Peter Kafka

@pkafka ↗

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Last Checked Feb. 15, 2023

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Thu Jan 05 03:24:39 +0000 2023

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Peter Kafka @pkafka

@jonathanmendez I know the contours of the biz, and yes it’s expanding and will continue to do so. But check the filings, it is very low margins. There are also echoes of the fantasy betting land grab a few years ago where they clobbered each other and eventually pulled back. — PolitiTweet.org

Posted Jan. 5, 2023

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Peter Kafka @pkafka

@jonathanmendez But also a low-margin biz where some of the players are already rationalizing their spend — PolitiTweet.org

Posted Jan. 5, 2023

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Peter Kafka @pkafka

For our 2023 kickoff pod I talked to @theinformation’s @waynema, who has new details about Tim Cook’s long-awaited virtual/augmented reality headset. It’s not the gadget Apple thinks everyone will buy this year, but a starting point. https://t.co/Ym7BbPxtmI https://t.co/XRWJ8LEqC2 — PolitiTweet.org

Posted Jan. 5, 2023