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TEXXR

Chronicles

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Sources and docs: Elon Musk's SpaceX orders a large Twitter ad package, promoting Starlink in a “takeover” in Spain and Australia that can cost $250K+ per day

- Elon Musk's aerospace business SpaceX just ordered one of the larger advertising packages available from Twitter …

CNBC Lora Kolodny

Context & Ripple Effects

The SpaceX buy followed Musk's assurances to advertisers that Twitter would improve ad relevance and address brand-verification costs. It gave Twitter a high-profile campaign from a business closely associated with Musk as the platform sought to steady advertiser demand.

Later coverage shows Twitter also used large spending-match incentives to attract advertisers, while subsequent filings put X's advertising revenue below Twitter's 2021 level. The SpaceX order therefore reads as an early, visible test of whether premium placements could help fill a weakening ad pipeline.

First-order effects

  • Starlink gains prominent promotional inventory in Spain and Australia, while Twitter immediately books a large ad package whose takeover placement can cost more than $250,000 a day.
  • Twitter can point to SpaceX as an active buyer while it is trying to reassure advertisers about relevance and brand participation.

Second-order effects

  • The campaign raises the importance of Twitter's premium takeover inventory as a revenue tool, alongside the spending-match offers it later used to stimulate advertiser budgets.
  • Independent advertisers evaluating Twitter's sales pitch face a platform whose early demand includes a major Musk-linked buyer, even as Twitter is offering incentives to broaden spending.

Third-order effects

  • If large campaigns from businesses tied to Musk and spending incentives continue to substitute for a broad advertiser base, Twitter's ad revenue becomes more concentrated and less reflective of independent brand demand.
  • The later gap between X's ad revenue and Twitter's 2021 level suggests that premium packages alone did not restore the earlier advertising scale, putting greater weight on diversification beyond conventional ad sales.

The trend: Twitter's post-takeover ad strategy is shifting toward premium placements, advertiser concessions, and high-visibility campaigns as it works to rebuild broader demand.

Discussion

  • @lorakolodny Lora Kolodny on x
    SpaceX just bought a big ad campaign on Twitter for Starlink - my latest for @cnbc https://www.cnbc.com/... It's a “takeover,” media planners. Those things usually cost in the ballpark of $250k per day.
  • @elonmusk Elon Musk on x
    @chainsawdotcom @CL207 SpaceX Starlink bought a tiny - not large - ad package to test effectiveness of Twitter advertising in Australia & Spain. Did same for FB/Insta/Google.
  • @iseff Ian Sefferman on x
    Digital property :: real estate property Advertising :: leases Elon taking a page out of Adam Neumann's book. https://twitter.com/...
  • @rmac18 Ryan Mac on x
    Looking forward to Twitter having rotating Tesla, SpaceX, Neuralink and Boring Company banner ads https://twitter.com/...
  • @drewharwell Drew Harwell on x
    Elon Musk has found an advertiser that likes what's he's doing with Twitter https://www.cnbc.com/...
  • @johndiesattheen @johndiesattheen on x
    This makes perfect sense as an investment, just think about how many everyday users on here are in the market for some rocket launches https://twitter.com/...
  • @bethbourdon Beth on x
    no matter how many rocket ads you throw at me, i'm still not in the market right now. https://twitter.com/...
  • @david_j_roth David Roth on x
    When I RT myself. https://twitter.com/...
  • @maplecocaine @maplecocaine on x
    My man is getting desperate https://twitter.com/...
  • @mrstuartforrest Stuart Forrest on x
    How Twitter knew that I was at just the right point in the cycle to review my space launch provider needs I'll never know, but it seems like a smart move. Timely and well targeted advertising will never go out of fashion. https://twitter.com/...
  • @mslopatto Elizabeth Lopatto on x
    everyone suggesting Musk deliberately bought Twitter to ruin it is substantially underestimating how little Musk plans ahead https://www.cnbc.com/...
  • @docadam Doc on x
    Considering SpaceX makes a couple billion dollars a year in US government contracts, our taxes are now paying to keep Twitter afloat. https://twitter.com/...
  • @embryethan Ethan Embry on x
    This makes no sense beyond a money laundering type illegal corporate loan thingy. What good does advertising spaceX on twitter do for the company? Are we gonna be like-write troll tweet hit send and buy a rocket? https://twitter.com/...
  • @blackstemusa @blackstemusa on x
    Elon Musk is now ordering his other businesses (e.g., SpaceX, Boring, etc.) to buy Twitter ads to replace Twitter's lost ad business? Really? When will Musk buy Twitter ads for his fragrance, Tequila, & flamethrowers too? https://twitter.com/...
  • @owillis Oliver Willis on x
    elon could actually get his fanboys to prop up his companies mlm style. “look if you just get 5 friends to buy a verified twitter membership and they get 5 of their friends to buy one too, you can become a special tesla spacex associate...” https://twitter.com/...
  • @filippie509 @filippie509 on x
    Soon Twitter will buy Starlink (for all the synergies), Tesla will buy back Twitter, Boring Company will buy SpaceX (both work on round tubes after all), SpaceX will buy neuralink, finally Tesla will buy everything and then it will collapse FTX style. https://twitter.com/...
  • @axellycan @axellycan on x
    SpaceX now going in the hole to rescue its owner's bad investment choices because what on earth is SpaceX selling that advertising on twitter would be worth the expense of doing so? That's money that could go to making them not explode so often. https://twitter.com/...
  • @walkerbragman Walker Bragman on x
    Billionaire version of using one credit card to pay off another https://twitter.com/...
  • @andylevy @andylevy on x
    “twitter has replaced walt disney world as the greatest place on earth. in fact, we love twitter so much we decided to pay ten times the going rate for the privilege of advertising on it. this truly is the best day of all our lives” said a SpaceX spokesperson https://twitter.com/…
  • @shannonmstirone Shannon Stirone on x
    Congratulations some of our tax dollars just paid for a twitter ad promoting Elons other business that is ruining the night sky and whole swaths of astronomy. SpaceX just bought a big ad campaign on Twitter for Starlink https://www.cnbc.com/...
  • @john_hempton @john_hempton on x
    I don't see a conflict of interest. I see a convergence of interest. https://www.cnbc.com/...
  • @jason_kint Jason Kint on x
    let me get this sequencing straight: 1) fortune 500 brands are pausing ad spend on Twitter 2) head of ad sales announces resignation 3) head of ad sales rescinds resignation 4) SpaceX leans into new ad commitments on Twitter got it. https://twitter.com/...
  • @jordanzakarin Jordan Zakarin on x
    Starlink's main user base is people that don't have access to reliable internet, so advertising on Twitter is a good and smart call. https://twitter.com/...