Risk to US National Security

In America 2.0’s assessment, Elon Musk is a direct threat to US national security. The world’s richest person controls the satellite network Ukraine’s army fights with, helped dismantle USAID from inside the government, and on Oct. 21 warned members of Congress planning to investigate him that he would “come for” whoever is “really pulling the strings.” This page tracks the evidence behind that assessment, what would change it, and where the record is disputed.
Musk controls the satellite network Ukraine’s army depends on, and its military service was capped this month; who ordered the cap is disputed. He helped dismantle USAID, which health experts say weakened the response to the Ebola epidemic. On Oct. 21 he warned Democrats planning to investigate him that he would “come for” those behind it. Not yet seen: a threat carried out, a cutoff he clearly ordered, a deal with a hostile state, or election interference. Any of those would move the rating to Severe.
What would change this rating ↓
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Musk moves faster than the institutions that check him. A congressional inquiry takes days or weeks just to set up, and by the time it produces its first hearing there will be new actions to examine. Outrage does not close that gap. This page is built to: record each move as it happens, say in advance what would raise or lower the risk, and point to the checks that can act quickly, such as courts and inspectors general, alongside the slower ones.
The rating measures the risk his actions pose to US national security, judged on documented actions, not on his politics or his posts alone. It moves on court records, official statements, filings and tier-one reporting that cites them.
Recent flights by aircraft linked to Musk, from public ADS-B transponder data as posted by ElonJet. A flight shows where a plane went, not who was aboard. Trips outside the US are flagged. Times show when the flight was logged, in your time zone.
The most-shared claims about Musk, and what public sources can confirm.
On the war in Ukraine his positions have repeatedly matched Moscow’s. In 2022 he proposed recognizing Crimea as Russian and holding new referendums in occupied regions, which the Kremlin called “very positive” (Meduza). This month he wrote “Time for Zelensky to go” (X). The Wall Street Journal has reported regular contact with Putin and senior Kremlin officials (CNBC summary). The alignment extends to money. Musk has written that “just wattage and tonnage will matter, not dollars” and that “mass & energy will take the place of dollars” (X; X). The “energy” half echoes the Technocracy movement his grandfather led (see Power and ambitions). The “tonnage” half matches Sergei Glazyev, a former Putin economic adviser, who has proposed replacing the dollar in international settlements with a currency tied partly to a basket of about 20 commodities, from oil to grain to gold (VoxUkraine). The common thread is rejection of the dollar and of government-issued fiat money. Shared views and contact are not evidence that he takes direction from Moscow: the record shows a common outlook, not instructions.
On Oct. 21 he quoted a Politico headline, “Dem gavels are coming for Elon Musk,” about Democrats’ plans to investigate him if they win the House, and wrote: “Live by the sword, die by the sword. Those who pick fights with me should understand that I will find out who is really pulling the strings and come for them, not just their puppets …” He named no one and did not say what he would do (X). He uses the same phrase against others who try to hold him to account: the same day he told journalist Kara Swisher she “really wants to go to prison” (X), and in 2024 he answered economist Daron Acemoglu’s column on how to “rein him in” with “Do you want to live by the sword of arrest?” (X). Rep. James Walkinshaw answered the post the next day, asking Musk to testify under oath about DOGE (X).
The Wall Street Journal says yes; Reuters says the order came from the White House; Musk and Trump both deny it was Musk. Nine senators asked the Pentagon’s inspector general to investigate; on Oct. 27 it declined (AP). On Oct. 22 Vice President Vance said Musk acts at the government’s direction, while Rubio called it Musk’s decision (Interfax-Ukraine; Al Jazeera). On Oct. 22 the Journal reported that President Trump called Musk and asked him to lift the restrictions, and that service improved the next day (WSJ). Sharon Weinberger, who on Oct. 14 argued the limit was likely ordered by Washington, called that “a bizarre situation,” since Musk has said the Pentagon controls the military service (X; X). Trump would not confirm the call but said Musk “put it back” (video, X 2113364503073022045). A Ukrainian official said the cap was still in place on Oct. 22 (Kyiv Independent). On Oct. 23 Ukrainian defense ministry sources told the BBC that drones were still losing connection at 161 km/h and that there was “currently no confirmation that these restrictions have been lifted” (BBC). Zelensky told CNN he does not know who ordered the limits (Kyiv Post). On Oct. 23 Reuters reported, citing six former senior US officials, that the Biden and Trump administrations had several times asked SpaceX to switch Starlink on or off in other countries, including Iran, Lebanon, Yemen and Ukraine. SpaceX did not comment; Musk posted that Starshield is “owned and controlled by the US government” (Reuters). Late on Oct. 23 three Silicon Valley House Democrats, Sam Liccardo, Ro Khanna and Jimmy Panetta, wrote to White House chief of staff Susie Wiles asking who ordered the slowdown and whether SpaceX violated federal contracts (X); Sen. Richard Blumenthal is also demanding answers (X). On Oct. 24 Musk wrote that “that loophole was closed last week,” referring to Ukraine’s use of commercial Starlink for offensive drone strikes, while saying decisions on Starshield are the government’s (X). He did not say who closed it. The Atlantic reported Oct. 28 that a Ukrainian volunteer group, People’s Starlink, warned military users in an Oct. 11 memo to prepare for a cutoff; that the outages cost Ukraine naval drones in the Black Sea, according to two people familiar with the mission; and that when U.S. military officials asked SpaceX about the outages, the company advised switching to an upgraded contract to restore access, according to U.S. officials. Ukrainian officials told the magazine that military-grade Starshield terminals are under 1% of those in the war zone. Musk and SpaceX did not respond (The Atlantic). On Oct. 28 Vladimir Putin called Musk “a genius” and said Russia is “in close touch with our American colleagues, including Mr. Musk, because in orbit it is very important not to get in each other’s way” (The Atlantic). Ukraine Defense Fund co-founder Andrey Liscovich estimates well over 250,000 Starlink terminals are in the war zone; the magazine notes SpaceX raised the Starshield price in the Middle East this spring from about $5,000 to $25,000 per terminal per month after U.S. forces used it for drone strikes on Iran, citing Reuters (The Atlantic).
A court-ordered list of X Holdings shareholders, unsealed in August 2024 in a suit by former Twitter employees, names nearly 100 investors, among them 8VC, the venture firm co-founded by Joe Lonsdale (NBC News). Petr Aven and Vadim Moshkovich are not on it. Their sons, Denis Aven and Jack Moszkowicz, work at 8VC (TheWrap). Lonsdale says the fathers have no money in 8VC and that the fund owns less than 1% of X (X). The list gives no stake sizes, and fund investors are not disclosed, so the record neither shows nor rules out Russian money behind 8VC.
Where it came from: a Ukrainian blogger’s post (Aug. 24, 2024; about 16,000 likes), repeated by MEP Guy Verhofstadt
Reported contacts with Putin and Kremlin officials, and praise from Kremlin figures, are on the record. No public evidence shows he takes direction or payment from Moscow.
Starlink is not connected to vote counting, and no evidence of tampering has surfaced (our Election tracker).
A Russian-language thread, translated and shared widely in English (about 130,000 views), says SpaceX added a server check that cut off terminals Ukrainian engineers had modified to spoof their GPS position (X; X). The record points the other way. The limits applied only inside Ukraine: Zelensky said cars carrying the same terminals ran above 180 km/h in EU countries but cut out at 161 km/h at home. He said Kyiv was being told of “technical issues” but called the limits a “planned operation” (Ukrainska Pravda). They hit Starshield, the military service, not only hacked civilian terminals. Officials told Reuters the order came from inside the White House (Reuters), and the Journal reports Musk ordered it (via Ars Technica). Musk says limits are “decided by the US military and ultimately POTUS” (X). The thread’s author ends it by calling it “most likely not true and total nonsense.”
Origin. Posts on X from Oct. 23 citing the posters’ own statistical model (X; X). The orbital record does not support it. COMSPOC, a commercial tracking firm, found that Cosmos 2612 set up its approach with burns on Oct. 1 and Oct. 12 to 16, before the alleged alert, passed within about 60 m of ICEYE-X36 on Oct. 17 and left on Oct. 18, and that ICEYE-X36 “did not maneuver” (X). ICEYE-X36 was not harmed (our Space War tracker). Starlink-35856 crosses ICEYE’s orbit at a different inclination, so any close pass lasts seconds. No public record of the alert or of a rule barring ICEYE from maneuvering has been shown.
The claim spread on X on Oct. 23 (X), after Showbiz411 reported that Alex Gibney’s film had been dropped by almost all of the 472 theaters it expanded to on Oct. 16 (Showbiz411). Box Office Mojo’s daily figures show the film held 472 theaters through Oct. 22, taking $67 to $108 per screen on weekdays, then fell to 63 theaters on Friday, Oct. 23. It held 63 theaters through Sunday, Oct. 25, grossing $71,530 over the Oct. 23–25 weekend and bringing its total to $643,432 (Box Office Mojo). This month the distributor, Bleecker Street, was sold to Outerlight Entertainment, a firm backed by Pierre Omidyar (Hollywood Reporter). We found nothing in the record showing that Musk had a role. Weak per-screen sales are a common reason films lose screens.
Musk’s claim, posted Oct. 23 in reply to his own post that Ukraine’s elites “have grown very rich off the hundreds of billions flowing to Ukraine” while ordinary Ukrainians’ children “are conscripted to die in trenches” (X; X). The post drew about 580,000 views by that afternoon. He offered no evidence. Fact-checkers found none when the same claim spread in 2024, and US inspectors general cited the State Department’s finding of “no credible evidence of illicit diversion” of US weapons, budget support or humanitarian aid (PolitiFact). Poland’s foreign minister, Radosław Sikorski, replied that “the U.S. stopped funding Ukraine last year” and that Europeans now pay US companies for American weapons (X). Kirill Dmitriev, President Putin’s special envoy for investment and economic cooperation, praised Musk’s post as “true, insightful, and brilliant” (X). Musk posted the claim 11 days before the midterms. It offers a ready explanation for a loss: that US aid to Ukraine came back to fund his opponents. That echoes the “color revolution” narrative, which also casts the president’s opponents as foreign-backed and supplies grounds for pursuing them whatever the result (see our Election 2026 tracker).
Musk’s claim. Researchers at Boston University estimate more than 700,000 deaths in the first year, more than half of them children, and reporters have documented individual cases (NPR). A study in The Lancet projects more than 14 million additional deaths by 2030 across 133 countries, including 4.5 million children under 5, if the cuts continue (The Lancet). Both are model estimates, not counts.