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All in one: Twitter is now X, as Musk looks to build a "super-app"

All in one: Twitter is now X, as Musk looks to build a "super-app"

David Crowther

NeXt chapter

Twitter is dead, and an X marks the spot where its iconic blue bird once perched. While Elon Musk’s latest change may have taken some by surprise, with “X” users rushing to “X” their views about the “X” redesign, his preoccupation with (and plans around) the 24th letter actually go way back.

In 1999, Musk founded X.com, an online bank that merged with Confinity to become PayPal just a year later. Now, his biographer Walter Isaacson says, the Tesla CEO is ready to complete his original vision from nearly 25 years ago — turning X into a one-stop everything platform.

Everything, everywhere, all in one app

Everything apps, or “super-apps”, are platforms where the user can fulfill a variety of tasks from one centralized hub. That means playing minigames in the same place you message your loved ones, or reading the latest news on the app that you transfer a friend the $10 you owe them. Super-apps are huge in Asia and Musk’s goal will be to try and replicate the biggest of them all — WeChat.

Indeed, in a town hall event for Twitter employees back in June 2022, Musk explained that people in China “basically live on WeChat because it’s so usable and helpful to daily life”. The app’s 1.32 billion monthly active users — who can hail taxis, order food, pay their bills, read books, message people, post pictures, and much more — would likely agree with Musk on that point too.

Apparently, the mogul wants X to be even bigger, though. Axios observed that Musk’s tellings herald the app as “Twitter + Substack + YouTube + PayPal + Amazon + TikTok + WeChat + Baidu” rolled into one. The everything app for everything apps, then.

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Judge blocks Pentagon’s move to blacklist Anthropic

A federal judge in Northern California has granted a preliminary injunction blocking the Pentagon from labeling Anthropic as a national security supply chain risk.

The ruling temporarily prevents the Defense Department from restricting the AI company’s access to federal contracts amid a dispute over its refusal to allow certain military and surveillance uses of its technology. The designation could also have shifted lucrative government work toward competitors, including OpenAI.

Earlier this month, Anthropic, the company behind Claude, sued 17 federal agencies and their heads, alleging the government exceeded its statutory authority.

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Report: SpaceX’s record IPO may grant preferential access to retail investors and Tesla shareholders

SpaceX’s impending IPO could raise $40 billion to $80 billion and rank as the largest ever — as well as one of the most unconventional.

The Wall Street Journal reports several ways CEO Elon Musk is considering breaking with IPO norms:

  • Investors in his other companies, including Tesla, could receive preferential access to shares.

  • Individual investors may get a third or more of the allocation, far above the typical ~10% mark.

  • Instead of a traditional road show, Musk wants investors to visit SpaceX facilities in person.

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  • Investors in his other companies, including Tesla, could receive preferential access to shares.

  • Individual investors may get a third or more of the allocation, far above the typical ~10% mark.

  • Instead of a traditional road show, Musk wants investors to visit SpaceX facilities in person.

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Tesla released estimates for Q1 deliveries and they’re lower than analysts expected

Ahead of first-quarter earnings next month, Tesla released its own company-compiled Wall Street consensus estimate for deliveries: 365,645 vehicles. While that’s lower than the 382,000 FactSet consensus estimate, it represents a nearly 9% jump from Q1 2025, when Tesla sold 336,681 vehicles.

Tesla started releasing its own consensus estimates to the public — not just institutional investors — for the first time in Q4 2025. The move was seen as a way to temper investor expectations, as other estimates were too high. Last quarter, Tesla’s compilation was closer to actual numbers, which fell 16% year over year.

The market-implied odds from event contracts suggest 64% of traders think Tesla’s Q1 deliveries will be more than 350,000, 44% think it will be higher than 360,000, and just 21% have it at higher than 370,000.

(Event contracts are offered through Robinhood Derivatives, LLC — probabilities referenced or sourced from KalshiEx LLC or ForecastEx LLC.)

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