 million okay this is this

is a big oopsy doopsy so first of all

they used to Twitter back when it was

Twitter used to make about $1.6 billion

in ad Revenue which was about

$133

million in ad Revenue per month so back

then over a 7-week period when Twitter

was public Twitter would have earned

about $230 million in ad Revenue $230

million in ad Revenue losing 75 million

out of 230 would be a loss of about

32% but we don't actually think ad

revenue is back up to the levels where

it was

back when Twitter was Twitter now we

think ad revenues are down at least

somewhere around 40% so if I take 40%

off of

230 then that means about half and I

think that's a roughly accurate estimate

about half of elon's AD Revenue may have

just gone up in smoke because of the

anti-semitic

controversy uh not only have IBM apple

and Disney but now companies like Airbnb

Coca-Cola Microsoft Netflix is in there

all these companies are suggesting they

might scale back spend now there has

been a trend on Twitter of people like

Tim pool suggesting he'll buy $250,000 a

month of ads Andrew Tate Sals he'll buy

a million dollars worth of ads honestly

I don't think either of them will and

I'm not trying to bag on either of them

for for example I I did a great podcast

with Tim P I think he's a great guy he's

he's very

intelligent but I don't think either of

them actually will I think it's a

popular thing to say I don't think

they'll actually do again that's no

that's not bagging them I just I just

don't think they will uh so you know

it's easy to say you're going to boycott

products from all these companies

cutting ads but I mean you're going to

boycott products from a lot of different

companies not just Airbnb Coke but Jack

in the Box Netflix Apple uh Uber you

know Airbnb this is a these are a lot of

different companies

Microsoft various subsidiaries of

Microsoft have stopped advertising uh

Amazon's units for Books and Music uh

has stopped advertising as have some of

the subsidiaries of Google NBC

Universal Meet the Press uh well then we

have a you know Chris chrisy over there

uh slamming all the hate that's just

going on around the world that's fine uh

Elon Musk then noted the company would

donate all revenue from advertising and

subscriptions associated with the war to

uh the Red Cross and other relief

agencies in Gaza maybe a lot of

engagement on Twitter has been related

to Gaza and so maybe a lot of it is

being donated but the potential loss of

of per my quick calculations here of

maybe

half of their revenue because of of uh

elon's uh tweeting is is not good uh you

know people get mad at me and they say

oh so you still think uh Elon should uh

should step down I I I think either you

know he shouldn't be the face of PR if

he's going to have these opinions or or

like have the opinions but maybe maybe

as the face of a of of two business is

businesses where where you know hundreds

of thousands well maybe not hundreds of

thousands you got maybe like 110,000

employees at Tesla and then another you

know certain amount of thousand X

thousand couple thousand or whatever

employees at Twitter all these people

rely on on you for their livelihood if

you're saying things that's pissing off

the world uh does that potentially put

their jobs at risk does it potentially

mean elon's going to have to sell more

Tesla stock to finance losses at X so uh

unfortunately there's some degree of

probable you know self-limiting in terms

of the engagement with hateful posts

that someone would make that someone

should really consider doing now I know

people hear that and they say oh you

know that's

self-censoring well like look at the the

CEOs of basically any major company are

they out engaging on political opinion

uh you know with very very hateful

topics where you know you're going to

piss off at least half of people no they

don't it's just not what CEOs do because

they don't want to destroy their

business so I don't know if this is just

like a like a you know uh well you know

I should be able to speak my mind freely

and it shouldn't affect my sales you're

right it shouldn't but it will

so it's kind of like you know let's say

you have a job making

$100,000 uh a year standing in the

middle of of of a traffic Street uh or

or like a street corner or whatever you

need to direct traffic okay there's

you're not allowed to have street lights

there you direct the traffic and you

have a job $100,000 a year but you have

to come dressed up in your uniform every

single day and you're not allowed to

have tattoos and then one day you show

up with a tattoo and you're fired for

expressing your yourself with a tattoo

is that fair no cuz you're expressing

yourself but does that make any

difference to the fact that now you lost

the job no you see what I'm saying like

still going to lose the job so what was

the point if you if if that statement

was worth $100,000 to you fantastic

hopefully it's something

good because you were willing to take

that loss but here I think there's a lot

of heads scratching going on and it

seems to be getting worse so I'm

definitely paying attention to this as a

Tesla shareholder why not advertise

these things that you told us here I

feel like nobody else knows about this

we we'll try a little advertising and

see go congratulations man you have done

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