Oh no, things are getting critical over at X forly 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 Tesla and uh, you know SpaceX and otherwise uh, and 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 SPAC is recording.

Here's some more launch videos: 1.6 th000 likes 5.4 th000 likes Uh, you know we. 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 ex 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 re 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 $386 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 Friday Which means we have a Black Friday sale New Gold Course drops for just 300 $75 with live streams included. That is the best price we're ever going to see.

Guaranteed we'll guarantee it. No problem at all. There's a fantastic 2023 content set coming out on. Monday All of the other courses are on sale as well.

hashtag deflation. Go to Meetkevin.com to learn more. If you're an existing member, we'll take care of you. We've got great ways for you to get all the access to the gold content.

We got new content coming out for the regular courses as well the stack Haack clients are getting more than they bargain for as well. everybody's getting more so if you want to be part of it, make sure to email us. We are getting flooded with emails I just looked and I there at least 100 emails that just in the last few hours that I we're still working through. So if you email us at Staff Atme Kevin.com give us 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 was 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 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 me 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 you're 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 re litigate 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. 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 seven 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 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 paused, 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 says they'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 Elon should uh should step down I I I think either you know he shouldn't be the 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 U 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 of 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 yourself with a tattoo.

Is that fair? No. Because 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. Uh, 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 how it goes.

Congratulations man, you have done so much. People love you people look up to you Kevin P there financial analyst and YouTuber meet Kevin Always great to get your take even though I'm a licensed financial adviser, real estate broker and becoming a stock broker. This video is neither personalized Financial advice nor real estate advice for you. It is not tax, legal or otherwise personalized advice tailored to you.

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