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Peter Kafka @pkafka

@felixsalmon Well, for a long time I agreed with that pov - no way nerdy Jeff bezos would burn billions just to go on red carpet and hang out with famous people. Have reconsidered. — PolitiTweet.org

Posted May 17, 2021
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Peter Kafka @pkafka

@felixsalmon Reframe q pls, since it’s not clear at all what Amazon’s actual video ambitions are. — PolitiTweet.org

Posted May 17, 2021
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Peter Kafka @pkafka

RT @mhbergen: "Any time you want the price of either one to go up or down by 10% or more, you can just whisper 'price go up' or 'price go d… — PolitiTweet.org

Posted May 17, 2021 Retweet
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Peter Kafka @pkafka

RT @DougHenwood: This is surprisingly strong. Yes the dam is cracking. — PolitiTweet.org

Posted May 17, 2021 Retweet
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Peter Kafka @pkafka

@bupbin Yes that was the stated WarnerMedia plan. Bernstein point is that company is too yoked to old biz — PolitiTweet.org

Posted May 17, 2021
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Peter Kafka @pkafka

Apple exec Phil Schiller scheduled to testify in the Epic-Apple antitrust trial today. — PolitiTweet.org

Posted May 17, 2021
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Peter Kafka @pkafka

Insidery inbox: People who want to know why they guy who put together the DirecTV and Time Warner deals is acting as if they just happened to him. https://t.co/dUGTrgZsc0 — PolitiTweet.org

Posted May 17, 2021
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Peter Kafka @pkafka

Reminder that @Caseybloys was the guy who made all the HBO shows you liked before AT&T showed up, and he’s still there. For now. — PolitiTweet.org

Posted May 17, 2021
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Peter Kafka @pkafka

CNNTheDodo — PolitiTweet.org

Frank Pallotta @frankpallotta

Zaslav says of CNN that “not only are we going to keep it” but now the new mission is "to take everything we have i… https://t.co/A0U6efCSjh

Posted May 17, 2021
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Peter Kafka @pkafka

@sherman4949 You can guess tho. Four year deal... — PolitiTweet.org

Posted May 17, 2021
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Peter Kafka @pkafka

WarnerMedia/Discovery isn’t expected to close until middle of next year (if regulators sign off). Great news for Disney and Netflix. — PolitiTweet.org

Posted May 17, 2021
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Peter Kafka @pkafka

Jason Kilar’s name is not in the press release. — PolitiTweet.org

Alex Sherman @sherman4949

David Zaslav officially will run the combined company. AT&T will nominate 7 members of the board including a chairp… https://t.co/CEdZQ…

Posted May 17, 2021
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Peter Kafka @pkafka

RT @sherman4949: David Zaslav officially will run the combined company. AT&T will nominate 7 members of the board including a chairperson T… — PolitiTweet.org

Posted May 17, 2021 Retweet
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Peter Kafka @pkafka

Bernstein analyst Todd Juenger gets why AT&T and Discovery want to merge their streaming ops - they’re not big enough to compete solo. But: “This combination wouldn't result in a much bigger streaming business. It would result in a much bigger linear TV business.” — PolitiTweet.org

Posted May 17, 2021
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Peter Kafka @pkafka

@JamesSurowiecki It is exactly that. And it’s the third telco media admission of failure in the last six months. https://t.co/m9N2Pf5rqc — PolitiTweet.org

Posted May 17, 2021
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Peter Kafka @pkafka

@ShiraOvide #whatwouldshirawrite 🙏 — PolitiTweet.org

Posted May 17, 2021
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Peter Kafka @pkafka

Winners of the weekend: @JimMiller, @koblin, @felixgillette. — PolitiTweet.org

Posted May 17, 2021
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Peter Kafka @pkafka

@rkk24 @jayrosen_nyu Yes it is no longer on its balance sheet. Will do same with Warner — PolitiTweet.org

Posted May 17, 2021
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Peter Kafka @pkafka

RT @kimmasters: OK. Here’s my bit on this deal so far. Good for Zaslav. Not for Kilar. Probably Zucker is feeling pretty, pretty, pretty go… — PolitiTweet.org

Posted May 17, 2021 Retweet
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Peter Kafka @pkafka

@rkk24 @jayrosen_nyu It got out of directv earlier this year — PolitiTweet.org

Posted May 17, 2021
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Peter Kafka @pkafka

@TVGrimReaper 🤷‍♂️ — PolitiTweet.org

Posted May 16, 2021
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Peter Kafka @pkafka

Fwiw I do wish I had asked: “why does it make sense for att to own WarnerMedia”, just so I could own the set - I’ve asked every other person who works at the companies that same question. But otoh there is no answer and I never got one so i grew tired of asking. — PolitiTweet.org

Posted May 16, 2021
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Peter Kafka @pkafka

Not usually told I’ve been light on the skepticism. — PolitiTweet.org

TV Grim Reaper @TVGrimReaper

@pkafka Where was all this skepticism when you recently interviewed Kilar?

Posted May 16, 2021
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Peter Kafka @pkafka

@saralivingston @digitalshields CNN makes awesome docs (see disclaimer). — PolitiTweet.org

Posted May 16, 2021
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Peter Kafka @pkafka

Lucid Lucas, per usual. — PolitiTweet.org

Lucas Shaw @Lucas_Shaw

This week's newsletter is about AT&T's potential deal with Discovery, phone companies and why being worth $200 bill… https://t.co/UkKWn…

Posted May 16, 2021
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Peter Kafka @pkafka

@kmrardin They are spinning it into a newco - just like TimeWarner eventually did with AOL. The deal is done (if regulators approve) — PolitiTweet.org

Posted May 16, 2021
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Peter Kafka @pkafka

@VictorB123 @voxdotcom @teddyschleifer That’s wrong in several ways but the most important one is: AT&T has to sell all the Warner content to everyone else, at the same price. It doesn’t accrue any advantage from the ownership stake. — PolitiTweet.org

Posted May 16, 2021
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Peter Kafka @pkafka

Btw here’s what the media universe, sorted by market cap, looked like earlier this year. Discovery was tiny (has gone up a bit since then) so I circled it for you. https://t.co/RinS2GEE5P https://t.co/5iRUFMCAcV — PolitiTweet.org

Posted May 16, 2021
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Peter Kafka @pkafka

@lpolgreen Mmmm. So: Verizon spent less but owns less. AT&T spent way more but still owns a bunch of a company that can credibly compete with - or at least in the same league as - Disney and Netflix. — PolitiTweet.org

Posted May 16, 2021
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Peter Kafka @pkafka

(Banker’s probably right tho) — PolitiTweet.org

Posted May 16, 2021