Peter Kafka

Peter Kafka @pkafka

Sorry to everyone who had to waste time thinking/talking/writing about this. (Unless that’s part of your business model.) — PolitiTweet.org

Peter Kafka @pkafka

RT @devincf: Tim Cook sitting Elon Musk down https://t.co/KA5rKbcZLh — PolitiTweet.org

Peter Kafka @pkafka

@goldman @MikeIsaac Please note that Tim Cook was also the most effective Trump manager in tech. — PolitiTweet.org

Peter Kafka @pkafka

New from me: “Talk to us after we’re a big leader in games. We have a lot of investment to do in games.” — PolitiTweet.org

Peter Kafka @pkafka

Delicate balancing act: Spotify, which has been fighting Apple over App Store policies for years, welcomes Elon’s Apple complaints without really welcoming Elon. — PolitiTweet.org

Peter Kafka @pkafka

It’s two hours of biting off all your nails. — PolitiTweet.org

Peter Kafka @pkafka

@sherman4949 @DKThomp @ranimolla Private ones are also struggling, but at least get to do it in private. — PolitiTweet.org

Peter Kafka @pkafka

@katologic @ranimolla Next year! — PolitiTweet.org

Peter Kafka @pkafka

Ps you can easier to read versions of the media landscape chart, via me and @ranimolla, here: https://t.co/mOOwJHOlOJ — PolitiTweet.org

Peter Kafka @pkafka

RT @SaacksAttack: New from me and @lizrhoffman: CoinDesk may have reported on FTX too diligently for its own good — PolitiTweet.org

Peter Kafka @pkafka

AMC execs have been trying to muddle through with their own niche streamers (Shudder, Acorn, etc) but that’s not enough, especially in an era where Wall Street no longer rewards you for simply streaming. Which brings us to today. — PolitiTweet.org

Peter Kafka @pkafka

AMC is also a difficult acquisition target: It doesn’t own some of its most valuable shows, and its reliance on cable fees makes it less appealing to the Amazons and Apples of the world, who don’t want to own declining linear cable assets. — PolitiTweet.org

Peter Kafka @pkafka

AMC played a major role in TV’s Golden Age/Streaming Age (Mad Men + Breaking Bad + Walking Dead) but its actual business has been undersized forever (squint to find it below, on the bottom right): https://t.co/Dd47OEAIwg — PolitiTweet.org

Peter Kafka @pkafka

RT @Lucas_Shaw: AMC Networks just lost its third CEO in 15 months. Not a great sign for any company, least of all one that just said good… — PolitiTweet.org

Peter Kafka @pkafka

@fl0atplane It loses a lot of money, which you can now see in the NYT’s public filings. — PolitiTweet.org

Peter Kafka @pkafka

@stevetranby @ballmatthew Yup! Tho none of that is optimal for the publisher. — PolitiTweet.org

Peter Kafka @pkafka

RT @felixgillette: long time listener, first time gabber. Had a grand time talking with @pkafka on Recode Media about IT'S NOT TV. no flipp… — PolitiTweet.org

Peter Kafka @pkafka

@danprimack But it’s about 6000 less than the non-official estimate. — PolitiTweet.org

Peter Kafka @pkafka

(And yes this ad, offering a deal that supposedly expired yesterday, ran this morning.) — PolitiTweet.org

Peter Kafka @pkafka

The advertiser I see most frequently on my Twitter right now is the The New York Times, which owns The Athletic. https://t.co/dB41BrVdIO — PolitiTweet.org

Peter Kafka @pkafka

RT @jasongay: Enjoy the game. It doesn't need to be a referendum. On USA v. Iran and the road ahead: https://t.co/mkZ5T5Hnya — PolitiTweet.org

Peter Kafka @pkafka

Another Twitter ad seller out the door. — PolitiTweet.org

Peter Kafka @pkafka

@thebenpatterson But in any case that’s still subscription, not micropayments, which is what post says it wants to do. — PolitiTweet.org

Peter Kafka @pkafka

@thebenpatterson Sure but: It took apple a lot of work to get folks signed on to Apple News, and it was able to brag about megareach and easy payment, neither of which twitter has. And publishers still don’t love it. — PolitiTweet.org

Peter Kafka @pkafka

@MikeIsaac “Enemy of my enemy is an erratic, self-sabotaging shitposter” is a different take. — PolitiTweet.org

Peter Kafka @pkafka

To get ahead of this: This isn’t about what you, a person on Twitter, would like. It’s about getting publishers comfortable w/selling their work a la carte. Many people have tried this for years and just because it hasn’t happened doesn’t mean it will never happen. But very hard. — PolitiTweet.org

Peter Kafka @pkafka

Getting news publishers who depend on ads and recurring subscriptions for revenue to get on board for micropayments will be… very difficult. — PolitiTweet.org

Peter Kafka @pkafka

@AustinJ Yup always some wiggle room to allow for the chance Elon will do something expensively self-destructive. — PolitiTweet.org

Peter Kafka @pkafka

@ballmatthew @Kantrowitz @TimSweeneyEpic Right! — PolitiTweet.org

Peter Kafka @pkafka

@Kantrowitz @TimSweeneyEpic Spotify and Netflix left a while ago. — PolitiTweet.org