Peter Kafka

Peter Kafka @pkafka

RT @Techmeme: Best Buy says it laid off 5,000 workers and will close more stores as it expects 40% of sales to come from online purchases t… — PolitiTweet.org

Peter Kafka @pkafka

RT @eliotwb: Meaning, the fiber optics boom in 2000 led to a ton of cable internet investment. Companies failed, but we were left with fast… — PolitiTweet.org

Peter Kafka @pkafka

RT @Lucas_Shaw: Netflix will invest $20M a year in programs for underrepresented talent. That’s one of the biggest commitments by any studi… — PolitiTweet.org

Peter Kafka @pkafka

RT @digiphile: “the biggest challenge that our democracy faces, certainly the biggest challenge that the press faces, is the inability on t… — PolitiTweet.org

Peter Kafka @pkafka

RT @mims: Here’s a chart that seems to suggest 2021 will be an even bigger bubble in tech stocks than 2000 was, and it’s almost entirely dr… — PolitiTweet.org

Peter Kafka @pkafka

RT @voxdotcom: EXCLUSIVE: More than a dozen current and former Amazon corporate employees told @delrey that they saw a pattern of systemic… — PolitiTweet.org

Peter Kafka @pkafka

@Fahrni sure. also, fwiw you can use substack or revue for free if you're not charging for it — PolitiTweet.org

Peter Kafka @pkafka

@Fahrni People who make and sell newsletters for a living will tell you that cobbling together the various parts you need to do takes work. Question is how much that work is worth. — PolitiTweet.org

Peter Kafka @pkafka

Twitter's Substack charges 5% vs Substack's 10%. https://t.co/pkVUPNOoJN — PolitiTweet.org

Peter Kafka @pkafka

I was making a Twitter thread and Twitter just told me I should think about making a Twitter-owned newsletter instead/as well. Reminder: Substack relies on Twitter to help source potential writers, and to find new readers for Substack writers. https://t.co/QVZdQzpfGQ — PolitiTweet.org

Peter Kafka @pkafka

@KenEnglund Current CEO. — PolitiTweet.org

Peter Kafka @pkafka

And, as AT&T notes, the reason TPG is putting money into this is that DirecTV is an actual business, still: "Since AT&T closed the DIRECTV acquisition in 2015, the business has generated cash flows of more than $4 billion per year... the company expects this to continue in 2021." — PolitiTweet.org

Peter Kafka @pkafka

Notes: As @sherman4949 and others note, DirecTV is actually worth less than $16b, since this total now includes the rest of AT&T's (non-WarnerMedia) TV biz. As @MattBelloni and others note, John Stankey, the AT&T exec who made the deal happen, is now AT&T CEO. — PolitiTweet.org

Peter Kafka @pkafka

@sherman4949 yes — PolitiTweet.org

Peter Kafka @pkafka

@MattBelloni yup! — PolitiTweet.org

Peter Kafka @pkafka

AT&T paid $67 billion for DirecTV in 2015. Now it’s worth $16 billion. https://t.co/K97vJF8xRO — PolitiTweet.org

Peter Kafka @pkafka

@laureltouby Thanks but I’m supposed to be working then! — PolitiTweet.org

Peter Kafka @pkafka

@DylanByers @jasonkilar Alternate ways to describe it: One and a half months! Half a traditional window! Usually well after a movie has left the theaters! — PolitiTweet.org

Peter Kafka @pkafka

@JoannaStern Can you guys please spend some time talking about tech vs media? — PolitiTweet.org

Peter Kafka @pkafka

RT @perlberg: I profiled @carolynryan, the most powerful woman in the New York Times newsroom and possibly the next executive editor. Ryan… — PolitiTweet.org

Peter Kafka @pkafka

@kenli729 @felixsalmon @zgorin @ShiraOvide @edmundlee @sarafischer Predates that. https://t.co/vOhOLqMto4 — PolitiTweet.org

Peter Kafka @pkafka

@edmundlee @felixsalmon @zgorin @ShiraOvide @kenli729 Ps Apple requires participation for goodies like promotion, billing, etc. Netflix done with that a long time ago. But, as Ed points out, netflix *will* cut deals with the Comcasts of the world, bc it thinks those are more important (and less directly competitive) — PolitiTweet.org

Peter Kafka @pkafka

@felixsalmon @zgorin @ShiraOvide Bc Google is investing a lot of resources on phone search. For also obvious reasons. Try it! — PolitiTweet.org

Peter Kafka @pkafka

@skottk @felixsalmon @zgorin @ShiraOvide No not at all. It’s a biz dev thing. Compare with roku. — PolitiTweet.org

Peter Kafka @pkafka

@felixsalmon @zgorin @ShiraOvide Yes. Compare and contrast and you’ll get it eventually. — PolitiTweet.org

Peter Kafka @pkafka

@felixsalmon @zgorin @ShiraOvide Anyway, worth noting that Google search for streaming - at least on your phone - has gotten much better recently. Google “narcos” and goog tells you right away that it’s on Netflix (compare with searching for narcos on Siri search) — PolitiTweet.org

Peter Kafka @pkafka

@felixsalmon @zgorin @ShiraOvide Hahahaha — PolitiTweet.org

Peter Kafka @pkafka

@felixsalmon @zgorin @ShiraOvide Never for netflix. Netflix doesn’t want apple aggregating it for obvs reasons. — PolitiTweet.org

Peter Kafka @pkafka

@gaberivera My session about tech and the media doesn’t start till 8 et but if you want to pre-schedule that note go for it — PolitiTweet.org

Peter Kafka @pkafka

I have an awesome mute list — PolitiTweet.org