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SpaceX Chief Engineer Elon Musk takes part in a joint news conference with T-Mobile CEO Mike Sievert (not pictured) at the SpaceX Starbase, in Brownsville, Texas, U.S., August 25, 2022.

Adrees Latif | Reuters

Elon Musk has announced big, albeit confusing, plans for Twitter since he took over the social network last month.

Musk wants to vastly increase the revenue the company makes through subscriptions while opening up the site to more “free speech,” which in some cases seems to mean restoring previously banned accounts like the one owned by former president Donald Trump.

But Musk’s plans for Twitter could put it in conflict with two of the biggest tech companies: Apple and Google.

Tensions are brewing

One of the biggest risks to Musk’s vision for “Twitter 2.0” is the possibility that his changes violate Apple or Google’s app rules in a way that slows down the company or even gets its software booted from app stores.

Tensions are already brewing. Musk complained in a tweet just last week about app store fees that Google and Apple charge companies like Twitter.

“App store fees are obviously too high due to the iOS/Android duopoly,” Musk tweeted. “It is a hidden 30% tax on the Internet.” In a follow-up post, he tagged the Department of Justice’s antitrust division, which is reportedly investigating app store rules.

His complaint is over the 15% to 30% cut Apple and Google take from purchases made inside apps, which could eat into the desperately-needed revenue from Musk’s plans for $8 per month from Twitter Blue subscriptions.

Over the weekend, Phil Schiller, the former head Apple marketing executive who still oversees the App Store, apparently deleted his widely-followed Twitter account with hundreds of thousands of followers.

Phil Schiller, senior vice president of worldwide marketing at Apple Inc., speaks at an Apple event at the Steve Jobs Theater at Apple Park on September 12, 2018 in Cupertino, California.

Justin Sullivan | Getty Images

There are signs Twitter has already seen an increase in harmful content since Musk has taken over, putting the company’s apps at risk. In October, shortly after Musk became “chief Twit,” a wave of online trolls and bigots flooded the site with hate speech and racist epithets.

The trolls organized on 4chan, then barreled into Twitter with anti-Black and Jewish epithets. Twitter suspended many of the accounts, according to the nonprofit Network Contagion Research Institute.

Musk’s plan to offer paid blue verification badges have also led to chaos and accounts impersonating major corporations and figures, which have caused some advertisers to shy away from the social network, in particular, Eli Lilly after a fake verified tweet erroneously said insulin would be provided for free.

The app stores noticed.

“And as I departed the company, the calls from the app review teams had already begun,” former Twitter head of trust and safety Yoel Roth wrote this month in the New York Times.

Fees and subscription revenue

Twitter and Apple have been partners for years. In 2011, Apple deeply integrated tweets into its iOS operating system. Tweets that function as official company communications are regularly posted under Apple CEO Tim Cook’s account. Apple has advertised new iPhones and its big launch events on Twitter.

But the relationship appears poised to change as Musk moves to generate a larger bulk of income from subscriptions.

Twitter reported $5.08 billion in revenue in 2021. If half of that comes from subscriptions in the future, as Musk has said is the goal, hundreds of millions of dollars would end up going to Apple and Google — a small amount for them, but a potentially massive hit for Twitter.

One of Apple’s main rules is that digital content — game coins, or an avatar’s outfit, or a premium subscription— that’s purchased inside an iPhone app, has to use Apple’s in-app purchasing mechanism, in which Apple bills the user directly. Apple takes 30% of sales, decreasing to 15% after a year for subscriptions, and pays the remainder to the developer.

Companies such as Epic Games, Spotify, and Match Group lobby against Apple and Google’s rules as part of the Coalition for App Fairness. Microsoft and Meta have also filed briefs in court criticizing the system and made public remarks aimed at app stores.

One option for Musk is to take an approach similar to what Spotify has done: Offer a lower $9.99 price on the web, where it doesn’t pay Apple a cut, and then users simply log in to their existing account inside the app. Users subscribing to a Premium subscription inside the iPhone app pay $12.99, effectively covering Apple’s fees.

Or Twitter could go further, like Netflix, which stopped offering subscriptions through Apple entirely in 2018.

Musk could sell Twitter Blue on the company’s website at a cheaper price and tweet to his over 118 million followers that Blue is only available on Twitter.com. It might work and could help cut Apple out of any fees.

But that also means Twitter would have to remove many options for informing users about the subscription inside the app, where they’re most likely to make a purchasing decision. And Apple has detailed rules about what apps can link to when telling users about alternative ways to pay.

As Netflix’s app says: “You can’t sign up for Netflix in the app. We know it’s a hassle.”

A power struggle over content moderation

Tim Cook, chief executive officer of Apple Inc., speaks during the Apple Worldwide Developers Conference (WWDC) in San Jose, California, U.S., on Monday, June 4, 2018. 

David Paul Morris | Bloomberg | Getty Images

Musk faces the power of Apple and Google and their ability to decline to approve or even pull apps that violate their rules over content moderation and harmful content.

It’s happened before. Apple said in a letter to Congress last year that it had removed over 30,000 apps from its store over objectionable content in 2020.

If app store-related problems strike Twitter, it could be “catastrophic,” according to the former Twitter head of trust and safety Roth. Twitter lists app review as a risk factor in filings with the SEC, he noted.

Apple and Google can remove apps for various reasons, like issues with an app’s security and whether it complies with the platform billing rules. And app reviews can delay release schedules and cause havoc whenever Musk wants to launch new features.

In the past few years, the app stores have started more closely scrutinizing user-generated content that starts shading into violent speech or social networks that lack content moderation.

There’s precedent for a complete ban. Apple and Google banned Parler, a much smaller and conservative-leaning site, in 2020 after posts on the site promoted the U.S. Capitol riot on Jan. 6 and included calls for violence. In Apple’s case, the decision to ban high-profile apps is made by a group called the Executive Review Board, which is led by Schiller — the Apple executive who deleted his Twitter account over the weekend.

Although Apple approved Truth Social, Trump’s social networking app, in February, it took longer for Google Play to approve it. The company told CNBC in August that the social network lacked “effective systems for moderating user-generated content” and therefore violated Google’s Play Store terms of service. Google eventually approved the app in October, saying that apps need to “remove objectionable posts such as those that incite violence.”

Musk reportedly fired many of Twitter’s contact content moderators this month.

Apple and Google have been careful while banning apps like Parler, pointing to specific guideline violations like screenshots of the offending posts, instead of citing broad political reasons or pressure from lawmakers. On a social network as large as Twitter, it’s often possible to find content that hasn’t been flagged yet.

Still, Apple and Google are unlikely to want to wade into a difficult battle over what constitutes harmful information and what doesn’t. That could end up inviting public scrutiny and political debate. It’s possible that app stores simply delay approving new versions instead of threatening to remove apps entirely.

Future features could also irk Apple and Google and prompt a closer look at the platform’s current operations.

Musk has reportedly talked about allowing users to paywall user-generated videos — something that former employees think would lead to the feature being used for adult content, according to the Washington Post.

Apple’s App Store has never allowed pornography, a policy that dates back to the company’s founder, Steve Jobs, and Google also bans apps centered around sexual content.

Anything that isn’t safe for work needs to be hidden by default. Twitter currently allows adult content, which could put it even more directly into reviewer sights.

“Apps with user-generated content or services that end up being used primarily for pornographic content … do not belong on the App Store and may be removed without notice,” Apple’s guidelines say.

But Musk often runs towards battles, not away from them. Now he has to decide whether it’s worth taking on two of the most valuable and powerful companies in Silicon Valley over 30% fees and Twitter’s ability to host edgy tweets.

An Apple representative didn’t respond to a request for comment. A Google representative declined to comment. Twitter didn’t respond to an email and the company no longer has a communications department. Musk didn’t respond to a tweet.

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Palantir sues former employees, says Percepta AI CEO set out to ‘pillage’ top developers

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Palantir sues former employees, says Percepta AI CEO set out to 'pillage' top developers

Palantir Technologies CEO Alex Karp attends the Pennsylvania Energy and Innovation Summit on the campus of Carnegie Mellon University in Pittsburgh, Pennsylvania, July 15, 2025.

Andrew Caballero-reynolds | Afp | Getty Images

Palantir expanded its lawsuit against two former employees on Thursday to include the CEO of their new artificial intelligence startup, Percepta AI.

In the suit, Palantir alleged that Percepta CEO and co-founder Hirsh Jain, co-founder Radha Jain, and a third employee, Joanna Cohen, violated their non-solicitation agreements, hiring top talent to create a competitive business.

Palantir and Percepta didn’t immediately respond to CNBC’s request for comment.

The three defendants are accused of attempting to “poach” executives and developers from their former company and “plunder Palantir’s valuable intellectual property.”

Cohen and Radha Jain, who were named in the original lawsuit filed in October, were previously senior engineers at Palantir. Hirsh Jain, an executive responsible for the company’s healthcare portfolio, was added as another defendant in the latest complaint.

Palantir said the defendants were “entrusted” with the company’s “crown jewels,” including source code, customer workflows and proprietary customer engagement strategies.

The former employees “brazenly disregarded their contractual and legal commitments to Palantir and instead chose a path of deception and unjust competition,” the plaintiffs said in the document, which was filed in the U.S. District Court for the Southern District of New York.

Cohen and Radha Jain denied the initial allegations in a November filing, and agreed to stop working for Percepta during the proceedings.

The suit accused Hirsh Jain, who resigned from Palantir in August 2024, of an “aggressive campaign” to recruit other employees to join Percepta, and said the startup has already hired at least 10 former Palantir employees.

An alleged message written by Hirsh Jain in November 2024 read, “I’m down to pillage the best devs at palantir when they’re at their maximum richness.”

The complaint says Rhada Jain wrote another message saying, “God thinking about poaching is so fun.”

Palantir, which was co-founded by Peter Thiel, CEO Alex Karp and others, builds analytics software for companies and government agencies, including the U.S. military. The company’s stock price has soared more than tenfold since the end of 2023, lifting its market cap close to $450 billion.

Palantir also accused Cohen of sending herself highly confidential documents shortly after announcing her resignation from the company in March. Cohen allegedly took photos of sensitive information, the suit said, and downloaded the files onto her personal phone.

“At Percepta, they seek to succeed not through old-fashioned ingenuity and competition, but through outright theft and deceit,” Palantir said in the filing.

Among other things, Palantir is asking for the defendants to be forced to return any confidential information in their possession, and to avoid working at Percepta or venture backer General Catalyst for 12 months from the time of an order.

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Trump ‘sells out’ U.S. national security with Nvidia chip sales to China, Sen. Warren says

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Trump 'sells out' U.S. national security with Nvidia chip sales to China, Sen. Warren says

Sen. Elizabeth Warren, D-Mass., speaks during a Senate Banking, Housing and Urban Affairs Committee confirmation hearing on President Donald Trump’s nominees to lead the National Economic Council, Consumer Financial Protection Bureau and Federal Housing Finance Agency, on Capitol Hill in Washington, Feb. 27, 2025.

Annabelle Gordon | Reuters

President Donald Trump‘s decision to let Nvidia sell its advanced H200 artificial intelligence chips to China “sells out American national security,” Sen. Elizabeth Warren, D-Mass., said Thursday.

Warren also reiterated her call for Nvidia CEO Jensen Huang to testify before Congress about the agreement, along with Commerce Secretary Howard Lutnick.

The senator’s fiery remarks on the Senate floor came three days after Trump announced on social media that the U.S. semiconductor giant Nvidia could sell the chips to “approved customers” in China, so long as the U.S. gets a 25% cut of the revenues.

The announcement drew concerns both from Democrats and some of Trump’s Republican allies, who have been vocal about protecting America’s hardware advantage over China in the race to AI superiority.

Warren, in Thursday’s remarks, urged Congress to pass bipartisan legislation that “reins in this administration” by imposing new chip export restrictions. Critics of the bill say it could undermine U.S. chipmakers’ competitiveness.

The Trump administration knows that China gaining access to the chips, which have previously been subject to export restrictions, “poses a serious threat to our technological leadership and national security,” Warren said on the Senate floor.

She noted that shortly before Trump announced his decision on the H200 chips on Monday, the Department of Justice touted a crackdown touted a crackdown on a “major China-linked AI tech smuggling network.”

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“So why did the President make this bad deal that sells out the American economy and sells out American national security?” she asked. “It’s simple: In the Trump administration, money talks.”

“Mr. Huang understands that in this administration, being able to cozy up to Donald Trump might be the most important corporate CEO skill of all,” Warren said.

She pointed to Huang attending a $1 million-per-plate dinner at Trump’s Florida home Mar-a-Lago, and Nvidia’s later donations to the president’s under-construction White House ballroom.

“Those are just the most obvious possible reasons to cut this deal,” Warren said, “and who knows what else Mr. Huang might have done behind closed doors to persuade President Trump and Secretary Lutnick into making this dangerous concession.”

CNBC has reached out to Nvidia for comment on the senator’s remarks.

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Musk says SpaceX report of 2026 IPO is ‘accurate’

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Musk says SpaceX report of 2026 IPO is 'accurate'

The Axiom-4 mission, with a SpaceX Dragon spacecraft and Falcon 9 rocket, lifts off from Launch Complex 39A at NASA’s Kennedy Space Center in Cape Canaveral, Florida, June 25, 2025.

Giorgio Viera | AFP | Getty Images

Elon Musk responded to the latest report that SpaceX is going public in 2026, calling it “accurate.”

The article from Ars Technica’s Eric Berger examined why this is the right time for Musk’s space venture to IPO, and said the rise of artificial intelligence and opportunities for data centers in space play an important role in the move.

“As usual, Eric is accurate,” Musk wrote on his social media platform X in response to Berger’s article.

Musk’s comment comes after multiple news outlets said that SpaceX was looking to go public in 2026, with The Information and Wall Street Journal both reporting last week on the likeliness of an IPO, as well as a new share sale valuing the company at about $800 billion.

Bloomberg said this week that the company was pursuing an IPO in 2026 and is looking to raise more than $30 billion.

Over the weekend, Musk said on X that reports of the $800 billion valuation were “not accurate” and addressed the amount his company gets from NASA.

“While I have great fondness for @NASA, they will constitute less than 5% of our revenue next year,” Musk wrote. “Commercial Starlink is by far our largest contributor to revenue. Some people have claimed that SpaceX gets ‘subsidized’ by NASA. This is absolutely false.”

SpaceX didn’t immediately respond to a request for comment.

Heading into 2026, SpaceX and Tesla CEO Musk look set to gain a powerful ally in the government’s space program.

Read more CNBC tech news

Jared Isaacman, who paid millions to lead two private spaceflights with SpaceX in 2021 and 2024, is likely to become the next NASA administrator and was voted through committee on Monday.

He now heads to a full Senate vote for confirmation.

SpaceX is a key contractor for NASA, but acting administrator Sean Duffy has criticized Musk’s space operation for being behind on the Artemis moon trip, which has seen several delays.

Musk lashed out at Duffy, accusing him on X of “trying to kill NASA!”

Duffy, who is the secretary of transportation, was handed the reins of the space program this summer by President Donald Trump, after he pulled Isaacman’s nomination following a clash with Musk.

Trump said at the time that Isaacman’s relationship with Musk represented a conflict of interest.

The renomination of Isaacman at the beginning of November signaled that the relationship between Trump and Musk was on the mend, and the Tesla CEO’s attendance at a White House dinner later that month solidified the return to camaraderie.

— CNBC’s Lora Kolodny contributed to this report.

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